Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Latest Episodes
EP 225: Navigating the Mortgage Maze: Pay Off or Invest?
Welcome to Trust the Plan, the podcast where we break down financial decisions to help you make informed choices.In this episode, Nick Hopwood, CFP and Jim Pilat, CFP dive into a common dilemma: Sh
EP 224: Why Presidential Elections Shouldn't Dictate Your Investment Decisions
Join Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management as they delve into Nick's illustrious 25-year journey in the finance industry.Nick mentions that throughout his career, clients f
EP 223: Finding Meaning in Semi-Retirement: The Benefits of Gradual Retirement
In this episode of the Trust the Plan Podcast, Jim Pilat, CFP & Preston Gee, CFP delve into the advantages of transitioning into part-time work during your retirement years, exploring how it can
EP 222: Maximizing Your Inheritance: Should You Take Out Your Beneficiary IRA Funds?
In this episode, Jim Pilat, CFP and Preston Gee, CFP of the Trust The Plan Podcast tackles the topic of maximizing your inheritance by discussing the question of whether or not you should take out y
EP 221: Is Your Retirement Savings Enough? Signs You Might Be Falling Short
Join hosts Jim Pilat, CFP, and Preston Gee, CFP, on the Trust the Plan Podcast as they delve into the essential topic of retirement savings adequacy in their latest episode, "Is Your Retirement Saving
EP 220: Elevate Your Finances: Inside the Preston Gee Financial Plan 2024
In this episode of the Trust the Plan Podcast, Jim Pilat, CFP and Preston, Gee, CFP of Peak Wealth Management take a deep dive into the highly-anticipated Preston Gee 2024 Financial Plan. Gain a per
EP 216: Unlocking Your Potential: A Conversation with Ben Knapp on Healthier Living
Nick Hopwood, CFP of Peak Wealth sits down with Ben Knapp of Omnevo Performance Academy to dive deep into the world of health and wellness. Nick and Ben discuss the importance of understanding body c
EP 215: 10 Money Myths Broke People Believe
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management are debunking 10 money myths that broke people often believe.By dispelling these myths
EP 214: The Election Effect: How Politics Influences the Market
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management delve into the relationship between politics and the U.S. market. Join us as we explore
EP 213: Thriving Through Transitions: Post-Retirement Valleys Explored
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management delve into managing finances in the post-retirement valley. Nick and Jim uncover the cha