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

In this special episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management hold the Peak State of the Union to share highlights from 2020 — including an increase in new clients, how they navigated the pandemic, and team updates. Listen here to learn 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 discuss college savings plans for families to better identify available routes to take for their children. Nick and Jim dive in on ways to fund college, why we should put money into a 529 savings account, and how we can create educational legacies. 

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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. www.peakwm.com

Nick Hopwood of Peak Wealth Management sits down to chat with Greg Dooley, founder of MVictors.com. Greg has shared his knowledge of the University of Michigan athletics history for U-M athletic department events, for Alumni clubs, on campus in undergrad classes, and more. In this episode, Nick and Greg talk about how he started, what you can expect from MVictors in the future, and also shares some interesting history on Michigan athletics.

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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. www.peakwm.com

In this episode, Nick Hopwood and Jim Pilat of Peak Wealth Management dive in on income segmentation and bucket investing. Learn more about how these strategies can get you further on your retirement journey.

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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. www.peakwm.com

This week we are heading into 2021 — and before we do, Nick Hopwood talks with Jim Pilat about the financial plan he has for his family in the New Year. From expense tracking to debt management and more, listen to learn more about what our Peak Vice President has planned financially. 

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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. www.peakwm.com

Kevin O'Leary AKA Mr. Wonderful, a businessman featured on the television show Shark Tank said people should strive to pay off their debts entirely by the age of 45. Listen to this episode to learn more about Nick Hopwood and Jim Pilat of Peak Wealth Management think... Do they agree? 

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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. www.peakwm.com

How important is it to keep your finances organized? In this episode, Nick Hopwood and Jim Pilat of Peak Wealth Management discuss why it is beneficial to stay on top of your finances and investments. Nick and Jim talk about the top items you should know in order to build a strong financial foundation.

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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. www.peakwm.com

In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management discuss the importance of a good personality fit when it comes to client/financial planner relationships. Learn more about other factors that should go into building a strong financial foundation as a team.

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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 looking to work with a financial advisor for the first time or interested in switching it up with someone new, you'll want to listen to this episode to learn more about the most important questions you'll want to ask the financial advisor.

Nick Hopwood and Jim Pilat of Peak Wealth Management highlight the top 5 questions you need to ask while interviewing an advisor to work with you to build your financial foundation. 

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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. www.peakwm.com

Say hello to lifestyle creep. Lifestyle creep, also known as lifestyle inflation, can sneak up on you and prevent you from building a strong financial foundation.

Nick Hopwood and Jim Pilat are joined by Patti Wojcik. The trio talk about the phenomenon of a lifestyle creep — and how Patti first realized she identified with it. In this episode, you'll learn more about what a lifestyle creep is and how to avoid it. 

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.

www.peakwm.com