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

EP 119: Realistic Retirement Expectations

EP 119: Realistic Retirement Expectations

May 17, 2021

In this episode, Nick Hopwood, CPR® and Jim Pilat, AIF® of Peak Wealth Management talk about a recent article they read titled, "Retirees are overly optimistic about their financial future." They share how it says how an increased number of people are retiring earlier than expected due to unforeseen circumstances such as health, disability, etc. Additionally, Nick and Jim dive in on the importance of diversifying income and why we need to have a retirement goal in place. According to the article, 21% of people at retirement age have less than $10K saved toward retirement. Learn about this and much more in this new 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 118: Backdoor Roths & Roth Conversions

EP 118: Backdoor Roths & Roth Conversions

May 11, 2021

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the benefits of having multiple buckets of retirement money — and how more people need to take advantage of the backdoor Roth IRA & Roth conversions. Learn more to see how these options can work 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 117: Our Thoughts on Bitcoin

EP 117: Our Thoughts on Bitcoin

May 3, 2021

Thinking of investing in Bitcoin? or perhaps you already have taken the dive. Take a listen to our episode to hear what Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management think about the cryptocurrency — and if they think it is a trend or here to stay. 

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 116: 9 Categories of Martin Short

EP 116: 9 Categories of Martin Short

April 27, 2021

In this new episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about a self-growth exercise created by the actor/comedian, Martin Short. In a recent podcast, Martin shared how he reflects on and analyzes these areas of his life regularly to see where he is excelling and which ones could use some work. Listen to learn more about how this could be beneficial for your life!

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 115: What to Expect: Second House & Moving Expenses

EP 115: What to Expect: Second House & Moving Expenses

April 19, 2021

In episode 115 of the Retire With Confidence Podcast, join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management. Nick and Jim talk about how the current real estate market has influenced people to make big home-buying decisions — whether it be to move into a new house or get a second one. Before you make a decision that could impact your retirement goals, it is important to have a plan before taking the leap.

Learn more about what to anticipate in 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 114: Stock Trading & Investing with Robinhood

EP 114: Stock Trading & Investing with Robinhood

April 12, 2021

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the stock trading and investing app Robinhood. They dive in on recent news about a user's giant tax bill and share their thoughts about the recent "short squeeze" phenomenon and compare and contrast to the market of 1999.

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 113: Where’s Your Money Going?

EP 113: Where’s Your Money Going?

March 29, 2021

In a recent survey, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management read that 65 percent of people had no idea how much they spent last month. This episode serves as a reminder on the importance of tracking our expenses so we can reach our financial and retirement goals. Join us to learn more about how you can get on the right track today! 

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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