Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this new episode, Nick Hopwood and Jim Pilat return to the podcast by catching you up with everything that's been going on — both in and outside of the office since spring.
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 055: Expense Tracking Redux
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EP 054: 401k's Are Not Fair
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EP 053: You are the Hero
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EP 052: Nick's Personal Financial Plan for 2019
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EP 050: Facebook Guy
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EP 049: Two Planners with Dramatically Different Results
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EP 047: Why Work with a CFP®
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EP: 046 The Value of a Professional Fee
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EP 045: Nash Equilibriums with Jim Pilat, AIF®
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EP 044: Retirement Funding Priorities
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EP 043: 2018 Peak Halftime Report with Ben Lavine
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EP 042: Some Planners Don't Plan
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EP 041: Rick Guttersohn of New Hope
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EP 037: Long Term Care Insights with Michael Tepper
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