John Forlines's guest appearances

John Forlines

Retirement Planning with Nick Hopwood, CFP® and Jim Pilat, CFP®

Suze Orman

Martin Short

Adam Roberts

Gwen Smith

John Dawson

Brian Cook

Ben Lavine

Sue Allen

Donna Martin

Nick Hopwood

Michael Spath

Brian Vincent

Keith Lawrence

Seth Fisher

Greg Dooley

OwlTail

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with Behavioral Finance Professor John Forlines III of Duke University as well as portfolio manager of the Forlines Global Suite of strategies as part of the W.E. Donoghue Investment Management Family. Mr Forlines speaks with Nick about behavioral finance, as well as his thoughts on the market in 2019 and 2020. Forlines Global has been part of our UMAX program for years.  Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently. 

<p><a href="https://www.peakwm.com/draft-of-nicks-bio-page" rel="nofollow" target="_blank">Nick Hopwood, CFP</a> of <a href="https://www.peakwm.com/" rel="nofollow" target="_blank">Peak Wealth Management</a>, host of Finding True Wealth speaks with Behavioral Finance Professor <a href="https://econ.duke.edu/people/john-forlines-iii" rel="nofollow" target="_blank">John Forlines III</a> of Duke University as well as portfolio manager of the Forlines Global Suite of strategies as part of the W.E. Donoghue Investment Management Family. Mr Forlines speaks with Nick about behavioral finance, as well as his thoughts on the market in 2019 and 2020. Forlines Global has been part of our <a href="https://www.peakwm.com/umax" rel="nofollow" target="_blank">UMAX</a> program for years. </p> <p><a href="https://www.peakwm.com/" rel="nofollow" target="_blank">Peak Wealth Management</a> is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently. </p>

EP 069: Meet the Manager with John Forlines III