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

EP 134: Talking Real Estate with Jeff Packer of The Packer Group

Nick Hopwood, CFP® and Jim Pilat, AIF® are joined by Jeff Packer of The Packer Group, a real estate team based in Plymouth, MI. In this episode, Jeff shares his 17+ years of real estate knowledge with Nick and Jim — where he talks about the current competitive market to the ins and outs of investing in additional properties. Grab a notebook and a pen while you listen, because this episode is packed with takeaways! 

Listen to our podcast or watch our video below.

Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they dive in on capital gains and Qualified Opportunity Zones. Former President Donald Trump's 2017 tax plan created Opportunity Zones — a program of tax incentives to encourage investment in low-income communities. Grab a pen and paper because this episode is packed with takeaways!

—

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.

As we wrap up the year, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management strive to prepare you for potential tax law changes becoming effective in 2022. How will these tax changes impact you? In this episode, we are talking more about what to expect with income tax rates, capital gains, and 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 Confidently.

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the death of the balanced portfolio — and why investment diversification is important. Learn more about utilizing additional avenues to achieve your financial goals. 

—

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.

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management highlight a recent article they read where it dives deeper into the Social Security deficiency. 

The Social Security trust fund, a massive reserve supply used to prop up the nation's largest social security safety net program, will run out of money one year earlier than anticipated as a result of the coronavirus pandemic, according to a report from the U.S. Treasury released at the end of August.

Join us to learn more about what this means for your 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 Confidently.

Before you make a decision on which college you'll be attending, listen to this episode because it is one you don't want to miss! For both parents and students, join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they talk about the importance of selecting a college as a business decision. Nick and Jim also talk about the importance of planning ahead for college — and steps to take to pay off student loan debt before graduation. 

—

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.

 Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management are back with a new weekly episode!

In this episode, Nick and Jim dive deeper into the benefits of working with a financial planning team. We coach our clients in areas beyond just investment and retirement planning. If you are wondering how we can bring value to you, listen to this episode to learn more about how we can guide you on your journey to financial freedom!

—

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.

Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management are back in action with a new episode.

To kick off the episode, Nick shares an update on the recent eviction moratorium lift in Michigan. You can listen to Nick's full story on real estate evictions here.

Then the two dive in on a conversation about traditional brokerage fees — and how they compare to the firm our team works with resulting in ZERO fees for YOU!

—

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.

There are an incredible amount of Roth benefits — which is why we decided to dive in even more for a second episode on it. In this episode, Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management share additional Roth advantages. From Roth IRAs to Backdoor Roths and Roth 401ks, join us to learn more about how these investment strategies can help you on your financial journey. Click here to listen to part one.

—

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.

Join Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management to talk about the importance of Roth IRAs and investing. In this episode, Nick and Jim dive in on everything from the benefits of maximum Roth investing to Roth conversions. Whether if you are just starting out in investing or are a seasoned veteran, this episode is packed with takeaways for everyone!

—

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.