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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
Monday Nov 07, 2022
Monday Nov 07, 2022
'Tis the season for open enrollment - From health and life insurance to HSA's, it is a good time to evaluate what your current coverage plan is - to see if it is in need of tweaking. In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about what you need to consider when selecting these plans.
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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.
Tuesday Nov 01, 2022
Tuesday Nov 01, 2022
Too often we see people have large balances in accounts with low bank rates - In this episode, we are encouraging you to have your money work for you! We shouldn't leave our money sitting in an account doing nothing. Nick Hopwood, CFP® and Jim Pilat, CFP® discuss the topic of bank rates and how money markets work.
As a bonus, you'll hear Nick and Jim recap the Michigan vs. Michigan State Football game. (Go Blue!)
Join us to learn more about how to make your money work in your favor.
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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.
Tuesday Oct 18, 2022
Tuesday Oct 18, 2022
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss treating college as a business decision. In a recent article in The Wall Street Journal, it talked about which major tends to have the most people regret their college field of choice - and how it is frequently tied to lower income positions.
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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.
Tuesday Oct 11, 2022
Tuesday Oct 11, 2022
In a recent survey, it highlighted the percentage of people in different generations who believe whether or not they'll collect Social Security in retirement.
Millennials are convinced Social Security will vanish by the time they retire. The reality is less dire—but big changes are looming.
Join Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management as they share their insight on this topic.
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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.
Monday Oct 03, 2022
Monday Oct 03, 2022
Join Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management as they dive in on the hot topic of retiring in a down market. Learn more about how to pivot during times of uncertainty.
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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.
Tuesday Sep 27, 2022
Tuesday Sep 27, 2022
In a recent study, 38% of people said they have a mortgage payment to take care of after they've retired. In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the importance of paying it off as soon as possible to open up more cash flow. Learn tips and gain insight from this financial powerhouse duo!
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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.
Monday Sep 19, 2022
Monday Sep 19, 2022
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management join together this week to dive in on what the phrase "trust the plan" means - as it is said frequently during meetings with clients who are seeking to retire confidently. Learn more about what it means to build an investment foundation with a team you trust.
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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.
Thursday Sep 08, 2022
Thursday Sep 08, 2022
Join our Peak team - Nick Hopwood, Jim Pilat, and Preston Gee for a new episode of the Trust the Plan Podcast. The trio talks in depth on lump sum reduction - including the impact it has on retirement. You'll also learn more about the main points to focus on when deciding on when is the best time to retire- as discussed by Preston Gee. Learn all of this and so much more from this powerhouse financial trio!
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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.
Monday Aug 29, 2022
Monday Aug 29, 2022
Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they catch up on Summer 2022 as well as discuss a recent article about the difference between a financial advisor and a wealth manager. Is there a nominal dollar difference, or does it have to do with the types of service provided?
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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.
Thursday Jul 07, 2022
Thursday Jul 07, 2022
Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they meet with JJ Sovinsky, CPA to discuss the benefits of using a qualified charitable distribution (QCD). How does it work, what are the rules, and who should consider taking advantage of a QCD? Learn all of this and more during this episode. Also, learn more about JJ and his team at their website: https://www.sovinskycpa.com/
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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.