Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Join Nick and Jim as they rap about a recent meeting which did not work out as planned. We had the chance to help someone go from good to great, but it turns out that we are not the right fit for everyone!
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 050: Facebook Guy
EP 049: Two Planners with Dramatically Different Results
EP 048 Brian Cook of MGOBLOG
EP 047: Why Work with a CFP®
EP 045: Nash Equilibriums with Jim Pilat, AIF®
EP 044: Retirement Funding Priorities
EP 043: 2018 Peak Halftime Report with Ben Lavine
EP 042: Some Planners Don't Plan
EP 041: Rick Guttersohn of New Hope
EP 040: Business Law, Entrepreneurship, Venture Capital, and Private Equity with Rick Hoeg of Hoeg Law
EP 039: Estate Planning Mistakes with Marc Wander of the Marc Wander Law Firm
EP 038: The Refinancing Addiction with Shawn Presnell of Academy Mortgage
EP 037: Long Term Care Insights with Michael Tepper
EP 036: Social Security Disability with Atty Jason Steinhelper
EP 035: I Have $1 Million. Is that Enough?
EP 034: Nick Joins the Finding Flow Podcast
EP 032: Social Security - The Decision of a Lifetime
EP 031: NO LAZY MONEY - TEACH YOUR KIDS
EP 030: THE HSA NO-BRAINER
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