Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
People are always asking me, “Do I have enough to retire?” They expect me to be able to look at their 401(k) statement and give them a yes or no answer in two seconds flat! The truth is it doesn’t matter how much money is in your 401(k). In my opinion, what matters most is your spending habits.
Peak Wealth Management is a full-service Registered Investment Advisor 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.
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EP 206: Retirement Investing: Dave Ramsey’s 8% Withdrawal Rate
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
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