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

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the stock trading and investing app Robinhood. They dive in on recent news about a user's giant tax bill and share their thoughts about the recent "short squeeze" phenomenon and compare and contrast to the market of 1999.

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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.

In a recent survey, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management read that 65 percent of people had no idea how much they spent last month. This episode serves as a reminder on the importance of tracking our expenses so we can reach our financial and retirement goals. Join us to learn more about how you can get on the right track 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 Confidently.

Whether if you are just starting out in real estate investing or a seasoned veteran in the market, this is an episode you won't want to miss! Nick Hopwood, CFP® of Peak Wealth Management is joined by Katie Nolff, real estate agent, who shares her expertise in the field. In this episode, you'll learn everything from where the real estate market is trending in Michigan, benefits of rental home property, and how to obtain good tenants. Grab a notebook and a pen because this episode is packed with great takeaways!

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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.

Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they talk about what we are seeing in the low interest rate environment — and what could happen next in the market. They also share a case study where they worked with clients who have differing parental beliefs when it comes to how to pay for the college education of their children. Learn more about this and more in our latest episode! 

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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.

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about why working on financial plans as a team is beneficial for their clients - and the strengths of doing so while preparing for meetings, looking at client cash flow and investment projections. 

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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.

The mission at Peak Wealth Management is to guide clients on their journey so they can retire confidently. In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® highlight this by focusing on four important questions we must reflect on when it comes to our financial journey to retirement. Whether if you are just starting out in your career or preparing to retire, this episode is filled with tips and tools everyone needs to learn! 

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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.

Joining Nick Hopwood, CFP® of Peak Wealth Management this week is Aaron "Lucky" Li, acupuncturist and owner of Livonia Acupuncture. In this special episode, Aaron shares his journey — beginning with his move to the United States from China at the age of 13.

After graduating from the University of Michigan with an economics degree, he talks about how his mother's influence in the work of acupuncture influenced his shift of direction.

He also highlights main points of acupuncture and how it can heal our body and manage our levels of stress. To fully enjoy our retirement, it is important to take care of our body and health — Learn how these correlate together in this episode. 

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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.

In this special episode, Nick Hopwood, CFP® of Peak Wealth Management chats with his 11-year-old son, Jack Hopwood on entrepreneurship. During the summer of 2020, Jack began first business called Jack's Services where he assists people in his community with yard work projects. Listen in as Jack shares what inspired him to start his own business — and what his goals are for the future. 

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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.

We are switching it up with this episode! Join Jim Pilat, AIF® as he chats with Patti Wojcik, operations manager here at Peak Wealth Management. Learn more about our team in this highlight diving in on all things Patti.

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 special episode, join Nick Hopwood, CFP® of Peak Wealth Management as he chats with Gwendolyn Smith, operations associate at Peak. Get the scoop on all things Gwen as she celebrates her two year anniversary with our team! 

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.