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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
Monday May 17, 2021
Monday May 17, 2021
In this episode, Nick Hopwood, CPR® and Jim Pilat, AIF® of Peak Wealth Management talk about a recent article they read titled, "Retirees are overly optimistic about their financial future." They share how it says how an increased number of people are retiring earlier than expected due to unforeseen circumstances such as health, disability, etc. Additionally, Nick and Jim dive in on the importance of diversifying income and why we need to have a retirement goal in place. According to the article, 21% of people at retirement age have less than $10K saved toward retirement. Learn about this and much more in this new episode!
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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.
Tuesday May 11, 2021
Tuesday May 11, 2021
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the benefits of having multiple buckets of retirement money — and how more people need to take advantage of the backdoor Roth IRA & Roth conversions. Learn more to see how these options can work for 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 Confidently.
Monday May 03, 2021
Monday May 03, 2021
Thinking of investing in Bitcoin? or perhaps you already have taken the dive. Take a listen to our episode to hear what Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management think about the cryptocurrency — and if they think it is a trend or here to stay.
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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.
Tuesday Apr 27, 2021
Tuesday Apr 27, 2021
In this new episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about a self-growth exercise created by the actor/comedian, Martin Short. In a recent podcast, Martin shared how he reflects on and analyzes these areas of his life regularly to see where he is excelling and which ones could use some work. Listen to learn more about how this could be beneficial for your life!
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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 Apr 19, 2021
Monday Apr 19, 2021
Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about how the current real estate market has influenced people to make big home-buying decisions — whether it be to move into a new house or get a second one. Before you make a decision that could impact your retirement goals, it is important to have a plan before taking the leap.
Learn more about what to anticipate in this episode.
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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 Apr 12, 2021
Monday Apr 12, 2021
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the stock trading and investing app Robinhood. They dive in on recent news about a user's giant tax bill and share their thoughts about the recent "short squeeze" phenomenon and compare and contrast to the market of 1999.
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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 Mar 29, 2021
Monday Mar 29, 2021
In a recent survey, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management read that 65 percent of people had no idea how much they spent last month. This episode serves as a reminder on the importance of tracking our expenses so we can reach our financial and retirement goals. Join us to learn more about how you can get on the right track 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 Confidently.
Monday Mar 22, 2021
Monday Mar 22, 2021
Whether if you are just starting out in real estate investing or a seasoned veteran in the market, this is an episode you won't want to miss! Nick Hopwood, CFP® of Peak Wealth Management is joined by Katie Nolff, real estate agent, who shares her expertise in the field. In this episode, you'll learn everything from where the real estate market is trending in Michigan, benefits of rental home property, and how to obtain good tenants. Grab a notebook and a pen because this episode is packed with great 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 Mar 15, 2021
Monday Mar 15, 2021
Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they talk about what we are seeing in the low interest rate environment — and what could happen next in the market. They also share a case study where they worked with clients who have differing parental beliefs when it comes to how to pay for the college education of their children. Learn more about this and more in our latest episode!
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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 Mar 08, 2021
Monday Mar 08, 2021
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about why working on financial plans as a team is beneficial for their clients - and the strengths of doing so while preparing for meetings, looking at client cash flow and investment projections.
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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.