Nick Hopwood, CFP® and Jim Pilat, CFP of Peak Wealth Management open up the episode by sharing an update on EP 202 — where the duo talks about the importance of having money dates with your spouse. Nick shares his most recent experience where him and his wife carved out time dedicated to talk about finances. 


After the beginning discussion, Nick and Jim delve in on health care coverage for retirees. With the high cost of health insurance to Medicare being available for people 65+, what is your best option in retirement? Grab a notebook & pen, because this is an episode you'll want to take notes on. 



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 With Peace of Mind.


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