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 147: Retiring in a Down Market
EP 146: Mortgage in Retirement | Trust the Plan Podcast
EP 145: Trust the Plan
EP 144: Lump Sum Reduction
Episode 143: The Difference Between a Financial Advisor and a Wealth Manager
Episode 142: Qualified Charitable Distributions
Episode 138: Social Security Analyzer
Episode 137: Income Tax and Medicare Premiums in Retirement
Episode 136: Historic 2022 Bond Performance
EP 135: 2022 Hopwood Financial Plan
EP 134: Talking Real Estate with Jeff Packer of The Packer Group
EP 133: Capital Gains & Qualified Opportunity Zones
EP 132: IRS & Potential Tax Increases
EP 131: Death of the Balanced Portfolio
EP 130: Social Security Deficiency
EP 129: College Is A Business Decision
EP 128: The Value of Working With a Financial Planner
EP 127: Traditional Brokerage Fees
EP 126: Mr. Roth Part II
EP 125: Mr. Roth
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