Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Don't Die Intestate! Nick chats with Estate Planning Attorney Marc Wander of the Marc Wander Law Firm. Learn about Marc's "Retirement Trust" concept as well as discussing many of the common pitfalls he sees people making with their estate plans over the past 25 years. You can learn more about Marc at mwanderlaw.com.
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.
Ep 106: Team Highlight: Patti Wojcik - Peak’s Operations Manager
EP 105: Team Highlight: Gwen Smith - Peak’s Operations Associate
EP 104: Peak State of the Union
EP 103: College Savings Plans
EP 102: History and Culture of Michigan Athletics with Greg Dooley of MVictors
EP 101: Income Segmentation and Bucket Investing
EP 100: Pilat Family 2021 Financial Plan
EP 099: Mr. Wonderful
EP 098: Disorganized People
EP 097: Don’t Be A Jerk
EP 096: Important Interview Questions to Ask a Financial Advisor
E 095: Lifestyle Creep: What It Is and How to Avoid It
Your Guide to Medicare Enrollment
EP 094: How to Navigate Finances During a Life Transition
EP 093: Socially Responsible Investing
Ep 092: Retirement Illiteracy
EP 091: Buyout Offer: Do the Math
EP 090: Mortgages: It’s the Payoff, Not the Payment
EP 089: How Many Banks Do You Really Need?
EP 088: If I Had A Million Dollars...
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