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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 Jan 31, 2023
Tuesday Jan 31, 2023
Nick Hopwood, CFP® is joined by Larry McDonald for this special episode of the Trust the Plan Podcast. Larry McDonald is currently a keynote speaker, founder of The Bear Traps Report Investment Newsletter and partner at ACG Analytics. He's also a financial consultant, global lecture speaker, and New York Times bestselling author of the book A Colossal Failure of Common Sense.
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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 Jan 30, 2023
Monday Jan 30, 2023
In this episode, Nick Hopwood, CFP® and Jim Pilat,CFP® of Peak Wealth Management discuss the U.S. economy — from inflation to interest and a possible recession. Gain knowledge and insight from this financial powerhouse duo.
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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 Jan 23, 2023
Monday Jan 23, 2023
In this episode, it is now Jim Pilat, CFP®'s turn to dive deeper into the financial plan his family has for 2023. Gain an insight into his thoughts on the importance of disability coverage, how to teach kids to be smart with their own finances, and why we need to plan ahead for college.
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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 Jan 17, 2023
Tuesday Jan 17, 2023
Join Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management for this special annual episode. Nick digs deeper into the plans his family has when it comes to their financial goals for the new year. From shifting his mindset on debt to maxing out Roths and more- This is an episode you have to listen to as you start off 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 Jan 09, 2023
Monday Jan 09, 2023
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® discuss a case study where the person was seeking a second opinion on retirement. Learn more about why it is beneficial to get a full, balanced analysis so you have peace of mind in retirement decision making.
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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 Jan 03, 2023
Tuesday Jan 03, 2023
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the money people are losing when social security benefits are taken too early — and what you need to consider when making the decision to claim your SS in 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.
Wednesday Dec 28, 2022
Wednesday Dec 28, 2022
Fees are eating away at Americans' retirement savings. According to a recent study, 40% of 401(k) plan participants don't understand the fees they are paying and 41% don't even think they're paying any fees at all.
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management dive in on what you can expect when it comes to 401(k) fees.
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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 Dec 19, 2022
Monday Dec 19, 2022
Join Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management as they share "the biggest no-brainer in the history of the world for real" AKA money markets! Nick and Jim encourage listeners to take advantage of the raising interest rates when it comes to money markets. No more lazy money in 2023! Grab a pen and paper because you'll want to take notes during this podcast.
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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 Dec 12, 2022
Monday Dec 12, 2022
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss a recent article talking about a person who makes $350K a year - and yet is still living paycheck to paycheck. Bad money habits and living cash rich, house poor are contributing factors to the position they are in. Nick and Jim share their insight on what needs to be done in order for this person to take hold of their finances.
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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 Nov 21, 2022
Monday Nov 21, 2022
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how you can take advantage of the Airbnb process to generate extra income. Grab a notebook and pen because this episode is loaded with takeaways!
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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.