Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Stop! Listen to EP 026 first, which is the 2018 edition of Nick's Personal Financial Plan. It gives you the foundation for this episode.
The goal here is demonstrate our 100% transparent and 100% authentic approach to offering sound guidance and recommendations. Our job is to inspire you to make great decisions and we believe we need to be truly authentic and transparent.
The 2019 Hopwood family plan looks very similar to the 2018 plan, but we did make some changes with our life insurance, 401k, and rental properties. What is in store for you 2019 financial plan???
Are you looking for a second opinion? Do you like the way we think about money? If you are in need of some financial coaching or you have $500,000 or more to invest, start here. You can sign up for our email, schedule and appointment, create your own online portal, and watch our cool videos.
Peak Wealth Management helps people with their financial plans and investments and is based in Plymouth, MI. Nick Hopwood, CFP® has been in the financial advisory business since 1999 and a CERTIFIED FINANCIAL PLANNER since 2005.
EP 047: Why Work with a CFP®
EP: 046 The Value of a Professional Fee
EP 045: Nash Equilibriums with Jim Pilat, AIF®
EP 044: Retirement Funding Priorities
EP 043: 2018 Peak Halftime Report with Ben Lavine
EP 042: Some Planners Don't Plan
EP 041: Rick Guttersohn of New Hope
EP 040: Business Law, Entrepreneurship, Venture Capital, and Private Equity with Rick Hoeg of Hoeg Law
EP 039: Estate Planning Mistakes with Marc Wander of the Marc Wander Law Firm
EP 038: The Refinancing Addiction with Shawn Presnell of Academy Mortgage
EP 037: Long Term Care Insights with Michael Tepper
EP 036: Social Security Disability with Atty Jason Steinhelper
EP 035: I Have $1 Million. Is that Enough?
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
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