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 067: Disability and Medicare with Brian Vincent
EP 066: F.I.R.E. Part 3 A Cautionary Tale
EP 065: Michael Spath has Your Dream Job
EP 064: ”No-Spend September” with Shawn and Sarah Hillard
2019 Michigan Football Preview with Chris Duprey
EP 063: F.I.R.E. Part 2 - A Cautionary Tale
EP 062: Are You a Victim of Lifestyle Creep
EP 061: Part 1 of F.I.R.E - A Cautionary Tale
EP 060: Your Lake Cottage - The True Cost Per Boat Ride
EP 059: Talking Taxes with JJ Sovinsky, CPA
EP 058: Talking Private Equity with Joe Owczarek
EP 057: Suze Orman Says You Need $5M to Retire. Our Thoughts.
EP 056: Making $500k Feel Average
EP 055: Expense Tracking Redux
EP 054: 401k's Are Not Fair
EP 053: You are the Hero
EP 052: Nick's Personal Financial Plan for 2019
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
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