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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
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.
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.