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

By NIck Hopwood, CFP and Jim Pilat, CFPBusiness Investing

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

November 16, 2020Your Guide to Medicare Enrollment
In this bonus episode, Nick Hopwood and Jim Pilat of Peak Wealth Management hosted a webinar in partnership with Brian Vincent of C.L. Finlan Insurance to talk about Medicare Enrollment.

In our webinar, you'll learn:
Original Medicare — Initial Eligibility/Enrollment
Medigap (a/k/a/ Medicare Supplement) + stand-alone Part D Rx PDP Card vs. Medicare Advantage Prescription Drug Plan
Choosing the most cost-effective plan/setup
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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
36 min
November 16, 2020 EP 094: How to Navigate Finances During a Life Transition
Throughout our lives, we all experience transitions— ones that have the ability to impact us financially. Whether it be a divorce, birth of a child, retirement, loss of a spouse — it is important to have a plan as you navigate these changes.
In this episode, Nick Hopwood and Jim Pilat talk about life transitions, and why it is beneficial to plan ahead. Learn more about how our Peak Wealth team can help at www.peakwm.com/transitions
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
9 min
November 09, 2020 EP 093: Socially Responsible Investing
In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management highlight socially responsible investing — or ESG (Environmental, Social and Governance) referring to a class of investing where people seek positive returns and long-term impact on society, environment, and the performance of business. Learn more about the impact of ESG and ways it can make a difference in how we invest.
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

10 min
October 26, 2020 Ep 092: Retirement Illiteracy
Nick Hopwood and Jim Pilat of Peak Wealth Management talk about a recent article featured in the Barron's finance publication — where they reported 81 percent of people failed a retirement literacy quiz.
Nick and Jim are here to educate you on what you need to know to build a stronger financial foundation — by talking more about retirement withdrawals, health care expenses, 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.
www.peakwm.com
14 min
October 12, 2020 EP 091: Buyout Offer: Do the Math
Nick Hopwood, CFP® and Jim Pilat, AIF® talk about employee buyouts and pension lump sums. They also chat about the announcement of Charles Schwab completing its acquisition of TD Ameritrade — and what it means for investors.
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
18 min
October 12, 2020 EP 090: Mortgages: It’s the Payoff, Not the Payment
Nick Hopwood and Jim Pilat of Peak Wealth Management chat about all things finance when it comes to mortgages — Comparing 15 to 30 year mortgage options and talking about how refinancing can impact your debt payoff.
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.
17 min
October 05, 2020 EP 089: How Many Banks Do You Really Need?
Nick Hopwood and Jim Pilat of Peak Wealth Management dive in on a commonly asked question from clients: How many banks do I need? Watch our video 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. www.peakwm.com
19 min
September 28, 2020 EP 088: If I Had A Million Dollars...
Nick Hopwood and Jim Pilat dive in on a scene from the 90's hit, Office Space, where they talk about what they would do if they had one million dollars. Nick and Jim talk about if one million dollars would cut it today — and how it compares to the time of when the movie was created.
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
11 min
September 21, 2020 EP 087: Rethinking Retirement
In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management talk about the concept of plan B. You'll learn more about what you need for the retirement of your dreams.
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.
13 min
September 14, 2020 Ep 086: Our Peak Investment Management Process
In this episode, you'll hear Nick Hopwood and Jim Pilat talk about Peak's 3 step investment process — and how the team works together to guide you to build a strong financial foundation.
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.
14 min