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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 Sep 21, 2020
Monday Sep 21, 2020
In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management talk about the concept of plan B. You'll learn more about what you need for the retirement of your dreams.
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 Sep 14, 2020
Monday Sep 14, 2020
In this episode, you'll hear Nick Hopwood and Jim Pilat talk about Peak's 3 step investment process — and how the team works together to guide you to build a strong financial foundation.
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.
Tuesday Sep 08, 2020
Tuesday Sep 08, 2020
In this episode, Nick Hopwood and Jim Pilat of Peak Wealth Management talk about the current state of our financial market.
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.
Tuesday Sep 01, 2020
Tuesday Sep 01, 2020
If you are anxious about what's next when it comes to your finances during an election year, check out our latest podcast episode featuring Nick Hopwood & Jim Pilat. The duo discusses the various outcomes for the 2020 U.S. Presidential Election and market results.
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 Aug 24, 2020
Monday Aug 24, 2020
In this new episode, Nick Hopwood and Jim Pilat return to the podcast by catching you up with everything that's been going on — both in and outside of the office since spring.
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 Apr 10, 2020
Friday Apr 10, 2020
In EP 082, Peak Wealth Management's Nick Hopwood, CFP® talks with Jim Pilat, AIF® on his 20th anniversary in the financial industry.
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 Mar 27, 2020
Friday Mar 27, 2020
Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about their thoughts on the Coronavirus Contraction 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 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.