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

EP 013 Track Your Expenses and Net Worth!

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

EP 012 Start with Why

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

EP 011 Tax Planning with John Dawson, CPA

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

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

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

EP 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

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

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

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

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