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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
Tuesday Jan 21, 2025
Tuesday Jan 21, 2025
In this episode of the Trust the Plan Podcast, Preston Gee, CFP® sits down with Nick Hopwood, CFP® to discuss his financial plan for 2025, reflecting on the lessons he's learned from the challenges and successes of 2024.
Preston opens up about how his approach to investing, budgeting, and wealth-building has evolved over the past year, highlighting key adjustments he's making to better navigate the shifting economic landscape.
With a focus on adapting to both market uncertainties and personal growth, Preston shares actionable insights on how he plans to stay ahead in 2025, while avoiding the pitfalls that held back some investors in 2024.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Wednesday Jan 15, 2025
Wednesday Jan 15, 2025
In this feel-good edition of the Trust the Plan Podcast, hosts Nick Hopwood, CFP® and Jim Pilat, CFP® come together for their highly anticipated annual episode, offering an in-depth look at their personal financial family plans for 2025.
Nick dives into the strategies and goals he’s crafted to secure his family’s financial future in the coming year, while Jim shares his own unique approach to financial planning, offering valuable insights for listeners.
With a focus on long-term stability, family values, and actionable steps, this joint episode serves as both inspiration and a roadmap for families looking to build a secure and prosperous 2025.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Dec 23, 2024
Monday Dec 23, 2024
On this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® explore the intricacies of IRA beneficiary designations, with a special focus on the IRA Beneficiary Family Tree.
They discuss key scenarios, including how distributions work when leaving an IRA to an organization, your spouse, or your children. Nick and Jim explain the tax implications and strategic considerations for each option, such as how IRAs transfer to a surviving spouse with potential benefits, the options available to children and other heirs, and how charitable organizations are treated differently.
This episode provides listeners with practical insights on how to structure IRA beneficiaries to best fit their family’s financial goals and legacy.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Dec 16, 2024
Monday Dec 16, 2024
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® dive into the remarkable market performance we've seen over the last two years, with the market up 20% in both 2023 and 2024.
This rare occurrence has only happened 8 times in history, sparking questions about what the future holds. Will the trend continue into 2025, or is the market due for a shift?
Tune in as Nick and Jim break down the potential scenarios and what investors should be thinking about as we approach year three of this unprecedented run.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Dec 09, 2024
Monday Dec 09, 2024
On the latest episode of Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® share some exciting news: Peak Wealth has been named the winner of the Canton People's Choice Awards for Favorite Financial Services in the Community. They thank their loyal clients for voting and supporting their mission.
The episode also dives into the newly announced 401(k) rules for 2025, offering valuable insights on the changes and what they mean for retirement planning.
It’s a blend of celebration and informative financial guidance, reflecting Peak Wealth’s commitment to its clients and the community.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Tuesday Dec 03, 2024
Tuesday Dec 03, 2024
In this feel-good edition of the Trust the Plan Podcast, Nick Hopwood, CFP®, and Jim Pilat, CFP® wrap up the 2024 Michigan football season with a thrilling victory over Ohio State, extending the Wolverines' winning streak to an impressive four years. As Michigan closes out the season, Nick and Jim celebrate the teamwork, strategy, and perseverance that have propelled the team to this remarkable achievement.
Join them as they reflect on the season’s highs and lows, the enduring rivalry with OSU, and the shared lessons in success—both on the field and in financial planning. Go Blue!
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Nov 18, 2024
Monday Nov 18, 2024
On this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® dive into the critical yet often overlooked aspects of personal finance: tracking expenses and calculating your net worth.
They discuss how regularly monitoring where your money goes can lead to smarter spending decisions, and why understanding your net worth is a powerful tool in building long-term wealth.
Whether you're just starting to get a handle on your finances or you're refining your approach, Nick and Jim offer practical tips and insights to help you stay on track, avoid common financial pitfalls, and ultimately trust the plan you've set for your financial future.
Tune in for actionable advice and real-world strategies to make your money 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 With Peace of Mind.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Nov 11, 2024
Monday Nov 11, 2024
Join us for our special Dinner Table Webinar hosted by Nick Hopwood, CFP®, Jim Pilat, CFP® and Preston Gee, CFP® of Peak Wealth Management.
Following the success of our recent in-person seminar, which sparked lively conversations and insightful financial discussions, many clients who couldn’t attend requested this virtual session.
The webinar focuses on helping families build a strong financial foundation for future generations, with strategies for supporting children and grandchildren while preserving a lasting legacy.
Don't miss this opportunity to learn from the experts and deepen your understanding of multigenerational wealth planning.
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Friday Nov 08, 2024
Friday Nov 08, 2024
On this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® sit down with Olivia Olson, a freshman basketball player for the University of Michigan, at Peak Global HQ.
Olivia shares her journey through the recruiting process, her experience as a student-athlete at Michigan, and the unique challenges and rewards of being part of such a prestigious program.
She also reflects on the significance of wearing the iconic Block M, particularly for young girls who look up to her as a role model.
With insights on both her athletic journey and her academic pursuits, Olivia’s story is an inspiring example of dedication, talent, and the power of representation.
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Thursday Nov 07, 2024
Thursday Nov 07, 2024
On this episode of the Trust the Plan Podcast, hosts Nick Hopwood, CFP® and Jim Pilat, CFP® are joined by Syla Swords, a rising star in women's basketball.
Syla shares her journey to the University of Michigan, explaining why she chose the Wolverines as a freshman and what it’s like to compete at such a high level. The youngest Olympic basketball player ever from Canada, she also reflects on her unforgettable experience competing in Paris during the 2024 Olympics.
As one of the top recruits in the country, Syla has had an incredible start to her college career, including a thrilling matchup against the #1 ranked South Carolina team. Listen in as she talks about balancing school, sports, and her bright future ahead in basketball.
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1