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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
Thursday Mar 19, 2020
Thursday Mar 19, 2020
Nick Hopwood, CFP® of Peak Wealth Management speaks with Sheryl O'Connor of Income Conductor about next-gen retirement income planning. As a retirement income expert, Sheryl explains some of the various distribution strategies utilized by advisors and the pros and cons of each.
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.
Sunday Mar 15, 2020
Sunday Mar 15, 2020
Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about their thoughts on COVID-19 and the markets over the past few weeks.
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.
Thursday Feb 27, 2020
Thursday Feb 27, 2020
Nick Hopwood, CFP® of Peak Wealth Management joins The Michael Spath Show on WTKA to discuss how this has been the worst weekly drop in the market since September 2008. They also dive in on how someone knows when they are ready to retire and how important it is to understand personal behavior spending.
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 Feb 24, 2020
Monday Feb 24, 2020
In this special episode, Nick Hopwood, CFP® of Peak Wealth Management sits down with The Michael Spath Show in-studio at WTKA. Nick shares key factors people should look for when they are choosing a financial advisor.
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.
Friday Feb 07, 2020
Friday Feb 07, 2020
This is a unique episode - it is a recording of the live broadcast on Feb 6, 2020 at Peak Global Headquarters. Peak was featured on the Michael Spath Show on WTKA. The whole team got in on the action - hear from Nick Hopwood, CFP® and Jim Pilat, AIF®, as well as Patti Wojcik and Gwen Smith.
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.
Wednesday Feb 05, 2020
Wednesday Feb 05, 2020
Nick Hopwood, CFP® and Jim Pilat, AIF® review the new SECURE Act passed by congress in December 2019.
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently.
Wednesday Jan 22, 2020
Wednesday Jan 22, 2020
Financial Advisor Jim Pilat, AIF® interviews Financial Advisor and CERTIFIED FINANCIAL PLANNER Nick Hopwood, CFP® about the Hopwood Family Financial Plan for 2020. The goal here is demonstrate our 100% transparent and 100% authentic approach to offering sound guidance and recommendations. Our job is to inspire you to make great decisions and we believe we need to be truly authentic and transparent.
The 2019 Hopwood family plan looks very similar to the 2019 plan, but we did make some changes with our personal real estate properties. What is in store for you 2020 financial plan??? If you would like to go back and listen to prior years, click for 2019 and 2018 editions.
Are you looking for a second opinion? Do you like the way we think about money? If you are in need of some financial coaching or you have $500,000 or more to invest, start here. You can sign up for our email, schedule and appointment, create your own online portal, and watch our cool videos.
Peak Wealth Management helps people with their financial plans and investments and is based in Plymouth, MI. Nick Hopwood, CFP® has been in the financial advisory business since 1999 and a CERTIFIED FINANCIAL PLANNER since 2005.
Thursday Dec 26, 2019
Thursday Dec 26, 2019
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with couple Rich and Sue Allen about their incredible life story. After working as an engineer at Ford Motor Company for 22 years, Rich heard God's call and "semi-retired" at age 48, taking a huge pay cut with a family of seven to support. Learn about the Allen's journey from SE Michigan to China and back, including two adoptions and helping to start two churches - one in Canton and one in China. Rich and Sue now both work at LifeChurch in Canton, MI.
Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently.
Thursday Dec 26, 2019
Thursday Dec 26, 2019
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with Associate Editor Seth Fisher of MGoBlog on his transition to and success within the sports blog industry, as well as how transitioning from traditional publisher to blogger has affected his family's lifestyle.
Peak Wealth Management is a comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently.
Friday Dec 20, 2019
Friday Dec 20, 2019
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth discusses his top 10 things to do before the new year. As 2019 wraps up, consider evaluating your decisions over the past year and make sure you're taking full advantage of tax incentives, which are increasing for 2020.
Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently.