Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood, CFP® of Peak Wealth Management is joined by Frank and Hillary Sanchez, owners/operators of a Little Caesars Franchise. In this episode, Frank and Hillary share their entrepreneurial journey — and how it led them to find success in the franchise world. The couple share beneficial tips and advice for someone interested in getting involved in owning their own business. This is an episode you won't want to miss!
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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 049: Two Planners with Dramatically Different Results
EP 048 Brian Cook of MGOBLOG
EP 047: Why Work with a CFP®
EP: 046 The Value of a Professional Fee
EP 045: Nash Equilibriums with Jim Pilat, AIF®
EP 044: Retirement Funding Priorities
EP 043: 2018 Peak Halftime Report with Ben Lavine
EP 042: Some Planners Don't Plan
EP 041: Rick Guttersohn of New Hope
EP 040: Business Law, Entrepreneurship, Venture Capital, and Private Equity with Rick Hoeg of Hoeg Law
EP 039: Estate Planning Mistakes with Marc Wander of the Marc Wander Law Firm
EP 038: The Refinancing Addiction with Shawn Presnell of Academy Mortgage
EP 037: Long Term Care Insights with Michael Tepper
EP 036: Social Security Disability with Atty Jason Steinhelper
EP 035: I Have $1 Million. Is that Enough?
EP 034: Nick Joins the Finding Flow Podcast
EP 032: Social Security - The Decision of a Lifetime
EP 031: NO LAZY MONEY - TEACH YOUR KIDS
EP 030: THE HSA NO-BRAINER
EP 029: Finding a Satisfying Second Career with Dr. Russ Dore
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