Top 5 Episodes of 2024: Trust the Plan Podcast
Check out the top episodes of the Trust the Plan Podcast for 2024, featuring hosts Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth, as they break down the most important strategies for building and preserving wealth in today’s world.
—
1. How to Access 2023 TD Ameritrade & Charles Schwab Tax Forms
Nick Hopwood. CFP® of Peak Wealth Management takes you through the steps to access your 2023 tax forms through TD Ameritrade & Charles Schwab. You will need both forms for the tax season following Schwab's acquisition of TD Ameritrade in September 2023.
2. 4 Straight! Michigan's Historic Dominance Over Ohio State
In this feel-good edition of the Trust the Plan Podcast, Nick Hopwood, CFP®, and Jim Pilat, CFP® wrap up the 2024 Michigan football season with a thrilling victory over Ohio State, extending the Wolverines' winning streak to an impressive four years. As Michigan closes out the season, Nick and Jim celebrate the teamwork, strategy, and perseverance that have propelled the team to this remarkable achievement. Join them as they reflect on the season’s highs and lows, the enduring rivalry with OSU, and the shared lessons in success—both on the field and in financial planning. Go Blue!
3. U.S. National Debt Hits New Record, Topping $35 Trillion
Nick Hopwood, CFP® joined The Steve Gruber Show to unpack the implications of the U.S. national debt surpassing past $35 trillion. With this staggering figure, the pressure on policymakers mounts, and there's increasing speculation about whether the Federal Reserve might cut rates in their September meeting to stimulate the economy.
However, with inflation showing signs of picking up, any rate changes could have complex consequences. Nick will break down how these developments might impact your financial strategies and what to keep an eye on in these uncertain times.
4. From Olympic Court to College Spotlight: Syla Swords on Her Journey
On this episode of the Trust the Plan Podcast, hosts Nick Hopwood, CFP® and Jim Pilat, CFP® are joined by Syla Swords, a rising star in women's basketball. Syla shares her journey to the University of Michigan, explaining why she chose the Wolverines as a freshman and what it’s like to compete at such a high level. The youngest Olympic basketball player ever from Canada, she also reflects on her unforgettable experience competing in Paris during the 2024 Olympics.
As one of the top recruits in the country, Syla has had an incredible start to her college career, including a thrilling matchup against the #1 ranked South Carolina team.
Listen in as she talks about balancing school, sports, and her bright future ahead in basketball.
5. Maximize Your Miles: Insider Tips with Evan Chopp
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® delve into the art of maximizing airline miles with special guest, Evan Chopp. Evan shares strategies and tips on how to rack up those valuable miles efficiently.
Whether you're a seasoned traveler or new to the points game, you won't want to miss this deep dive into earning and redeeming airline rewards.
Tune in to learn how to turn your travels into more than just a journey – but a rewarding adventure!