Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Fees are eating away at Americans' retirement savings. According to a recent study, 40% of 401(k) plan participants don't understand the fees they are paying and 41% don't even think they're paying any fees at all.
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management dive in on what you can expect when it comes to 401(k) fees.
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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 207: Making Smart Housing Decisions in Retirement
EP 206: Retirement Investing: Dave Ramsey’s 8% Withdrawal Rate
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
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