Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
242 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 8 ratingsJoin Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
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Episodes
EP 182: Top 5 Mistakes Most People Make With Their Money
June 12, 2023 13:52 - 13 minutes - 11.4 MBNick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the top 5 mistakes most people make with their money. Which one(s) do you relate to? They also talk about the difference between a scarcity and abundance mindset - and how the perspective you have impacts your finances. — 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 R...
EP 181: Hope, Healing & New Beginnings with Jennifer Frush
June 06, 2023 21:22 - 20 minutes - 15.9 MBNick Hopwood, CFP® is joined by special guest, Jennifer Frush. Jennifer is the executive director of New Hope Center for Grief Support. The Northville-based organization is dedicated to bringing hope, healing, and new beginnings to adults and children grieving the death of a loved one. In this episode, Jennifer shares more about the mission and programs of New Hope — and how it has grown since it was established in 2000. For more information, visit www.newhopecenter.net. — Peak Wealth Man...
EP 180: The True Cost Per Boat Ride (2023 Version)
May 31, 2023 14:56 - 13 minutes - 11.3 MBSummer is here- and we are back to bring you an updated version of one of our most popular podcast episodes... The true cost per boat ride. (Original EP is #60). Listen to Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how each boat ride adds up. — 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 ...
EP 179: How Rich Young Americans Reinvest Their Money
May 22, 2023 18:10 - 15 minutes - 12.1 MBIn this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how rich young Americans reinvest their money. The avenues may not all be what you think. Listen to hear Nick and Jim also talk about the importance of diversifying your portfolio. — 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 o...
EP 178: Investing in Precious Metals
May 15, 2023 12:59 - 8 minutes - 6.77 MBNick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management said they are frequently asked by clients about how to invest in precious metals. In this episode, Nick and Jim talk about their recommended ways to buy gold in addition to how to add it to your investment portfolio at Peak. — 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 Reti...
EP 177: Diversification Strategies for Your Investment Portfolio
May 08, 2023 18:56 - 13 minutes - 11.2 MBIn this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how people are deciding to park their money in one asset class due to rising interest rates. Nick and Jim talk about how we must plan long-term by diversifying where our money is invested. — 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 ...
EP 176: House Hacking
May 02, 2023 18:36 - 11 minutes - 9.73 MBIn this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® is joined by Preston Gee, CFP®. The duo talk about house hacking- and the benefit it has for people looking for ways to generate extra income. House hacking traditionally means buying a multifamily property, living in one unit and renting out the others so that the tenants pay the owner's mortgage, and the owner builds equity while maintaining the property. — Peak Wealth Management is a financial planning and wealth manage...
EP 175: The One Where Preston Becomes a CFP®
April 25, 2023 12:40 - 7 minutes - 6.49 MBNick Hopwood, CFP® is joined by Peak's Preston Gee, wealth advisor. In this episode, Preston talks about becoming certified as a financial planner — and shares the process it took for him to accomplish his dream. — 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.
EP 174: Is it Too Late to Have Nothing Saved for Retirement?
April 17, 2023 14:43 - 15 minutes - 12.4 MBIn a recent article, Nick Hopwood, CFP® and Jim Pilat, CFP® read that 1 in 4 boomers said they didn't start saving for retirement until they turned 50 — and over a third of them still say they have no retirement savings at all, according to a 2022 survey from mortgage information website Anytime Estimate. Even if you are one of the many Americans falling short of what they expected to have stashed away for retirement by now, you still have options — so get moving toward your retirement goal...
EP 173: Who Do You Trust to Give You Financial Advice?
April 11, 2023 13:08 - 13 minutes - 11.2 MBNick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how in a recent article on MarketWatch, a study said 50 percent of people are more likely to trust a family member or friend with their finances over an expert. Listen to Nick and Jim talk about why talking to a CFP® is much more beneficial for financial success. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire ou...
EP 172: Preparing for Tax Season
April 04, 2023 14:32 - 14 minutes - 11.2 MBNick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss filing benefits you can take advantage of while planning for tax season. They also talk about tax credits for small business owners. This is an episode you'll want to save so you can listen to every year! — 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 Peac...
EP 171: Benefits of Working With a Fiduciary
March 28, 2023 15:21 - 14 minutes - 11.7 MBIn this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about the responsibility that comes with being a fiduciary. Learn more about how working with a trusted fiduciary benefits you. — 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.
EP 170: Keeping Up With The Joneses
March 21, 2023 14:35 - 13 minutes - 11.4 MBNick Hopwood, CFP® and Jim Pilat, CFP® talk about how people can get caught up in living a higher lifestyle to keep up with others around them. They discuss how important it is for us to think about how our spending choices impact our long-term financial goals. — 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.
EP 169: 2023 IRMAA Brackets
March 13, 2023 16:54 - 8 minutes - 7.25 MBIn this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about Income Related Monthly Adjustment Amounts (IRMAA). IRMAA is a surcharge that people with income above a certain amount must pay in addition to their Medicare Part B and Part D premiums. The Social Security Administration (SSA) determines who pays an IRMAA based on the income reported 2 years prior. Listen to learn more about the IRMAA bracket plans for 2023. — Peak Wealth Management is a financial...
EP 168: Coronavirus Policy Fallout
March 06, 2023 18:27 - 8 minutes - 7.25 MBNick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the repercussions we are still experiencing from the policies that were set in place during the height of the Coronavirus. This includes seeing businesses in the area still vacant three years after the businesses were shutdown. Listen to our podcast or 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 gui...
EP 167: Talking with James Reid, Labor & Employment Attorney
March 01, 2023 15:35 - 22 minutes - 19.5 MBNick Hopwood, CFP® is joined by James Reid, one of Michigan's best-known and most accomplished labor attorneys. James counsels business owners, entrepreneurs, C-suite executives, in-house counsel, and human resources directors to make strategic business decisions. In this episode, he talks about how he's continued to grow his law firm to how he's found the sport of cycling to support his successes. If you are a business owner, this is an episode you must listen to! — Peak Wealth Manage...
EP 166: Peak State of the Union 2023
February 27, 2023 14:40 - 8 minutes - 10.6 MBNick Hopwood, CFP® and Jim Pilat, CFP® share their annual State of the Union Address where they recap highlights of Peak Wealth Management. From rolling out new financial programs to the expansion of the Peak team, learn about all that has been going on at Peak HQ. — 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.
Journey to Franchise Success with Frank & Hillary Sanchez
February 23, 2023 19:59 - 29 minutes - 20.9 MBNick Hopwood, CFP® of Peak Wealth Management is joined by Frank and Hillary Sanchez, owners/operators of a Little Caesars Franchise. In this episode, Frank and Hillary share their entrepreneurial journey — and how it led them to find success in the franchise world. The couple share beneficial tips and advice for someone interested in getting involved in owning their own business. This is an episode you won't want to miss! — Peak Wealth Management is a financial planning and wealth managem...
EP 165: GoFundMe Financed Retirements
February 21, 2023 17:40 - 12 minutes - 14.9 MBNick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about an article they read on MarketWatch- with the focus on GoFundMe campaigns created to help older Walmart employees retire. It is being said to be a "failure of our retirement system," according to financial analysts. Nick and Jim discuss their thoughts on GoFundMe financed retirement. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and gu...
EP 164: Preston Gee’s 2023 Financial Plan
February 14, 2023 00:33 - 14 minutes - 17.1 MBAs a recent college graduate, Preston Gee of Peak Wealth Management is sharing his financial goals with us on the Trust the Plan Podcast. Preston joins Nick Hopwood, CFP® to talk finances on everything from his upcoming August wedding to how he's paying off his student loans — and so much more! This is an excellent episode for college students and recent graduates — If you have a child or grandchild who'll benefit from these tips coming straight from our Wealth Advisor, share with them to le...
EP 163: Convert 529 Funds to Roth IRA
February 06, 2023 17:00 - 12 minutes - 14.9 MBFamilies can make a tax-free rollover from 529 plans to Roth Individual retirement accounts starting in 2024. In this episode, Nick Hopwood, CFP® and Preston Gee, Peak wealth advisor, discuss the provision that has been included in the $1.7 trillion government funding package that lets savers roll the money free of income tax or tax penalties. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we ins...
EP 162: Talking with Larry McDonald, founder of The Bear Traps Report
January 31, 2023 14:55 - 54 minutes - 99.6 MBNick Hopwood, CFP® is joined by Larry McDonald for this special episode of the Trust the Plan Podcast. Larry McDonald is currently a keynote speaker, founder of The Bear Traps Report Investment Newsletter and partner at ACG Analytics. He's also a financial consultant, global lecture speaker, and New York Times bestselling author of the book A Colossal Failure of Common Sense. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providin...
EP 161: January 2023 Market Update
January 30, 2023 15:30 - 22 minutes - 23.9 MBIn this episode, Nick Hopwood, CFP® and Jim Pilat,CFP® of Peak Wealth Management discuss the U.S. economy — from inflation to interest and a possible recession. Gain knowledge and insight from this financial powerhouse duo. — 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.
EP 160: Pilat Family 2023 Financial Plan
January 23, 2023 21:51 - 18 minutes - 19.4 MBIn this episode, it is now Jim Pilat, CFP®'s turn to dive deeper into the financial plan his family has for 2023. Gain an insight into his thoughts on the importance of disability coverage, how to teach kids to be smart with their own finances, and why we need to plan ahead for college. — 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 Retir...
EP 159: Hopwood Family 2023 Financial Plan
January 17, 2023 17:54 - 20 minutes - 21.8 MBJoin Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management for this special annual episode. Nick digs deeper into the plans his family has when it comes to their financial goals for the new year. From shifting his mindset on debt to maxing out Roths and more- This is an episode you have to listen to as you start off 2023! — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our cl...
EP 158: Second Opinion on Retirement
January 09, 2023 16:37 - 7 minutes - 9.36 MBIn this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® discuss a case study where the person was seeking a second opinion on retirement. Learn more about why it is beneficial to get a full, balanced analysis so you have peace of mind in retirement decision making. — 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 c...
EP 157: Social Security Optimization
January 03, 2023 16:35 - 7 minutes - 9.14 MBNick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the money people are losing when social security benefits are taken too early — and what you need to consider when making the decision to claim your SS in retirement. — 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.
EP 156: 401(k) Fees
December 28, 2022 14:39 - 8 minutes - 10.9 MBFees are eating away at Americans' retirement savings. According to a recent study, 40% of 401(k) plan participants don't understand the fees they are paying and 41% don't even think they're paying any fees at all. In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management dive in on what you can expect when it comes to 401(k) fees. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and gui...
EP 155: The Biggest No-Brainer: Money Markets
December 19, 2022 15:13 - 8 minutes - 10.7 MBJoin Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management as they share "the biggest no-brainer in the history of the world for real" AKA money markets! Nick and Jim encourage listeners to take advantage of the raising interest rates when it comes to money markets. No more lazy money in 2023! Grab a pen and paper because you'll want to take notes during this podcast. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by prov...
EP 154: Be (Money) Smart
December 12, 2022 22:07 - 10 minutes - 13.4 MBNick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss a recent article talking about a person who makes $350K a year - and yet is still living paycheck to paycheck. Bad money habits and living cash rich, house poor are contributing factors to the position they are in. Nick and Jim share their insight on what needs to be done in order for this person to take hold of their finances. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, M...
EP 153: How to Use Airbnb to Generate Income
November 21, 2022 17:47 - 15 minutes - 12.1 MBIn this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how you can take advantage of the Airbnb process to generate extra income. Grab a notebook and pen because this episode is loaded with takeaways! — 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.
EP152: 2023 Contribution Limits
November 14, 2022 16:02 - 8 minutes - 6.76 MBIn this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about the contribution limit and social security increases coming in 2023. Learn more about what this means for your 401K, IRA, and 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 With Peace of Mind.
EP 151: Evaluating Life Insurance Coverage
November 07, 2022 14:15 - 7 minutes - 4.93 MB'Tis the season for open enrollment - From health and life insurance to HSA's, it is a good time to evaluate what your current coverage plan is - to see if it is in need of tweaking. In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about what you need to consider when selecting these plans. — 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...
EP 150: No Lazy Money
November 01, 2022 20:06 - 13 minutes - 10.9 MBToo often we see people have large balances in accounts with low bank rates - In this episode, we are encouraging you to have your money work for you! We shouldn't leave our money sitting in an account doing nothing. Nick Hopwood, CFP® and Jim Pilat, CFP® discuss the topic of bank rates and how money markets work. As a bonus, you'll hear Nick and Jim recap the Michigan vs. Michigan State Football game. (Go Blue!) Join us to learn more about how to make your money work in your favor. — ...
EP 149: Treating College as a Business Decision
October 18, 2022 18:56 - 12 minutes - 15.6 MBIn this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss treating college as a business decision. In a recent article in The Wall Street Journal, it talked about which major tends to have the most people regret their college field of choice - and how it is frequently tied to lower income positions. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clien...
EP 148: Social Security Breaking Point
October 11, 2022 13:42 - 12 minutes - 15.2 MBIn a recent survey, it highlighted the percentage of people in different generations who believe whether or not they'll collect Social Security in retirement. Millennials are convinced Social Security will vanish by the time they retire. The reality is less dire—but big changes are looming. Join Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management as they share their insight on this topic. — Peak Wealth Management is a financial planning and wealth management firm in Plymout...
EP 147: Retiring in a Down Market
October 03, 2022 15:46 - 8 minutes - 10.1 MBJoin Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management as they dive in on the hot topic of retiring in a down market. Learn more about how to pivot during times of uncertainty. — 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.
EP 146: Mortgage in Retirement | Trust the Plan Podcast
September 27, 2022 13:29 - 11 minutes - 14.9 MBIn a recent study, 38% of people said they have a mortgage payment to take care of after they've retired. In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the importance of paying it off as soon as possible to open up more cash flow. Learn tips and gain insight from this financial powerhouse duo! — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire...
EP 145: Trust the Plan
September 19, 2022 18:43 - 7 minutes - 4.93 MBNick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management join together this week to dive in on what the phrase "trust the plan" means - as it is said frequently during meetings with clients who are seeking to retire confidently. Learn more about what it means to build an investment foundation with a team you trust. — 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 ma...
EP 144: Lump Sum Reduction
September 08, 2022 13:38 - 14 minutes - 16.3 MBJoin our Peak team - Nick Hopwood, Jim Pilat, and Preston Gee for a new episode of the Trust the Plan Podcast. The trio talks in depth on lump sum reduction - including the impact it has on retirement. You'll also learn more about the main points to focus on when deciding on when is the best time to retire- as discussed by Preston Gee. Learn all of this and so much more from this powerhouse financial trio! — Peak Wealth Management is a financial planning and wealth management firm in Plym...
Episode 143: The Difference Between a Financial Advisor and a Wealth Manager
August 29, 2022 13:46 - 19 minutes - 35.1 MBJoin Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they catch up on Summer 2022 as well as discuss a recent article about the difference between a financial advisor and a wealth manager. Is there a nominal dollar difference, or does it have to do with the types of service provided? — 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 s...
Episode 142: Qualified Charitable Distributions
July 07, 2022 18:07 - 21 minutes - 39.4 MBJoin Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they meet with JJ Sovinsky, CPA to discuss the benefits of using a qualified charitable distribution (QCD). How does it work, what are the rules, and who should consider taking advantage of a QCD? Learn all of this and more during this episode. Also, learn more about JJ and his team at their website: https://www.sovinskycpa.com/ — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, M...
Episode 138: Social Security Analyzer
May 17, 2022 15:36 - 19 minutes - 16.2 MBJoin Nick Hopwood, CFP®, Jim Pilat, AIF®, and Preston Gee of Peak Wealth Management as they discuss their new Social Security Analysis tool. How can we find the optimal social security claiming strategy? They discuss this and more today. — 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.
Episode 137: Income Tax and Medicare Premiums in Retirement
May 05, 2022 14:44 - 12 minutes - 11.8 MBJoin Nick Hopwood, CFP® and Preston Gee of Peak Wealth Management as they discuss how to diversify retirement income sources with consideration to income tax and increasing medicare premiums. What are the things you need to consider as you make portfolio withdrawals? They discuss this and more today. — 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 ...
Episode 136: Historic 2022 Bond Performance
April 28, 2022 18:44 - 19 minutes - 18.1 MBJoin Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they discuss the 2022 performance of bonds. How does the performance compare to other historic years, and what is the future outlook for bonds? In this episode, they cover all of the above and 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 With Peace of ...
EP 135: 2022 Hopwood Financial Plan
March 07, 2022 13:36 - 26 minutes - 21.5 MBThe Hopwood Financial Plan episode returns for 2022! Join us to learn more about what Nick Hopwood, CFP® of Peak Wealth Management has planned financially for his family in the new year. Also, check out our episode on our YouTube Channel to get a first look at our new podcast studio! — 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 c...
EP 134: Talking Real Estate with Jeff Packer of The Packer Group
February 16, 2022 14:51 - 50 minutes - 53.4 MBEP 134: Talking Real Estate with Jeff Packer of The Packer Group Nick Hopwood, CFP® and Jim Pilat, AIF® are joined by Jeff Packer of The Packer Group, a real estate team based in Plymouth, MI. In this episode, Jeff shares his 17+ years of real estate knowledge with Nick and Jim — where he talks about the current competitive market to the ins and outs of investing in additional properties. Grab a notebook and a pen while you listen, because this episode is packed with takeaways! Listen to ...
EP 133: Capital Gains & Qualified Opportunity Zones
November 29, 2021 14:16 - 11 minutes - 9.78 MBJoin Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they dive in on capital gains and Qualified Opportunity Zones. Former President Donald Trump's 2017 tax plan created Opportunity Zones — a program of tax incentives to encourage investment in low-income communities. Grab a pen and paper because this episode is packed with takeaways! — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidan...
EP 132: IRS & Potential Tax Increases
November 08, 2021 19:14 - 14 minutes - 12.3 MBAs we wrap up the year, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management strive to prepare you for potential tax law changes becoming effective in 2022. How will these tax changes impact you? In this episode, we are talking more about what to expect with income tax rates, capital gains, and 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 d...
EP 131: Death of the Balanced Portfolio
October 04, 2021 14:03 - 14 minutes - 12.1 MBIn this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the death of the balanced portfolio — and why investment diversification is important. Learn more about utilizing additional avenues to achieve your financial goals. — 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.