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

In this episode of Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management delve into the dangers of Americans chasing high interest rates, exploring how the allure of high returns can lead to a 'cash trap'.
They dissect insights from a recent Wall Street Journal article, offering practical advice on navigating the complex world of financial investments and avoiding potential pitfalls.
Tune in as they uncover the hidden risks and discuss strategies for making informed financial decisions.
–
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com

In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® delve into the art of maximizing airline miles with special guest, Evan Chopp.
Evan shares strategies and tips on how to rack up those valuable miles efficiently. Whether you're a seasoned traveler or new to the points game, you won't want to miss this deep dive into earning and redeeming airline rewards. Tune in to learn how to turn your travels into more than just a journey – but a rewarding adventure!
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com

Join Nick Hopwood, CFP® and Jim Pilat, CFP® on the Trust the Plan Podcast as they delve into the crucial role of brokerage accounts.
In this insightful episode, Nick and Jim illuminate the importance of strategic financial planning and how leveraging brokerage accounts can pave the way to financial independence.
From investment strategies to navigating market fluctuations, they provide invaluable advice and actionable tips for listeners eager to take control of their financial future.
Tune in and empower yourself with the knowledge to trust the plan and secure your path to early 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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com

In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP®, listeners gain valuable insights into navigating the FIRE (Financial Independence, Retire Early) strategy. Nick and Jim delve into the principles of FIRE, emphasizing the importance of disciplined saving, strategic investing, and living below one's means. 




 




They discuss how individuals within the FIRE movement adapted their strategies amidst the economic uncertainty brought about by the pandemic, sharing anecdotes of resilience and innovative approaches.
Listeners are encouraged to maintain a long-term perspective, prioritize financial resilience through emergency funds, and remain adaptable in their pursuit of early retirement.
Through their engaging discussions, Nick and Jim inspire listeners to trust the plan, even during turbulent times, as they strive for financial independence and freedom.
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com

In this episode of the Trust the Plan Podcast, we delve into a topic that's frequently raised by our clients: navigating inherited IRAs. Join our hosts, Nick Hopwood, CFP® and Jim Pilat, CFP® as they expertly guide us through the intricacies of inherited individual retirement accounts (IRAs) and share invaluable strategies for mitigating taxes associated with them.
Inherited IRAs present unique challenges and opportunities, often requiring careful planning and informed decision-making. Nick and Jim draw upon their extensive experience and deep understanding of financial planning to unravel the complexities surrounding inherited IRAs, offering actionable insights tailored to our listeners.
Don't miss this insightful conversation on Trust the Plan as we equip you with the knowledge and tools necessary to navigate inherited IRAs effectively and trust the plan for a secure financial future.
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com

Welcome to Trust the Plan podcast! In this special episode, Nick Hopwood, CFP® talks with Preston Gee, CFP® on his transformative journey: a month of eliminating all unnecessary expenses.
Together, they delve into the intricacies of financial discipline, sharing personal insights, practical tips, and inspiring anecdotes. From budgeting basics to creative ways of finding free entertainment, the duo offers a roadmap to navigate the challenges of curbing unnecessary expenses.
Tune in as they explore the power of mindfulness in consumption and highlight the joys of living within means. Join us on this empowering adventure of embracing frugality and building a brighter financial future.
Let's trust the plan and embark on this no-spend month together!
—
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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com