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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 Apr 23, 2024
Tuesday Apr 23, 2024
Join Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management as they delve into Nick's illustrious 25-year journey in the finance industry.
Nick mentions that throughout his career, clients frequently come to him during an election year asking how it could impact their investments. As we near closer to the U.S. Presidential Election in November, Nick and Jim debunk common misconceptions surrounding the impact of political cycles on financial markets.
Through insightful analysis and expert commentary, we uncover the underlying factors that truly drive investment success.
Hosted by seasoned financial professionals, Nick & Jim - this podcast provides listeners with actionable advice to help navigate the complexities of investing with clarity and confidence, regardless of the political landscape.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Apr 08, 2024
Monday Apr 08, 2024
In this episode of the Trust the Plan Podcast, Jim Pilat, CFP® & Preston Gee, CFP® delve into the advantages of transitioning into part-time work during your retirement years, exploring how it can bring purpose, fulfillment, and a sense of balance to your life.
Along with discussing the many benefits of gradual retirement, Jim and Preston also share a variety of part-time ideas for retirees looking to stay active, engaged, and financially secure. From consulting to freelance opportunities to remote work and flexible scheduling, we provide insights and inspiration to help you find the perfect part-time job that aligns with your interests and goals.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Apr 01, 2024
Monday Apr 01, 2024
In this episode, Jim Pilat, CFP® and Preston Gee, CFP® of the Trust The Plan Podcast tackles the topic of maximizing your inheritance by discussing the question of whether or not you should take out your beneficiary IRA funds.
Jim and Preston weigh the pros and cons of tapping into your inherited IRA funds early versus letting them continue to grow tax-deferred. They discuss the potential benefits of accessing the funds to pay off debt, invest in higher return assets, or cover unexpected expenses, but also highlighted the potential drawbacks such as early withdrawal penalties and the impact on overall retirement savings.
Ultimately, Jim and Preston emphasize the importance of carefully considering your individual financial situation and long-term goals before making a decision on whether to take out your beneficiary IRA funds.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Mar 25, 2024
Monday Mar 25, 2024
Join hosts Jim Pilat, CFP, and Preston Gee, CFP, on the Trust the Plan Podcast as they delve into the essential topic of retirement savings adequacy in their latest episode, "Is Your Retirement Savings Enough? Signs You Might Be Falling Short."
With their combined expertise, Jim and Preston provide valuable insights and practical tips to help listeners assess their current financial situation and navigate the complexities of retirement planning.
Tune in to gain a deeper understanding of the warning signs that your nest egg may be inadequate and discover actionable strategies to ensure a secure retirement. Trust the Plan Podcast - guiding you towards a prosperous financial future.
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
In this episode of the Trust the Plan Podcast, Jim Pilat, CFP® and Preston, Gee, CFP® of Peak Wealth Management take a deep dive into the highly-anticipated Preston Gee 2024 Financial Plan. Gain a perspective from a younger generation — as Preston discusses changes from 2023 to 2024- including marriage, buying his first new home, and paying off student loans. Learn how Preston's financial plan can guide you on the path to your own financial success – tune in now and start building your brighter tomorrow. Share this episode with your child, grandchild, or someone you know who could benefit from developing healthy money habits!
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Mar 11, 2024
Monday Mar 11, 2024
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management are diving into the important topic of financial foundations for kids and guiding parents on how to instill good money habits in their children. Nick says he was inspired while attending a conference where he connected with Scott Donnell, founder of GravyStack. Nick and Jim discuss the significance of starting financial education early, the role parents play in shaping their children's financial behavior, and practical strategies to teach kids about saving and spending responsibly.
Join us as we explore the keys to setting your child on the path to financial success and fostering a healthy relationship with money.
Stay tuned for valuable insights and actionable tips to help your children build a strong financial future.
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Mar 04, 2024
Monday Mar 04, 2024
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® talks with Jim Pilat, CFP® about his experience meeting Dr. Michael Roizen, author of The Great Age Reboot: Cracking the Longevity Code for a Younger Tomorrow. In Dr. Roizen's book, he explores the latest advancements in longevity research and shares valuable insights on how we can all unlock the secrets to living a longer, healthier life.
From cutting-edge science to practical tips and strategies, Nick breaks down the key factors that contribute to aging and how we can defy the odds to turn back the clock.
Tune in to discover how you can harness the power of longevity to create a brighter, healthier future for yourself.
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Feb 26, 2024
Monday Feb 26, 2024
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the meaning of obtaining the $1 million status- and how its meaning has evolved over time.
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Feb 19, 2024
Monday Feb 19, 2024
Nick Hopwood, CFP® of Peak Wealth sits down with Ben Knapp of Omnevo Performance Academy to dive deep into the world of health and wellness. Nick and Ben discuss the importance of understanding body composition, the impact it has on overall health, and strategies for achieving sustainable and realistic goals.
Whether you're looking to shed some pounds, gain muscle, or simply improve your overall well-being, this episode is packed with valuable insights and practical tips to help you reach your health and fitness aspirations in 2024.
Tune in now and embark on a journey to a healthier you with Nick and Ben!
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
Monday Feb 12, 2024
Monday Feb 12, 2024
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management are debunking 10 money myths that broke people often believe.
By dispelling these myths and providing practical advice, Nick and Jim hope to help listeners improve their financial literacy and make more informed decisions about their money.
Join the conversation 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 With Peace of Mind.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1