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Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
EP 220: Elevate Your Finances: Inside the Preston Gee Financial Plan 2024
14 mins; March 19, 2024
EP 219: Financial Foundations for Kids: A Guide for Parents
7 mins; March 11, 2024
EP 218: Cracking the Longevity Code: Secrets to a Longer, Healthier Life
17 mins; March 04, 2024
EP 217: The Millionaire Definition Hasn't Changed, But Its Meaning Has
7 mins; February 26, 2024
EP 216: Unlocking Your Potential: A Conversation with Ben Knapp on Healthier Living
14 mins; February 19, 2024
EP 215: 10 Money Myths Broke People Believe
13 mins; February 12, 2024
EP 214: The Election Effect: How Politics Influences the Market
8 mins; February 05, 2024
EP 213: Thriving Through Transitions: Post-Retirement Valleys Explored
7 mins; January 29, 2024
EP 212: Mastering Retirement: The 8 Essential Ages for Financial Success
9 mins; January 22, 2024
EP 211: 2024's Game-Changer: The 529 Rollover into IRA Explained
7 mins; January 15, 2024
EP 210: Maximizing Tax Benefits: How Donor-Advised Funds Can Help
6 mins; January 08, 2024
EP 209: Health Care Coverage for Retirees
10 mins; January 02, 2024
EP 208: Next Level Investing: Mega Backdoor Roths
9 mins; December 26, 2023
EP 207: Making Smart Housing Decisions in Retirement
9 mins; December 18, 2023
EP 206: Retirement Investing: Dave Ramsey’s 8% Withdrawal Rate
11 mins; December 11, 2023
EP 205: From Mine to Ours: The Ultimate Guide to Joint Bank Accounts in Marriage
8 mins; December 04, 2023
EP 204: Maximum Benefits and Contribution Limits for 2024
7 mins; November 27, 2023
EP 203: Mint Shutdown: What Should Mint Users Do Now?
11 mins; November 20, 2023
EP 202: What is a Money Date? & How Can It Help Your Financial Future?
8 mins; November 13, 2023
EP 201: Top 5 Careers of Millionaires (Results will SHOCK you!)
9 mins; November 06, 2023
EP 200: Exploring the Impact of the Israel-Palestine Conflict on the US Deficit
14 mins; October 30, 2023
EP 199: Tackling the Cost of College: A Guide to Saving for Higher Education
7 mins; October 23, 2023
EP 198: Managing Client Expectations: The Secret to Successful CFP-Client Relationships
8 mins; October 16, 2023
EP 197: The Cost of Risk: Why Some Homeowners Refuse to Buy Insurance
6 mins; October 09, 2023
EP 196: Rounding Up At The Register
7 mins; October 02, 2023
Don’t Retire...Graduate! feat. Eric Brotman, CFP®
23 mins; September 25, 2023
EP 195: Mastering the Withdrawal Phases of Retirement
10 mins; September 18, 2023
EP 194: Exploring September Economic Trends 2023
6 mins; September 11, 2023
EP 193: Do Young Americans Share Same Work Ethic & Goals as Boomers?
10 mins; August 28, 2023
Michigan Football Through the Eyes of Chris Duprey
36 mins; August 24, 2023
EP 192: The Risks of Owning Rental Properties
8 mins; August 21, 2023
EP 191: Back to Reality: The Impending Resumption of Student Loan Payments
9 mins; August 14, 2023
EP 190: The U.S. Government Debt Has Been Downgraded
8 mins; August 07, 2023
EP 189: The Keys to Olivia Atkin’s Success in Podcasting, Writing, and Entrepreneurship
33 mins; July 31, 2023
EP 188: The Power of Multiple Revenue Streams: A Guide to Diversifying Your Income
9 mins; July 24, 2023
EP 187: Mastering Your Wealth: The Power of Tracking Net Worth
10 mins; July 17, 2023
EP 186: The Wealth Illusion: More Likely to Misjudge Retirement Preparedness
7 mins; July 11, 2023
EP 185: Mid-Year Tax Checkup
11 mins; July 05, 2023
The Surprising Investment Habits of Gen Z
8 mins; June 26, 2023
EP 183: Is Tipping Getting Out of Control?
7 mins; June 19, 2023
EP 182: Top 5 Mistakes Most People Make With Their Money
13 mins; June 12, 2023
EP 181: Hope, Healing & New Beginnings with Jennifer Frush
20 mins; June 06, 2023
EP 180: The True Cost Per Boat Ride (2023 Version)
13 mins; May 31, 2023
EP 179: How Rich Young Americans Reinvest Their Money
15 mins; May 22, 2023
EP 178: Investing in Precious Metals
8 mins; May 15, 2023
EP 177: Diversification Strategies for Your Investment Portfolio
13 mins; May 08, 2023
EP 176: House Hacking
11 mins; May 02, 2023
EP 175: The One Where Preston Becomes a CFP®
7 mins; April 25, 2023
EP 174: Is it Too Late to Have Nothing Saved for Retirement?
15 mins; April 17, 2023
EP 173: Who Do You Trust to Give You Financial Advice?
13 mins; April 11, 2023
EP 172: Preparing for Tax Season
14 mins; April 04, 2023
EP 171: Benefits of Working With a Fiduciary
14 mins; March 28, 2023
EP 170: Keeping Up With The Joneses
13 mins; March 21, 2023
EP 169: 2023 IRMAA Brackets
17 mins; March 13, 2023
EP 168: Coronavirus Policy Fallout
17 mins; March 06, 2023
EP 167: Talking with James Reid, Labor & Employment Attorney
22 mins; March 01, 2023
EP 166: Peak State of the Union 2023
8 mins; February 27, 2023
Journey to Franchise Success with Frank & Hillary Sanchez
29 mins; February 23, 2023
EP 165: GoFundMe Financed Retirements
7 mins; February 21, 2023
EP 164: Preston Gee’s 2023 Financial Plan
14 mins; February 13, 2023
EP 163: Convert 529 Funds to Roth IRA
7 mins; February 06, 2023
EP 162: Talking with Larry McDonald, founder of The Bear Traps Report
54 mins; January 31, 2023
EP 161: January 2023 Market Update
22 mins; January 30, 2023
EP 160: Pilat Family 2023 Financial Plan
18 mins; January 23, 2023
EP 159: Hopwood Family 2023 Financial Plan
20 mins; January 17, 2023
EP 158: Second Opinion on Retirement
7 mins; January 09, 2023
EP 157: Social Security Optimization
7 mins; January 03, 2023
EP 156: 401(k) Fees
8 mins; December 28, 2022
EP 155: The Biggest No-Brainer: Money Markets
8 mins; December 19, 2022
EP 154: Be (Money) Smart
10 mins; December 12, 2022
EP 153: How to Use Airbnb to Generate Income
15 mins; November 21, 2022
EP152: 2023 Contribution Limits
8 mins; November 14, 2022
EP 151: Evaluating Life Insurance Coverage
7 mins; November 07, 2022
EP 150: No Lazy Money
13 mins; November 01, 2022
EP 149: Treating College as a Business Decision
12 mins; October 18, 2022
EP 148: Social Security Breaking Point
12 mins; October 11, 2022
EP 147: Retiring in a Down Market
8 mins; October 03, 2022
EP 146: Mortgage in Retirement | Trust the Plan Podcast
11 mins; September 27, 2022
EP 145: Trust the Plan
7 mins; September 19, 2022
EP 144: Lump Sum Reduction
14 mins; September 08, 2022
Episode 143: The Difference Between a Financial Advisor and a Wealth Manager
19 mins; August 29, 2022
Episode 142: Qualified Charitable Distributions
21 mins; July 07, 2022
Episode 138: Social Security Analyzer
19 mins; May 17, 2022
Episode 137: Income Tax and Medicare Premiums in Retirement
12 mins; May 05, 2022
Episode 136: Historic 2022 Bond Performance
19 mins; April 28, 2022
EP 135: 2022 Hopwood Financial Plan
26 mins; March 07, 2022
EP 134: Talking Real Estate with Jeff Packer of The Packer Group
50 mins; February 16, 2022
EP 133: Capital Gains & Qualified Opportunity Zones
11 mins; November 29, 2021
EP 132: IRS & Potential Tax Increases
14 mins; November 08, 2021
EP 131: Death of the Balanced Portfolio
14 mins; October 04, 2021
EP 130: Social Security Deficiency
17 mins; September 27, 2021
EP 129: College Is A Business Decision
17 mins; September 20, 2021
EP 128: The Value of Working With a Financial Planner
15 mins; September 13, 2021
EP 127: Traditional Brokerage Fees
11 mins; September 07, 2021
EP 126: Mr. Roth Part II
10 mins; August 30, 2021
EP 125: Mr. Roth
16 mins; August 16, 2021
EP 124: Real Estate Evictions
19 mins; August 10, 2021
EP 123: Not Your Average Financial Plan
16 mins; June 28, 2021
EP 122: Chatting with New Peak Intern, Adam Roberts
16 mins; June 21, 2021
EP 121: Getting to Know Preston Gee: Client Relationship Manager
16 mins; June 14, 2021
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