In this feel-good edition of the Trust the Plan Podcast, hosts Nick Hopwood, CFP® and Jim Pilat, CFP® come together for their highly anticipated annual episode, offering an in-depth look at their personal financial family plans for 2025.
Nick dives into the strategies and goals he’s crafted to secure his family’s financial future in the coming year, while Jim shares his own unique approach to financial planning, offering valuable insights for listeners.
With a focus on long-term stability, family values, and actionable steps, this joint episode serves as both inspiration and a roadmap for families looking to build a secure and prosperous 2025.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
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