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

Nick chats with Scott Westgate, founder and president of MBC Retirement Services, located in Rochester, MI. Peak and MBC have worked together on many plans since 2002 with tremendous success. Scott talks about the different retirement plans available to the small business owner today and pros and cons of each type of arrangement, as well as his best tip for how to build true wealth as a small business owner.

Learn more at peakwm.com

Nick sits down with Dr John Mlinarcik talking personality styles. Understanding your own personality style helps you understand your own needs and why you do what you do. The same can be said about the other people in your life- understanding their personalities and how to interact with them are just as important as understanding your own! This truth can be applied to all relationships in your life – personal and professional. Learn more about Dr John at pcs-global.com or pcs-counseling.com. Learn more about Peak at peakwm.com

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 about how often times people run out of meaning in retirement before they run out of money, as well as the concept that meaningful pursuits are more fulfilling than a life of leisure.

Learn more at peakwm.com

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 ultimately leads to fulfillment and true wealth.

Download Sample Spreadsheet

Learn more at Peakwm.com

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 people don’t buy what you do, they buy why you do it. So in my case, my clients don’t use me because I can help them set up a Roth ira. That’s one of the things I can do for them, but anyone can do that. They choose to do business with me for another reason – most likely whether they know it or not, they chose to work with me because of WHY I do what I do. Take a listen to find out my “WHY.”

Learn more at peakwm.com

Watch Simon's Ted Talk Here

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