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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
Tuesday Jan 16, 2018
Tuesday Jan 16, 2018
2017 was by far the best year ever for Peak. Join Nick as he reflects on some of the things going on driving growth and what we are working on for 2018. This is your chance to kick the tires and look under the hood on how a successful financial planning practice operates!
Book an appointment with Nick here.
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.
Saturday Jan 13, 2018
Saturday Jan 13, 2018
Ever wonder how a CFP manages their own money? Listen as Nick talks about his personal financial plan for 2018. Everything from cash flow, investments, debt, and real estate. January is the perfect time of year to evaluate and update your own financial plan. Let's get started!
Book an appointment with Nick here.
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 Jan 12, 2018
Friday Jan 12, 2018
Thinking of a cottage or a condo in Florida? Listen to Nick's personal experience as well as what he has learned from client experiences and why owning a second home is The Anti-Dividend. One other tool which is recommended before buying a second home is to make sure you've clearly spelled out your vision of the future. Check out EP 007 - Blueprinting which is a great place to start.
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 Dec 26, 2017
Tuesday Dec 26, 2017
Join Nick as he talks Real Estate Investing and updates you on his personal real estate portfolio and why he loves real estate. If you haven't heard EP 006 you should start there.
Investing in rental real estate is part of the Peak Income 360 Formula. Learn more by visiting our Income 360 page or by listening to EP 009.
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 Dec 20, 2017
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