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 205: From Mine to Ours: The Ultimate Guide to Joint Bank Accounts in Marriage
EP 204: Maximum Benefits and Contribution Limits for 2024
EP 203: Mint Shutdown: What Should Mint Users Do Now?
EP 202: What is a Money Date? & How Can It Help Your Financial Future?
EP 201: Top 5 Careers of Millionaires (Results will SHOCK you!)
EP 200: Exploring the Impact of the Israel-Palestine Conflict on the US Deficit
EP 199: Tackling the Cost of College: A Guide to Saving for Higher Education
EP 198: Managing Client Expectations: The Secret to Successful CFP-Client Relationships
EP 197: The Cost of Risk: Why Some Homeowners Refuse to Buy Insurance
EP 196: Rounding Up At The Register
Don’t Retire...Graduate! feat. Eric Brotman, CFP®
EP 195: Mastering the Withdrawal Phases of Retirement
EP 194: Exploring September Economic Trends 2023
EP 193: Do Young Americans Share Same Work Ethic & Goals as Boomers?
Michigan Football Through the Eyes of Chris Duprey
EP 192: The Risks of Owning Rental Properties
EP 191: Back to Reality: The Impending Resumption of Student Loan Payments
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
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