35.6K
Downloads
328
Episodes
Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
Episodes
May 15, 2023
May 15, 2023
8 min
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management said they are frequently asked by clients about how to invest in precious metals. In this episode, Nick and Jim talk about their recommended ways to buy gold in addition to how to add it to your investment portfolio at Peak.
—
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.
May 8, 2023
May 8, 2023
13 min
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how people are deciding to park their money in one asset class due to rising interest rates. Nick and Jim talk about how we must plan long-term by diversifying where our money is invested.
—
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.
May 2, 2023
May 2, 2023
11 min
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® is joined by Preston Gee, CFP®. The duo talk about house hacking- and the benefit it has for people looking for ways to generate extra income.
House hacking traditionally means buying a multifamily property, living in one unit and renting out the others so that the tenants pay the owner's mortgage, and the owner builds equity while maintaining the property.
—
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.
Apr 25, 2023
Apr 25, 2023
7 min
Nick Hopwood, CFP® is joined by Peak's Preston Gee, wealth advisor. In this episode, Preston talks about becoming certified as a financial planner — and shares the process it took for him to accomplish his dream.
—
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.
Apr 17, 2023
Apr 17, 2023
15 min
In a recent article, Nick Hopwood, CFP® and Jim Pilat, CFP® read that 1 in 4 boomers said they didn't start saving for retirement until they turned 50 — and over a third of them still say they have no retirement savings at all, according to a 2022 survey from mortgage information website Anytime Estimate.
Even if you are one of the many Americans falling short of what they expected to have stashed away for retirement by now, you still have options — so get moving toward your retirement goals now.
—
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.
Apr 11, 2023
Apr 11, 2023
13 min
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how in a recent article on MarketWatch, a study said 50 percent of people are more likely to trust a family member or friend with their finances over an expert. Listen to Nick and Jim talk about why talking to a CFP® is much more beneficial for financial success.
—
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.
Apr 4, 2023
Apr 4, 2023
14 min
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss filing benefits you can take advantage of while planning for tax season. They also talk about tax credits for small business owners. This is an episode you'll want to save so you can listen to every year!
—
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.
Mar 28, 2023
Mar 28, 2023
14 min
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about the responsibility that comes with being a fiduciary. Learn more about how working with a trusted fiduciary benefits 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 With Peace of Mind.
Mar 21, 2023
Mar 21, 2023
13 min
Nick Hopwood, CFP® and Jim Pilat, CFP® talk about how people can get caught up in living a higher lifestyle to keep up with others around them. They discuss how important it is for us to think about how our spending choices impact our long-term financial goals.
—
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.
Mar 13, 2023
Mar 13, 2023
17 min
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about Income Related Monthly Adjustment Amounts (IRMAA). IRMAA is a surcharge that people with income above a certain amount must pay in addition to their Medicare Part B and Part D premiums. The Social Security Administration (SSA) determines who pays an IRMAA based on the income reported 2 years prior.
Listen to learn more about the IRMAA bracket plans for 2023.
—
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.