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

January 16, 2018 EP 027 Peak Wealth 2017 Year in Review
2017 was by far the best year ever for Peak. Join Nick as he reflects on some of the things going on driving growth and what we are working on for 2018. This is your chance to kick the tires and look under the hood on how a successful financial planning practice operates!
Book an appointment with Nick here.
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 putting them on a path toward fulfillment and their own definition of true wealth.
12 min
January 13, 2018 EP 026 Nick's Personal 2018 Financial Plan
Ever wonder how a CFP manages their own money? Listen as Nick talks about his personal financial plan for 2018. Everything from cash flow, investments, debt, and real estate. January is the perfect time of year to evaluate and update your own financial plan. Let's get started!
Book an appointment with Nick here.
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 putting them on a path toward fulfillment and their own definition of true wealth.
14 min
January 13, 2018 EP 026 Nick’s Personal 2018 Financial Plan
Ever wonder how a CFP manages their own money? Listen as Nick talks about his personal financial plan for 2018. Everything from cash flow, investments, debt, and real estate. January is the perfect time of year to evaluate and update your own financial plan. Let's get started!

Book an appointment with Nick here.

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

14 min
January 12, 2018 EP 025 Your Second Home: The Anti-Dividend
Thinking of a cottage or a condo in Florida? Listen to Nick's personal experience as well as what he has learned from client experiences and why owning a second home is The Anti-Dividend. One other tool which is recommended before buying a second home is to make sure you've clearly spelled out your vision of the future. Check out EP 007 - Blueprinting which is a great place to start.
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 putting them on a path toward fulfillment and their own definition of true wealth.
9 min
December 26, 2017 EP 24 Building Wealth Through Real Estate 2.0
Join Nick as he talks Real Estate Investing and updates you on his personal real estate portfolio and why he loves real estate. If you haven't heard EP 006 you should start there.
Investing in rental real estate is part of the Peak Income 360 Formula. Learn more by visiting our Income 360 page or by listening to EP 009.
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 putting them on a path toward fulfillment and their own definition of true wealth.

13 min
December 20, 2017 EP 023 Health Yields Wealth 2.0
Join Nick and learn about Health Yields Wealth 2.0 where we don't just talk about detox, we do the detox! Learn more about our services at peakwm.com
8 min
December 20, 2017 EP 022.5 Before Your Meeting - Listen to be Prepared
In this two-minute episode Nick will help you prepare for your initial meeting at Peak Wealth. Understand what to expect and how to have the most efficient meeting possible! Learn more at Peakwm.com
4 min
November 29, 2017 EP 022 What's the Deal with Mutual Fund Loads? What to Look for in a CFP
Listen to the latest edition of Finding True Wealth as Nick reminisces about the industry twenty years ago and reflects on what he would be looking for when selecting a CFP/financial planner. Learn more at peakwm.com.
12 min
November 29, 2017 EP 022 What’s the Deal with Mutual Fund Loads? What to Look for in a CFP
Listen to the latest edition of Finding True Wealth as Nick reminisces about the industry twenty years ago and reflects on what he would be looking for when selecting a CFP/financial planner. Learn more at peakwm.com.
12 min
October 09, 2017 EP 021 Top Ten Tips for a Meaningful Retirement
Retirement is a major life transition, but its stages are predictable. Sadly, most people don’t think it through all the way. Many retire simply because they hate their job or as soon as they have enough money. But, they work 40-60 hours per week, which is a lot of time to fill. The average retiree watches 43 hours of TV per week. Don’t let yourself fall into that rut. These ten tips can help you better prepare for a meaningful retirement.

learn more at peakwm.com
15 min