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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 Dec 19, 2019
Thursday Dec 19, 2019
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with Chief Investment Officer Ben Lavine of 3D Asset Management as well as Chartered Financial Analyst working in global investment management and institutional consulting. Mr Lavine speaks with Nick about his thoughts on the market in 2019 and 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.
Friday Dec 06, 2019
Friday Dec 06, 2019
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with Behavioral Finance Professor John Forlines III of Duke University as well as portfolio manager of the Forlines Global Suite of strategies as part of the W.E. Donoghue Investment Management Family. Mr Forlines speaks with Nick about behavioral finance, as well as his thoughts on the market in 2019 and 2020. Forlines Global has been part of our UMAX program for years.
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.
Tuesday Dec 03, 2019
Tuesday Dec 03, 2019
Nick Hopwood, CFP® and Jim Pilat, AIF®, of Peak Wealth Management, hosts of the Finding True Wealth Podcast have a fun chat about what to do with your Christmas Bonus, picking on Clark W Griswold in our favorite Christmas movie, "Christmas Vacation."
Finding True Wealth now has a video edition - check it out here!
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 Nov 14, 2019
Thursday Nov 14, 2019
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth talks Long-Term Disability and Medicare with Brian Vincent of the Finlan Insurance Agency located in Plymouth, Mi. Brian handles the insurance needs of Peak Wealth and the Hopwood Family.
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.
Wednesday Nov 06, 2019
Wednesday Nov 06, 2019
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth talks about the growing F.I.R.E. discussion/movement (Financial Independence Retire Early) and the book, "Retire Like a Millionaire" by Kristy Shen. In Part 3, we try to figure out if it makes sense to not buy a house and not buy a car.
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.
Monday Nov 04, 2019
Monday Nov 04, 2019
Nick Hopwood, CFP® is joined by Michael Spath @michaelspathITH from "Inside the Huddle" on WTKA in Ann Arbor weekdays 10-1pm talking about everybody's dream job (sports talk radio host and sportswriter). Learn about Michael's background and the inside story of his journey to hosting his own show in Ann Arbor.
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.
Wednesday Oct 16, 2019
Wednesday Oct 16, 2019
Nick Hopwood, CFP is joined by Shawn and Sarah Hillard, who are in-studio talking about "No-Spend September." The Hillards are here to educate us on what it means, what the challenges were, and what they learned as a result of going a full month eliminating all unnecessary expenses. If you've tried "Frugal February" or "No-Spend September," please share your experience with us via email nick@peakwm.com!
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.
Monday Sep 09, 2019
Monday Sep 09, 2019
Nick Hopwood, CFP® chats with former Michigan Daily football, basketball, and Hockey beat writer Chris Duprey. Chris wrote for the daily from 1997-2001 and covered the football beat for the 2000 season, where Drew Henson lead the Wolverines to a B1G Conference Championship.
On the podcast today, Chris shares thoughts from his "Michigan Preview" article he writes each August, as well and reminiscing about our glory days back in '97 as freshmen on campus at The University of Michigan.
Wednesday Sep 04, 2019
Wednesday Sep 04, 2019
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth talks about the growing F.I.R.E. discussion/movement (Financial Independence Retire Early) and the book, "Retire Like a Millionaire" by Kristy Shen. In Part 2, we try to figure out how an ordinary family of four can live on $40,000 per year.
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.
Wednesday Sep 04, 2019
Wednesday Sep 04, 2019
Are you a victim of Lifestyle Creep? Jim Pilat, AIF joins Nick Hopwood, CFP on the podcast to talk about Lifestyle Creep - the concept that as our income increases, so does our cost of living expectations.
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.