Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In spring 2016, Nick had the pleasure of meeting Keith Lawrence, co-author of Your Retirement Quest. As a former HR Executive at Proctor and Gamble, Keith and his co-author, Alan Spector, witnessed many retirees coming back to P&G walking the hallways and hanging-out in the cafeteria. Why would they come back to hang-out at work? This question/observation was the beginning of their research of interviewing thousands of retirees and developing the five stages of retirement, along with the ten secrets to leading a fulfilling retirement. After reading the book, Nick has been strongly recommending it to his clients who are nearing retirement or in retirement. Listen to our latest episode of Finding True Wealth, as Nick and Keith talk about Your Retirement Quest.
learn more at peakwm.com
EP 221: Is Your Retirement Savings Enough? Signs You Might Be Falling Short
EP 220: Elevate Your Finances: Inside the Preston Gee Financial Plan 2024
EP 219: Financial Foundations for Kids: A Guide for Parents
EP 218: Cracking the Longevity Code: Secrets to a Longer, Healthier Life
EP 217: The Millionaire Definition Hasn't Changed, But Its Meaning Has
EP 216: Unlocking Your Potential: A Conversation with Ben Knapp on Healthier Living
EP 215: 10 Money Myths Broke People Believe
EP 214: The Election Effect: How Politics Influences the Market
EP 213: Thriving Through Transitions: Post-Retirement Valleys Explored
EP 212: Mastering Retirement: The 8 Essential Ages for Financial Success
EP 211: 2024's Game-Changer: The 529 Rollover into IRA Explained
EP 210: Maximizing Tax Benefits: How Donor-Advised Funds Can Help
EP 209: Health Care Coverage for Retirees
EP 208: Next Level Investing: Mega Backdoor Roths
EP 207: Making Smart Housing Decisions in Retirement
EP 206: Retirement Investing: Dave Ramsey’s 8% Withdrawal Rate
EP 205: From Mine to Ours: The Ultimate Guide to Joint Bank Accounts in Marriage
EP 204: Maximum Benefits and Contribution Limits for 2024
EP 203: Mint Shutdown: What Should Mint Users Do Now?
EP 202: What is a Money Date? & How Can It Help Your Financial Future?
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