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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 Jun 21, 2018
Thursday Jun 21, 2018
Nick is joined by Ben Lavine, CFA and Chief Investment Officer at 3D Asset Management. Ben discussed his take on the markets and economy from the first half of 2018 and shares with us what he sees as opportunities and risks for the second half of the year.
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 putting them on a path toward fulfillment and their own definition of true wealth.
Friday Jun 15, 2018
Friday Jun 15, 2018
Some "Financial Planners" don't do any Financial Planning at all -they are simply salespeople who sell financial products like insurance, annuities, and mutual funds. At Peak, it is a little bit different. We don't sell financial products. We sell what we know works. We are selling ourselves. Listen in and get the full scoop.
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 putting them on a path toward fulfillment and their own definition of true wealth.
Tuesday May 22, 2018
Tuesday May 22, 2018
Nick chats with Rick Guttersohn, the Executive Director at New Hope Center for Grief Support. Rick teaches us about "Fun" raising, Blueprinting as it relates to grief support, and the generational impact New Hope has had on the local community.
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 putting them on a path toward fulfillment and their own definition of true wealth.
Monday May 14, 2018
Monday May 14, 2018
Have your contracts reviewed! Nick chats with Rick Hoeg of @HoegLaw about Star Wars, Michigan Football, and course, Business Law! Given Rick's background and experience with small business and venture capital, he has unique insights into entrepreneurship and small business start ups. Learn about how he approaches small business law and at the very end wait for his @michiganfootball season prediction!
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 putting them on a path toward fulfillment and their own definition of true wealth.
Tuesday May 08, 2018
Tuesday May 08, 2018
Don't Die Intestate! Nick chats with Estate Planning Attorney Marc Wander of the Marc Wander Law Firm. Learn about Marc's "Retirement Trust" concept as well as discussing many of the common pitfalls he sees people making with their estate plans over the past 25 years. You can learn more about Marc at mwanderlaw.com.
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 putting them on a path toward fulfillment and their own definition of true wealth.
Wednesday Apr 25, 2018
Wednesday Apr 25, 2018
Nick chats with Shawn Presnell from Academy Mortgage about America's Refinancing Addiction, the state of the mortgage industry, and how he approaches his loan design. Shawn has over 15 years of experience and is a trusted resource for our clients.
You can learn more about Shawn on his website and download his app for mortgage calculators and many other useful tools!
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 putting them on a path toward fulfillment and their own definition of true wealth.
Monday Apr 16, 2018
Monday Apr 16, 2018
What would you do if you were retired and had a new $7,000/mo bill from the nursing home each month? Nick is joined by Michael Tepper from Capitas Financial, who has over 25 years of experience in the Long Term Care Insurance Marketplace. Join us as we discuss the need for Long Term Care, how to qualify, evolution of the insurance industry, and more.
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 putting them on a path toward fulfillment and their own definition of true wealth.
Wednesday Apr 11, 2018
Wednesday Apr 11, 2018
Nick chats Social Security Disability with veteran attorney Jason Steinhelper of the law firm Levine Benjamin. Jason has represented thousands of clients seeking to obtain Social Security Disability over the last 11+ years. Learn more about the program and some tips to consider before applying.
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 putting them on a path toward fulfillment and their own definition of true wealth.
Monday Mar 26, 2018
Monday Mar 26, 2018
People are always asking me, “Do I have enough to retire?” They expect me to be able to look at their 401(k) statement and give them a yes or no answer in two seconds flat! The truth is it doesn’t matter how much money is in your 401(k). In my opinion, what matters most is your spending habits.
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 putting them on a path toward fulfillment and their own definition of true wealth.
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Friday Mar 23, 2018
Friday Mar 23, 2018
In this episode, Coach Ben and Coach Kevin, from the InFlow Wellness Academy, sit down with Nick Hopwood, CFP and chat about "How much is enough?"
Learn more about InFlow.
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 putting them on a path toward fulfillment and their own definition of true wealth.