Finding True Wealth Podcast with Nick Hopwood, CFP
EP 087: Rethinking Retirement

EP 087: Rethinking Retirement

September 21, 2020

In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management talk about the concept of plan B. You'll learn more about what you need for the retirement of your dreams.

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 086: Our Peak Investment Management Process

Ep 086: Our Peak Investment Management Process

September 14, 2020

In this episode, you'll hear Nick Hopwood and Jim Pilat talk about Peak's 3 step investment process — and how the team works together to guide you to build a strong financial foundation. 

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 085: Where does our market currently stand?

EP 085: Where does our market currently stand?

September 8, 2020

In this episode, Nick Hopwood and Jim Pilat of Peak Wealth Management talk about the current state of our financial market.

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 084: U.S. Presidential Election Various Outcomes & Market Results

EP 084: U.S. Presidential Election Various Outcomes & Market Results

September 1, 2020

If you are anxious about what's next when it comes to your finances during an election year, check out our latest podcast episode featuring Nick Hopwood & Jim Pilat. The duo discusses the various outcomes for the 2020 U.S. Presidential Election and market results. 

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 083: Catching Up With Peak Wealth

EP 083: Catching Up With Peak Wealth

August 24, 2020

In this new episode, Nick Hopwood and Jim Pilat return to the podcast by catching you up with everything that's been going on — both in and outside of the office since spring. 

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 082: Nick Hopwood Celebrates 20 Years in Finance Industry

EP 082: Nick Hopwood Celebrates 20 Years in Finance Industry

April 10, 2020

In EP 082, Peak Wealth Management's Nick Hopwood, CFP® talks with Jim Pilat, AIF® on his 20th anniversary in the financial industry.

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 081: Market Update on March 27, 2020

EP 081: Market Update on March 27, 2020

March 27, 2020

Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about their thoughts on the Coronavirus Contraction and the markets over the past few weeks. 

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 080: Retirement Income Planning with Sheryl O’Connor, CEO and Co-Founder of Income Conductor

EP 080: Retirement Income Planning with Sheryl O’Connor, CEO and Co-Founder of Income Conductor

March 19, 2020

Nick Hopwood, CFP® of Peak Wealth Management speaks with Sheryl O'Connor of Income Conductor about next-gen retirement income planning. As a retirement income expert, Sheryl explains some of the various distribution strategies utilized by advisors and the pros and cons of each. 

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 079: Conona Virus Market Update March 15, 2020

EP 079: Conona Virus Market Update March 15, 2020

March 15, 2020

Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about their thoughts on the Corona Virus and the markets over the past few weeks. 

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 078: The 2020 Market Correction is Here

EP 078: The 2020 Market Correction is Here

February 27, 2020

Nick Hopwood, CFP® of Peak Wealth Management joins The Michael Spath Show on WTKA to discuss how this has been the worst weekly drop in the market since September 2008. They also dive in on how someone knows when they are ready to retire and how important it is to understand personal behavior spending.

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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