Retire With Confidence with Nick Hopwood, CFP® and Jim Pilat, AIF®
EP 132: IRS & Potential Tax Increases

EP 132: IRS & Potential Tax Increases

November 8, 2021

As we wrap up the year, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management strive to prepare you for potential tax law changes becoming effective in 2022. How will these tax changes impact you? In this episode, we are talking more about what to expect with income tax rates, capital gains, and 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 Confidence.

EP 131: Death of the Balanced Portfolio

EP 131: Death of the Balanced Portfolio

October 4, 2021

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the death of the balanced portfolio — and why investment diversification is important. Learn more about utilizing additional avenues to achieve your financial goals so you can retire 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 Confidence.

EP 130: Social Security Deficiency

EP 130: Social Security Deficiency

September 27, 2021

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management highlight a recent article they read where it dives deeper into the Social Security deficiency. 

The Social Security trust fund, a massive reserve supply used to prop up the nation's largest social security safety net program, will run out of money one year earlier than anticipated as a result of the coronavirus pandemic, according to a report from the U.S. Treasury released at the end of August.

Join us to learn more about what this means for your retirement. 

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 Confidence.

EP 129: College Is A Business Decision

EP 129: College Is A Business Decision

September 20, 2021

Before you make a decision on which college you'll be attending, listen to this episode because it is one you don't want to miss! For both parents and students, join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they talk about the importance of selecting a college as a business decision. Nick and Jim also talk about the importance of planning ahead for college — and steps to take to pay off student loan debt before graduation. 

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 Confidence.

EP 128: The Value of Working With a Financial Planner

EP 128: The Value of Working With a Financial Planner

September 13, 2021

Hosts of the Retire With Confidence Podcast, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management are back with a new weekly episode!

In this episode, Nick and Jim dive deeper into the benefits of working with a financial planning team. We coach our clients in areas beyond just investment and retirement planning. If you are wondering how we can bring value to you, listen to this episode to learn more about how we can guide you on your journey to financial freedom!

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 Confidence.

EP 127: Traditional Brokerage Fees

EP 127: Traditional Brokerage Fees

September 7, 2021

Join us for a new Retire With Confidence Podcast featuring Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management

To kick off the episode, Nick shares an update on the recent eviction moratorium lift in Michigan. You can listen to Nick's full story on real estate evictions here.

Then the two dive in on a conversation about traditional brokerage fees — and how they compare to the firm our team works with resulting in ZERO fees for YOU!

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 Confidence.

EP 126: Mr. Roth Part II

EP 126: Mr. Roth Part II

August 30, 2021

There are an incredible amount of Roth benefits — which is why we decided to dive in even more for a second episode on it. In this episode, Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management share additional Roth advantages. From Roth IRAs to Backdoor Roths and Roth 401ks, join us to learn more about how these investment strategies can help you on your financial journey to Retire with Confidence. Click here to listen to part one.

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 Confidence.

EP 125: Mr. Roth

EP 125: Mr. Roth

August 16, 2021

Join Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management to talk about the importance of Roth IRAs and investing. In this episode, Nick and Jim dive in on everything from the benefits of maximum Roth investing to Roth conversions. Whether if you are just starting out in investing or are a seasoned veteran, this episode is packed with takeaways for everyone!

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 Confidence.

 

EP 124: Real Estate Evictions

EP 124: Real Estate Evictions

August 10, 2021

In this new episode, Nick Hopwood, CFP® of Peak Wealth Management shares his personal story of evicting a tenant at one of his rental properties. He dives more into the extension of the eviction moratorium — and what it means for both tenants and landlords. Whether if you are a current rental owner or interested in learning more, join Nick Hopwood and Jim Pilat of Peak Wealth Management by listening to this episode. 

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 Confidence.

EP 123: Not Your Average Financial Plan

EP 123: Not Your Average Financial Plan

June 28, 2021

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management dive in on things you can do right now to take your financial plan to the next level. Listen to our podcast or watch our video below to learn 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 Confidence.

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