Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
By NIck Hopwood, CFP and Jim Pilat, CFP
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Episodes: 302
Description
Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
| Episode | Date |
|---|---|
|
EP 300: Start With Why: The Heart Behind Peak Wealth
|
Dec 08, 2025 |
|
Trump Accounts & Building Generational Momentum w/ Ryan Ermanni
|
Dec 05, 2025 |
|
EP 299: Wealth Advice You Can’t Miss: Nick & Jim on WJR
|
Dec 01, 2025 |
|
EP 298: ETFs Gaining Traction: What Investors Should Know
|
Nov 10, 2025 |
|
EP 297: Inside the Peak Process: How We Help New Clients Succeed
|
Nov 03, 2025 |
|
EP 296: One-Size-Fits-All Doesn’t Work in Financial Planning
|
Oct 27, 2025 |
|
EP 295: Smart Money Moves: Where to Hold Your Investments for Maximum Growth
|
Oct 24, 2025 |
|
EP 294: Trust, Transparency & the Rise of RIAs | Peak Wealth Talks
|
Oct 22, 2025 |
|
EP 293: Tax Law Breakdown: Who Qualifies for Zero Taxes
|
Oct 22, 2025 |
|
EP 292: Beneficiary IRAs: Smart Withdrawal Strategies
|
Oct 22, 2025 |
|
EP 291: What’s Your Number? How to Retire Guilt-Free
|
Oct 22, 2025 |
|
EP 290: Fed Messaging and the International Market Shift
|
Oct 22, 2025 |
|
EP 289: Peak Wealth State of the Union 2025
|
Oct 22, 2025 |
|
EP 288: Scam Calls Are on the Rise, Don't Get Fooled!
|
Oct 22, 2025 |
|
EP 287: Unlocking the J.P. Morgan Guide to Retirement
|
Oct 22, 2025 |
|
EP 286: Diversifying Your 401(k): Should You Consider Private Assets?
|
Oct 22, 2025 |
|
EP 285: Planning for Retirement: Insights on Continuing Care Retirement Communities
|
Aug 11, 2025 |
|
EP 284: What Does It Take to Feel Wealthy?
|
Aug 05, 2025 |
|
EP 283: France Raised Retirement Age: Is the U.S. Next?
|
Jul 28, 2025 |
|
EP 282: Par for the Course: Happy Gilmore's Holey Finances
|
Jul 25, 2025 |
|
EP 281: Big Business Then vs. Now: Lessons from 1990 to 2025
|
Jul 21, 2025 |
|
EP 280: What the ‘Big Beautiful Bill’ Could Mean for 529 Plans
|
Jul 14, 2025 |
|
EP 279: The Halftime Breakdown: Key Lessons from 2025 So Far
|
Jul 07, 2025 |
|
EP 278: Intern Edition – Jacob Strom's Journey to Peak
|
Jun 23, 2025 |
|
EP 277: Points, Plans, and Purpose: How Evan Chopp Does Money Differently
|
Jun 16, 2025 |
|
EP 276: Maximize Every Point: Travel Hacking with Evan Chopp
|
Jun 09, 2025 |
|
EP 275: From Paychecks to Payouts: Retirement Spending Trends
|
Jun 02, 2025 |
|
EP 274: Retirement Planning Smart: Roth Conversions with Peak Wealth
|
May 28, 2025 |
|
EP 273: Start Saving Early: How to Fully Fund College with a 529 Plan
|
May 19, 2025 |
|
EP 272: Market Volatility? Don’t Panic—Trust the Plan
|
May 13, 2025 |
|
EP 271: Real Case Study: What a CFP Saw That Sparked Red Flags
|
Apr 28, 2025 |
|
EP 270: Market Uncertainty Meets Optimism: Trusting the Plan Through Volatility
|
Apr 21, 2025 |
|
EP 269: Why Client Education Is the Key to Financial Confidence
|
Apr 14, 2025 |
|
EP 268: US Market Correction: History, Trends, and What Investors Should Expect
|
Apr 07, 2025 |
|
EP 268: Maximizing Your Path to Early Retirement with Smart Tax Strategies
|
Mar 31, 2025 |
|
EP 267: 401(k) Debate: TikTok’s Take vs. Peak Wealth’s Expert Advice
|
Mar 17, 2025 |
|
EP 265: Inside the U.S. Economy: How the Rich Keep Spending and Fueling Growth
|
Mar 03, 2025 |
|
EP 264: Maximize Your Investment: Strategies for Using the 1031 Exchange
|
Feb 28, 2025 |
|
EP 263: Perception vs. Reality: Understanding Your Money Mindset
|
Feb 17, 2025 |
|
EP 262: Stock Market Trends: A Historical Look at Major Events Since the 1900s
|
Feb 10, 2025 |
|
EP 261: Preston Gee’s 2025 Financial Playbook: A Look Ahead
|
Jan 21, 2025 |
|
EP 260: Planning for 2025: Hopwood & Pilat’s Family Financial Blueprints
|
Jan 15, 2025 |
|
EP 259: Building Your IRA Beneficiary Family Tree: What You Need to Know
|
Dec 23, 2024 |
|
EP 258: The Next Big Market Move: Will We See a Third Year of Gains?
|
Dec 16, 2024 |
|
EP 257: How 2025's New 401(k) Rules Will Impact Your Retirement
|
Dec 09, 2024 |
|
EP 256: 4 Straight! Michigan’s Historic Dominance Over Ohio State
|
Dec 03, 2024 |
|
EP 255: The Freedom of Financial Clarity: Why Tracking Your Net Worth Matters
|
Nov 18, 2024 |
|
EP 254: Dinner Table Webinar: Creating a Lasting Family Financial Foundation
|
Nov 11, 2024 |
|
EP 253: Inspiring the Next Generation: Olivia Olson’s Path to Michigan Basketball
|
Nov 08, 2024 |
|
EP 252: From Olympic Court to College Spotlight: Syla Swords on Her Journey
|
Nov 07, 2024 |
|
EP 251: Navigating Financial Pressure: A Guide for Parents
|
Nov 04, 2024 |
|
EP 250: Separate Accounts vs. Joint Goals: What Works Best?
|
Oct 28, 2024 |
|
EP 249: Health Accounts and Heirs: What You Need to Know
|
Oct 23, 2024 |
|
EP 248: Behind the Mic: Steve Gruber's Path to Success
|
Oct 14, 2024 |
|
EP 246: Inflation Resilience: Why Ferrari Thrives While Dollar General Struggles
|
Sep 30, 2024 |
|
EP 245: Rate Cuts and Market Moves: What’s Next?
|
Sep 24, 2024 |
|
EP 244: From Peaks to Pits: The Full Picture of the Magnificent Seven Stocks
|
Sep 09, 2024 |
|
EP 243: Retirement Riches: How an Ex from 1989 is Cashing In
|
Sep 03, 2024 |
|
EP 242: Aligning Goals: What Makes Someone an Ideal Client for Peak Wealth?
|
Aug 26, 2024 |
|
EP 241: Consumer Confidence by Political Affiliation
|
Aug 20, 2024 |
|
EP 240: Financial Literacy & Family Legacy at the Dinner Table with Scott Donnell
|
Aug 12, 2024 |
|
EP 239: Beyond the Linear Path: How Monte Carlo Models Reflect Reality
|
Aug 05, 2024 |
|
EP 238: Exploring Retirement Readiness: A Peak Wealth Case Study
|
Jul 29, 2024 |
|
EP 237: Preparing for Financial Peaks: What New Clients Need to Know
|
Jul 22, 2024 |
|
EP 236: Market Reaction: Stocks and the Ripple Effect of Major Events
|
Jul 15, 2024 |
|
EP 235: Buyer Beware: Avoiding Common Annuity Mistakes
|
Jul 08, 2024 |
|
EP 234: Planning for Longevity: Strategies from Successful Retirees
|
Jul 01, 2024 |
|
EP 233: Beware the Cash Trap: High Interest Rate Hazards
|
Jun 26, 2024 |
|
EP 232: Maximize Your Miles: Insider Tips with Evan Chopp
|
Jun 19, 2024 |
|
EP 231: The Brokerage Blueprint: Key Steps to Early Retirement Success
|
Jun 10, 2024 |
|
EP 230: Adapting Your FIRE Strategy for Economic Uncertainty
|
Jun 03, 2024 |
|
EP 229: Maximizing Wealth: Strategies for Inherited IRAs
|
May 28, 2024 |
|
EP 228: Celebrating Success: Reflections on the No-Spend Month Journey
|
May 20, 2024 |
|
EP 227: Empowering Your Finances: What a Financial Planner Can Do for You
|
May 13, 2024 |
|
EP 226: The Retirement Blueprint: A Checklist for Every Age
|
May 06, 2024 |
|
EP 225: Navigating the Mortgage Maze: Pay Off or Invest?
|
Apr 29, 2024 |
|
EP 224: Why Presidential Elections Shouldn't Dictate Your Investment Decisions
|
Apr 23, 2024 |
|
EP 223: Finding Meaning in Semi-Retirement: The Benefits of Gradual Retirement
|
Apr 08, 2024 |
|
EP 222: Maximizing Your Inheritance: Should You Take Out Your Beneficiary IRA Funds?
|
Apr 01, 2024 |
|
EP 221: Is Your Retirement Savings Enough? Signs You Might Be Falling Short
|
Mar 25, 2024 |
|
EP 220: Elevate Your Finances: Inside the Preston Gee Financial Plan 2024
|
Mar 19, 2024 |
|
EP 219: Financial Foundations for Kids: A Guide for Parents
|
Mar 11, 2024 |
|
EP 218: Cracking the Longevity Code: Secrets to a Longer, Healthier Life
|
Mar 04, 2024 |
|
EP 217: The Millionaire Definition Hasn't Changed, But Its Meaning Has
|
Feb 26, 2024 |
|
EP 216: Unlocking Your Potential: A Conversation with Ben Knapp on Healthier Living
|
Feb 19, 2024 |
|
EP 215: 10 Money Myths Broke People Believe
|
Feb 12, 2024 |
|
EP 214: The Election Effect: How Politics Influences the Market
|
Feb 05, 2024 |
|
EP 213: Thriving Through Transitions: Post-Retirement Valleys Explored
|
Jan 29, 2024 |
|
EP 212: Mastering Retirement: The 8 Essential Ages for Financial Success
|
Jan 22, 2024 |
|
EP 211: 2024's Game-Changer: The 529 Rollover into IRA Explained
|
Jan 15, 2024 |
|
EP 210: Maximizing Tax Benefits: How Donor-Advised Funds Can Help
|
Jan 08, 2024 |
|
EP 209: Health Care Coverage for Retirees
|
Jan 02, 2024 |
|
EP 208: Next Level Investing: Mega Backdoor Roths
|
Dec 26, 2023 |
|
EP 207: Making Smart Housing Decisions in Retirement
|
Dec 18, 2023 |
|
EP 206: Retirement Investing: Dave Ramsey’s 8% Withdrawal Rate
|
Dec 11, 2023 |
|
EP 205: From Mine to Ours: The Ultimate Guide to Joint Bank Accounts in Marriage
|
Dec 04, 2023 |
|
EP 204: Maximum Benefits and Contribution Limits for 2024
|
Nov 27, 2023 |
|
EP 203: Mint Shutdown: What Should Mint Users Do Now?
|
Nov 20, 2023 |
|
EP 202: What is a Money Date? & How Can It Help Your Financial Future?
|
Nov 13, 2023 |
|
EP 201: Top 5 Careers of Millionaires (Results will SHOCK you!)
|
Nov 06, 2023 |
|
EP 200: Exploring the Impact of the Israel-Palestine Conflict on the US Deficit
|
Oct 30, 2023 |
|
EP 199: Tackling the Cost of College: A Guide to Saving for Higher Education
|
Oct 23, 2023 |
|
EP 198: Managing Client Expectations: The Secret to Successful CFP-Client Relationships
|
Oct 16, 2023 |
|
EP 197: The Cost of Risk: Why Some Homeowners Refuse to Buy Insurance
|
Oct 09, 2023 |
|
EP 196: Rounding Up At The Register
|
Oct 02, 2023 |
|
Don’t Retire...Graduate! feat. Eric Brotman, CFP®
|
Sep 25, 2023 |
|
EP 195: Mastering the Withdrawal Phases of Retirement
|
Sep 18, 2023 |
|
EP 194: Exploring September Economic Trends 2023
|
Sep 11, 2023 |
|
EP 193: Do Young Americans Share Same Work Ethic & Goals as Boomers?
|
Aug 28, 2023 |
|
Michigan Football Through the Eyes of Chris Duprey
|
Aug 24, 2023 |
|
EP 192: The Risks of Owning Rental Properties
|
Aug 21, 2023 |
|
EP 191: Back to Reality: The Impending Resumption of Student Loan Payments
|
Aug 14, 2023 |
|
EP 190: The U.S. Government Debt Has Been Downgraded
|
Aug 07, 2023 |
|
EP 189: The Keys to Olivia Atkin’s Success in Podcasting, Writing, and Entrepreneurship
|
Jul 31, 2023 |
|
EP 188: The Power of Multiple Revenue Streams: A Guide to Diversifying Your Income
|
Jul 24, 2023 |
|
EP 187: Mastering Your Wealth: The Power of Tracking Net Worth
|
Jul 17, 2023 |
|
EP 186: The Wealth Illusion: More Likely to Misjudge Retirement Preparedness
|
Jul 11, 2023 |
|
EP 185: Mid-Year Tax Checkup
|
Jul 05, 2023 |
|
The Surprising Investment Habits of Gen Z
|
Jun 26, 2023 |
|
EP 183: Is Tipping Getting Out of Control?
|
Jun 19, 2023 |
|
EP 182: Top 5 Mistakes Most People Make With Their Money
|
Jun 12, 2023 |
|
EP 181: Hope, Healing & New Beginnings with Jennifer Frush
|
Jun 06, 2023 |
|
EP 180: The True Cost Per Boat Ride (2023 Version)
|
May 31, 2023 |
|
EP 179: How Rich Young Americans Reinvest Their Money
|
May 22, 2023 |
|
EP 178: Investing in Precious Metals
|
May 15, 2023 |
|
EP 177: Diversification Strategies for Your Investment Portfolio
|
May 08, 2023 |
|
EP 176: House Hacking
|
May 02, 2023 |
|
EP 175: The One Where Preston Becomes a CFP®
|
Apr 25, 2023 |
|
EP 174: Is it Too Late to Have Nothing Saved for Retirement?
|
Apr 17, 2023 |
|
EP 173: Who Do You Trust to Give You Financial Advice?
|
Apr 11, 2023 |
|
EP 172: Preparing for Tax Season
|
Apr 04, 2023 |
|
EP 171: Benefits of Working With a Fiduciary
|
Mar 28, 2023 |
|
EP 170: Keeping Up With The Joneses
|
Mar 21, 2023 |
|
EP 169: 2023 IRMAA Brackets
|
Mar 13, 2023 |
|
EP 168: Coronavirus Policy Fallout
|
Mar 06, 2023 |
|
EP 167: Talking with James Reid, Labor & Employment Attorney
|
Mar 01, 2023 |
|
EP 166: Peak State of the Union 2023
|
Feb 27, 2023 |
|
Journey to Franchise Success with Frank & Hillary Sanchez
|
Feb 23, 2023 |
|
EP 165: GoFundMe Financed Retirements
|
Feb 21, 2023 |
|
EP 164: Preston Gee’s 2023 Financial Plan
|
Feb 14, 2023 |
|
EP 163: Convert 529 Funds to Roth IRA
|
Feb 06, 2023 |
|
EP 162: Talking with Larry McDonald, founder of The Bear Traps Report
|
Jan 31, 2023 |
|
EP 161: January 2023 Market Update
|
Jan 30, 2023 |
|
EP 160: Pilat Family 2023 Financial Plan
|
Jan 23, 2023 |
|
EP 159: Hopwood Family 2023 Financial Plan
|
Jan 17, 2023 |
|
EP 158: Second Opinion on Retirement
|
Jan 09, 2023 |
|
EP 157: Social Security Optimization
|
Jan 03, 2023 |
|
EP 156: 401(k) Fees
|
Dec 28, 2022 |
|
EP 155: The Biggest No-Brainer: Money Markets
|
Dec 19, 2022 |
|
EP 154: Be (Money) Smart
|
Dec 12, 2022 |
|
EP 153: How to Use Airbnb to Generate Income
|
Nov 21, 2022 |
|
EP152: 2023 Contribution Limits
|
Nov 14, 2022 |
|
EP 151: Evaluating Life Insurance Coverage
|
Nov 07, 2022 |
|
EP 150: No Lazy Money
|
Nov 01, 2022 |
|
EP 149: Treating College as a Business Decision
|
Oct 18, 2022 |
|
EP 148: Social Security Breaking Point
|
Oct 11, 2022 |
|
EP 147: Retiring in a Down Market
|
Oct 03, 2022 |
|
EP 146: Mortgage in Retirement | Trust the Plan Podcast
|
Sep 27, 2022 |
|
EP 145: Trust the Plan
|
Sep 19, 2022 |
|
EP 144: Lump Sum Reduction
|
Sep 08, 2022 |
|
Episode 143: The Difference Between a Financial Advisor and a Wealth Manager
|
Aug 29, 2022 |
|
Episode 142: Qualified Charitable Distributions
|
Jul 07, 2022 |
|
Episode 138: Social Security Analyzer
|
May 17, 2022 |
|
Episode 137: Income Tax and Medicare Premiums in Retirement
|
May 05, 2022 |
|
Episode 136: Historic 2022 Bond Performance
|
Apr 28, 2022 |
|
EP 135: 2022 Hopwood Financial Plan
|
Mar 07, 2022 |
|
EP 134: Talking Real Estate with Jeff Packer of The Packer Group
|
Feb 16, 2022 |
|
EP 133: Capital Gains & Qualified Opportunity Zones
|
Nov 29, 2021 |
|
EP 132: IRS & Potential Tax Increases
|
Nov 08, 2021 |
|
EP 131: Death of the Balanced Portfolio
|
Oct 04, 2021 |
|
EP 130: Social Security Deficiency
|
Sep 27, 2021 |
|
EP 129: College Is A Business Decision
|
Sep 20, 2021 |
|
EP 128: The Value of Working With a Financial Planner
|
Sep 13, 2021 |
|
EP 127: Traditional Brokerage Fees
|
Sep 07, 2021 |
|
EP 126: Mr. Roth Part II
|
Aug 30, 2021 |
|
EP 125: Mr. Roth
|
Aug 16, 2021 |
|
EP 124: Real Estate Evictions
|
Aug 10, 2021 |
|
EP 123: Not Your Average Financial Plan
|
Jun 28, 2021 |
|
EP 122: Chatting with New Peak Intern, Adam Roberts
|
Jun 21, 2021 |
|
EP 121: Getting to Know Preston Gee: Client Relationship Manager
|
Jun 14, 2021 |
|
EP 120: Getting a Job in Retirement
|
Jun 09, 2021 |
|
EP 119: Realistic Retirement Expectations
|
May 17, 2021 |
|
EP 118: Backdoor Roths & Roth Conversions
|
May 11, 2021 |
|
EP 117: Our Thoughts on Bitcoin
|
May 03, 2021 |
|
EP 116: 9 Categories of Martin Short
|
Apr 27, 2021 |
|
EP 115: What to Expect: Second House & Moving Expenses
|
Apr 19, 2021 |
|
EP 114: Stock Trading & Investing with Robinhood
|
Apr 12, 2021 |
|
EP 113: Where’s Your Money Going?
|
Mar 29, 2021 |
|
EP 112: Real Estate Investing With Katie Nolff
|
Mar 22, 2021 |
|
EP 111: Low Interest Rates
|
Mar 15, 2021 |
|
EP 110: Financial Teamwork at Peak Wealth Management
|
Mar 08, 2021 |
|
EP 109: What Does it Mean to Retire Confidently?
|
Mar 01, 2021 |
|
EP 108: Healing of the Body with Aaron Li
|
Feb 22, 2021 |
|
EP 107: Jack Hopwood, 11, Shares His Entrepreneurial Story
|
Feb 15, 2021 |
|
Ep 106: Team Highlight: Patti Wojcik - Peak’s Operations Manager
|
Feb 08, 2021 |
|
EP 105: Team Highlight: Gwen Smith - Peak’s Operations Associate
|
Feb 01, 2021 |
|
EP 104: Peak State of the Union
|
Jan 25, 2021 |
|
EP 103: College Savings Plans
|
Jan 18, 2021 |
|
EP 102: History and Culture of Michigan Athletics with Greg Dooley of MVictors
|
Jan 11, 2021 |
|
EP 101: Income Segmentation and Bucket Investing
|
Jan 04, 2021 |
|
EP 100: Pilat Family 2021 Financial Plan
|
Dec 28, 2020 |
|
EP 099: Mr. Wonderful
|
Dec 21, 2020 |
|
EP 098: Disorganized People
|
Dec 14, 2020 |
|
EP 097: Don’t Be A Jerk
|
Dec 07, 2020 |
|
EP 096: Important Interview Questions to Ask a Financial Advisor
|
Nov 30, 2020 |
|
E 095: Lifestyle Creep: What It Is and How to Avoid It
|
Nov 24, 2020 |
|
Your Guide to Medicare Enrollment
|
Nov 16, 2020 |
|
EP 094: How to Navigate Finances During a Life Transition
|
Nov 16, 2020 |
|
EP 093: Socially Responsible Investing
|
Nov 09, 2020 |
|
Ep 092: Retirement Illiteracy
|
Oct 26, 2020 |
|
EP 091: Buyout Offer: Do the Math
|
Oct 12, 2020 |
|
EP 090: Mortgages: It’s the Payoff, Not the Payment
|
Oct 12, 2020 |
|
EP 089: How Many Banks Do You Really Need?
|
Oct 05, 2020 |
|
EP 088: If I Had A Million Dollars...
|
Sep 28, 2020 |
|
EP 087: Rethinking Retirement
|
Sep 21, 2020 |
|
Ep 086: Our Peak Investment Management Process
|
Sep 14, 2020 |
|
EP 085: Where does our market currently stand?
|
Sep 08, 2020 |
|
EP 084: U.S. Presidential Election Various Outcomes & Market Results
|
Sep 01, 2020 |
|
EP 083: Catching Up With Peak Wealth
|
Aug 24, 2020 |
|
EP 082: Nick Hopwood Celebrates 20 Years in Finance Industry
|
Apr 10, 2020 |
|
EP 081: Market Update on March 27, 2020
|
Mar 27, 2020 |
|
EP 080: Retirement Income Planning with Sheryl O’Connor, CEO and Co-Founder of Income Conductor
|
Mar 19, 2020 |
|
EP 079: Coronavirus Market Update March 15, 2020
|
Mar 15, 2020 |
|
EP 078: The 2020 Market Correction is Here
|
Feb 27, 2020 |
|
EP 077: How to Choose a Financial Advisor
|
Feb 24, 2020 |
|
EP 076: Live Broadcast from Peak Global HQ on WTKA
|
Feb 07, 2020 |
|
EP 075: The SECURE Act
|
Feb 05, 2020 |
|
EP 074: Hopwood 2020 Financial Plan
|
Jan 22, 2020 |
|
EP 073: Special Guests Rich and Sue Allen
|
Dec 27, 2019 |
|
EP 072: Special Guest Seth Fisher from MGoBlog
|
Dec 27, 2019 |
|
EP 071: Nick Hopwood’s Top 10 Things to Do Before 2020
|
Dec 20, 2019 |
|
EP 070: Meet the Manager with Ben Lavine
|
Dec 19, 2019 |
|
EP 069: Meet the Manager with John Forlines III
|
Dec 06, 2019 |
|
EP 068: Christmas Bonus Fun
|
Dec 03, 2019 |
|
EP 067: Disability and Medicare with Brian Vincent
|
Nov 14, 2019 |
|
EP 066: F.I.R.E. Part 3 A Cautionary Tale
|
Nov 06, 2019 |
|
EP 065: Michael Spath has Your Dream Job
|
Nov 04, 2019 |
|
EP 064: ”No-Spend September” with Shawn and Sarah Hillard
|
Oct 16, 2019 |
|
2019 Michigan Football Preview with Chris Duprey
|
Sep 09, 2019 |
|
EP 063: F.I.R.E. Part 2 - A Cautionary Tale
|
Sep 04, 2019 |
|
EP 062: Are You a Victim of Lifestyle Creep
|
Sep 04, 2019 |
|
EP 061: Part 1 of F.I.R.E - A Cautionary Tale
|
Aug 12, 2019 |
|
EP 060: Your Lake Cottage - The True Cost Per Boat Ride
|
Jul 22, 2019 |
|
EP 059: Talking Taxes with JJ Sovinsky, CPA
|
Jul 18, 2019 |
|
EP 058: Talking Private Equity with Joe Owczarek
|
Jul 03, 2019 |
|
EP 057: Suze Orman Says You Need $5M to Retire. Our Thoughts.
|
Jun 17, 2019 |
|
EP 056: Making $500k Feel Average
|
Jun 17, 2019 |
|
EP 055: Expense Tracking Redux
|
Apr 12, 2019 |
|
EP 054: 401k's Are Not Fair
|
Mar 04, 2019 |
|
EP 053: You are the Hero
|
Jan 23, 2019 |
|
EP 052: Nick's Personal Financial Plan for 2019
|
Jan 23, 2019 |
|
EP 051: NYT: Think Your Retirement Plan is Bad? Talk to a Teacher
|
Dec 12, 2018 |
|
EP 050: Facebook Guy
|
Dec 12, 2018 |
|
EP 049: Two Planners with Dramatically Different Results
|
Dec 10, 2018 |
|
EP 048 Brian Cook of MGOBLOG
|
Nov 29, 2018 |
|
EP 047: Why Work with a CFP®
|
Nov 16, 2018 |
|
EP: 046 The Value of a Professional Fee
|
Sep 18, 2018 |
|
EP 045: Nash Equilibriums with Jim Pilat, AIF®
|
Aug 13, 2018 |
|
EP 044: Retirement Funding Priorities
|
Aug 13, 2018 |
|
EP 043: 2018 Peak Halftime Report with Ben Lavine
|
Jun 21, 2018 |
|
EP 042: Some Planners Don't Plan
|
Jun 15, 2018 |
|
EP 041: Rick Guttersohn of New Hope
|
May 22, 2018 |
|
EP 040: Business Law, Entrepreneurship, Venture Capital, and Private Equity with Rick Hoeg of Hoeg Law
|
May 14, 2018 |
|
EP 039: Estate Planning Mistakes with Marc Wander of the Marc Wander Law Firm
|
May 08, 2018 |
|
EP 038: The Refinancing Addiction with Shawn Presnell of Academy Mortgage
|
Apr 25, 2018 |
|
EP 037: Long Term Care Insights with Michael Tepper
|
Apr 16, 2018 |
|
EP 036: Social Security Disability with Atty Jason Steinhelper
|
Apr 11, 2018 |
|
EP 035: I Have $1 Million. Is that Enough?
|
Mar 26, 2018 |
|
EP 034: Nick Joins the Finding Flow Podcast
|
Mar 23, 2018 |
|
EP 032: Social Security - The Decision of a Lifetime
|
Mar 22, 2018 |
|
EP 031: NO LAZY MONEY - TEACH YOUR KIDS
|
Mar 06, 2018 |
|
EP 030: THE HSA NO-BRAINER
|
Mar 05, 2018 |
|
EP 029: Finding a Satisfying Second Career with Dr. Russ Dore
|
Feb 09, 2018 |
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EP 028: The 10% Market Correction is Here
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Feb 06, 2018 |
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EP 027 Peak Wealth 2017 Year in Review
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Jan 16, 2018 |
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EP 026 Nick's Personal 2018 Financial Plan
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Jan 13, 2018 |
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EP 025 Your Second Home: The Anti-Dividend
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Jan 12, 2018 |
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EP 24 Building Wealth Through Real Estate 2.0
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Dec 26, 2017 |
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EP 023 Health Yields Wealth 2.0
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Dec 20, 2017 |
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EP 022.5 Before Your Meeting - Listen to be Prepared
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Dec 20, 2017 |
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EP 022 What's the Deal with Mutual Fund Loads? What to Look for in a CFP
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Nov 29, 2017 |
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EP 021 Top Ten Tips for a Meaningful Retirement
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Oct 09, 2017 |
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EP 020 Small Business Retirement Plans with Scott Westgate
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Oct 09, 2017 |
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EP 019 Understanding Personality Styles with Dr John Mlinarcik
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Oct 09, 2017 |
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EP 018 Your House is NOT Your Biggest Asset
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Oct 09, 2017 |
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EP 017 The Sweet Spot of a Roth Conversion
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Oct 09, 2017 |
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EP 016 Certified Retirement Coach Donna Martin
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Oct 09, 2017 |
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EP 015 MIT Age Lab
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Oct 09, 2017 |
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EP 014 Halftime with Chip DeClue
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Oct 09, 2017 |
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EP 013 Track Your Expenses and Net Worth!
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Oct 09, 2017 |
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EP 012 Start with Why
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Oct 09, 2017 |
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EP 011 Tax Planning with John Dawson, CPA
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Oct 09, 2017 |
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EP 010 Your Retirement Quest - Conversation with Keith Lawrence
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Oct 09, 2017 |
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EP 009 The Original Peak Income 360 Formula
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Oct 09, 2017 |
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EP 008 Am I Ready to Retire?
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Oct 09, 2017 |
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EP 007 Blueprinting: Live Your Life By Design, Not By Default
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Oct 09, 2017 |
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EP 006 Peak Income 360: Building Income and Wealth through Real Estate
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Oct 09, 2017 |
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EP 005 Cathy Clough - Founder of New Hope
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Oct 09, 2017 |
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EP 004 Health Yields Wealth: Detox for Life
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Oct 09, 2017 |
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EP 003 The 5 Tenets...
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Oct 09, 2017 |
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EP 002 Are you at your best today?
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Oct 09, 2017 |
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EP 001 - PILOT
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Oct 09, 2017 |