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

By NIck Hopwood, CFP and Jim Pilat, CFPBusiness Investing

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

September 18, 2023 EP 195: Mastering the Withdrawal Phases of Retirement
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about a recent article they read where it highlights 7 steps someone must take to make a retirement withdrawal. Overall, the duo believes the article missed the mark... saying there's a lot more that needs be taken into consideration. Learn more from this powerhouse financial duo on what you need to think about while making retirement withdrawals. This is an episode you won't want to miss!
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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
www.peakwm.com
11 min
September 11, 2023 EP 194: Exploring September Economic Trends 2023
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about a recent TikTok video where a woman compares the work ethic and goals between Gen Z & Boomers. Nick and Jim delve into her reasoning while sharing their thoughts on both generations.
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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
www.peakwm.com
7 min
August 28, 2023 EP 193: Do Young Americans Share Same Work Ethic & Goals as Boomers?
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about a recent TikTok video where a woman compares the work ethic and goals between Gen Z & Boomers. Nick and Jim delve into her reasoning while sharing their thoughts on both generations.
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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
www.peakwm.com
11 min
August 24, 2023 Michigan Football Through the Eyes of Chris Duprey
In this episode, Nick Hopwood, CFP® sits down with former Michigan Daily writer, Chris Duprey. Chris spent his college years at the University of Michigan working as a sports writer for the newspaper. We delve into how he got his start, some of his favorite memories of writing for The Michigan Daily, and lessons he learned along the way. Chris shares his expert insight on the current Michigan Wolverine team - and where he sees them ranking for the 2023 season. So sit back, relax, and join us for a conversation with Chris Duprey, a former Michigan Daily writer & friend of ours here at Peak Wealth Management. Go Blue!
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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
www.peakwm.com
37 min
August 21, 2023 EP 192: The Risks of Owning Rental Properties
Owning a rental property can be a great way to generate passive income and build wealth over time. However, like any investment, there are risks and downsides to consider. In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management explore the cons of owning a rental property and how to mitigate them. Nick shares his personal experience of handling multiple rental properties — including a recent home that was left destroyed by the tenants. Watch our YouTube video to view the footage.
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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
www.peakwm.com
9 min
August 14, 2023 EP 191: Back to Reality: The Impending Resumption of Student Loan Payments
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the recent news that student loan payments will resume October 2023 after being paused due to the COVID-19 pandemic.
Nick and Jim explore the impact this will have on students and graduates who have been relying on the pause in payments to help with financial stability during a difficult time. We also delve into how this decision may impact the overall economy and the student loan debt crisis in America.
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
www.peakwm.com

10 min
August 07, 2023 EP 190: The U.S. Government Debt Has Been Downgraded
Welcome to today's episode of the Trust the Plan Podcast, where Nick Hopwood, CFP® and Jim Pilat, CFP® discuss the recent news that Fitch, one of the major credit rating agencies, has downgraded the U.S. economy's debt rating from AAA to AA+.
In this episode, we'll explore the implications of this news for the U.S. economy, investors, and taxpayers. We'll also discuss what this downgrade means for the U.S. government's ability to borrow money and what steps it can take to address its debt challenges. So sit back and join us as we dive into this important 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.
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
www.peakwm.com
9 min
July 31, 2023 EP 189: The Keys to Olivia Atkin’s Success in Podcasting, Writing, and Entrepreneurship
Join us for an inspiring episode with Nick Hopwood, CFP® and Jim Pilat, CFP® as they delve into the life and career of Olivia Atkin, a podcaster, author and successful entrepreneur. We'll examine the key moments and experiences that have shaped her journey. As the host of the Achieving Success Podcast, she has captivated audiences with her informative and engaging discussions. Her book, Achieving Success in Career Development, has inspired countless readers with her insightful perspectives and practical advice. As an entrepreneur, she has built her own successful business from scratch, inspiring others to follow in her footsteps. In this episode, we'll explore the journey of Olivia's career and discover the secrets to her success. So put on your headphones, grab a pen and paper, and get ready to dive in!
Order Olivia's book here.
Live your life by design with Peak's Blueprinting Process. Learn more here.
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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: youtube.com/@peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com
34 min
July 24, 2023 EP 188: The Power of Multiple Revenue Streams: A Guide to Diversifying Your Income
In today's competitive and ever-changing job market, diversifying your income has become more important than ever. In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® is joined by Preston Gee, CFP® to discuss the benefits and strategies of generating multiple streams of income.
At Peak Wealth Management, they've developed a formula on diversifying income for their clients called Peak Income 360. Learn more at peakwm.com/peak-income-360
Overall, "The Power of Multiple Revenue Streams: A Guide to Diversifying Your Income" is a valuable podcast episode for anyone seeking to increase their financial stability and reduce risk. It highlights the importance of diversification in achieving long-term financial success.
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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
10 min
July 17, 2023 EP 187: Mastering Your Wealth: The Power of Tracking Net Worth
In this episode, Nick Hopwood, CFP® and Preston Gee, CFP® of Peak Wealth Management shed light on the significance of understanding one's assets, liabilities, and overall financial health in order to make informed decisions and achieve long-term financial goals.
Listeners can expect to gain a comprehensive understanding of the different components that contribute to net worth, such as investments, real estate, savings, and debt.
By the end of this episode, listeners will have a clear understanding of why tracking net worth is crucial for financial success and will be equipped with practical tools and knowledge to effectively monitor and improve their own net worth. Whether you are just starting your financial journey or looking to optimize your existing wealth, this podcast episode will provide valuable insights and guidance.
Download your free Peak expense & net worth tracker here.
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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
11 min