In the Trust the Plan Podcast, hosts Nick Hopwood, CFP and Jim Pilat, CFP share valuable insights on the eight most important ages in retirement planning. They delve into the significance of each mi

Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management talk about how families who are saving for education in 529 plans are now allowed to roll over unused funds from those accounts into Ro

Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management dive into the concept of donor-advised funds, a popular and effective tool for charitable giving. One of the key benefits of donor-advi

Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management open up the episode by sharing an update on EP 202 where the duo talks about the importance of having money dates with your spouse. Ni

In this episode, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management dive into the benefits of Mega Backdoor Roths. This kind of Roth takes investing to the next level It enables you to

Making smart housing decisions in retirement is a crucial part of planning for this new chapter in life.In this episode, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management discuss vario

In this episode, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management discuss Dave Ramsey's concept of an 8% withdrawal rate in retirement.The personal finance expert recently landed in

In this episode, Nick Hopwood, CFP and Jim Pilat, CFP talk about how financial transparency and unity are fundamental to a successful partnership and how joint bank accounts can be a powerful tool

In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP and Jim Pilat, CFP share updates regarding maximum benefits and contribution limits for 2024. The IRS announced adjustments for vario

In this episode, Nick Hopwood, CFP and Jim Pilat, CFP discuss the upcoming shutdown of the budgeting app, Mint. As of January 1, 2024, Mint is leaving its users without a tool they've relied on for