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Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
Episodes
19 hours ago
19 hours ago
Summer is here- and we are back to bring you an updated version of one of our most popular podcast episodes... The true cost per boat ride. (Original EP is #60). Listen to Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how each boat ride adds up.
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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.
Monday May 22, 2023
Monday May 22, 2023
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how rich young Americans reinvest their money. The avenues may not all be what you think. Listen to hear Nick and Jim also talk about the importance of diversifying your portfolio.
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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.
Monday May 15, 2023
Monday May 15, 2023
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management said they are frequently asked by clients about how to invest in precious metals. In this episode, Nick and Jim talk about their recommended ways to buy gold in addition to how to add it to your investment portfolio at Peak.
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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.
Monday May 08, 2023
Monday May 08, 2023
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how people are deciding to park their money in one asset class due to rising interest rates. Nick and Jim talk about how we must plan long-term by diversifying where our money is invested.
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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.
Tuesday May 02, 2023
Tuesday May 02, 2023
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® is joined by Preston Gee, CFP®. The duo talk about house hacking- and the benefit it has for people looking for ways to generate extra income.
House hacking traditionally means buying a multifamily property, living in one unit and renting out the others so that the tenants pay the owner's mortgage, and the owner builds equity while maintaining the property.
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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.
Tuesday Apr 25, 2023
Tuesday Apr 25, 2023
Nick Hopwood, CFP® is joined by Peak's Preston Gee, wealth advisor. In this episode, Preston talks about becoming certified as a financial planner — and shares the process it took for him to accomplish his dream.
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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.
Monday Apr 17, 2023
Monday Apr 17, 2023
In a recent article, Nick Hopwood, CFP® and Jim Pilat, CFP® read that 1 in 4 boomers said they didn't start saving for retirement until they turned 50 — and over a third of them still say they have no retirement savings at all, according to a 2022 survey from mortgage information website Anytime Estimate.
Even if you are one of the many Americans falling short of what they expected to have stashed away for retirement by now, you still have options — so get moving toward your retirement goals now.
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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.
Tuesday Apr 11, 2023
Tuesday Apr 11, 2023
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how in a recent article on MarketWatch, a study said 50 percent of people are more likely to trust a family member or friend with their finances over an expert. Listen to Nick and Jim talk about why talking to a CFP® is much more beneficial for financial success.
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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.
Tuesday Apr 04, 2023
Tuesday Apr 04, 2023
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss filing benefits you can take advantage of while planning for tax season. They also talk about tax credits for small business owners. This is an episode you'll want to save so you can listen to every year!
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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.
Tuesday Mar 28, 2023
Tuesday Mar 28, 2023
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about the responsibility that comes with being a fiduciary. Learn more about how working with a trusted fiduciary benefits you.
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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.