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

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.

EP 119: Realistic Retirement Expectations

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!

—

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 118: Backdoor Roths & Roth Conversions

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. 

—

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 117: Our Thoughts on Bitcoin

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. 

—

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 116: 9 Categories of Martin Short

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!

—

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.