Top 5 Trust the Plan Podcasts of 2023
The Trust the Plan Podcast proved to be an indispensable resource for individuals seeking to optimize their financial success and navigate the complex world of wealth management in 2023. With its thought-provoking content and expert advice, these five episodes stood out as must-listens, providing a wealth of knowledge to help listeners achieve their Peak financial potential. Thank you for joining us — We look forward to bringing you more content in the coming year! — Nick & Jim
1. EP 188: The Power of Multiple Revenue Streams
In today's competitive and ever-changing job market, diversifying your income has become more important than ever. In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® is joined by Preston Gee, CFP® to discuss the benefits and strategies of generating multiple streams of income. At Peak Wealth Management, they've developed a formula on diversifying income for their clients called Peak Income 360. Learn more at peakwm.com/peak-income-360
Overall, "The Power of Multiple Revenue Streams: A Guide to Diversifying Your Income" is a valuable podcast episode for anyone seeking to increase their financial stability and reduce risk. It highlights the importance of diversification in achieving long-term financial success.
2. EP 201: Top 5 Careers of Millionaires (Results Will Shock You!)
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about the top 5 careers of millionaires, according to the largest survey EVER conducted on 10,000 U.S. millionaires— and the results will shock you! You’ll learn that building wealth has almost NOTHING to do with your income or your background! It doesn’t matter where you come from. It matters where you’re going.
3. EP 199: Tackling the Cost of College
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management will discuss the best practices, strategies, and options available for financing higher education. With college costs skyrocketing, finding the right funding options can be challenging for students and parents alike. Luckily, there are several avenues for financing college education, from savings accounts and loans to grants, scholarships, and work-study programs.
At the end of this podcast, you'll have a better understanding of college funding options, how to maximize your money, and make informed choices when it comes to higher education. So, join us, and let's get started on our journey to financing college education!
4. EP 180: The True Cost Per Boat Ride
Summer is here- and we are back to bring you an updated version of one of our most popular podcast episodes... The true cost per boat ride. (Original EP is #60). Listen to Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how each boat ride adds up in comparison to 2019.
5. EP 192: The Risks of Owning Rental Properties
Owning a rental property can be a great way to generate passive income and build wealth over time. However, like any investment, there are risks and downsides to consider. In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management explore the cons of owning a rental property and how to mitigate them. Nick shares his personal experience of handling multiple rental properties — including a recent home that was left destroyed by the tenants.