Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with couple Rich and Sue Allen about their incredible life story. After working as an engineer at Ford Motor Company for 22 years, Rich heard God's call and "semi-retired" at age 48, taking a huge pay cut with a family of seven to support. Learn about the Allen's journey from SE Michigan to China and back, including two adoptions and helping to start two churches - one in Canton and one in China. Rich and Sue now both work at LifeChurch in Canton, MI.
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 helping them Retire Confidently.
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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