Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In spring 2016, Nick had the pleasure of meeting Keith Lawrence, co-author of Your Retirement Quest. As a former HR Executive at Proctor and Gamble, Keith and his co-author, Alan Spector, witnessed many retirees coming back to P&G walking the hallways and hanging-out in the cafeteria. Why would they come back to hang-out at work? This question/observation was the beginning of their research of interviewing thousands of retirees and developing the five stages of retirement, along with the ten secrets to leading a fulfilling retirement. After reading the book, Nick has been strongly recommending it to his clients who are nearing retirement or in retirement. Listen to our latest episode of Finding True Wealth, as Nick and Keith talk about Your Retirement Quest.
learn more at peakwm.com
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
EP 009 The Original Peak Income 360 Formula
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