Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Often people will ask me how should they prioritize their retirement funding vehicles - should they should fund their Traditional 401k, Roth 401k, Traditional IRA or Roth IRA? What makes the most sense when it comes to contributing to retirement or tax-advantaged accounts? Listen in as Nick channels his inner CFP® and shares his thoughts.
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 105: Team Highlight: Gwen Smith - Peak’s Operations Associate
EP 104: Peak State of the Union
EP 103: College Savings Plans
EP 102: History and Culture of Michigan Athletics with Greg Dooley of MVictors
EP 101: Income Segmentation and Bucket Investing
EP 100: Pilat Family 2021 Financial Plan
EP 099: Mr. Wonderful
EP 098: Disorganized People
EP 097: Don’t Be A Jerk
EP 096: Important Interview Questions to Ask a Financial Advisor
E 095: Lifestyle Creep: What It Is and How to Avoid It
Your Guide to Medicare Enrollment
EP 094: How to Navigate Finances During a Life Transition
EP 093: Socially Responsible Investing
Ep 092: Retirement Illiteracy
EP 091: Buyout Offer: Do the Math
EP 090: Mortgages: It’s the Payoff, Not the Payment
EP 089: How Many Banks Do You Really Need?
EP 088: If I Had A Million Dollars...
EP 087: Rethinking Retirement
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast