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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
Monday Aug 12, 2019
Monday Aug 12, 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 1, we review Kristy's story at a high level from the traditional perspective of a CFP. Over the next few weeks, we will cover it in much more detail. Stay tuned!
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 putting them on a path toward fulfillment and their own definition of true wealth
Monday Jul 22, 2019
Monday Jul 22, 2019
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth talks about the true cost of owning that dream cottage up north. He breaks down the costs per year and even the cost per boat ride. You might be shocked how much cash that pontoon boat burns through!
Also check out EP: 025 which is a similar topic, entitled "Your Second Home, The Anti-Dividend."
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 putting them on a path toward fulfillment and their own definition of true wealth.
Thursday Jul 18, 2019
Thursday Jul 18, 2019
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth sits down with JJ Sovinsky, CPA of Sovinsky and Company, to talk about taxes now that we've had time to evaluate the new tax law consequences.
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 putting them on a path toward fulfillment and their own definition of true wealth.
Wednesday Jul 03, 2019
Wednesday Jul 03, 2019
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth sits down with Joe Owczarek to talk about Private Equity investing, the opportunity, how the markets have changed over the last 30+ years, and finally how regulations have eased to allow more people to have access to this asset class.
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 putting them on a path toward fulfillment and their own definition of true wealth.
Monday Jun 17, 2019
Monday Jun 17, 2019
Recently, Suze Orman was interviewed on a podcast stating individuals need at least $5 million to retire. In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® sit down and take a deeper look at this statement in order to determine if she is correct.
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 putting them on a path toward fulfillment and their own definition of true wealth.
Monday Jun 17, 2019
Monday Jun 17, 2019
Recently I came across this infographic which showed how you can earn $500k per year and still feel average. In this episode, Nick and Jim talk about how the assumptions may be a bit flawed. Spoiler alert: if you make good decisions with your money, earning $500k per year should not feel average at all.
If you earn over $500k and feel average, it may be time for a second opinion. Let's talk. Start 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 putting them on a path toward fulfillment and their own definition of true wealth.
Friday Apr 12, 2019
Friday Apr 12, 2019
Nick Hopwood, CFP® and Jim Pilat, AIF® circle back to EP 013 - Track Your Expenses and Net Worth Redux! We believe understanding your cost of living is one of the most important details in a healthy financial plan or #retirement plan. As a result, we strongly recommend tracking your expenses each month in a spreadsheet in the cloud. Click Here for our simple Template.
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 putting them on a path toward fulfillment and their own definition of true wealth.
Monday Mar 04, 2019
Monday Mar 04, 2019
IRA, Roth IRA, 401k, Roth 401k, Simple IRA, SEP IRA, Single K, Solo K, say what? These are usual suspects when it comes to #retirement funding. Which are you eligible for, and why? The answer might surprise you! Listen in and learn how these plans differ and why its not a fair set up for some people, and there is nothing they can do about it!
Nick Hopwood, CFP® has been a financial advisor/financial planner in Plymouth MI for since 1999, earning his CFP® designation in 2005. Jim Pliat, AIF® joins Nick in this conversation about retirement planning. If you are a small business owner, don't forget to listen to EP 020 with Scott Westgate talking about plan design.
Wednesday Jan 23, 2019
Wednesday Jan 23, 2019
Tune in for my take aways from Donald Miller's "Building a Story Brand." All great movies follow a traditional formula - we have a Hero, a Villain, and a Guide/Coach as three of the main characters in most cases. For Star Wars, author Miller argues Luke Skywalker is the Hero, Darth Vader is the Villain, and Yoda is the Coach/Guide. How can we relate this concept to our financial journey? Who is the Hero, Villain, and Coach/Guide?
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.
Wednesday Jan 23, 2019
Wednesday Jan 23, 2019
Stop! Listen to EP 026 first, which is the 2018 edition of Nick's Personal Financial Plan. It gives you the foundation for this episode.
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 2018 plan, but we did make some changes with our life insurance, 401k, and rental properties. What is in store for you 2019 financial plan???
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.