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

EP 018 Your House is NOT Your Biggest Asset

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. 

 

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EP 017 The Sweet Spot of a Roth Conversion

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

EP 016 Certified Retirement Coach Donna Martin

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.

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EP 015 MIT Age Lab

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!

 

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EP 014 Halftime with Chip DeClue

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

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

 

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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