Retire With Confidence with Nick Hopwood, CFP® and Jim Pilat, AIF®
Episode 138: Social Security Analyzer

Episode 138: Social Security Analyzer

May 17, 2022

Join Nick Hopwood, CFP®, Jim Pilat, AIF®, and Preston Gee of Peak Wealth Management as they discuss their new Social Security Analysis tool. How can we find the optimal social security claiming strategy? They discuss this and more today.

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.

Episode 137: Income Tax and Medicare Premiums in Retirement

Episode 137: Income Tax and Medicare Premiums in Retirement

May 5, 2022

Join Nick Hopwood, CFP® and Preston Gee of Peak Wealth Management as they discuss how to diversify retirement income  sources with consideration to income tax and increasing medicare premiums. What are the things you need to consider as you make portfolio withdrawals? They discuss this and more today.

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.

Episode 136: Historic 2022 Bond Performance

Episode 136: Historic 2022 Bond Performance

April 28, 2022

Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they discuss the 2022 performance of bonds. How does the performance compare to other historic years, and what is the future outlook for bonds? In this episode, they cover all of the above 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 135: 2022 Hopwood Financial Plan

EP 135: 2022 Hopwood Financial Plan

March 7, 2022

The Hopwood Financial Plan episode returns for 2022! Join us to learn more about what Nick Hopwood, CFP® of Peak Wealth Management has planned financially for his family in the new year. Also, check out our episode on our YouTube Channel to get a first look at our new podcast studio! 

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 134: Talking Real Estate with Jeff Packer of The Packer Group

EP 134: Talking Real Estate with Jeff Packer of The Packer Group

February 16, 2022

EP 134: Talking Real Estate with Jeff Packer of The Packer Group

Nick Hopwood, CFP® and Jim Pilat, AIF® are joined by Jeff Packer of The Packer Group, a real estate team based in Plymouth, MI. In this episode, Jeff shares his 17+ years of real estate knowledge with Nick and Jim — where he talks about the current competitive market to the ins and outs of investing in additional properties. Grab a notebook and a pen while you listen, because this episode is packed with takeaways! 

Listen to our podcast or watch our video below.

EP 133: Capital Gains & Qualified Opportunity Zones

EP 133: Capital Gains & Qualified Opportunity Zones

November 29, 2021

Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they dive in on capital gains and Qualified Opportunity Zones. Former President Donald Trump's 2017 tax plan created Opportunity Zones — a program of tax incentives to encourage investment in low-income communities. Grab a pen and paper because this episode is packed with takeaways!

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 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.

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