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Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

Business:Investing

EP 082: Nick Hopwood Celebrates 20 Years in Finance Industry

EP 082: Nick Hopwood Celebrates 20 Years in Finance Industry

2020-04-10
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In EP 082, Peak Wealth Management's Nick Hopwood, CFP® talks with Jim Pilat, AIF® on his 20th anniversary in the financial industry.

Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently. 

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EP 251: Navigating Financial Pressure: A Guide for Parents
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EP 250: Separate Accounts vs. Joint Goals: What Works Best?
2024-10-28 21
EP 249: Health Accounts and Heirs: What You Need to Know
2024-10-23 33
EP 248: Behind the Mic: Steve Gruber's Path to Success
2024-10-14 52
EP 247: The Financial Rollercoaster: Five Years of Bank Account Medians
2024-10-07 21
EP 246: Inflation Resilience: Why Ferrari Thrives While Dollar General Struggles
2024-09-30 137
EP 245: Rate Cuts and Market Moves: What’s Next?
2024-09-24 58
EP 244: From Peaks to Pits: The Full Picture of the Magnificent Seven Stocks
2024-09-09 48
EP 243: Retirement Riches: How an Ex from 1989 is Cashing In
2024-09-03 70
EP 242: Aligning Goals: What Makes Someone an Ideal Client for Peak Wealth?
2024-08-26 137
EP 241: Consumer Confidence by Political Affiliation
2024-08-20 70
EP 240: Financial Literacy & Family Legacy at the Dinner Table with Scott Donnell
2024-08-12 33
EP 239: Beyond the Linear Path: How Monte Carlo Models Reflect Reality
2024-08-05 89
EP 238: Exploring Retirement Readiness: A Peak Wealth Case Study
2024-07-29 70
EP 237: Preparing for Financial Peaks: What New Clients Need to Know
2024-07-22 74
EP 236: Market Reaction: Stocks and the Ripple Effect of Major Events
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EP 235: Buyer Beware: Avoiding Common Annuity Mistakes
2024-07-08 75
EP 234: Planning for Longevity: Strategies from Successful Retirees
2024-07-01 146
EP 233: Beware the Cash Trap: High Interest Rate Hazards
2024-06-26 186
EP 232: Maximize Your Miles: Insider Tips with Evan Chopp
2024-06-19 108
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