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

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...

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 gre...

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 decision...

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

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 e...

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. 

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 Confide...

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.

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 guid...

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. 

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. 

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. 

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 ed...

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. 

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 be...

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 deci...

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 believ...

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...

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, includin...

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 beli...

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 plan...

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...

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. Fo...

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 compr...