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

Join Nick Hopwood, CFP® and Jim Pilat, CFP® on the Trust the Plan Podcast as they delve into the crucial role of brokerage accounts.
In this insightful episode, Nick and Jim illuminate the importance of strategic financial planning and how leveraging brokerage accounts can pave the way to financial independence.
From investment strategies to navigating market fluctuations, they provide invaluable advice and actionable tips for listeners eager to take control of their financial future.
Tune in and empower yourself with the knowledge to trust the plan and secure your path to early retirement.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com

In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP®, listeners gain valuable insights into navigating the FIRE (Financial Independence, Retire Early) strategy. Nick and Jim delve into the principles of FIRE, emphasizing the importance of disciplined saving, strategic investing, and living below one's means. 




 




They discuss how individuals within the FIRE movement adapted their strategies amidst the economic uncertainty brought about by the pandemic, sharing anecdotes of resilience and innovative approaches.
Listeners are encouraged to maintain a long-term perspective, prioritize financial resilience through emergency funds, and remain adaptable in their pursuit of early retirement.
Through their engaging discussions, Nick and Jim inspire listeners to trust the plan, even during turbulent times, as they strive for financial independence and freedom.
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com

In this episode of the Trust the Plan Podcast, we delve into a topic that's frequently raised by our clients: navigating inherited IRAs. Join our hosts, Nick Hopwood, CFP® and Jim Pilat, CFP® as they expertly guide us through the intricacies of inherited individual retirement accounts (IRAs) and share invaluable strategies for mitigating taxes associated with them.
Inherited IRAs present unique challenges and opportunities, often requiring careful planning and informed decision-making. Nick and Jim draw upon their extensive experience and deep understanding of financial planning to unravel the complexities surrounding inherited IRAs, offering actionable insights tailored to our listeners.
Don't miss this insightful conversation on Trust the Plan as we equip you with the knowledge and tools necessary to navigate inherited IRAs effectively and trust the plan for a secure financial future.
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com

Welcome to Trust the Plan podcast! In this special episode, Nick Hopwood, CFP® talks with Preston Gee, CFP® on his transformative journey: a month of eliminating all unnecessary expenses.
Together, they delve into the intricacies of financial discipline, sharing personal insights, practical tips, and inspiring anecdotes. From budgeting basics to creative ways of finding free entertainment, the duo offers a roadmap to navigate the challenges of curbing unnecessary expenses.
Tune in as they explore the power of mindfulness in consumption and highlight the joys of living within means. Join us on this empowering adventure of embracing frugality and building a brighter financial future.
Let's trust the plan and embark on this no-spend month together!
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com

Welcome to Trust the Plan Podcast with your hosts Nick Hopwood, CFP® & Jim Pilat. CFP®! In this episode, we delve into the intricate world of financial planning, uncovering the crucial role of financial planners and the comprehensive coverage of a well-crafted financial plan.
Join us as we demystify the responsibilities of financial planners, who act as guides on your journey to financial success. From understanding your financial goals to navigating complex investment strategies, they are your trusted allies in securing your financial future.
Nick and Jim also explore the multifaceted layers of a financial plan. From budgeting and saving to retirement planning and wealth management, a robust financial plan covers every aspect of your financial life. We break down the essentials, empowering you to make informed decisions and take control of your finances.
Whether you're a seasoned investor or just starting on your financial journey, this episode offers invaluable insights into the pivotal role of financial planners and the comprehensive coverage of a personalized financial plan.
Tune in and trust the plan for a brighter financial future!
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com

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: Should you prioritize paying off your home with a lower interest rate quickly, or invest your dollars in a money market when rates are higher?
Join us as we explore the pros and cons of both strategies. Are you a believer in the peace of mind that comes with owning your home outright? Or are you tempted by the potential returns of investing in a money market account during times of higher interest rates?
Our experts will guide you through the decision-making process, providing insights into factors such as risk tolerance, market conditions, and long-term financial goals. Whether you're a homeowner looking to build equity or an investor seeking maximum returns, this episode will help you weigh your options and trust the plan that's right for you.
Tune in to Trust the Plan and empower yourself to make confident financial decisions.
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com