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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
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.
Tuesday Mar 21, 2023
Tuesday Mar 21, 2023
Nick Hopwood, CFP® and Jim Pilat, CFP® talk about how people can get caught up in living a higher lifestyle to keep up with others around them. They discuss how important it is for us to think about how our spending choices impact our long-term financial goals.
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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 Mar 13, 2023
Monday Mar 13, 2023
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about Income Related Monthly Adjustment Amounts (IRMAA). IRMAA is a surcharge that people with income above a certain amount must pay in addition to their Medicare Part B and Part D premiums. The Social Security Administration (SSA) determines who pays an IRMAA based on the income reported 2 years prior.
Listen to learn more about the IRMAA bracket plans for 2023.
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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 Mar 06, 2023
Monday Mar 06, 2023
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the repercussions we are still experiencing from the policies that were set in place during the height of the Coronavirus. This includes seeing businesses in the area still vacant three years after the businesses were shutdown.
Listen to our podcast or watch our video to learn more.
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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.
Wednesday Mar 01, 2023
Wednesday Mar 01, 2023
Nick Hopwood, CFP® is joined by James Reid, one of Michigan's best-known and most accomplished labor attorneys. James counsels business owners, entrepreneurs, C-suite executives, in-house counsel, and human resources directors to make strategic business decisions.
In this episode, he talks about how he's continued to grow his law firm to how he's found the sport of cycling to support his successes.
If you are a business owner, this is an episode you must listen to!
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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 Feb 27, 2023
Monday Feb 27, 2023
Nick Hopwood, CFP® and Jim Pilat, CFP® share their annual State of the Union Address where they recap highlights of Peak Wealth Management. From rolling out new financial programs to the expansion of the Peak team, learn about all that has been going on at Peak HQ.
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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.
Thursday Feb 23, 2023
Thursday Feb 23, 2023
Nick Hopwood, CFP® of Peak Wealth Management is joined by Frank and Hillary Sanchez, owners/operators of a Little Caesars Franchise. In this episode, Frank and Hillary share their entrepreneurial journey — and how it led them to find success in the franchise world. The couple share beneficial tips and advice for someone interested in getting involved in owning their own business. This is an episode you won't want to miss!
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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 Feb 21, 2023
Tuesday Feb 21, 2023
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about an article they read on MarketWatch- with the focus on GoFundMe campaigns created to help older Walmart employees retire. It is being said to be a "failure of our retirement system," according to financial analysts. Nick and Jim discuss their thoughts on GoFundMe financed retirement.
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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 Feb 13, 2023
Monday Feb 13, 2023
As a recent college graduate, Preston Gee of Peak Wealth Management is sharing his financial goals with us on the Trust the Plan Podcast. Preston joins Nick Hopwood, CFP® to talk finances on everything from his upcoming August wedding to how he's paying off his student loans — and so much more! This is an excellent episode for college students and recent graduates — If you have a child or grandchild who'll benefit from these tips coming straight from our Wealth Advisor, share with them to learn more.
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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 Feb 06, 2023
Monday Feb 06, 2023
Families can make a tax-free rollover from 529 plans to Roth Individual retirement accounts starting in 2024. In this episode, Nick Hopwood, CFP® and Preston Gee, Peak wealth advisor, discuss the provision that has been included in the $1.7 trillion government funding package that lets savers roll the money free of income tax or tax penalties.
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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.