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

By NIck Hopwood, CFP and Jim Pilat, CFPBusiness Investing

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

October 09, 2017 EP 010 Your Retirement Quest - Conversation with Keith Lawrence
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 interviewing thousands of retirees and developing the five stages of retirement, along with the ten secrets to leading a fulfilling retirement. After reading the book, Nick has been strongly recommending it to his clients who are nearing retirement or in retirement. Listen to our latest episode of Finding True Wealth, as Nick and Keith talk about Your Retirement Quest.
learn more at peakwm.com
31 min
October 09, 2017 EP 009 The Original Peak Income 360 Formula
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
25 min
October 09, 2017EP 008 Am I Ready to Retire?
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 board with your decision?
learn more at peakwm.com
18 min
October 09, 2017 EP 007 Blueprinting: Live Your Life By Design, Not By Default
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 what you want to accomplish professionally. As a result, the new clarity gained will help make your life much more meaningful and your business much more profitable.
Completing the Blueprinting exercises is the key to igniting your relentless burning desire. Igniting your relentless burning desire requires you to dig deep. You have to spend some serious time reflecting, contemplating, and being authentic with yourself.
This is not something you’re going to knock out in a weekend. It could take weeks, or even months, before it fully evolves into a clear picture of your future.

learn more at peakwm.com
16 min
October 09, 2017 EP 006 Peak Income 360: Building Income and Wealth through Real Estate
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
17 min
October 09, 2017 EP 005 Cathy Clough - Founder of New Hope
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
17 min
October 09, 2017 EP 004 Health Yields Wealth: Detox for Life
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
1 hr 14 min
October 09, 2017 EP 003 The 5 Tenets...
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
26 min
October 09, 2017 EP 002 Are you at your best today?
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
25 min
October 09, 2017 EP 001 - PILOT
What is your definition of True Wealth? Learn more at peakwm.com
7 min