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

September 08, 2020 EP 085: Where does our market currently stand?
In this episode, Nick Hopwood and Jim Pilat of Peak Wealth Management talk about the current state of our financial market.
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.
19 min
September 01, 2020 EP 084: U.S. Presidential Election Various Outcomes & Market Results
If you are anxious about what's next when it comes to your finances during an election year, check out our latest podcast episode featuring Nick Hopwood & Jim Pilat. The duo discusses the various outcomes for the 2020 U.S. Presidential Election and market results.
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
August 24, 2020 EP 083: Catching Up With Peak Wealth
In this new episode, Nick Hopwood and Jim Pilat return to the podcast by catching you up with everything that's been going on — both in and outside of the office since spring.
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
April 10, 2020 EP 082: Nick Hopwood Celebrates 20 Years in Finance Industry
In EP 082, Peak Wealth Management's Nick Hopwood, CFP® talks with Jim Pilat, AIF® on his 20th anniversary in the financial industry.
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.
28 min
March 27, 2020 EP 081: Market Update on March 27, 2020
Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about their thoughts on the Coronavirus Contraction and the markets over the past few weeks.
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.
20 min
March 19, 2020 EP 080: Retirement Income Planning with Sheryl O’Connor, CEO and Co-Founder of Income Conductor
Nick Hopwood, CFP® of Peak Wealth Management speaks with Sheryl O'Connor of Income Conductor about next-gen retirement income planning. As a retirement income expert, Sheryl explains some of the various distribution strategies utilized by advisors and the pros and cons of each.
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.
38 min
March 15, 2020 EP 079: Coronavirus Market Update March 15, 2020
Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about their thoughts on COVID-19 and the markets over the past few weeks.
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.
21 min
February 27, 2020 EP 078: The 2020 Market Correction is Here
Nick Hopwood, CFP® of Peak Wealth Management joins The Michael Spath Show on WTKA to discuss how this has been the worst weekly drop in the market since September 2008. They also dive in on how someone knows when they are ready to retire and how important it is to understand personal behavior spending.
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.
12 min
February 24, 2020 EP 077: How to Choose a Financial Advisor
In this special episode, Nick Hopwood, CFP® of Peak Wealth Management sits down with The Michael Spath Show in-studio at WTKA. Nick shares key factors people should look for when they are choosing a financial advisor.
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.
12 min
February 07, 2020 EP 076: Live Broadcast from Peak Global HQ on WTKA
This is a unique episode - it is a recording of the live broadcast on Feb 6, 2020 at Peak Global Headquarters. Peak was featured on the Michael Spath Show on WTKA. The whole team got in on the action - hear from Nick Hopwood, CFP® and Jim Pilat, AIF®, as well as Patti Wojcik and Gwen Smith.
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.
49 min