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 076: Live Broadcast from Peak Global HQ on WTKA
EP 075: The SECURE Act
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
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
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