Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how people are deciding to park their money in one asset class due to rising interest rates. Nick and Jim talk about how we must plan long-term by diversifying where our money is invested.
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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 071: Nick Hopwood’s Top 10 Things to Do Before 2020
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
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