What’s the Deal with Mutual Fund Loads? What to Look for in a CFP

November 29, 2017

Listen to the latest edition of Finding True Wealth as Nick reminisces about the industry twenty years ago and reflects on what he would be looking for when selecting a CFP/financial planner. 

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Top Ten Tips for a Meaningful Retirement

October 9, 2017

Retirement is a major life transition, but its stages are predictable. Sadly, most people
don’t think it through all the way. Many retire simply because they hate their job or as
soon as they have enough money. But, they work 40-60 hours per week, which is a lot of
time to fill. The average retiree watches 43 hours of TV per week. Don’t let yourself fall
into that rut. These ten tips can help you better prepare for a meaningful retirement.

 

learn more at peakwm.com

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Small Business Retirement Plans with Scott Westgate

October 9, 2017

Nick chats with Scott Westgate, founder and president of MBC Retirement Services, located in Rochester, MI. Peak and MBC have worked together on many plans since 2002 with tremendous success. Scott talks about the different retirement plans available to the small business owner today and pros and cons of each type of arrangement, as well as his best tip for how to build true wealth as a small business owner.

 

Learn more at peakwm.com

 

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Understanding Personality Styles with Dr John Mlinarcik

October 9, 2017

Nick sits down with Dr John Mlinarcik talking personality styles. Understanding your own personality style helps you understand your own needs and why you do what you do. The same can be said about the other people in your life- understanding their personalities and how to interact with them are just as important as understanding your own! This truth can be applied to all relationships in your life – personal and professional. Learn more about Dr John at pcs-global.com or pcs-counseling.com.

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Your House is NOT Your Biggest Asset

October 9, 2017

Despite everything you have heard, your house and your 401k are not your largest asset – your career path and income are your biggest asset by far. Listen as we give one simple tip on how to maximize your largest asset, according to Nick Hopwood, CFP. 

 

Learn more at peakwm.com

 

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The Sweet Spot of a Roth Conversion

October 9, 2017

Learn about the sweet spot of Roth IRA Conversion from Nick Hopwood, CFP. How do some people convert their IRA to a Roth IRA with little or no tax due?

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Certified Retirement Coach Donna Martin

October 9, 2017

Did you miss the Naked Retirement Workshop? Listen in and get caught-up as Nick chats with Donna Martin,  CEO of Change Engine, a business and retirement coaching firm. At Change Engine, she works with professionals who want to achieve big goals and overcome obstacles in their business lives as well as prepare for a successful transition into their retirement life.

In the podcast Donna talks about how often times people run out of meaning in retirement before they run out of money, as well as the concept that meaningful pursuits are more fulfilling than a life of leisure.

Learn more at peakwm.com

 

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MIT Age Lab

October 9, 2017

Nick speaks with John Diehl, SVP at Hartford Funds and liaison to the MIT Age Lab, where they do a lot of cool research! Our topic today is the 5 ways technology will change the way we age. Check out this white paper which covers the apps, sites, and devices discussed. Also, below is the animated video with Grandma!

 

Learn more at peakwm.com

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Halftime with Chip DeClue

October 9, 2017

From success to significance: Chip shares his story about reaching “Halftime” in his life.  Learn why he walked away  (in his early 50’s) from his successful 26 year career as VP of Finance at Enterprise Car Rental and how he is paying it forward.

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Track Your Expenses and Net Worth!

October 9, 2017

I hate the word budget. It reminds me of being on a diet. For some reason, people hate diets AND budgeting. This ten minute podcast uncovers a new spin on budgeting – expense tracking. Learn how to combine expense tracking with Gary Keller’s monthly net worth reviews, and you will be able to understand where your money is going each month, which allows you to make better decisions, which ultimately leads to fulfillment and true wealth.

 

Download Sample Spreadsheet

 

Learn more at Peakwm.com

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