Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management delve into managing finances in the post-retirement valley. Nick and Jim uncover the challenges retirees face after leaving the workforce — while offering practical advice to overcome them. This dynamic financial duo aims to provide support and guidance for those in this transitional phase.
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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 With Peace of Mind.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com
EP 029: Finding a Satisfying Second Career with Dr. Russ Dore
EP 028: The 10% Market Correction is Here
EP 027 Peak Wealth 2017 Year in Review
EP 026 Nick's Personal 2018 Financial Plan
EP 025 Your Second Home: The Anti-Dividend
EP 24 Building Wealth Through Real Estate 2.0
EP 023 Health Yields Wealth 2.0
EP 022.5 Before Your Meeting - Listen to be Prepared
EP 022 What's the Deal with Mutual Fund Loads? What to Look for in a CFP
EP 021 Top Ten Tips for a Meaningful Retirement
EP 020 Small Business Retirement Plans with Scott Westgate
EP 019 Understanding Personality Styles with Dr John Mlinarcik
EP 018 Your House is NOT Your Biggest Asset
EP 017 The Sweet Spot of a Roth Conversion
EP 016 Certified Retirement Coach Donna Martin
EP 015 MIT Age Lab
EP 014 Halftime with Chip DeClue
EP 013 Track Your Expenses and Net Worth!
EP 012 Start with Why
EP 011 Tax Planning with John Dawson, CPA
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