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

SpaceX, The Fed, and the Next Market Move

On Daybreak with Steve Gruber, Nick Hopwood, CFP®, discusses the latest economic data, including strong job numbers, moderating inflation, and what the hard data says about the current state of the U.S. economy. The conversation explores whether the Federal Reserve is more likely to hold rates steady, cut rates, or even consider future rate increases.

Nick also examines reports surrounding a potential SpaceX IPO, what it could mean for investors, and why excitement over high-profile public offerings should be tempered by history. Looking at more than 20 major companies that went public over the past two decades, including Facebook, Twitter, Shopify, Uber, and others, Nick explains the common pattern of post-IPO volatility and why investors should think carefully before making decisions driven by FOMO.

—

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here

------------------------------

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.

Stay Connected With Us:

Podbean: https://findingtruewealth.podbean.com/

YouTube: / https://www.youtube.com/@peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: https://www.facebook.com/PeakWealthManagement/

X: https://x.com/nhopwood1

https://www.peakwm.com/ 

 

What Every Retiree Needs to Know About Today's Market

On this June episode of The No Lazy Money Show, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth join Ryan Ermanni live on WJR to help investors and retirees navigate market uncertainty.

Airing the first Wednesday of every month at 7 PM, this discussion explores how April and May 2026 delivered the market's strongest back-to-back monthly performance seen at that point since 2020, the rebound in consumer confidence, key behavioral finance lessons, and what matters most when emotions run high.

Learn what you can control right now in the market and in retirement, plus practical strategies to stay focused on long-term financial goals despite short-term volatility.

—

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here

------------------------------

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.

Stay Connected With Us:

Podbean: https://findingtruewealth.podbean.com/

YouTube: / https://www.youtube.com/@peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: https://www.facebook.com/PeakWealthManagement/

X: https://x.com/nhopwood1

https://www.peakwm.com/ 

 

Stock Market Highs, Gas Prices & the Economy

Nick Hopwood, CFP® of Peak Wealth joined Daybreak with Steve Gruber to discuss Memorial Day weekend, the economy, the stock market hitting all-time highs, falling gas prices, and what it all could mean for families and investors moving forward.

Nick shared insights on today’s financial landscape, market momentum, consumer confidence, and key trends impacting Americans as summer begins. Catch the conversation for perspective on the markets, the economy, retirement planning, and more.

—

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here

------------------------------

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.

Stay Connected With Us:

Podbean: https://findingtruewealth.podbean.com/

YouTube: / https://www.youtube.com/@peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: https://www.facebook.com/PeakWealthManagement/

X: https://x.com/nhopwood1

https://www.peakwm.com/ 

Strong Markets, Falling Gas Prices: Smart Retirement Moves Now

Nick Hopwood, CFP® of Peak Wealth joins Daybreak with Steve Gruber to break down what’s happening in the economy right now, from easing gas prices to a surprisingly resilient market.

He points out that April marked the second strongest performance since 1950, a trend that has continued into May with markets staying on a winning streak. Nick also stresses that retirement outcomes shouldn’t be left to chance and explains why having a clear plan matters, especially when looking at historical downturns like 1968, one of the worst years in the past century to retire.

A timely and important conversation you won’t want to miss.

—

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here

------------------------------

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.

Stay Connected With Us:

Podbean: https://findingtruewealth.podbean.com/

YouTube: / https://www.youtube.com/@peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: https://www.facebook.com/PeakWealthManagement/

X: https://x.com/nhopwood1

https://www.peakwm.com/ 

The Wealth Building Strategies Most Investors Miss

Want your money to work for you? In this episode of the No Lazy Money Show on WJR, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth join host Ryan Ermanni for a conversation on concentration risk, smart investing strategies, retirement planning, and building long term wealth. Special guest Scott Westgate, CEO of MBC Retirement Services, shares insight on 401(k) plans and why many small business owners may be leaving significant money on the table. The episode also covers Social Security strategies, including when to take benefits, plus practical financial planning tips to help investors make smarter money decisions in today’s market.

—

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here

------------------------------

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.

Stay Connected With Us:

Podbean: https://findingtruewealth.podbean.com/

YouTube: / https://www.youtube.com/@peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: https://www.facebook.com/PeakWealthManagement/

X: https://x.com/nhopwood1

https://www.peakwm.com/ 

US Economy Update | Gas Prices Rising, Fed Holding Rates

Nick Hopwood, CFP® joined Steve Gruber on Daybreak for his weekly segment, continuing a 3.5 year run discussing the US economy and market trends. Nick highlighted the recent jump in gas prices and how rising fuel costs can pressure consumers and slow broader economic growth. He also noted the Federal Reserve is expected to pause and hold interest rates steady, with no additional cuts likely in 2026 based on current data. Looking ahead, Nick and Steve reminded listeners that summer months have historically been a slower period for the stock market, making it important for investors to stay disciplined and focused on long term strategy.

—

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here

------------------------------

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.

Stay Connected With Us:

Podbean: https://findingtruewealth.podbean.com/

YouTube: / https://www.youtube.com/@peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: https://www.facebook.com/PeakWealthManagement/

X: https://x.com/nhopwood1

https://www.peakwm.com/ 

The Shocking Truth About Retirement Savings in America

Nearly half of American households are approaching retirement with little to no savings, and that alarming reality is exactly what Preston Gee, CFP® and Jim Pilat, CFP® of Peak Wealth dig into on the Trust the Plan Podcast. In this powerful must listen episode, the Peak Wealth advisors break down why so many families are behind, what most people misunderstand about retirement readiness, and how quickly financial insecurity can build when planning is delayed. Instead of just focusing on fear, they bring a grounded real world CFP perspective highlighting the importance of intentional saving, disciplined planning, and long term strategy.

If you are wondering whether you are on track for retirement or worried about falling behind, this conversation delivers clear relatable insights that hit home for everyday investors.

—

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here

------------------------------

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.

Stay Connected With Us:

Podbean: https://findingtruewealth.podbean.com/

YouTube: / https://www.youtube.com/@peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: https://www.facebook.com/PeakWealthManagement/

X: https://x.com/nhopwood1

https://www.peakwm.com/ 

Tax Day Strategy + Market Volatility Insights

Nick Hopwood, CFP® of Peak Wealth joined Steve Gruber on The Steve Gruber Show to discuss market trends, noting how the S&P 500 has historically seen declines during midterm election years but often stages recoveries afterward, with patterns observed consistently since 1950. He also highlighted that while the federal deficit and spending remain elevated, government revenue has risen roughly 10%, and emphasized practical tax guidance, reminding listeners that the best way to submit what you owe is through secure IRS-approved electronic payment systems or direct filing methods to ensure timely and accurate processing.

—

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here

------------------------------

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.

Stay Connected With Us:

Podbean: https://findingtruewealth.podbean.com/

YouTube: / https://www.youtube.com/@peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: https://www.facebook.com/PeakWealthManagement/

X: https://x.com/nhopwood1

https://www.peakwm.com/ 

War in Iran Drives Oil Prices Up: Stock Market Impact

Nick Hopwood, CFP® of Peak Wealth joined The Steve Gruber Show to break down the oil price spike driven by Iran tensions, what it means for oil stock investors, and why chasing short term gains can be risky. He explains the broader market impact, rising volatility, and how long it may take for markets to stabilize as uncertainty continues.

—

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here

------------------------------

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.

Stay Connected With Us:

Podbean: https://findingtruewealth.podbean.com/

YouTube: / https://www.youtube.com/@peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: https://www.facebook.com/PeakWealthManagement/

X: https://x.com/nhopwood1

https://www.peakwm.com/ 

Retirement Planning in 2026: IRA Changes and Global Risks

On this episode of No Lazy Money, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth join Ryan Ermanni on WJR for a timely conversation on today’s biggest financial headlines.

They break down key updates around beneficiary IRAs and what recent rule changes mean for investors and retirees, while also discussing market volatility tied to geopolitical tension, including the Iran conflict and its impact on oil prices. The conversation highlights how global events can affect portfolios and why staying disciplined with a long term plan matters more than ever.

Catch No Lazy Money live the first Wednesday of every month at 7 PM on WJR for practical, real world financial guidance.

—

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here

------------------------------

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.

Stay Connected With Us:

Podbean: https://findingtruewealth.podbean.com/

YouTube: / https://www.youtube.com/@peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: https://www.facebook.com/PeakWealthManagement/

X: https://x.com/nhopwood1

https://www.peakwm.com/