Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

EP 129: College Is A Business Decision

Before you make a decision on which college you'll be attending, listen to this episode because it is one you don't want to miss! For both parents and students, join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they talk about the importance of selecting a college as a business decision. Nick and Jim also talk about the importance of planning ahead for college — and steps to take to pay off student loan debt before graduation. 

—

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.

EP 128: The Value of Working With a Financial Planner

 Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management are back with a new weekly episode!

In this episode, Nick and Jim dive deeper into the benefits of working with a financial planning team. We coach our clients in areas beyond just investment and retirement planning. If you are wondering how we can bring value to you, listen to this episode to learn more about how we can guide you on your journey to financial freedom!

—

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.

EP 127: Traditional Brokerage Fees

Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management are back in action with a new episode.

To kick off the episode, Nick shares an update on the recent eviction moratorium lift in Michigan. You can listen to Nick's full story on real estate evictions here.

Then the two dive in on a conversation about traditional brokerage fees — and how they compare to the firm our team works with resulting in ZERO fees for YOU!

—

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.

EP 126: Mr. Roth Part II

There are an incredible amount of Roth benefits — which is why we decided to dive in even more for a second episode on it. In this episode, Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management share additional Roth advantages. From Roth IRAs to Backdoor Roths and Roth 401ks, join us to learn more about how these investment strategies can help you on your financial journey. Click here to listen to part one.

—

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.

EP 125: Mr. Roth

Join Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management to talk about the importance of Roth IRAs and investing. In this episode, Nick and Jim dive in on everything from the benefits of maximum Roth investing to Roth conversions. Whether if you are just starting out in investing or are a seasoned veteran, this episode is packed with takeaways for everyone!

—

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.

 

EP 124: Real Estate Evictions

In this new episode, Nick Hopwood, CFP® of Peak Wealth Management shares his personal story of evicting a tenant at one of his rental properties. He dives more into the extension of the eviction moratorium — and what it means for both tenants and landlords. Whether if you are a current rental owner or interested in learning more, join Nick Hopwood and Jim Pilat of Peak Wealth Management by listening to this episode. 

—

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.

EP 123: Not Your Average Financial Plan

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management dive in on things you can do right now to take your financial plan to the next level. Listen to our podcast or watch our video below to learn more.

—

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.

EP 122: Chatting with New Peak Intern, Adam Roberts

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® talk with Adam Roberts, our new finance intern at Peak Wealth Management. Adam shares more about his educational background - and how he landed his internship with our team. Get to know him better by listening to this episode!

—

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.

EP 121: Getting to Know Preston Gee: Client Relationship Manager

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® are joined by Preston Gee, client relationship manager at Peak Wealth Management. He recently joined the team full-time after graduating from Central Michigan University with a degree in financial planning. He has previously worked with the Peak team as a finance intern. Learn more about what he'll be doing in his new role with us! 

—

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.

EP 120: Getting a Job in Retirement

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® highlight the benefits of getting a job in retirement. From the advantages of a Roth Conversion to delaying Social Security, learn more about how it could be a great investment for you. You'll also hear more about a podcast Nick recorded with Keith Lawrence, co-author of Your Retirement Quest. In the book, Lawrence dives in on how to find fulfillment and purpose in retirement. 

—

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.