Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Did you miss the Naked Retirement Workshop? Listen in and get caught-up as Nick chats with Donna Martin, CEO of Change Engine, a business and retirement coaching firm. At Change Engine, she works with professionals who want to achieve big goals and overcome obstacles in their business lives as well as prepare for a successful transition into their retirement life.
In the podcast Donna talks about how often times people run out of meaning in retirement before they run out of money, as well as the concept that meaningful pursuits are more fulfilling than a life of leisure.
Learn more at peakwm.com
EP 087: Rethinking Retirement
Ep 086: Our Peak Investment Management Process
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
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