Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Get to know Jim Pilat, AIF® our newest team member at Peak Wealth Management! Jim shares with Nick his background and story as to how he became an advisor, and why joining the firm is a "Nash Equilibrium."
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.
EP 167: Talking with James Reid, Labor & Employment Attorney
EP 166: Peak State of the Union 2023
Journey to Franchise Success with Frank & Hillary Sanchez
EP 165: GoFundMe Financed Retirements
EP 164: Preston Gee’s 2023 Financial Plan
EP 163: Convert 529 Funds to Roth IRA
EP 162: Talking with Larry McDonald, founder of The Bear Traps Report
EP 161: January 2023 Market Update
EP 160: Pilat Family 2023 Financial Plan
EP 159: Hopwood Family 2023 Financial Plan
EP 158: Second Opinion on Retirement
EP 157: Social Security Optimization
EP 156: 401(k) Fees
EP 155: The Biggest No-Brainer: Money Markets
EP 154: Be (Money) Smart
EP 153: How to Use Airbnb to Generate Income
EP152: 2023 Contribution Limits
EP 151: Evaluating Life Insurance Coverage
EP 150: No Lazy Money
EP 149: Treating College as a Business Decision
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