Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this episode, Nick Hopwood and Jim Pilat of Peak Wealth Management dive in on income segmentation and bucket investing. Learn more about how these strategies can get you further on your retirement journey.
—
Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently. www.peakwm.com
EP 190: The U.S. Government Debt Has Been Downgraded
EP 189: The Keys to Olivia Atkin’s Success in Podcasting, Writing, and Entrepreneurship
EP 188: The Power of Multiple Revenue Streams: A Guide to Diversifying Your Income
EP 187: Mastering Your Wealth: The Power of Tracking Net Worth
EP 186: The Wealth Illusion: More Likely to Misjudge Retirement Preparedness
EP 185: Mid-Year Tax Checkup
The Surprising Investment Habits of Gen Z
EP 183: Is Tipping Getting Out of Control?
EP 182: Top 5 Mistakes Most People Make With Their Money
EP 181: Hope, Healing & New Beginnings with Jennifer Frush
EP 180: The True Cost Per Boat Ride (2023 Version)
EP 179: How Rich Young Americans Reinvest Their Money
EP 178: Investing in Precious Metals
EP 177: Diversification Strategies for Your Investment Portfolio
EP 176: House Hacking
EP 175: The One Where Preston Becomes a CFP®
EP 174: Is it Too Late to Have Nothing Saved for Retirement?
EP 173: Who Do You Trust to Give You Financial Advice?
EP 172: Preparing for Tax Season
EP 171: Benefits of Working With a Fiduciary
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast