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

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

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

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

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

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

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

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

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

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