Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick sits down with Dr John Mlinarcik talking personality styles. Understanding your own personality style helps you understand your own needs and why you do what you do. The same can be said about the other people in your life- understanding their personalities and how to interact with them are just as important as understanding your own! This truth can be applied to all relationships in your life – personal and professional. Learn more about Dr John at pcs-global.com or pcs-counseling.com. Learn more about Peak at peakwm.com
EP 190: The U.S. Government Debt Has Been Downgraded
EP 189: The Keys to Olivia Atkin’s Success in Podcasting, Writing, and Entrepreneurship
EP 188: The Power of Multiple Revenue Streams: A Guide to Diversifying Your Income
EP 187: Mastering Your Wealth: The Power of Tracking Net Worth
EP 186: The Wealth Illusion: More Likely to Misjudge Retirement Preparedness
EP 185: Mid-Year Tax Checkup
The Surprising Investment Habits of Gen Z
EP 183: Is Tipping Getting Out of Control?
EP 182: Top 5 Mistakes Most People Make With Their Money
EP 181: Hope, Healing & New Beginnings with Jennifer Frush
EP 180: The True Cost Per Boat Ride (2023 Version)
EP 179: How Rich Young Americans Reinvest Their Money
EP 178: Investing in Precious Metals
EP 177: Diversification Strategies for Your Investment Portfolio
EP 176: House Hacking
EP 175: The One Where Preston Becomes a CFP®
EP 174: Is it Too Late to Have Nothing Saved for Retirement?
EP 173: Who Do You Trust to Give You Financial Advice?
EP 172: Preparing for Tax Season
EP 171: Benefits of Working With a Fiduciary
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