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Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
Episodes
3 days ago
3 days ago
On this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® dive into the critical yet often overlooked aspects of personal finance: tracking expenses and calculating your net worth.
They discuss how regularly monitoring where your money goes can lead to smarter spending decisions, and why understanding your net worth is a powerful tool in building long-term wealth.
Whether you're just starting to get a handle on your finances or you're refining your approach, Nick and Jim offer practical tips and insights to help you stay on track, avoid common financial pitfalls, and ultimately trust the plan you've set for your financial future.
Tune in for actionable advice and real-world strategies to make your money work for you.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Nov 11, 2024
Monday Nov 11, 2024
Join us for our special Dinner Table Webinar hosted by Nick Hopwood, CFP®, Jim Pilat, CFP® and Preston Gee, CFP® of Peak Wealth Management.
Following the success of our recent in-person seminar, which sparked lively conversations and insightful financial discussions, many clients who couldn’t attend requested this virtual session.
The webinar focuses on helping families build a strong financial foundation for future generations, with strategies for supporting children and grandchildren while preserving a lasting legacy.
Don't miss this opportunity to learn from the experts and deepen your understanding of multigenerational wealth planning.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Friday Nov 08, 2024
Friday Nov 08, 2024
On this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® sit down with Olivia Olson, a freshman basketball player for the University of Michigan, at Peak Global HQ.
Olivia shares her journey through the recruiting process, her experience as a student-athlete at Michigan, and the unique challenges and rewards of being part of such a prestigious program.
She also reflects on the significance of wearing the iconic Block M, particularly for young girls who look up to her as a role model.
With insights on both her athletic journey and her academic pursuits, Olivia’s story is an inspiring example of dedication, talent, and the power of representation.
—
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: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Thursday Nov 07, 2024
Thursday Nov 07, 2024
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.
—
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: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Nov 04, 2024
Monday Nov 04, 2024
Welcome to the Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP® where we tackle the real struggles of financial planning and personal growth.
Inspired by a poignant Reddit post, we dive into the challenges faced by a man in his 30s, grappling with high living costs, credit card debt, and the pressure of providing for his young family.
Join us as we explore practical strategies and offer actionable advice to help you regain control of your finances and build a brighter future.
Whether you're feeling overwhelmed or just looking for a clearer path, we've got the insights you need to trust the plan and move forward with confidence.
—
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: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Oct 28, 2024
Monday Oct 28, 2024
In the Trust the Plan Podcast, hosts Nick Hopwood, CFP® and Jim Pilat, CFP® delve into the changing landscape of financial arrangements among married couples, questioning whether pooling salaries is becoming less common.
They discuss the trend of maintaining separate bank accounts and splitting expenses based on income, highlighting how this can create divisions rather than unity.
Advocating for a unified approach, they assert that merging finances fosters collaboration and alignment of goals, transforming “his and hers” into “ours.”
By working as a team, couples can enhance their financial success and strengthen their partnership, reinforcing the idea that together, they can achieve more.
—
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: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Wednesday Oct 23, 2024
Wednesday Oct 23, 2024
In this episode of the Trust the Plan Podcast, hosts Nick Hopwood, CFP® and Jim Pilat, CFP® dive into the often-overlooked topic of what happens to Health Savings Account (HSA) funds when the account holder passes away.
They’ll discuss the importance of beneficiary designations, the tax implications for heirs, and strategies to ensure your health savings continue to serve your loved ones.
Join Nick and Jim as they clarify the complexities surrounding HSAs and offer actionable advice to help you secure your financial legacy.
—
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: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Oct 14, 2024
Monday Oct 14, 2024
In this episode of Trust the Plan Podcast, host Nick Hopwood, CFP® sits down with renowned radio personality Steve Gruber to delve into his fascinating career journey. They discuss his experiences interviewing high-profile figures like RFK Jr., the challenges he faced while navigating the radio industry during the tumultuous COVID era, and the evolving landscape of media today.
Steve shares insights on building a successful platform amidst uncertainty and the importance of staying true to one's voice in an ever-changing world.
Tune in for an engaging conversation filled with behind-the-scenes stories and invaluable lessons from a seasoned pro!
—
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: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Oct 07, 2024
Monday Oct 07, 2024
On the latest episode of the Trust the Plan Podcast, hosts Nick Hopwood, CFP® and Jim Pilat, CFP® dive into a recent Wall Street Journal article discussing the trends in bank account medians over the past five years. They explore how the financial landscape experienced a notable boost during the COVID-19 pandemic, largely fueled by stimulus checks that temporarily elevated household savings.
However, as the economy stabilizes, Nick and Jim reflect on how those numbers have returned to pre-pandemic levels, prompting a deeper conversation about financial resilience and planning in the current economic climate. Their insights shed light on the broader implications for individuals navigating their finances in today's world.
—
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: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Sep 30, 2024
Monday Sep 30, 2024
In this episode of the Trust the Plan Podcast, hosts Nick Hopwood, CFP® and Jim Pilat, CFP® delve into the contrasting performances of Ferrari stock and Dollar General amid today's economic challenges.
While Ferrari, a luxury brand, continues to thrive, showcasing resilience against inflation, Dollar General faces declining sales as consumers tighten their budgets.
The discussion highlights how high-end luxury items often appreciate in value, even in tough times, while staple goods retailers like Dollar General struggle as economic pressures mount.
Join us as we unpack the implications of these trends and what they mean for investors navigating this unique market landscape.
—
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: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1