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

Despite everything you have heard, your house and your 401k are not your largest asset – your career path and income are your biggest asset by far. Listen as we give one simple tip on how to maximize your largest asset, according to Nick Hopwood, CFP.    Learn more at peakwm.com  

Learn about the sweet spot of Roth IRA Conversion from Nick Hopwood, CFP. How do some people convert their IRA to a Roth IRA with little or no tax due? Lear more at  peakwm.com

Did you miss the Naked Retirement Workshop? Listen in and get caught-up as Nick chats with Donna Martin,   CEO of Change Engine , a business and retirement coaching firm. At Change Engine, she works with professionals who want to achieve big goals and overcome obstacles in their business lives as well as prepare for a successful transition into their retirement life. In the podcast Donna talks abo...

Nick speaks with John Diehl, SVP at Hartford Funds and liaison to the MIT Age Lab, where they do a lot of cool research! Our topic today is the 5 ways technology will change the way we age. Check out this  white paper  which covers the apps, sites, and devices discussed. Also, below is the animated video with Grandma!   Learn more at peakwm.com

From success to significance: Chip shares his story about reaching “Halftime” in his life.  Learn why he walked away  (in his early 50’s) from his successful 26 year career as VP of Finance at Enterprise Car Rental and how he is paying it forward. Lear more at  peakwm.com

I hate the word budget. It reminds me of being on a diet. For some reason, people hate diets AND budgeting. This ten minute podcast uncovers a new spin on budgeting – expense tracking. Learn how to combine expense tracking with Gary Keller’s monthly net worth reviews, and you will be able to understand where your money is going each month, which allows you to make better decisions, which ultimatel...

Have you ever heard of Simon Sinek? He is an author, speaker, and marketing consultant. I first got introduced to him through his ted talk entitled “how great leaders inspire action” and that eventually led me to his book entitled “start with why.” Both are amazing, and I love his work. The book really spoke to me, and helped facilitate some good reflection for me. One of the major themes is peopl...

Tax time is almost here! Do not wait until the last second to start planning. Listen as Nick sit down with John Dawson, CPA, partner at Landini, Reed, and Dawson, PC. In this latest episode of Finding True Wealth, Nick and John dive deeper than just the ordinary tax planning.   Learn more at  Lrdcpas.com  and  peakwm.com

In spring 2016, Nick had the pleasure of meeting Keith Lawrence, co-author of Your Retirement Quest. As a former HR Executive at Proctor and Gamble, Keith and his co-author, Alan Spector, witnessed many retirees coming back to P&G walking the hallways and hanging-out in the cafeteria. Why would they come back to hang-out at work? This question/observation was the beginning of their research of int...

Guaranteed pensions don’t exist like in the past. Peak Income 360 seeks to replace that pension by adding multiple passing retirement income streams. Learn more at  peakwm.com

How do you know if you are ready to retire? This is one of the most important decisions you will make in your life. In this podcast, Nick talks about the four big questions we believe you should ask yourself. Some questions you should think about: Do I have enough (money)? Will I have enough to do? Have you had enough – do you have more “work” to accomplish in your career? Is your spouse/family on...

The Blueprinting Process is a series of exercises we created to help you live your life by design, not be default. The purpose of these exercises is to help ignite your relentless burning desire, and lead you toward personal fulfillment. In other words, it will help you find you “why.” This series of six exercises will help you develop a crystal clear map of where you want to go personally and wha...

The younger generation typically does not have the benefit of a guaranteed pension plan like the former generation often had. Real Estate may be a good source of income to fill in that gap. Listen as Nick talks about his personal experience with Real Estate – both good and bad!   Learn more at  peakwm.com

Nick sits down with Cathy Clough, founder of New Hope Center for Grief Support, to hear about her journey after losing her husband and how she made it her life's work. newhopecenter   peakwm.com

Happen to miss our Health Yields Wealth – Detox for Life event? Listen to our Finding True Wealth Podcast to listen in and gather some golden nuggets from our highly experienced panel of Ben Knapp from Pow(r) Performance gym, Dr Stacie Ford from First Choice Wellness, and Coach Callie from GO! Smoothies. Learn more at  peakwm.com

Nick sits down with Master Tanya Panizzo, a 5th degree black belt, to discuss the 5 tenets of Tae Kwon Do and how they apply to Finding True Wealth. To learn more about Tanya, you can check her out at midwesttaekwondo.com . Check us out at  peakwm.com

Nick talks with Ben Knapp from Pow(r) Performance Gym. Nick has been training with Ben for a few years. Listen to hear Ben's story and his approach to training, and being motivated by excellence. Learn more at  peakwm.com

What is your definition of True Wealth? Learn more at  peakwm.com