Retire With Confidence with Nick Hopwood, CFP
EP 096: Important Interview Questions to Ask a Financial Advisor

EP 096: Important Interview Questions to Ask a Financial Advisor

November 30, 2020

Whether if you are looking to work with a financial advisor for the first time or interested in switching it up with someone new, you'll want to listen to this episode to learn more about the most important questions you'll want to ask the financial advisor.

Nick Hopwood and Jim Pilat of Peak Wealth Management highlight the top 5 questions you need to ask while interviewing an advisor to work with you to build your 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. www.peakwm.com

E 095: Lifestyle Creep: What It Is and How to Avoid It

E 095: Lifestyle Creep: What It Is and How to Avoid It

November 24, 2020

Say hello to lifestyle creep. Lifestyle creep, also known as lifestyle inflation, can sneak up on you and prevent you from building a strong financial foundation.

In the latest episode of the Retire With Confidence Podcast, Nick Hopwood and Jim Pilat are joined by Patti Wojcik. The trio talk about the phenomenon of a lifestyle creep — and how Patti first realized she identified with it. In this episode, you'll learn more about what a lifestyle creep is and how to avoid it. 

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.

www.peakwm.com

Your Guide to Medicare Enrollment

Your Guide to Medicare Enrollment

November 16, 2020
In this bonus episode, Nick Hopwood and Jim Pilat of Peak Wealth Management hosted a webinar in partnership with Brian Vincent of C.L. Finlan Insurance to talk about Medicare Enrollment.
 
In our webinar, you'll learn:
  • Original Medicare — Initial Eligibility/Enrollment
  • Medigap (a/k/a/ Medicare Supplement) + stand-alone Part D Rx PDP Card vs. Medicare Advantage Prescription Drug Plan
  • Choosing the most cost-effective plan/setup

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.

www.peakwm.com

EP 094: How to Navigate Finances During a Life Transition

EP 094: How to Navigate Finances During a Life Transition

November 16, 2020

Throughout our lives, we all experience transitions— ones that have the ability to impact us financially. Whether it be a divorce, birth of a child, retirement, loss of a spouse — it is important to have a plan as you navigate these changes. 

In this episode, Nick Hopwood and Jim Pilat talk about life transitions, and why it is beneficial to plan ahead. Learn more about how our Peak Wealth team can help at www.peakwm.com/transitions 

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.

www.peakwm.com

EP 093: Socially Responsible Investing

EP 093: Socially Responsible Investing

November 9, 2020

In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management highlight socially responsible investing — or ESG (Environmental, Social and Governance) referring to a class of investing where people seek positive returns and long-term impact on society, environment, and the performance of business. Learn more about the impact of ESG and ways it can make a difference in how we invest. 

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.

www.peakwm.com

 

Ep 092: Retirement Illiteracy

Ep 092: Retirement Illiteracy

October 26, 2020

In this episode of the Retire With Confidence Podcast, Nick Hopwood and Jim Pilat of Peak Wealth Management talk about a recent article featured in the Barron's finance publication — where they reported 81 percent of people failed a retirement literacy quiz.

Nick and Jim are here to educate you on what you need to know to build a stronger financial foundation — by talking more about retirement withdrawals, health care expenses, 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.

www.peakwm.com

EP 091: Buyout Offer: Do the Math

EP 091: Buyout Offer: Do the Math

October 12, 2020

In this new episode of the Retire With Confidence Podcast, Nick Hopwood, CFP® and Jim Pilat, AIF® talk about employee buyouts and pension lump sums. They also chat about the announcement of Charles Schwab completing its acquisition of TD Ameritrade — and what it means for investors.

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. www.peakwm.com

EP 090: Mortgages: It’s the Payoff, Not the Payment

EP 090: Mortgages: It’s the Payoff, Not the Payment

October 12, 2020

In this new episode of the Retire With Confidence Podcast, Nick Hopwood and Jim Pilat of Peak Wealth Management chat about all things finance when it comes to mortgages — Comparing 15 to 30 year mortgage options and talking about how refinancing can impact your debt payoff.

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 089: How Many Banks Do You Really Need?

EP 089: How Many Banks Do You Really Need?

October 5, 2020

In this new episode of the Retire With Confidence Podcast, Nick Hopwood and Jim Pilat of Peak Wealth Management dive in on a commonly asked question from clients: How many banks do I need? Watch our video 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. www.peakwm.com

EP 088: If I Had A Million Dollars…

EP 088: If I Had A Million Dollars…

September 28, 2020

In this episode of the Retire With Confidence Podcast, Nick Hopwood and Jim Pilat dive in on a scene from the 90's hit, Office Space, where they talk about what they would do if they had one million dollars. Nick and Jim talk about if one million dollars would cut it today — and how it compares to the time of when the movie was created.

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.

www.peakwm.com

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