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

Nick Hopwood, CFP® and Jim Pilat, AIF® review the new SECURE Act passed by congress in December 2019. 

Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently. 

Financial Advisor Jim Pilat, AIF® interviews Financial Advisor and CERTIFIED FINANCIAL PLANNER Nick Hopwood, CFP® about the Hopwood Family Financial Plan for 2020. The goal here is demonstrate our 100% transparent and 100% authentic approach to offering sound guidance and recommendations. Our job is to inspire you to make great decisions and we believe we need to be truly authentic and transparent. 

The 2019 Hopwood family plan looks very similar to the 2019 plan, but we did make some changes with our personal real estate properties. What is in store for you 2020 financial plan??? If you would like to go back and listen to prior years, click for 2019 and 2018 editions. 

Are you looking for a second opinion? Do you like the way we think about money? If you are in need of some financial coaching or you have $500,000 or more to invest, start here. You can sign up for our email, schedule and appointment, create your own online portal, and watch our cool videos. 

Peak Wealth Management helps people with their financial plans and investments and is based in Plymouth, MI. Nick Hopwood, CFP® has been in the financial advisory business since 1999 and a CERTIFIED FINANCIAL PLANNER since 2005. 

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with couple Rich and Sue Allen about their incredible life story. After working as an engineer at Ford Motor Company for 22 years, Rich heard God's call and  "semi-retired" at age 48, taking a huge pay cut with a family of seven to support. Learn about the Allen's journey from SE Michigan to China and back, including two adoptions and helping to start two churches - one in Canton and one in China.  Rich and Sue now both work at LifeChurch in Canton, MI.

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently. 

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with Associate Editor Seth Fisher of MGoBlog on his transition to and success within the sports blog industry, as well as how transitioning from traditional publisher to blogger has affected his family's lifestyle. 

Peak Wealth Management is a comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently.

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth discusses his top 10 things to do before the new year. As 2019 wraps up, consider evaluating your decisions over the past year and make sure you're taking full advantage of tax incentives, which are increasing for 2020. 

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently. 

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with Chief Investment Officer Ben Lavine of 3D Asset Management as well as Chartered Financial Analyst working in global investment management and institutional consulting. Mr Lavine speaks with Nick about his thoughts on the market in 2019 and 2020. 

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently. 

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with Behavioral Finance Professor John Forlines III of Duke University as well as portfolio manager of the Forlines Global Suite of strategies as part of the W.E. Donoghue Investment Management Family. Mr Forlines speaks with Nick about behavioral finance, as well as his thoughts on the market in 2019 and 2020. Forlines Global has been part of our UMAX program for years. 

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently. 

Nick Hopwood, CFP® and Jim Pilat, AIF®, of Peak Wealth Management, hosts of the Finding True Wealth Podcast have a fun chat about what to do with your Christmas Bonus, picking on Clark W Griswold in our favorite Christmas movie, "Christmas Vacation." 

Finding True Wealth now has a video edition - check it out here!

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently. 

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth talks Long-Term Disability and Medicare with Brian Vincent of the Finlan Insurance Agency located in Plymouth, Mi. Brian handles the insurance needs of Peak Wealth and the Hopwood Family. 

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently. 

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth talks about the growing F.I.R.E. discussion/movement (Financial Independence Retire Early) and the book, "Retire Like a Millionaire" by Kristy Shen. In Part 3, we try to figure out if it makes sense to not buy a house and not buy a car.

Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently.