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 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
EP 057: Suze Orman Says You Need $5M to Retire. Our Thoughts.
EP 056: Making $500k Feel Average
EP 055: Expense Tracking Redux
EP 054: 401k's Are Not Fair
EP 053: You are the Hero
EP 052: Nick's Personal Financial Plan for 2019
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