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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 Jun 26, 2024
Wednesday Jun 26, 2024
In this episode of Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management delve into the dangers of Americans chasing high interest rates, exploring how the allure of high returns can lead to a 'cash trap'.
They dissect insights from a recent Wall Street Journal article, offering practical advice on navigating the complex world of financial investments and avoiding potential pitfalls.
Tune in as they uncover the hidden risks and discuss strategies for making informed financial decisions.
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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
Wednesday Jun 19, 2024
Wednesday Jun 19, 2024
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® delve into the art of maximizing airline miles with special guest, Evan Chopp.
Evan shares strategies and tips on how to rack up those valuable miles efficiently. Whether you're a seasoned traveler or new to the points game, you won't want to miss this deep dive into earning and redeeming airline rewards. Tune in to learn how to turn your travels into more than just a journey – but a rewarding adventure!
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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 Jun 10, 2024
Monday Jun 10, 2024
Join Nick Hopwood, CFP® and Jim Pilat, CFP® on the Trust the Plan Podcast as they delve into the crucial role of brokerage accounts.
In this insightful episode, Nick and Jim illuminate the importance of strategic financial planning and how leveraging brokerage accounts can pave the way to financial independence.
From investment strategies to navigating market fluctuations, they provide invaluable advice and actionable tips for listeners eager to take control of their financial future.
Tune in and empower yourself with the knowledge to trust the plan and secure your path to early retirement.
—
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 Jun 03, 2024
Monday Jun 03, 2024
Tuesday May 28, 2024
Tuesday May 28, 2024
In this episode of the Trust the Plan Podcast, we delve into a topic that's frequently raised by our clients: navigating inherited IRAs. Join our hosts, Nick Hopwood, CFP® and Jim Pilat, CFP® as they expertly guide us through the intricacies of inherited individual retirement accounts (IRAs) and share invaluable strategies for mitigating taxes associated with them.
Inherited IRAs present unique challenges and opportunities, often requiring careful planning and informed decision-making. Nick and Jim draw upon their extensive experience and deep understanding of financial planning to unravel the complexities surrounding inherited IRAs, offering actionable insights tailored to our listeners.
Don't miss this insightful conversation on Trust the Plan as we equip you with the knowledge and tools necessary to navigate inherited IRAs effectively and trust the plan for a secure 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 May 20, 2024
Monday May 20, 2024
Welcome to Trust the Plan podcast! In this special episode, Nick Hopwood, CFP® talks with Preston Gee, CFP® on his transformative journey: a month of eliminating all unnecessary expenses.
Together, they delve into the intricacies of financial discipline, sharing personal insights, practical tips, and inspiring anecdotes. From budgeting basics to creative ways of finding free entertainment, the duo offers a roadmap to navigate the challenges of curbing unnecessary expenses.
Tune in as they explore the power of mindfulness in consumption and highlight the joys of living within means. Join us on this empowering adventure of embracing frugality and building a brighter financial future.
Let's trust the plan and embark on this no-spend month together!
—
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 May 13, 2024
Monday May 13, 2024
Welcome to Trust the Plan Podcast with your hosts Nick Hopwood, CFP® & Jim Pilat. CFP®! In this episode, we delve into the intricate world of financial planning, uncovering the crucial role of financial planners and the comprehensive coverage of a well-crafted financial plan.
Join us as we demystify the responsibilities of financial planners, who act as guides on your journey to financial success. From understanding your financial goals to navigating complex investment strategies, they are your trusted allies in securing your financial future.
Nick and Jim also explore the multifaceted layers of a financial plan. From budgeting and saving to retirement planning and wealth management, a robust financial plan covers every aspect of your financial life. We break down the essentials, empowering you to make informed decisions and take control of your finances.
Whether you're a seasoned investor or just starting on your financial journey, this episode offers invaluable insights into the pivotal role of financial planners and the comprehensive coverage of a personalized financial plan.
Tune in and trust the plan for a brighter 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 May 06, 2024
Monday May 06, 2024
Welcome to the Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management.
In this episode, we delve into the essential topic of retirement planning with a comprehensive checklist. Join us as we guide you through the crucial tasks to tackle at various stages of your life leading up to retirement. Whether you're in your 20s, 30s, 40s, or beyond, we've got you covered with expert insights and actionable advice to help you secure your financial future.
Tune in now and take control of your retirement journey!
—
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 29, 2024
Monday Apr 29, 2024
Welcome to Trust the Plan, the podcast where we break down financial decisions to help you make informed choices.
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® dive into a common dilemma: Should you prioritize paying off your home with a lower interest rate quickly, or invest your dollars in a money market when rates are higher?
Join us as we explore the pros and cons of both strategies. Are you a believer in the peace of mind that comes with owning your home outright? Or are you tempted by the potential returns of investing in a money market account during times of higher interest rates?
Our experts will guide you through the decision-making process, providing insights into factors such as risk tolerance, market conditions, and long-term financial goals. Whether you're a homeowner looking to build equity or an investor seeking maximum returns, this episode will help you weigh your options and trust the plan that's right for you.
Tune in to Trust the Plan and empower yourself to make confident financial decisions.
—
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 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.
—
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