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

NIck Hopwood, CFP and Jim Pilat, CFP
  • 4.9 (14)
  • Investing
  • Updated Weekly

Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.

  1. 3d ago

    You Could Be Making These Costly Money Mistakes

    Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management join Ryan Ermanni on WJR’s No Lazy Money to discuss 401(k) contributions, managing investments, retirement planning, and more. Learn how thoughtful financial decisions can help you make the most of your retirement savings and investment strategy. Get a second opinion at peakwm.com/wjr. Like and subscribe for more Peak Wealth content! — ✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here ------------------------------- Stay Connected With Us: Podbean YouTube Apple Facebook X Peak Wealth

  2. Sep 9

    Why Weren’t We Taught THIS in High School?!

    Why are students taught algebra and history, but many graduate without knowing how to budget, invest, use credit or prepare for retirement? Preston Gee, CFP® of Peak Wealth Management discusses the growing push to bring personal finance education into high schools, including the new AP Business with Personal Finance course. From budgeting and saving to investing, borrowing, taxes, insurance and long-term financial planning, students are getting an opportunity to learn money skills they can actually use in everyday life. Preston breaks down why learning these concepts before adulthood could help young people make smarter financial decisions, avoid costly mistakes and start building good financial habits earlier. The new AP course combines personal finance with business, entrepreneurship and real-world projects, giving students practical experience alongside college-level coursework. — ✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here ------------------------------- Stay Connected With Us: Podbean YouTube Apple Facebook X Peak Wealth

  3. Aug 31

    $40 TRILLION in U.S. Debt: Should Americans Be Worried?

    The U.S. national debt is approaching $40 trillion, but what does that actually mean for you and your financial future? Nick Hopwood, CFP® of Peak Wealth Management joins The Steve Gruber Show to discuss the growing national debt, Social Security, Medicare, the U.S. economy, and what today’s fiscal challenges could mean for younger generations.  Nick also shares what individuals and families can do now to prepare, plan ahead, and take greater control of their financial future. 🌐 Visit PeakWM.com to learn more. — ✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here ------------------------------- Stay Connected With Us: Podbean YouTube Apple Facebook X Peak Wealth

  4. Aug 12

    The Market Had a MONSTER Week. What Comes NEXT?

    Nick Hopwood, CFP® of Peak Wealth Management joins Steve Gruber to break down the current state of the U.S. economy and financial markets. Nick and Steve discuss the Dow pushing 55,000, last week’s monster market performance, inflation at 3.5%, and what these economic trends could mean for investors, retirement planning, interest rates, and the markets ahead. Get Nick’s perspective on market momentum, inflation, the economy, and what investors should be watching right now. — ✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here ------------------------------- Stay Connected With Us: Podbean YouTube Apple Facebook X Peak Wealth

  5. Aug 11

    Can You Afford the Life You Want in Retirement?

    Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management join Ryan Ermanni on WJR’s No Lazy Money to talk about the true cost of owning a boat, planning for retirement, Social Security, and when you can actually afford to enjoy the things you’ve worked hard for. From lifestyle spending and retirement income to making smart financial decisions, this conversation offers practical insights for anyone thinking about retirement and their financial future. Like, subscribe, and follow Peak Wealth Management for more financial planning and retirement content! — ✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here ------------------------------- Stay Connected With Us: Podbean YouTube Apple Facebook X Peak Wealth

  6. Aug 4

    What Our Peak Intern Learned That the Classroom Couldn’t Teach

    Join Preston Gee, CFP® of Peak Wealth Management as he sits down with Peak summer intern Joey Ingram to reflect on an incredible internship experience. As Joey prepares to return to Michigan State University, he shares what he learned during his time at Peak, the meaningful opportunities he was given, the skills he developed, and how this experience will shape his future career. If you're a student interested in finance, investing, internships, wealth management, or career development, this conversation offers valuable insight into what it's like to gain real-world experience in the financial planning industry. Catch up with Joey and the Peak team, and hear firsthand how hands-on learning can make a lasting impact. — ✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here ------------------------------- 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 YouTube Apple Facebook X Peak Wealth

  7. Jul 22

    AI Investing, Trump Accounts & Market Outlook

    Nick Hopwood, CFP® of Peak Wealth joins Steve Gruber for a timely discussion on the U.S. economy, today's markets, and what investors should know about retirement planning. They cover the rise of AI investments, why Venmo shouldn't be used as a bank account, the new Trump Accounts for children, and practical strategies for building long-term wealth. Tune in for expert financial insights, and don't forget to like, subscribe, and turn on notifications for more investing, retirement, and personal finance content from Peak Wealth. — ✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here ------------------------------- 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 YouTube Apple Facebook X Peak Wealth

  8. Jul 16

    What the Economy Means for Your Money Right Now

    Nick Hopwood, CFP® of Peak Wealth Management, joins Steve Gruber on Daybreak to discuss the latest outlook for the economy, inflation, interest rate hikes, and the risks facing retirees. Learn how changing market conditions could impact retirement planning, investment strategies, and long term financial goals. Listen to this timely conversation for practical insights on navigating economic uncertainty and making informed financial decisions. — ✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here ------------------------------- 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 Min Stay Connected With Us: Podbean YouTube Apple Facebook X Peak Wealth

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4.9
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Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.

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