Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
IRA, Roth IRA, 401k, Roth 401k, Simple IRA, SEP IRA, Single K, Solo K, say what? These are usual suspects when it comes to #retirement funding. Which are you eligible for, and why? The answer might surprise you! Listen in and learn how these plans differ and why its not a fair set up for some people, and there is nothing they can do about it!
Nick Hopwood, CFP® has been a financial advisor/financial planner in Plymouth MI for since 1999, earning his CFP® designation in 2005. Jim Pliat, AIF® joins Nick in this conversation about retirement planning. If you are a small business owner, don't forget to listen to EP 020 with Scott Westgate talking about plan design.
EP 051: NYT: Think Your Retirement Plan is Bad? Talk to a Teacher
EP 050: Facebook Guy
EP 049: Two Planners with Dramatically Different Results
EP 048 Brian Cook of MGOBLOG
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
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