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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
Thursday Jul 07, 2022
Thursday Jul 07, 2022
Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they meet with JJ Sovinsky, CPA to discuss the benefits of using a qualified charitable distribution (QCD). How does it work, what are the rules, and who should consider taking advantage of a QCD? Learn all of this and more during this episode. Also, learn more about JJ and his team at their website: https://www.sovinskycpa.com/
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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 17, 2022
Tuesday May 17, 2022
Join Nick Hopwood, CFP®, Jim Pilat, AIF®, and Preston Gee of Peak Wealth Management as they discuss their new Social Security Analysis tool. How can we find the optimal social security claiming strategy? They discuss this and more today.
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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 May 05, 2022
Thursday May 05, 2022
Join Nick Hopwood, CFP® and Preston Gee of Peak Wealth Management as they discuss how to diversify retirement income sources with consideration to income tax and increasing medicare premiums. What are the things you need to consider as you make portfolio withdrawals? They discuss this and more today.
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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 Apr 28, 2022
Thursday Apr 28, 2022
Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they discuss the 2022 performance of bonds. How does the performance compare to other historic years, and what is the future outlook for bonds? In this episode, they cover all of the above and 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 Mar 07, 2022
Monday Mar 07, 2022
The Hopwood Financial Plan episode returns for 2022! Join us to learn more about what Nick Hopwood, CFP® of Peak Wealth Management has planned financially for his family in the new year. Also, check out our episode on our YouTube Channel to get a first look at our new podcast studio!
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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 confidently.
Wednesday Feb 16, 2022
Wednesday Feb 16, 2022
EP 134: Talking Real Estate with Jeff Packer of The Packer Group
Nick Hopwood, CFP® and Jim Pilat, AIF® are joined by Jeff Packer of The Packer Group, a real estate team based in Plymouth, MI. In this episode, Jeff shares his 17+ years of real estate knowledge with Nick and Jim — where he talks about the current competitive market to the ins and outs of investing in additional properties. Grab a notebook and a pen while you listen, because this episode is packed with takeaways!
Listen to our podcast or watch our video below.
Monday Nov 29, 2021
Monday Nov 29, 2021
Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they dive in on capital gains and Qualified Opportunity Zones. Former President Donald Trump's 2017 tax plan created Opportunity Zones — a program of tax incentives to encourage investment in low-income communities. Grab a pen and paper because this episode is packed 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 Confidently.
Monday Nov 08, 2021
Monday Nov 08, 2021
As we wrap up the year, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management strive to prepare you for potential tax law changes becoming effective in 2022. How will these tax changes impact you? In this episode, we are talking more about what to expect with income tax rates, capital gains, and 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 Confidently.
Monday Oct 04, 2021
Monday Oct 04, 2021
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the death of the balanced portfolio — and why investment diversification is important. Learn more about utilizing additional avenues to achieve your 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 Confidently.
Monday Sep 27, 2021
Monday Sep 27, 2021
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management highlight a recent article they read where it dives deeper into the Social Security deficiency.
The Social Security trust fund, a massive reserve supply used to prop up the nation's largest social security safety net program, will run out of money one year earlier than anticipated as a result of the coronavirus pandemic, according to a report from the U.S. Treasury released at the end of August.
Join us to learn more about what this means for your 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 Confidently.