Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Join Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management for this special annual episode. Nick digs deeper into the plans his family has when it comes to their financial goals for the new year. From shifting his mindset on debt to maxing out Roths and more- This is an episode you have to listen to as you start off 2023!
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
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
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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
EP 051: NYT: Think Your Retirement Plan is Bad? Talk to a Teacher
EP 050: Facebook Guy
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