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

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. 

Nick Hopwood, CFP® is joined by Michael Spath @michaelspathITH from "Inside the Huddle" on WTKA in Ann Arbor weekdays 10-1pm talking about everybody's dream job (sports talk radio host and sportswriter). Learn about Michael's background and the inside story of his journey to hosting his own show in Ann Arbor. 

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 is joined by Shawn and Sarah Hillard, who are in-studio talking about "No-Spend September." The Hillards are here to educate us on what it means, what the challenges were, and what they learned as a result of going a full month eliminating all unnecessary expenses. If you've tried "Frugal February" or "No-Spend September," please share your experience with us via email [email protected]!

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® chats with former Michigan Daily football, basketball, and Hockey beat writer Chris Duprey. Chris wrote for the daily from 1997-2001 and covered the football beat for the 2000 season, where Drew Henson lead the Wolverines to a B1G Conference Championship. 

On the podcast today, Chris shares thoughts from his "Michigan Preview" article he writes each August, as well and reminiscing about our glory days back in '97 as freshmen on campus at The University of Michigan. 

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 2, we try to figure out how an ordinary family of four can live on $40,000 per year. 

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. 

Are you a victim of Lifestyle Creep? Jim Pilat, AIF joins Nick Hopwood, CFP on the podcast to talk about Lifestyle Creep - the concept that as our income increases, so does our cost of living expectations. 

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 1, we review Kristy's story at a high level from the traditional perspective of a CFP. Over the next few weeks, we will cover it in much more detail. Stay tuned!

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 putting them on a path toward fulfillment and their own definition of true wealth

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth talks about the true cost of owning that dream cottage up north. He breaks down the costs per year and even the cost per boat ride. You might be shocked how much cash that pontoon boat burns through!

Also check out EP: 025 which is a similar topic, entitled "Your Second Home, The Anti-Dividend."

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 putting them on a path toward fulfillment and their own definition of true wealth. 

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth sits down with JJ Sovinsky, CPA of Sovinsky and Company,  to talk about taxes now that we've had time to evaluate the new tax law consequences. 

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 putting them on a path toward fulfillment and their own definition of true wealth.  

Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth sits down with Joe Owczarek to talk about Private Equity investing, the opportunity, how the markets have changed over the last 30+ years, and finally how regulations have eased to allow more people to have access to this asset class. 

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 putting them on a path toward fulfillment and their own definition of true wealth.