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 205: From Mine to Ours: The Ultimate Guide to Joint Bank Accounts in Marriage
EP 204: Maximum Benefits and Contribution Limits for 2024
EP 203: Mint Shutdown: What Should Mint Users Do Now?
EP 202: What is a Money Date? & How Can It Help Your Financial Future?
EP 201: Top 5 Careers of Millionaires (Results will SHOCK you!)
EP 200: Exploring the Impact of the Israel-Palestine Conflict on the US Deficit
EP 199: Tackling the Cost of College: A Guide to Saving for Higher Education
EP 198: Managing Client Expectations: The Secret to Successful CFP-Client Relationships
EP 197: The Cost of Risk: Why Some Homeowners Refuse to Buy Insurance
EP 196: Rounding Up At The Register
Don’t Retire...Graduate! feat. Eric Brotman, CFP®
EP 195: Mastering the Withdrawal Phases of Retirement
EP 194: Exploring September Economic Trends 2023
EP 193: Do Young Americans Share Same Work Ethic & Goals as Boomers?
Michigan Football Through the Eyes of Chris Duprey
EP 192: The Risks of Owning Rental Properties
EP 191: Back to Reality: The Impending Resumption of Student Loan Payments
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
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