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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
Dec 7, 2020
Dec 7, 2020
11 min
In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management discuss the importance of a good personality fit when it comes to client/financial planner relationships. Learn more about other factors that should go into building a strong financial foundation as a team.
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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 Confidently.
Nov 30, 2020
Nov 30, 2020
16 min
Whether if you are looking to work with a financial advisor for the first time or interested in switching it up with someone new, you'll want to listen to this episode to learn more about the most important questions you'll want to ask the financial advisor.
Nick Hopwood and Jim Pilat of Peak Wealth Management highlight the top 5 questions you need to ask while interviewing an advisor to work with you to build your financial foundation.
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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 Confidently. www.peakwm.com
Nov 24, 2020
Nov 24, 2020
12 min
Say hello to lifestyle creep. Lifestyle creep, also known as lifestyle inflation, can sneak up on you and prevent you from building a strong financial foundation.
Nick Hopwood and Jim Pilat are joined by Patti Wojcik. The trio talk about the phenomenon of a lifestyle creep — and how Patti first realized she identified with it. In this episode, you'll learn more about what a lifestyle creep is and how to avoid it.
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.
www.peakwm.com
Nov 16, 2020
Nov 16, 2020
35 min
- Original Medicare — Initial Eligibility/Enrollment
- Medigap (a/k/a/ Medicare Supplement) + stand-alone Part D Rx PDP Card vs. Medicare Advantage Prescription Drug Plan
- Choosing the most cost-effective plan/setup
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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 Confidently.
www.peakwm.com
Nov 16, 2020
Nov 16, 2020
8 min
Throughout our lives, we all experience transitions— ones that have the ability to impact us financially. Whether it be a divorce, birth of a child, retirement, loss of a spouse — it is important to have a plan as you navigate these changes.
In this episode, Nick Hopwood and Jim Pilat talk about life transitions, and why it is beneficial to plan ahead. Learn more about how our Peak Wealth team can help at www.peakwm.com/transitions
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.
www.peakwm.com
Nov 9, 2020
Nov 9, 2020
9 min
In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management highlight socially responsible investing — or ESG (Environmental, Social and Governance) referring to a class of investing where people seek positive returns and long-term impact on society, environment, and the performance of business. Learn more about the impact of ESG and ways it can make a difference in how we invest.
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.
www.peakwm.com
Oct 26, 2020
Oct 26, 2020
13 min
Nick Hopwood and Jim Pilat of Peak Wealth Management talk about a recent article featured in the Barron's finance publication — where they reported 81 percent of people failed a retirement literacy quiz.
Nick and Jim are here to educate you on what you need to know to build a stronger financial foundation — by talking more about retirement withdrawals, health care expenses, and more.
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.
www.peakwm.com
Oct 12, 2020
Oct 12, 2020
17 min
Nick Hopwood, CFP® and Jim Pilat, AIF® talk about employee buyouts and pension lump sums. They also chat about the announcement of Charles Schwab completing its acquisition of TD Ameritrade — and what it means for investors.
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. www.peakwm.com
Oct 12, 2020
Oct 12, 2020
16 min
Nick Hopwood and Jim Pilat of Peak Wealth Management chat about all things finance when it comes to mortgages — Comparing 15 to 30 year mortgage options and talking about how refinancing can impact your debt payoff.
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.
Oct 5, 2020
Oct 5, 2020
18 min
Nick Hopwood and Jim Pilat of Peak Wealth Management dive in on a commonly asked question from clients: How many banks do I need? Watch our video to learn more.
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. www.peakwm.com