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 087: Rethinking Retirement
September 21, 2020 12:37 - 12 minutes - 10.5 MBIn 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.
Ep 086: Our Peak Investment Management Process
September 14, 2020 13:38 - 13 minutes - 10.9 MBIn 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 Confidently.
EP 085: Where does our market currently stand?
September 08, 2020 12:02 - 18 minutes - 14.8 MBIn 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.
EP 084: U.S. Presidential Election Various Outcomes & Market Results
September 01, 2020 11:52 - 12 minutes - 10.2 MBIf 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 guidance, we inspire our clients to make great decisions so they can Retire Confidently.
EP 083: Catching Up With Peak Wealth
August 24, 2020 19:03 - 12 minutes - 9.42 MBIn 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.
EP 082: Nick Hopwood Celebrates 20 Years in Finance Industry
April 10, 2020 15:15 - 27 minutes - 18.2 MBIn 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.
EP 081: Market Update on March 27, 2020
March 27, 2020 14:24 - 19 minutes - 17.5 MBNick 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.
EP 080: Retirement Income Planning with Sheryl O'Connor, CEO and Co-Founder of Income Conductor
March 19, 2020 12:50 - 37 minutes - 34.8 MBNick 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 education and guidance, we inspire our clients to make great decisions so they can Retire With Confi...
EP 080: Retirement Income Planning with Sheryl O’Connor, CEO and Co-Founder of Income Conductor
March 19, 2020 12:50 - 37 minutes - 34.8 MBNick 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 education and guidance, we inspire our clients to make great decisions so they can Retire Confidentl...
EP 079: Conona Virus Market Update March 15, 2020
March 15, 2020 19:07 - 20 minutes - 18.5 MBNick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about their thoughts on the Corona Virus 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 With Confidence.
EP 079: Coronavirus Market Update March 15, 2020
March 15, 2020 19:07 - 20 minutes - 18.5 MBNick 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.
EP 078: The 2020 Market Correction is Here
February 27, 2020 20:47 - 11 minutes - 13.9 MBNick 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 believe by providing education and guidance, we inspire our clients to make great decisions so th...
EP 077: How to Choose a Financial Advisor
February 24, 2020 16:38 - 11 minutes - 8.12 MBIn 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 decisions so they can Retire Confidently.
EP 076: Live Broadcast from Peak Global HQ on WTKA
February 07, 2020 13:20 - 48 minutes - 44.6 MBThis 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 believe by providing education and guidance, we inspire our clients to make great decisions so they can Ret...
EP 075: The SECURE Act
February 05, 2020 22:01 - 15 minutes - 13.8 MBNick 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.
EP 074: Hopwood 2020 Financial Plan
January 22, 2020 15:23 - 30 minutes - 27.8 MBFinancial 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. The 2019 Hopwood family plan looks very similar to the 2019 plan, but we did make some chang...
EP 073: Special Guests Rich and Sue Allen
December 27, 2019 01:02 - 54 minutes - 50.2 MBNick 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, including two adoptions and helping to start two churches - one in Canton and one in China. Rich and Sue n...
EP 072: Special Guest Seth Fisher from MGoBlog
December 27, 2019 00:48 - 1 hour - 57.9 MBNick 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 believe by providing education and guidance, we inspire our clients to make great decisions helping them ...
EP 071: Nick Hopwood's Top 10 Things to Do Before 2020
December 20, 2019 13:35 - 10 minutes - 3.45 MBNick 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 planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our ...
EP 071: Nick Hopwood’s Top 10 Things to Do Before 2020
December 20, 2019 13:35 - 10 minutes - 3.45 MBNick 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 planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our ...
EP 070: Meet the Manager with Ben Lavine
December 19, 2019 19:16 - 47 minutes - 43.6 MBNick 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 Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing e...
EP 069: Meet the Manager with John Forlines III
December 06, 2019 16:21 - 29 minutes - 27 MBNick 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. Forlines Global has been part of our UMAX program for years. Peak Wealth Management is a full-service...
EP 068: Christmas Bonus Fun
December 03, 2019 14:09 - 17 minutes - 15.7 MBNick 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 comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and g...
EP 067: Disability and Medicare with Brian Vincent
November 14, 2019 20:03 - 36 minutes - 33.1 MBNick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth talks Long-Term Disability and Medicare with Brian Vincent of the Finlan Insurance Agency located in Plymouth, Mi. Brian handles the insurance needs of Peak Wealth and the Hopwood Family. 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 ...
EP 066: F.I.R.E. Part 3 A Cautionary Tale
November 06, 2019 18:51 - 8 minutes - 7.63 MBNick 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,...
EP 065: Michael Spath has Your Dream Job
November 04, 2019 19:42 - 21 minutes - 19.9 MBNick 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 guidanc...
EP 064: "No-Spend September" with Shawn and Sarah Hillard
October 16, 2019 17:28 - 17 minutes - 17.2 MBNick 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...
EP 064: ”No-Spend September” with Shawn and Sarah Hillard
October 16, 2019 17:28 - 17 minutes - 17.2 MBNick 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...
2019 Michigan Football Preview with Chris Duprey
September 09, 2019 12:57 - 46 minutes - 42.4 MBNick 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.
EP 063: F.I.R.E. Part 2 - A Cautionary Tale
September 04, 2019 15:57 - 8 minutes - 9.16 MBNick 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 gui...
EP 062: Are You a Victim of Lifestyle Creep
September 04, 2019 15:53 - 15 minutes - 16.5 MBAre 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.
EP 061: Part 1 of F.I.R.E - A Cautionary Tale
August 12, 2019 19:58 - 5 minutes - 6.08 MBNick 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 plan...
EP 060: Your Lake Cottage - The True Cost Per Boat Ride
July 22, 2019 15:54 - 7 minutes - 9.01 MBNick 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 ...
EP 059: Talking Taxes with JJ Sovinsky, CPA
July 18, 2019 13:53 - 52 minutes - 54.9 MBNick 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 an...
EP 058: Talking Private Equity with Joe Owczarek
July 03, 2019 15:41 - 26 minutes - 26.8 MBNick 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, ...
EP 057: Suze Orman Says You Need $5M to Retire. Our Thoughts.
June 17, 2019 15:51 - 14 minutes - 15.2 MBRecently, Suze Orman was interviewed on a podcast stating individuals need at least $5 million to retire. In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® sit down and take a deeper look at this statement in order to determine if she is correct. 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 ...
EP 056: Making $500k Feel Average
June 17, 2019 14:29 - 19 minutes - 20.1 MBRecently I came across this infographic which showed how you can earn $500k per year and still feel average. In this episode, Nick and Jim talk about how the assumptions may be a bit flawed. Spoiler alert: if you make good decisions with your money, earning $500k per year should not feel average at all. If you earn over $500k and feel average, it may be time for a second opinion. Let's talk. Start here. Peak Wealth Management is a full-service Registered Investment Advisor and comprehens...
EP 055: Expense Tracking Redux
April 12, 2019 16:23 - 19 minutes - 17.9 MBNick Hopwood, CFP® and Jim Pilat, AIF® circle back to EP 013 - Track Your Expenses and Net Worth Redux! We believe understanding your cost of living is one of the most important details in a healthy financial plan or #retirement plan. As a result, we strongly recommend tracking your expenses each month in a spreadsheet in the cloud. Click Here for our simple Template. Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in ...
EP 054: 401k's Are Not Fair
March 04, 2019 22:52 - 16 minutes - 15.5 MBIRA, Roth IRA, 401k, Roth 401k, Simple IRA, SEP IRA, Single K, Solo K, say what? These are usual suspects when it comes to #retirement funding. Which are you eligible for, and why? The answer might surprise you! Listen in and learn how these plans differ and why its not a fair set up for some people, and there is nothing they can do about it! Nick Hopwood, CFP® has been a financial advisor/financial planner in Plymouth MI for since 1999, earning his CFP® designation in 2005. Jim Pliat, AIF®...
EP 053: You are the Hero
January 23, 2019 14:46 - 6 minutes - 6.05 MBTune in for my take aways from Donald Miller's "Building a Story Brand." All great movies follow a traditional formula - we have a Hero, a Villain, and a Guide/Coach as three of the main characters in most cases. For Star Wars, author Miller argues Luke Skywalker is the Hero, Darth Vader is the Villain, and Yoda is the Coach/Guide. How can we relate this concept to our financial journey? Who is the Hero, Villain, and Coach/Guide? Are you looking for a second opinion? Do you like the way we ...
EP 052: Nick's Personal Financial Plan for 2019
January 23, 2019 13:26 - 14 minutes - 13 MBStop! Listen to EP 026 first, which is the 2018 edition of Nick's Personal Financial Plan. It gives you the foundation for this episode. 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. The 2019 Hopwood family plan looks very similar to the 2018 plan, but we did make some changes with our life insuranc...
EP 051: NYT: Think Your Retirement Plan is Bad? Talk to a Teacher
December 12, 2018 17:31 - 16 minutes - 14.8 MBFinancial Planning expert Nick Hopwood, CFP® and Jim Pilat, AIF® talk about the 403b investment landscape, focusing on a NYT article from a few years back. Fortunately we have arrangements with non-profit institutions such as Universities, school districts, and hospitals which all us to represent employees such as teachers, professors, doctors, and nurses with their 403b accounts at investment companies such as Fidelity and TIAA-CREF. If you're looking for a second opinion on your workplace...
EP 050: Facebook Guy
December 12, 2018 16:39 - 12 minutes - 11.6 MBMarkets have been extremely volatile as of late, so financial planners/financial advisors/wealth managers Nick Hopwood, CFP® and Jim Pilat, AIF® talk markets and react to Facebook Guy, who makes fear-mongering posts when the markets go down, hoping to prey on the fearful with misleading statements. In this episode, we also make note that it is Episode 50, and we give ourselves credit for sticking with it this long. Peak Wealth Management is fee-based and located in Plymouth, MI. We belie...
EP 049: Two Planners with Dramatically Different Results
December 10, 2018 13:24 - 14 minutes - 13.1 MBRecently a couple decided to partner with Peak as their advisor/planner and we were reviewing what their former advisor put together for them. At first glance, the former advisor's fees were in line and the investments looked fine, but when we started reviewing the financial plan, what we found out was a little disturbing. HINT: Finding True Wealth EP 013 would have helped out a lot here. Nick Hopwood, CFP® and Jim Pilat, AIF® talk about how two seemingly similar planners could yield dra...
EP 048 Brian Cook of MGOBLOG
November 29, 2018 14:04 - 22 minutes - 20.6 MBToday we are speaking with Brian Cook, who is the founder and editor of MGOBLOG. From Go Blue Cook Family Supports You to breakfast on campus with Sexy Grandpa to earning $10 per post from AOL, loyal readers of MGOBLOG finally get a chance to learn about the man behind the keyboard. Brian shares with Nick how he pivoted from unmotivated engineer to king of all Michigan Weblogs and his vision for the future of MGOBLOG. The only thing I forgot to ask was about the Muppets. But we have this pos...
EP 047: Why Work with a CFP®
November 16, 2018 14:10 - 8 minutes - 7.75 MBThe tricky thing about this industry is that it is hard to understand who is qualified and who is not. Just check out this commercial the CFP® Board put out a few years ago - click here. Experience is good for an advisor to have, but doesn’t mean their advice is in your best interest or quality advice at all. Working with a CFP® is probably one of easiest filters you can apply to your advisor search process because it automatically filters for experience, education, and an ethics requireme...
EP: 046 The Value of a Professional Fee
September 18, 2018 19:18 - 17 minutes - 16.4 MBJoin Nick and Jim as they rap about a recent meeting which did not work out as planned. We had the chance to help someone go from good to great, but it turns out that we are not the right fit for everyone! 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.
EP 045: Nash Equilibriums with Jim Pilat, AIF®
August 13, 2018 21:07 - 12 minutes - 11.8 MBGet to know Jim Pilat, AIF® our newest team member at Peak Wealth Management! Jim shares with Nick his background and story as to how he became an advisor, and why joining the firm is a "Nash Equilibrium." 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.
EP 044: Retirement Funding Priorities
August 13, 2018 20:59 - 10 minutes - 9.46 MBOften people will ask me how should they prioritize their retirement funding vehicles - should they should fund their Traditional 401k, Roth 401k, Traditional IRA or Roth IRA? What makes the most sense when it comes to contributing to retirement or tax-advantaged accounts? Listen in as Nick channels his inner CFP® and shares his thoughts. Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspir...
EP 043: 2018 Peak Halftime Report with Ben Lavine
June 21, 2018 13:30 - 30 minutes - 28.3 MBNick is joined by Ben Lavine, CFA and Chief Investment Officer at 3D Asset Management. Ben discussed his take on the markets and economy from the first half of 2018 and shares with us what he sees as opportunities and risks for the second half of the year. 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 ...