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

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.

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.

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.

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.

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.

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.

Join Nick Hopwood, CFP®, Jim Pilat, AIF®, and Preston Gee of Peak Wealth Management as they discuss their new Social Security Analysis tool. How can we find the optimal social security claiming strategy? They discuss this and more today.

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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 Preston Gee of Peak Wealth Management as they discuss how to diversify retirement income  sources with consideration to income tax and increasing medicare premiums. What are the things you need to consider as you make portfolio withdrawals? They discuss this and more today.

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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, AIF® of Peak Wealth Management as they discuss the 2022 performance of bonds. How does the performance compare to other historic years, and what is the future outlook for bonds? In this episode, they cover all of the above and 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.

The Hopwood Financial Plan episode returns for 2022! Join us to learn more about what Nick Hopwood, CFP® of Peak Wealth Management has planned financially for his family in the new year. Also, check out our episode on our YouTube Channel to get a first look at our new podcast studio! 

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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 confidently.