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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
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
Sep 28, 2020
Sep 28, 2020
10 min
Nick Hopwood and Jim Pilat dive in on a scene from the 90's hit, Office Space, where they talk about what they would do if they had one million dollars. Nick and Jim talk about if one million dollars would cut it today — and how it compares to the time of when the movie was created.
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
Sep 21, 2020
Sep 21, 2020
12 min
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.
Sep 14, 2020
Sep 14, 2020
13 min
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.
Sep 8, 2020
Sep 8, 2020
18 min
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.
Sep 1, 2020
Sep 1, 2020
12 min
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.
Aug 24, 2020
Aug 24, 2020
12 min
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.
Apr 10, 2020
Apr 10, 2020
27 min
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.
Mar 27, 2020
Mar 27, 2020
19 min
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.
Mar 19, 2020
Mar 19, 2020
37 min
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.