Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

EP 186: The Wealth Illusion: More Likely to Misjudge Retirement Preparedness

Many Americans are mistaken about their financial preparedness for retirement. But overconfidence skews higher for the wealthy than for others, according to a new report.

It is believed that booming stock and housing markets may have contributed to a "wealth illusion" among high-income households.

In this episode, Nick Hopwood, CFP® and Preston Gee, CFP® of Peak Wealth Management discuss the importance of taking multiple factors into consideration while planning for retirement- including market fluctuations to unexpected expenses, and changes in personal circumstances. Professional financial advice, proper planning, and regular assessment of retirement strategies can help make more accurate assessments of retirement preparedness. 

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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 With Peace of Mind. Visit our website at www.peakwm.com

EP 185: Mid-Year Tax Checkup

Summertime is the perfect time for a mid-year tax checkup. A tax checkup will help you avoid being surprised with a potentially large tax bill and may help uncover ways you can save throughout the rest of the year.

Join Nick Hopwood, CFP® and Preston Gee, CFP® of Peak Wealth Management as they explore the opportunities for both W2 employees and small business owners. Learn more about the benefits of each- and how to use them to your financial advantage. 

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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 With Peace of Mind. Visit our website at www.peakwm.com

The Surprising Investment Habits of Gen Z

In this episode, Nick Hopwood, CFP® is joined by Preston Gee, CFP® to talk about the investment strategies of Gen Z. From single stocks to cryptocurrency, listen to this episode to learn more about how the next generation invests their money.

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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 With Peace of Mind. Visit our website at www.peakwm.com

EP 183: Is Tipping Getting Out of Control?

Once upon a time, tipping was relatively simple. You might add 10% to 15% to your restaurant bill for the server or hand a dollar or two to the valet who parked your car. But now, it feels as though tipping has become the expectation everywhere.

In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about 'guilt tipping' — and how the pressure to tip has gotten out of control.

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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 With Peace of Mind. Visit our website at www.peakwm.com

 

EP 182: Top 5 Mistakes Most People Make With Their Money

Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the top 5 mistakes most people make with their money. Which one(s) do you relate to? They also talk about the difference between a scarcity and abundance mindset - and how the perspective you have impacts your finances.

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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 With Peace of Mind. Visit our website at www.peakwm.com

EP 181: Hope, Healing & New Beginnings with Jennifer Frush

Nick Hopwood, CFP® is joined by special guest, Jennifer Frush. Jennifer is the executive director of New Hope Center for Grief Support. The Northville-based organization is dedicated to bringing hope, healing, and new beginnings to adults and children grieving the death of a loved one. In this episode, Jennifer shares more about the mission and programs of New Hope — and how it has grown since it was established in 2000. For more information, visit www.newhopecenter.net. 

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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 With Peace of Mind. Visit our website at www.peakwm.com

 

EP 180: The True Cost Per Boat Ride (2023 Version)

Summer is here- and we are back to bring you an updated version of one of our most popular podcast episodes... The true cost per boat ride. (Original EP is #60). Listen to Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how each boat ride adds up.

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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 With Peace of Mind.

EP 179: How Rich Young Americans Reinvest Their Money

In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how rich young Americans reinvest their money. The avenues may not all be what you think. Listen to hear Nick and Jim also talk about the importance of diversifying your portfolio. 

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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 With Peace of Mind.

EP 178: Investing in Precious Metals

Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management said they are frequently asked by clients about how to invest in precious metals. In this episode, Nick and Jim talk about their recommended ways to buy gold in addition to how to add it to your investment portfolio at Peak.

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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 With Peace of Mind.

EP 177: Diversification Strategies for Your Investment Portfolio

In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how people are deciding to park their money in one asset class due to rising interest rates. Nick and Jim talk about how we must plan long-term by diversifying where our money is invested.

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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 With Peace of Mind.