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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 067: Disability and Medicare with Brian Vincent

EP 067: Disability and Medicare with Brian Vincent

2019-11-14
Download

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth talks Long-Term Disability and Medicare with Brian Vincent of the Finlan Insurance Agency located in Plymouth, Mi. Brian handles the insurance needs of Peak Wealth and the Hopwood Family. 

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently. 

view more

More Episodes

EP 284: What Does It Take to Feel Wealthy?
2025-08-05 80
EP 283: France Raised Retirement Age: Is the U.S. Next?
2025-07-28 47
EP 282: Par for the Course: Happy Gilmore's Holey Finances
2025-07-25 40
EP 281: Big Business Then vs. Now: Lessons from 1990 to 2025
2025-07-21 46
EP 280: What the ‘Big Beautiful Bill’ Could Mean for 529 Plans
2025-07-14 68
EP 279: The Halftime Breakdown: Key Lessons from 2025 So Far
2025-07-07 43
EP 278: Intern Edition – Jacob Strom's Journey to Peak
2025-06-23 59
EP 277: Points, Plans, and Purpose: How Evan Chopp Does Money Differently
2025-06-16 134
EP 276: Maximize Every Point: Travel Hacking with Evan Chopp
2025-06-09 78
EP 275: From Paychecks to Payouts: Retirement Spending Trends
2025-06-02 63
EP 274: Retirement Planning Smart: Roth Conversions with Peak Wealth
2025-05-28 100
EP 273: Start Saving Early: How to Fully Fund College with a 529 Plan
2025-05-19 75
EP 272: Market Volatility? Don’t Panic—Trust the Plan
2025-05-13 279
EP 271: Real Case Study: What a CFP Saw That Sparked Red Flags
2025-04-28 85
EP 270: Market Uncertainty Meets Optimism: Trusting the Plan Through Volatility
2025-04-21 54
EP 269: Why Client Education Is the Key to Financial Confidence
2025-04-14 56
EP 268: US Market Correction: History, Trends, and What Investors Should Expect
2025-04-07 128
EP 268: Maximizing Your Path to Early Retirement with Smart Tax Strategies
2025-03-31 75
EP 267: 401(k) Debate: TikTok’s Take vs. Peak Wealth’s Expert Advice
2025-03-17 81
EP 266: Tariffs & Inflation: How They’re Shaping the Market Today
2025-03-10 72
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