Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood, CFP® and Jim Pilat, AIF® circle back to EP 013 - Track Your Expenses and Net Worth Redux! We believe understanding your cost of living is one of the most important details in a healthy financial plan or #retirement plan. As a result, we strongly recommend tracking your expenses each month in a spreadsheet in the cloud. Click Here for our simple Template.
Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.
EP 244: From Peaks to Pits: The Full Picture of the Magnificent Seven Stocks
EP 243: Retirement Riches: How an Ex from 1989 is Cashing In
EP 242: Aligning Goals: What Makes Someone an Ideal Client for Peak Wealth?
EP 241: Consumer Confidence by Political Affiliation
EP 240: Financial Literacy & Family Legacy at the Dinner Table with Scott Donnell
EP 239: Beyond the Linear Path: How Monte Carlo Models Reflect Reality
EP 238: Exploring Retirement Readiness: A Peak Wealth Case Study
EP 237: Preparing for Financial Peaks: What New Clients Need to Know
EP 236: Market Reaction: Stocks and the Ripple Effect of Major Events
EP 235: Buyer Beware: Avoiding Common Annuity Mistakes
EP 234: Planning for Longevity: Strategies from Successful Retirees
EP 233: Beware the Cash Trap: High Interest Rate Hazards
EP 232: Maximize Your Miles: Insider Tips with Evan Chopp
EP 231: The Brokerage Blueprint: Key Steps to Early Retirement Success
EP 230: Adapting Your FIRE Strategy for Economic Uncertainty
EP 229: Maximizing Wealth: Strategies for Inherited IRAs
EP 228: Celebrating Success: Reflections on the No-Spend Month Journey
EP 227: Empowering Your Finances: What a Financial Planner Can Do for You
EP 226: The Retirement Blueprint: A Checklist for Every Age
EP 225: Navigating the Mortgage Maze: Pay Off or Invest?
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