Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Whether if you are looking to work with a financial advisor for the first time or interested in switching it up with someone new, you'll want to listen to this episode to learn more about the most important questions you'll want to ask the financial advisor.
Nick Hopwood and Jim Pilat of Peak Wealth Management highlight the top 5 questions you need to ask while interviewing an advisor to work with you to build your financial foundation.
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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. www.peakwm.com
EP 034: Nick Joins the Finding Flow Podcast
EP 032: Social Security - The Decision of a Lifetime
EP 031: NO LAZY MONEY - TEACH YOUR KIDS
EP 030: THE HSA NO-BRAINER
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
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