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Join 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 take…
 
As 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 financ…
 
In 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 so you can retire with confidence. — Peak Wealth Management is a financial planning and weal…
 
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management highlight a recent article they read where it dives deeper into the Social Security deficiency. The Social Security trust fund, a massive reserve supply used to prop up the nation's largest social security safety net program, will run out of money one year earlier tha…
 
Before you make a decision on which college you'll be attending, listen to this episode because it is one you don't want to miss! For both parents and students, join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they talk about the importance of selecting a college as a business decision. Nick and Jim also talk about the impor…
 
Hosts of the Retire With Confidence Podcast, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management are back with a new weekly episode! In this episode, Nick and Jim dive deeper into the benefits of working with a financial planning team. We coach our clients in areas beyond just investment and retirement planning. If you are wondering ho…
 
Join us for a new Retire With Confidence Podcast featuring Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management. To kick off the episode, Nick shares an update on the recent eviction moratorium lift in Michigan. You can listen to Nick's full story on real estate evictions here. Then the two dive in on a conversation about traditional br…
 
There are an incredible amount of Roth benefits — which is why we decided to dive in even more for a second episode on it. In this episode, Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management share additional Roth advantages. From Roth IRAs to Backdoor Roths and Roth 401ks, join us to learn more about how these investment …
 
Join Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management to talk about the importance of Roth IRAs and investing. In this episode, Nick and Jim dive in on everything from the benefits of maximum Roth investing to Roth conversions. Whether if you are just starting out in investing or are a seasoned veteran, this episode is …
 
In this new episode, Nick Hopwood, CFP® of Peak Wealth Management shares his personal story of evicting a tenant at one of his rental properties. He dives more into the extension of the eviction moratorium — and what it means for both tenants and landlords. Whether if you are a current rental owner or interested in learning more, join Nick Hopwood …
 
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management dive in on things you can do right now to take your financial plan to the next level. Listen to our podcast or watch our video below to learn more. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing edu…
 
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® talk with Adam Roberts, our new finance intern at Peak Wealth Management. Adam shares more about his educational background - and how he landed his internship with our team. Get to know him better by listening to this episode! —Peak Wealth Management is a financial planning and wealth manageme…
 
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® are joined by Preston Gee, client relationship manager at Peak Wealth Management. He recently joined the team full-time after graduating from Central Michigan University with a degree in financial planning. He has previously worked with the Peak team as a finance intern. Learn more about what …
 
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® highlight the benefits of getting a job in retirement. From the advantages of a Roth Conversion to delaying Social Security, learn more about how it could be a great investment for you. You'll also hear more about a podcast Nick recorded with Keith Lawrence, co-author of Your Retirement Quest.…
 
In this episode, Nick Hopwood, CPR® and Jim Pilat, AIF® of Peak Wealth Management talk about a recent article they read titled, "Retirees are overly optimistic about their financial future." They share how it says how an increased number of people are retiring earlier than expected due to unforeseen circumstances such as health, disability, etc. Ad…
 
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the benefits of having multiple buckets of retirement money — and how more people need to take advantage of the backdoor Roth IRA & Roth conversions. Learn more to see how these options can work for you. — Peak Wealth Management is a financial planning and …
 
Thinking of investing in Bitcoin? or perhaps you already have taken the dive. Take a listen to our episode to hear what Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management think about the cryptocurrency — and if they think it is a trend or here to stay. — Peak Wealth Management is a financial planning and wealth management firm in Plym…
 
In this new episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about a self-growth exercise created by the actor/comedian, Martin Short. In a recent podcast, Martin shared how he reflects on and analyzes these areas of his life regularly to see where he is excelling and which ones could use some work. Listen to learn mor…
 
In episode 115 of the Retire With Confidence Podcast, join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management. Nick and Jim talk about how the current real estate market has influenced people to make big home-buying decisions — whether it be to move into a new house or get a second one. Before you make a decision that could impact you…
 
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the stock trading and investing app Robinhood. They dive in on recent news about a user's giant tax bill and share their thoughts about the recent "short squeeze" phenomenon and compare and contrast to the market of 1999. — Peak Wealth Management is a finan…
 
In a recent survey, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management read that 65 percent of people had no idea how much they spent last month. This episode serves as a reminder on the importance of tracking our expenses so we can reach our financial and retirement goals. Join us to learn more about how you can get on the right trac…
 
Whether if you are just starting out in real estate investing or a seasoned veteran in the market, this is an episode you won't want to miss! Nick Hopwood, CFP® of Peak Wealth Management is joined by Katie Nolff, real estate agent, who shares her expertise in the field. In this episode, you'll learn everything from where the real estate market is t…
 
Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they talk about what we are seeing in the low interest rate environment — and what could happen next in the market. They also share a case study where they worked with clients who have differing parental beliefs when it comes to how to pay for the college education of their ch…
 
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about why working on financial plans as a team is beneficial for their clients - and the strengths of doing so while preparing for meetings, looking at client cash flow and investment projections. - Peak Wealth Management is a financial planning and wealth manage…
 
The mission at Peak Wealth Management is to guide clients on their journey so they can retire with confidence. In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® highlight this by focusing on four important questions we must reflect on when it comes to our financial journey to retirement. Whether if you are just starting out in your career or …
 
Joining Nick Hopwood, CFP® of Peak Wealth Management on the Retire With Confidence Podcast this week is Aaron "Lucky" Li, acupuncturist and owner of Livonia Acupuncture. In this special episode, Aaron shares his journey — beginning with his move to the United States from China at the age of 13. After graduating from the University of Michigan with …
 
In this special episode, Nick Hopwood, CFP® of Peak Wealth Management chats with his 11-year-old son, Jack Hopwood on entrepreneurship. During the summer of 2020, Jack began first business called Jack's Services where he assists people in his community with yard work projects. Listen in as Jack shares what inspired him to start his own business — a…
 
We are switching it up with this episode! Join Jim Pilat, AIF® as he chats with Patti Wojcik, operations manager here at Peak Wealth Management. Learn more about our team in this highlight diving in on all things Patti. Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and g…
 
In this special episode, join Nick Hopwood, CFP® of Peak Wealth Management as he chats with Gwendolyn Smith, operations associate at Peak. Get the scoop on all things Gwen as she celebrates her two year anniversary with our team! Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing educa…
 
In this special episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management hold the Peak State of the Union to share highlights from 2020 — including an increase in new clients, how they navigated the pandemic, and team updates. Listen here to learn more. Peak Wealth Management is a financial planning and wealth management firm in Pl…
 
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management discuss college savings plans for families to better identify available routes to take for their children. Nick and Jim dive in on ways to fund college, why we should put money into a 529 savings account, and how we can create educational legacies. — Peak Wealth Manag…
 
Nick Hopwood of Peak Wealth Management sits down to chat with Greg Dooley, founder of MVictors.com. Greg has shared his knowledge of the University of Michigan athletics history for U-M athletic department events, for Alumni clubs, on campus in undergrad classes, and more. In this episode, Nick and Greg talk about how he started, what you can expec…
 
We are kicking off 2021 with our 101st episode of the Retire With Confidence Podcast. In this episode, Nick Hopwood and Jim Pilat of Peak Wealth Management dive in on income segmentation and bucket investing. Learn more about how these strategies can get you further on your retirement journey. — Peak Wealth Management is a financial planning and we…
 
We are celebrating our 100th episode of the Retire With Confidence Podcast! This week we are heading into 2021 — and before we do, Nick Hopwood talks with Jim Pilat about the financial plan he has for his family in the New Year. From expense tracking to debt management and more, listen to learn more about what our Peak Vice President has planned fi…
 
Kevin O'Leary AKA Mr. Wonderful, a businessman featured on the television show Shark Tank said people should strive to pay off their debts entirely by the age of 45. Listen to this episode to learn more about Nick Hopwood and Jim Pilat of Peak Wealth Management think... Do they agree? — Peak Wealth Management is a financial planning and wealth mana…
 
How important is it to keep your finances organized? In this episode, Nick Hopwood and Jim Pilat of Peak Wealth Management discuss why it is beneficial to stay on top of your finances and investments. Nick and Jim talk about the top items you should know in order to build a strong financial foundation. — Peak Wealth Management is a financial planni…
 
In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management discuss the importance of a good personality fit when it comes to client/financial planner relationships. Learn more about other factors that should go into building a strong financial foundation as a team. — Peak Wealth Management is a financial planning and wealth managemen…
 
Whether if you are looking to work with a financial advisor for the first time or interested in switching it up with someone new, you'll want to listen to this episode to learn more about the most important questions you'll want to ask the financial advisor. Nick Hopwood and Jim Pilat of Peak Wealth Management highlight the top 5 questions you need…
 
Say hello to lifestyle creep. Lifestyle creep, also known as lifestyle inflation, can sneak up on you and prevent you from building a strong financial foundation. In the latest episode of the Retire With Confidence Podcast, Nick Hopwood and Jim Pilat are joined by Patti Wojcik. The trio talk about the phenomenon of a lifestyle creep — and how Patti…
 
In this bonus episode, Nick Hopwood and Jim Pilat of Peak Wealth Management hosted a webinar in partnership with Brian Vincent of C.L. Finlan Insurance to talk about Medicare Enrollment. In our webinar, you'll learn: Original Medicare — Initial Eligibility/Enrollment Medigap (a/k/a/ Medicare Supplement) + stand-alone Part D Rx PDP Card vs. Medicare…
 
Throughout our lives, we all experience transitions— ones that have the ability to impact us financially. Whether it be a divorce, birth of a child, retirement, loss of a spouse — it is important to have a plan as you navigate these changes. In this episode, Nick Hopwood and Jim Pilat talk about life transitions, and why it is beneficial to plan ah…
 
In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management highlight socially responsible investing — or ESG (Environmental, Social and Governance) referring to a class of investing where people seek positive returns and long-term impact on society, environment, and the performance of business. Learn more about the impact of ESG and …
 
In this episode of the Retire With Confidence Podcast, 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…
 
In this new episode of the Retire With Confidence Podcast, 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 manageme…
 
In this new episode of the Retire With Confidence Podcast, 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 i…
 
In this new episode of the Retire With Confidence Podcast, 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 g…
 
In this episode of the Retire With Confidence Podcast, 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…
 
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…
 
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 t…
 
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 With Confidence.…
 
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