Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Financial Advisor Jim Pilat, AIF® interviews Financial Advisor and CERTIFIED FINANCIAL PLANNER Nick Hopwood, CFP® about the Hopwood Family Financial Plan for 2020. 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 2019 plan, but we did make some changes with our personal real estate properties. What is in store for you 2020 financial plan??? If you would like to go back and listen to prior years, click for 2019 and 2018 editions.
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 128: The Value of Working With a Financial Planner
EP 127: Traditional Brokerage Fees
EP 126: Mr. Roth Part II
EP 125: Mr. Roth
EP 124: Real Estate Evictions
EP 123: Not Your Average Financial Plan
EP 122: Chatting with New Peak Intern, Adam Roberts
EP 121: Getting to Know Preston Gee: Client Relationship Manager
EP 120: Getting a Job in Retirement
EP 119: Realistic Retirement Expectations
EP 118: Backdoor Roths & Roth Conversions
EP 117: Our Thoughts on Bitcoin
EP 116: 9 Categories of Martin Short
EP 115: What to Expect: Second House & Moving Expenses
EP 114: Stock Trading & Investing with Robinhood
EP 113: Where’s Your Money Going?
EP 112: Real Estate Investing With Katie Nolff
EP 111: Low Interest Rates
EP 110: Financial Teamwork at Peak Wealth Management
EP 109: What Does it Mean to Retire Confidently?
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