Finding True Wealth Podcast with Nick Hopwood, CFP
EP 073: Special Guests Rich and Sue Allen

EP 073: Special Guests Rich and Sue Allen

December 26, 2019

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with couple Rich and Sue Allen about their incredible life story. After working as an engineer at Ford Motor Company for 22 years, Rich heard God's call and  "semi-retired" at age 48, taking a huge pay cut with a family of seven to support. Learn about the Allen's journey from SE Michigan to China and back, including two adoptions and helping to start two churches - one in Canton and one in China.  Rich and Sue now both work at LifeChurch in Canton, MI.

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire with Confidence. 

EP 072: Special Guest Seth Fisher from MGoBlog

EP 072: Special Guest Seth Fisher from MGoBlog

December 26, 2019

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with Associate Editor Seth Fisher of MGoBlog on his transition to and success within the sports blog industry, as well as how transitioning from traditional publisher to blogger has affected his family's lifestyle. 

Peak Wealth Management is a comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire with Confidence.

EP 071: Nick Hopwood’s Top 10 Things to Do Before 2020

EP 071: Nick Hopwood’s Top 10 Things to Do Before 2020

December 20, 2019

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth discusses his top 10 things to do before the new year. As 2019 wraps up, consider evaluating your decisions over the past year and make sure you're taking full advantage of tax incentives, which are increasing for 2020. 

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire with Confidence. 

EP 070: Meet the Manager with Ben Lavine

EP 070: Meet the Manager with Ben Lavine

December 19, 2019

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with Chief Investment Officer Ben Lavine of 3D Asset Management as well as Chartered Financial Analyst working in global investment management and institutional consulting. Mr Lavine speaks with Nick about his thoughts on the market in 2019 and 2020. 

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire with Confidence. 

EP 069: Meet the Manager with John Forlines III

EP 069: Meet the Manager with John Forlines III

December 6, 2019

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with Behavioral Finance Professor John Forlines III of Duke University as well as portfolio manager of the Forlines Global Suite of strategies as part of the W.E. Donoghue Investment Management Family. Mr Forlines speaks with Nick about behavioral finance, as well as his thoughts on the market in 2019 and 2020. Forlines Global has been part of our UMAX program for years. 

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire with Confidence. 

EP 068: Christmas Bonus Fun

EP 068: Christmas Bonus Fun

December 3, 2019

Nick Hopwood, CFP® and Jim Pilat, AIF®, of Peak Wealth Management, hosts of the Finding True Wealth Podcast have a fun chat about what to do with your Christmas Bonus, picking on Clark W Griswold in our favorite Christmas movie, "Christmas Vacation." 

Finding True Wealth now has a video edition - check it out here!

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire with Confidence. 

EP 067: Disability and Medicare with Brian Vincent

EP 067: Disability and Medicare with Brian Vincent

November 14, 2019

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth talks Long-Term Disability and Medicare with Brian Vincent of the Finlan Insurance Agency located in Plymouth, Mi. Brian handles the insurance needs of Peak Wealth and the Hopwood Family. 

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire with Confidence. 

EP 066: F.I.R.E. Part 3 A Cautionary Tale

EP 066: F.I.R.E. Part 3 A Cautionary Tale

November 6, 2019

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth talks about the growing F.I.R.E. discussion/movement (Financial Independence Retire Early) and the book, "Retire Like a Millionaire" by Kristy Shen. In Part 3, we try to figure out if it makes sense to not buy a house and not buy a car.

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire with Confidence. 

EP 065: Michael Spath has Your Dream Job

EP 065: Michael Spath has Your Dream Job

November 4, 2019

Nick Hopwood, CFP® is joined by Michael Spath @michaelspathITH from "Inside the Huddle" on WTKA in Ann Arbor weekdays 10-1pm talking about everybody's dream job (sports talk radio host and sportswriter). Learn about Michael's background and the inside story of his journey to hosting his own show in Ann Arbor. 

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire with Confidence. 

EP 064: “No-Spend September” with Shawn and Sarah Hillard

EP 064: “No-Spend September” with Shawn and Sarah Hillard

October 16, 2019

Nick Hopwood, CFP is joined by Shawn and Sarah Hillard, who are in-studio talking about "No-Spend September." The Hillards are here to educate us on what it means, what the challenges were, and what they learned as a result of going a full month eliminating all unnecessary expenses. If you've tried "Frugal February" or "No-Spend September," please share your experience with us via email nick@peakwm.com!

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire with Confidence.