Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
“It is important that your children learn what they can do with money early in life so they will apply the lessons learned at home as they face the real world in future years.”
According to American Century, 88% of high school students learned what they know about money from their parents. They don’t teach this kind of stuff in school, so it is up to us - the parents and grand parents to teach the proper lessons about money - that goes for saving, investing, and debt. You are the CFP (chief financial parent). Take a listen to find out how Nick is teaching his kids.
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.
EP 226: The Retirement Blueprint: A Checklist for Every Age
EP 225: Navigating the Mortgage Maze: Pay Off or Invest?
EP 224: Why Presidential Elections Shouldn't Dictate Your Investment Decisions
EP 223: Finding Meaning in Semi-Retirement: The Benefits of Gradual Retirement
EP 222: Maximizing Your Inheritance: Should You Take Out Your Beneficiary IRA Funds?
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
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