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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 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.
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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 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.
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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 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
Monday Feb 05, 2024
Monday Feb 05, 2024
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management delve into the relationship between politics and the U.S. market. Join us as we explore the historical patterns of market behavior during election years, discuss the potential implications of various election results on different sectors, and offer insights on how investors can prepare themselves for potential market volatility. Tune in to gain a deeper understanding of the election effect on the market as a way to make informed decisions for your investments.
—
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 Jan 29, 2024
Monday Jan 29, 2024
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management delve into managing finances in the post-retirement valley. Nick and Jim uncover the challenges retirees face after leaving the workforce — while offering practical advice to overcome them. This dynamic financial duo aims to provide support and guidance for those in this transitional phase.
—
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 Jan 22, 2024
Monday Jan 22, 2024
In the Trust the Plan Podcast, hosts Nick Hopwood, CFP® and Jim Pilat, CFP® share valuable insights on the eight most important ages in retirement planning. They delve into the significance of each milestone and how it affects an individual's financial outlook.
—
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 Jan 15, 2024
Monday Jan 15, 2024
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how families who are saving for education in 529 plans are now allowed to roll over unused funds from those accounts into Roth individual retirement accounts (IRA) without incurring tax penalties. There are a few limitations to the new rollover measure - Join our conversation to learn everything you need to know about planning for your child's 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 Jan 08, 2024
Monday Jan 08, 2024
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management dive into the concept of donor-advised funds, a popular and effective tool for charitable giving. One of the key benefits of donor-advised funds is the ability to make recommendations on how the funds should be distributed to specific nonprofits and causes, while also receiving potential tax benefits. We discuss the various aspects of DAFs, including their flexibility, ease of use, and potential for creating a lasting philanthropic legacy. Join our conversation to learn more about how its potential to transform charitable giving.
—
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 Jan 02, 2024
Tuesday Jan 02, 2024
Nick Hopwood, CFP® and Jim Pilat, CFP of Peak Wealth Management open up the episode by sharing an update on EP 202 — where the duo talks about the importance of having money dates with your spouse. Nick shares his most recent experience where him and his wife carved out time dedicated to talk about finances.
After the beginning discussion, Nick and Jim delve in on health care coverage for retirees. With the high cost of health insurance to Medicare being available for people 65+, what is your best option in retirement? Grab a notebook & pen, because this is an episode you'll want to take notes on.
—
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