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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
2 days ago
2 days ago
Nick Hopwood, CFP® of Peak Wealth joined The Steve Gruber Show to break down the oil price spike driven by Iran tensions, what it means for oil stock investors, and why chasing short term gains can be risky. He explains the broader market impact, rising volatility, and how long it may take for markets to stabilize as uncertainty continues.
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✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
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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.
Stay Connected With Us:
Podbean: https://findingtruewealth.podbean.com/
YouTube: / https://www.youtube.com/@peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: https://www.facebook.com/PeakWealthManagement/
X: https://x.com/nhopwood1
https://www.peakwm.com/
3 days ago
3 days ago
On this episode of No Lazy Money, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth join Ryan Ermanni on WJR for a timely conversation on today’s biggest financial headlines.
They break down key updates around beneficiary IRAs and what recent rule changes mean for investors and retirees, while also discussing market volatility tied to geopolitical tension, including the Iran conflict and its impact on oil prices. The conversation highlights how global events can affect portfolios and why staying disciplined with a long term plan matters more than ever.
Catch No Lazy Money live the first Wednesday of every month at 7 PM on WJR for practical, real world financial guidance.
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✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
------------------------------
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.
Stay Connected With Us:
Podbean: https://findingtruewealth.podbean.com/
YouTube: / https://www.youtube.com/@peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: https://www.facebook.com/PeakWealthManagement/
X: https://x.com/nhopwood1
https://www.peakwm.com/
Friday Mar 27, 2026
Friday Mar 27, 2026
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✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
------------------------------
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.
Stay Connected With Us:
Podbean: https://findingtruewealth.podbean.com/
YouTube: / https://www.youtube.com/@peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: https://www.facebook.com/PeakWealthManagement/
X: https://x.com/nhopwood1
https://www.peakwm.com/
Monday Mar 23, 2026
Monday Mar 23, 2026
Preston Gee CFP® and Jim Pilat CFP® of Peak Wealth walk through the 2026 Gee Financial Plan in this annual transparency episode. See how our advisors approach real life personal finances while working with clients every day. In this episode, Preston shares how he and his wife approach paying down debt building an emergency fund and thinking about risk tolerance as a young married couple. Simple practical strategies you can apply to your own financial plan.
—
✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
------------------------------
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.
Stay Connected With Us:
Podbean: https://findingtruewealth.podbean.com/
YouTube: / https://www.youtube.com/@peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: https://www.facebook.com/PeakWealthManagement/
X: https://x.com/nhopwood1
https://www.peakwm.com/
Tuesday Mar 17, 2026
Tuesday Mar 17, 2026
Nick Hopwood, CFP® of Peak Wealth, joined The Steve Gruber Show to discuss rising gas prices as tensions in Iran continue to escalate, with prices expected to surpass $4 per gallon in many areas. He also covered troubling economic signals including 92,000 job losses reported in February and what that could mean for the broader economy. Nick shared insight into whether the Federal Reserve is likely to cut interest rates or hold steady, and what investors should expect if the conflict in Iran continues, including ongoing market volatility and the importance of staying disciplined with long term investment strategies.
—
✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
------------------------------
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.
Stay Connected With Us:
Podbean: https://findingtruewealth.podbean.com/
YouTube: / https://www.youtube.com/@peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: https://www.facebook.com/PeakWealthManagement/
X: https://x.com/nhopwood1
https://www.peakwm.com/
Monday Mar 02, 2026
Monday Mar 02, 2026
In the latest episode of the No Lazy Money Show with host Ryan Ermanni of WJR, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth break down the key changes to Obamacare subsidies in 2026 and what they mean for anyone under 65 who needs their own health insurance. They explain how these subsidies can make premiums more affordable, who still qualifies, and who must pay full price. Understanding these rules is essential for anyone navigating the health insurance marketplace this year.
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✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
Wednesday Feb 25, 2026
Wednesday Feb 25, 2026
On the latest episode of the No Lazy Money Show, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management join host Ryan Ermanni on WJR to break down a hot topic shaking investors: massive capital gains distributions hitting brokerage accounts and mutual funds ahead of the 2026 tax season. They explain why capital gains distributions are surging, how mutual funds trigger surprise tax bills, and what smart investors can do now to reduce the damage. If you own mutual funds in a taxable brokerage account, this is a must listen conversation.
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✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
Friday Feb 13, 2026
Friday Feb 13, 2026
✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
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Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth joined Ryan Ermanni on The No Lazy Money Show on WJR for a wide ranging, real world conversation about what is shaping your financial future.
They broke down the economic impact of the Big Beautiful Bill, including taxes and Social Security, and discussed how nonstop political headlines can influence investor behavior. They explained why reacting emotionally to the news can derail smart long term decision making.
The episode also explored the Five Stages of Retirement, the important choice between semi retirement and a full stop, and four key questions everyone should ask when planning their future.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Friday Feb 13, 2026
Friday Feb 13, 2026
✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
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Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth join Ryan Ermanni on WJR’s No Lazy Money for a timely and practical conversation about money. In this episode, they talk through planning ahead for 2026 investments, the questions investors should be asking Peak Wealth as a potential client, and tax laws and money opportunities many people may be overlooking.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Dec 15, 2025
Monday Dec 15, 2025
On this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth talk broadly about changes in health care coverage, including uncertainty around subsidies next year, along with other financial and economic shifts playing out right 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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1