Retire With Confidence with Nick Hopwood, CFP® and Jim Pilat, AIF®
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.

EP 128: The Value of Working With a Financial Planner

EP 128: The Value of Working With a Financial Planner

September 13, 2021

Hosts of the Retire With Confidence Podcast, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management are back with a new weekly episode!

In this episode, Nick and Jim dive deeper into the benefits of working with a financial planning team. We coach our clients in areas beyond just investment and retirement planning. If you are wondering how we can bring value to you, listen to this episode to learn more about how we can guide you on your journey to financial freedom!

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 127: Traditional Brokerage Fees

EP 127: Traditional Brokerage Fees

September 7, 2021

Join us for a new Retire With Confidence Podcast featuring Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management

To kick off the episode, Nick shares an update on the recent eviction moratorium lift in Michigan. You can listen to Nick's full story on real estate evictions here.

Then the two dive in on a conversation about traditional brokerage fees — and how they compare to the firm our team works with resulting in ZERO fees for YOU!

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 126: Mr. Roth Part II

EP 126: Mr. Roth Part II

August 30, 2021

There are an incredible amount of Roth benefits — which is why we decided to dive in even more for a second episode on it. In this episode, Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management share additional Roth advantages. From Roth IRAs to Backdoor Roths and Roth 401ks, join us to learn more about how these investment strategies can help you on your financial journey to Retire with Confidence. Click here to listen to part one.

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 125: Mr. Roth

EP 125: Mr. Roth

August 16, 2021

Join Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management to talk about the importance of Roth IRAs and investing. In this episode, Nick and Jim dive in on everything from the benefits of maximum Roth investing to Roth conversions. Whether if you are just starting out in investing or are a seasoned veteran, this episode is packed with takeaways for everyone!

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 124: Real Estate Evictions

EP 124: Real Estate Evictions

August 10, 2021

In this new episode, Nick Hopwood, CFP® of Peak Wealth Management shares his personal story of evicting a tenant at one of his rental properties. He dives more into the extension of the eviction moratorium — and what it means for both tenants and landlords. Whether if you are a current rental owner or interested in learning more, join Nick Hopwood and Jim Pilat of Peak Wealth Management by listening to this episode. 

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 123: Not Your Average Financial Plan

EP 123: Not Your Average Financial Plan

June 28, 2021

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management dive in on things you can do right now to take your financial plan to the next level. Listen to our podcast or watch our video below 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.

EP 122: Chatting with New Peak Intern, Adam Roberts

EP 122: Chatting with New Peak Intern, Adam Roberts

June 21, 2021

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® talk with Adam Roberts, our new finance intern at Peak Wealth Management. Adam shares more about his educational background - and how he landed his internship with our team. Get to know him better by listening to this episode!

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 121: Getting to Know Preston Gee: Client Relationship Manager

EP 121: Getting to Know Preston Gee: Client Relationship Manager

June 14, 2021

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® are joined by Preston Gee, client relationship manager at Peak Wealth Management. He recently joined the team full-time after graduating from Central Michigan University with a degree in financial planning. He has previously worked with the Peak team as a finance intern. Learn more about what he'll be doing in his new role with us! 

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 120: Getting a Job in Retirement

EP 120: Getting a Job in Retirement

June 9, 2021

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® highlight the benefits of getting a job in retirement. From the advantages of a Roth Conversion to delaying Social Security, learn more about how it could be a great investment for you. You'll also hear more about a podcast Nick recorded with Keith Lawrence, co-author of Your Retirement Quest. In the book, Lawrence dives in on how to find fulfillment and purpose in 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.

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