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

Nick Hopwood, CFP® and Jim Pilat, CFP® share their annual State of the Union Address where they recap highlights of Peak Wealth Management. From rolling out new financial programs to the expansion of the Peak team, learn about all that has been going on at Peak HQ. 

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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.

Nick Hopwood, CFP® of Peak Wealth Management is joined by Frank and Hillary Sanchez, owners/operators of a Little Caesars Franchise. In this episode, Frank and Hillary share their entrepreneurial journey — and how it led them to find success in the franchise world. The couple share beneficial tips and advice for someone interested in getting involved in owning their own business. 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.

Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about an article they read on MarketWatch- with the focus on GoFundMe campaigns created to help older Walmart employees retire. It is being said to be a "failure of our retirement system," according to financial analysts. Nick and Jim discuss their thoughts on GoFundMe financed retirement.

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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.

As a recent college graduate, Preston Gee of Peak Wealth Management is sharing his financial goals with us on the Trust the Plan Podcast. Preston joins Nick Hopwood, CFP® to talk finances on everything from his upcoming August wedding to how he's paying off his student loans — and so much more! This is an excellent episode for college students and recent graduates — If you have a child or grandchild who'll benefit from these tips coming straight from our Wealth Advisor, share with them to learn more.

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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.

Families can make a tax-free rollover from 529 plans to Roth Individual retirement accounts starting in 2024. In this episode, Nick Hopwood, CFP® and Preston Gee, Peak wealth advisor, discuss the provision that has been included in the $1.7 trillion government funding package that lets savers roll the money free of income tax or tax penalties. 

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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.

Nick Hopwood, CFP® is joined by Larry McDonald for this special episode of the Trust the Plan Podcast. Larry McDonald is currently a keynote speaker, founder of The Bear Traps Report Investment Newsletter and partner at ACG Analytics. He's also a financial consultant, global lecture speaker, and New York Times bestselling author of the book A Colossal Failure of Common Sense.

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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.

In this episode, Nick Hopwood, CFP® and Jim Pilat,CFP® of Peak Wealth Management discuss the U.S. economy — from inflation to interest and a possible recession. Gain knowledge and 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.

In this episode, it is now Jim Pilat, CFP®'s turn to dive deeper into the financial plan his family has for 2023. Gain an insight into his thoughts on the importance of disability coverage, how to teach kids to be smart with their own finances, and why we need to plan ahead for college. 

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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.

Join Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management for this special annual episode. Nick digs deeper into the plans his family has when it comes to their financial goals for the new year. From shifting his mindset on debt to maxing out Roths and more- This is an episode you have to listen to as you start off 2023! 

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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.

In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® discuss a case study where the person was seeking a second opinion on retirement. Learn more about why it is beneficial to get a full, balanced analysis so you have peace of mind in retirement decision making. 

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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.