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 the benefits of a money date — and the impact it can have on your financial future.
A money date is a way for you and your significant other to come together and talk about money and the things that matter most in a way that makes you comfortable and makes finances more understandable. It’s a scheduled conversation—a date—around your money, as well as your goals, your values, your priorities, and what you want to accomplish in life. It’s important to schedule the time so that you can both prepare and not get overwhelmed.
Money is power. Money gives you choices. It gives you options. And it helps you to reach your goals. You don’t want to give away your power. You don’t want to give away your options. And you don’t want to give away your control. By getting on the same page as your significant other, you’re leveling the playing field, getting a seat at the table, and having a voice in what your financial picture looks like.
Listen to this episode to learn more about how to get the conversation started.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com
EP 149: Treating College as a Business Decision
EP 148: Social Security Breaking Point
EP 147: Retiring in a Down Market
EP 146: Mortgage in Retirement | Trust the Plan Podcast
EP 145: Trust the Plan
EP 144: Lump Sum Reduction
Episode 143: The Difference Between a Financial Advisor and a Wealth Manager
Episode 142: Qualified Charitable Distributions
Episode 138: Social Security Analyzer
Episode 137: Income Tax and Medicare Premiums in Retirement
Episode 136: Historic 2022 Bond Performance
EP 135: 2022 Hopwood Financial Plan
EP 134: Talking Real Estate with Jeff Packer of The Packer Group
EP 133: Capital Gains & Qualified Opportunity Zones
EP 132: IRS & Potential Tax Increases
EP 131: Death of the Balanced Portfolio
EP 130: Social Security Deficiency
EP 129: College Is A Business Decision
EP 128: The Value of Working With a Financial Planner
EP 127: Traditional Brokerage Fees
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