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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
Wednesday Dec 20, 2017
Wednesday Dec 20, 2017
In this two-minute episode Nick will help you prepare for your initial meeting at Peak Wealth. Understand what to expect and how to have the most efficient meeting possible! Learn more at Peakwm.com
Wednesday Nov 29, 2017
Wednesday Nov 29, 2017
Listen to the latest edition of Finding True Wealth as Nick reminisces about the industry twenty years ago and reflects on what he would be looking for when selecting a CFP/financial planner. Learn more at peakwm.com.
Monday Oct 09, 2017
Monday Oct 09, 2017
Retirement is a major life transition, but its stages are predictable. Sadly, most people don’t think it through all the way. Many retire simply because they hate their job or as soon as they have enough money. But, they work 40-60 hours per week, which is a lot of time to fill. The average retiree watches 43 hours of TV per week. Don’t let yourself fall into that rut. These ten tips can help you better prepare for a meaningful retirement.
Monday Oct 09, 2017
Monday Oct 09, 2017
Nick chats with Scott Westgate, founder and president of MBC Retirement Services, located in Rochester, MI. Peak and MBC have worked together on many plans since 2002 with tremendous success. Scott talks about the different retirement plans available to the small business owner today and pros and cons of each type of arrangement, as well as his best tip for how to build true wealth as a small business owner.
Monday Oct 09, 2017
Monday Oct 09, 2017
Nick sits down with Dr John Mlinarcik talking personality styles. Understanding your own personality style helps you understand your own needs and why you do what you do. The same can be said about the other people in your life- understanding their personalities and how to interact with them are just as important as understanding your own! This truth can be applied to all relationships in your life – personal and professional. Learn more about Dr John at pcs-global.com or pcs-counseling.com. Learn more about Peak at peakwm.com
Monday Oct 09, 2017
Monday Oct 09, 2017
Despite everything you have heard, your house and your 401k are not your largest asset – your career path and income are your biggest asset by far. Listen as we give one simple tip on how to maximize your largest asset, according to Nick Hopwood, CFP.
Learn more at peakwm.com
Monday Oct 09, 2017
Monday Oct 09, 2017
Learn about the sweet spot of Roth IRA Conversion from Nick Hopwood, CFP. How do some people convert their IRA to a Roth IRA with little or no tax due? Lear more at peakwm.com
Monday Oct 09, 2017
Monday Oct 09, 2017
Did you miss the Naked Retirement Workshop? Listen in and get caught-up as Nick chats with Donna Martin, CEO of Change Engine, a business and retirement coaching firm. At Change Engine, she works with professionals who want to achieve big goals and overcome obstacles in their business lives as well as prepare for a successful transition into their retirement life.
In the podcast Donna talks about how often times people run out of meaning in retirement before they run out of money, as well as the concept that meaningful pursuits are more fulfilling than a life of leisure.
Learn more at peakwm.com
Monday Oct 09, 2017
Monday Oct 09, 2017
Nick speaks with John Diehl, SVP at Hartford Funds and liaison to the MIT Age Lab, where they do a lot of cool research! Our topic today is the 5 ways technology will change the way we age. Check out this white paper which covers the apps, sites, and devices discussed. Also, below is the animated video with Grandma!
Learn more at peakwm.com
Monday Oct 09, 2017
Monday Oct 09, 2017
From success to significance: Chip shares his story about reaching “Halftime” in his life. Learn why he walked away (in his early 50’s) from his successful 26 year career as VP of Finance at Enterprise Car Rental and how he is paying it forward.
Lear more at peakwm.com