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Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

Business:Investing

EP 171: Benefits of Working With a Fiduciary

EP 171: Benefits of Working With a Fiduciary

2023-03-28
Download

In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about the responsibility that comes with being a fiduciary. Learn more about how working with a trusted fiduciary benefits you. 

—

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.

view more

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EP 270: Market Uncertainty Meets Optimism: Trusting the Plan Through Volatility
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EP 269: Why Client Education Is the Key to Financial Confidence
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EP 268: US Market Correction: History, Trends, and What Investors Should Expect
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EP 268: Maximizing Your Path to Early Retirement with Smart Tax Strategies
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EP 267: 401(k) Debate: TikTok’s Take vs. Peak Wealth’s Expert Advice
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EP 266: Tariffs & Inflation: How They’re Shaping the Market Today
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EP 265: Inside the U.S. Economy: How the Rich Keep Spending and Fueling Growth
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EP 264: Maximize Your Investment: Strategies for Using the 1031 Exchange
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EP 263: Perception vs. Reality: Understanding Your Money Mindset
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EP 262: Stock Market Trends: A Historical Look at Major Events Since the 1900s
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EP 261: Preston Gee’s 2025 Financial Playbook: A Look Ahead
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EP 260: Planning for 2025: Hopwood & Pilat’s Family Financial Blueprints
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EP 259: Building Your IRA Beneficiary Family Tree: What You Need to Know
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EP 258: The Next Big Market Move: Will We See a Third Year of Gains?
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EP 257: How 2025's New 401(k) Rules Will Impact Your Retirement
2024-12-09 98
EP 256: 4 Straight! Michigan’s Historic Dominance Over Ohio State
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EP 255: The Freedom of Financial Clarity: Why Tracking Your Net Worth Matters
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EP 254: Dinner Table Webinar: Creating a Lasting Family Financial Foundation
2024-11-11 71
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