Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick speaks with John Diehl, SVP at Hartford Funds and liaison to the MIT Age Lab, where they do a lot of cool research! Our topic today is the 5 ways technology will change the way we age. Check out this white paper which covers the apps, sites, and devices discussed. Also, below is the animated video with Grandma!
Learn more at peakwm.com
EP152: 2023 Contribution Limits
EP 151: Evaluating Life Insurance Coverage
EP 150: No Lazy Money
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
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