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 085: Where does our market currently stand?
EP 084: U.S. Presidential Election Various Outcomes & Market Results
EP 083: Catching Up With Peak Wealth
EP 082: Nick Hopwood Celebrates 20 Years in Finance Industry
EP 081: Market Update on March 27, 2020
EP 080: Retirement Income Planning with Sheryl O’Connor, CEO and Co-Founder of Income Conductor
EP 079: Coronavirus Market Update March 15, 2020
EP 078: The 2020 Market Correction is Here
EP 077: How to Choose a Financial Advisor
EP 076: Live Broadcast from Peak Global HQ on WTKA
EP 075: The SECURE Act
EP 074: Hopwood 2020 Financial Plan
EP 073: Special Guests Rich and Sue Allen
EP 072: Special Guest Seth Fisher from MGoBlog
EP 071: Nick Hopwood’s Top 10 Things to Do Before 2020
EP 070: Meet the Manager with Ben Lavine
EP 069: Meet the Manager with John Forlines III
EP 068: Christmas Bonus Fun
EP 067: Disability and Medicare with Brian Vincent
EP 066: F.I.R.E. Part 3 A Cautionary Tale
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