Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about why working on financial plans as a team is beneficial for their clients - and the strengths of doing so while preparing for meetings, looking at client cash flow and investment projections.
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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 Confidently.
EP 108: Healing of the Body with Aaron Li
EP 107: Jack Hopwood, 11, Shares His Entrepreneurial Story
Ep 106: Team Highlight: Patti Wojcik - Peak’s Operations Manager
EP 105: Team Highlight: Gwen Smith - Peak’s Operations Associate
EP 104: Peak State of the Union
EP 103: College Savings Plans
EP 102: History and Culture of Michigan Athletics with Greg Dooley of MVictors
EP 101: Income Segmentation and Bucket Investing
EP 100: Pilat Family 2021 Financial Plan
EP 099: Mr. Wonderful
EP 098: Disorganized People
EP 097: Don’t Be A Jerk
EP 096: Important Interview Questions to Ask a Financial Advisor
E 095: Lifestyle Creep: What It Is and How to Avoid It
Your Guide to Medicare Enrollment
EP 094: How to Navigate Finances During a Life Transition
EP 093: Socially Responsible Investing
Ep 092: Retirement Illiteracy
EP 091: Buyout Offer: Do the Math
EP 090: Mortgages: It’s the Payoff, Not the Payment
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