Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Throughout our lives, we all experience transitions— ones that have the ability to impact us financially. Whether it be a divorce, birth of a child, retirement, loss of a spouse — it is important to have a plan as you navigate these changes.
In this episode, Nick Hopwood and Jim Pilat talk about life transitions, and why it is beneficial to plan ahead. Learn more about how our Peak Wealth team can help at www.peakwm.com/transitions
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.
www.peakwm.com
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 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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