Retirement Planning with Nick Hopwood, CFP® and Jim Pilat, CFP®
EP 153: How to Use Airbnb to Generate Income

EP 153: How to Use Airbnb to Generate Income

November 21, 2022

In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how you can take advantage of the Airbnb process to generate extra income. Grab a notebook and pen because this episode is loaded 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 Peace of Mind.

EP152: 2023 Contribution Limits

EP152: 2023 Contribution Limits

November 14, 2022

In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about the contribution limit and social security increases coming in 2023. Learn more about what this means for your 401K, IRA, 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 Peace of Mind.

EP 151: Evaluating Life Insurance Coverage

EP 151: Evaluating Life Insurance Coverage

November 7, 2022

'Tis the season for open enrollment - From health and life insurance to HSA's, it is a good time to evaluate what your current coverage plan is - to see if it is in need of tweaking. In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about what you need to consider when selecting these plans. 

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.

EP 150: No Lazy Money

EP 150: No Lazy Money

November 1, 2022

Too often we see people have large balances in accounts with low bank rates - In this episode, we are encouraging you to have your money work for you! We shouldn't leave our money sitting in an account doing nothing. Nick Hopwood, CFP® and Jim Pilat, CFP® discuss the topic of bank rates and how money markets work. 

As a bonus, you'll hear Nick and Jim recap the Michigan vs. Michigan State Football game. (Go Blue!) 

Join us to learn more about how to make your money work in your favor. 

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.

EP 149: Treating College as a Business Decision

EP 149: Treating College as a Business Decision

October 18, 2022

In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss treating college as a business decision. In a recent article in The Wall Street Journal, it talked about which major tends to have the most people regret their college field of choice - and how it is frequently tied to lower income positions.

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.

EP 148: Social Security Breaking Point

EP 148: Social Security Breaking Point

October 11, 2022

In a recent survey, it highlighted the percentage of people in different generations who believe whether or not they'll collect Social Security in retirement.

Millennials are convinced Social Security will vanish by the time they retire. The reality is less dire—but big changes are looming.

Join Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management as they share their insight on this topic. 

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.

 

EP 147: Retiring in a Down Market

EP 147: Retiring in a Down Market

October 3, 2022

Join Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management as they dive in on the hot topic of retiring in a down market. Learn more about how to pivot during times of uncertainty.

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.

EP 146: Mortgage in Retirement | Trust the Plan Podcast

EP 146: Mortgage in Retirement | Trust the Plan Podcast

September 27, 2022

In a recent study, 38% of people said they have a mortgage payment to take care of after they've retired. In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the importance of paying it off as soon as possible to open up more cash flow. Learn tips and gain insight from this financial powerhouse duo! 

 

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.

EP 145: Trust the Plan

EP 145: Trust the Plan

September 19, 2022

Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management join together this week to dive in on what the phrase "trust the plan" means - as it is said frequently during meetings with clients who are seeking to retire confidently. Learn more about what it means to build an investment foundation with a team you trust.

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.

EP 144: Lump Sum Reduction

EP 144: Lump Sum Reduction

September 8, 2022

Join our Peak team - Nick Hopwood, Jim Pilat, and Preston Gee for a new episode of the Trust the Plan Podcast. The trio talks in depth on lump sum reduction - including the impact it has on retirement. You'll also learn more about the main points to focus on when deciding on when is the best time to retire- as discussed by Preston Gee. Learn all of this and so much more from this powerhouse financial trio! 

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.

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