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PODCAST

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

NIck Hopwood, CFP and Jim Pilat, CFP

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

business investing

All Episodes

42:19

The $1,000 Trump Account Parents NEED TO KNOW

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2026/03/10

Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth join Ryan Ermanni on WJR’s No Lazy Money Show to discuss the potential impact of Trump Accounts and how they could benefit children’s financial futures.In this conversation, they break down who these accounts are designed to help, which families may qualify for the $1,000 government contribution, and how starting to invest early for kids can create powerful long term growth. They also explain how parents and grandparents can use these accounts

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42:20

What Every Retiree Should Know About the U.S. Economy

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2026/02/13

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here— Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth joined Ryan Ermanni on The No Lazy Money Show on WJR for a wide ranging, real world conversation about what is shaping your financial future. They broke down the economic impact of the Big Beautiful Bill, including taxes and Social Security, and discussed how nonstop political headlines can influence investor behavior. They explained why reacting emotionally to the news can

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37:50

2026 Investment Strategy: Where Smart Money Is Going NOW

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2026/02/13

✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here — Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth join Ryan Ermanni on WJR’s No Lazy Money for a timely and practical conversation about money. In this episode, they talk through planning ahead for 2026 investments, the questions investors should be asking Peak Wealth as a potential client, and tax laws and money opportunities many people may be overlooking. — Peak Wealth Management is a financial planning and wealth

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12:38

EP 301: Health Care Premiums, Policies, and Planning...

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/12/15

On this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth talk broadly about changes in health care coverage, including uncertainty around subsidies next year, along with other financial and economic shifts playing out right now.— 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

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9:08

Trump Accounts & Building Generational Momentum w/...

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/12/05

Nick Hopwood, CFP® of Peak Wealth joined Ryan Ermanni on WJR to unpack the new federal newborn investment accounts and how families can let those funds grow from day one. He highlighted how long-term compounding, paired with the Dell family’s philanthropic commitment to expand access, could spark a new generation of investors and help level the playing field for kids from all backgrounds.Catch Nick on WJR the first Wednesday of every month on the No Lazy Money show with Jim Pilat, hosted by Ryan

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11:54

EP 299: Wealth Advice You Can’t Miss: Nick & Jim on WJR

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/12/01

This week on the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® kick off with a Thanksgiving recap and highlights on Michigan football. Plus, they share a big announcement: starting December 2025, catch them live on the first Wednesday of each month at 7 PM on WJR for No Lazy Money with Ryan Ermanni, an hour-long show diving into what “No Lazy Money” really means. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing

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8:33

EP 297: Inside the Peak Process: How We Help New...

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/11/03

In the new episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about their Peak Process and what new clients can expect when working with their team. They explain how the process helps determine a good fit between what Peak offers and what clients are looking for, creating clarity and confidence from the beginning.Nick and Jim also share how being true wealth managers means doing much more than just investment advising, including retirement

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10:09

EP 296: One-Size-Fits-All Doesn’t Work in Financial...

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/27

On the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth talk about how many people get financial advice from family, friends, or co-workers who are simply trying to share what they have learned. They point out that this advice often comes from personal experiences and may not apply to your own financial situation. As Certified Financial Planners (CFPs), Nick and Jim stress that what works for someone else might not be right for you. A successful financial plan should be

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7:26

EP 195: Smart Money Moves: Where to Hold Your...

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/24

On the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth discuss the importance of asset allocation and asset location when building a strong retirement strategy. They emphasize that younger investors can typically afford to be more aggressive with their investment mix, leaning more heavily into equities to take advantage of long-term growth potential, while also being mindful of where those assets are held, whether in taxable, tax-deferred, or tax-free accounts. By

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9:52

EP 294: Trust, Transparency & the Rise of RIAs | Peak...

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/22

On a new episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth share insights on the RIA business model and why it continues to attract both advisors and clients. They highlight how the number of RIA firms has doubled in the last 20 years, reflecting major shifts in how people want to work with financial professionals. With a focus on trust, transparency, and real relationships, they explore what makes the independent model so appealing today.— Peak Wealth

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10:43

EP 293: Tax Law Breakdown: Who Qualifies for Zero Taxes

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/22

On the Trust the Plan Podcast from Peak Wealth, Nick Hopwood, CFP® and Jim Pilat, CFP® open the episode with a conversation about Michigan football before shifting into a discussion on a recent Wall Street Journal article about changes to tax laws. They explore how certain households, such as married couples with children or retirees, can end up in a zero percent federal tax situation through careful planning. The discussion covers strategies like managing income sources, using deductions, and

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9:57

EP 292: Beneficiary IRAs: Smart Withdrawal Strategies

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/22

On this feel-good edition of the Trust the Plan Podcast, Nick Hopwood, CFP®, and Jim Pilat, CFP®, of Peak Wealth started with some positive market news. The S&P 500 is up double digits year to date, which has happened about 30 times since 1950 and is usually a good sign for the rest of the year. They encouraged listeners to focus on data like this rather than emotions, especially with distractions such as potential government shutdowns. The main topic of the episode was beneficiary IRAs and the

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8:32

EP 291: What’s Your Number? How to Retire Guilt-Free

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/22

On the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® explore the concept of "What's your number?" This refers to the specific amount of money you need to feel comfortable retiring. They explain how identifying this number brings clarity to your financial planning and helps you focus on what truly matters to achieve your goals. It's about understanding what you need to live the life you want and being able to enjoy it guilt-free once you've reached that point. Nick and Jim outline

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11:43

EP 290: Fed Messaging and the International Market Shift

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/22

On today’s episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth discuss recent market data with a focus on international stocks. After years of underperformance, many investors began to ignore this area completely, often with no exposure at all. So far in 2025, international equities have emerged as a leader, and Nick and Jim explain why they are feeling bullish. They share a chart showing the renewed strength in foreign markets and talk about the Fed’s August

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6:56

EP 289: Peak Wealth State of the Union 2025

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/22

In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth shared exciting updates about their continued commitment to community impact through the Invest in Others Scholarship, now available at findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com

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12:40

EP 288: Scam Calls Are on the Rise, Don't Get Fooled!

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/22

Nick Hopwood, CFP® and Jim Pilat, CFP® kick things off with some excitement as Michigan Football is back and the season is finally underway. There's plenty to be hopeful for on the field, and even more to look forward to in today's feel-good edition of the Trust the Plan Podcast. We're turning our attention to an important topic: scam calls and suspicious emails. Nick shares a personal story about recently getting hacked, reminding us all how easy it is to fall victim and how important it is to stay

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10:58

EP 287: Unlocking the J.P. Morgan Guide to Retirement

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/22

On the Trust the Plan Podcast, Nick Hopwood, CFP®, and Preston Gee, CFP® of Peak Wealth dive into insights from the J.P. Morgan Guide to Retirement, offering practical ideas and concepts around getting started with saving, preparing for, and living in retirement. They emphasize the importance of evaluating Roth contributions at various life stages, noting that younger investors often benefit most from Roth accounts due to lower current tax brackets, while those in peak earning years may need to

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11:03

EP 286: Diversifying Your 401(k): Should You Consider...

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/22

On this episode of Trust the Plan Podcast with Nick Hopwood, CFP® and Preston Gee, CFP® of Peak Wealth, the focus was on the rising availability of private investments within 401(k) plans. They discussed how options like private equity and private credit, while traditionally reserved for institutional investors, are slowly being introduced into retirement accounts through specialized structures. Although access is still limited and not open to all participants, regulatory changes and industry

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9:52

EP 294: Trust, Transparency & the Rise of RIAs | Peak...

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/13

On a new episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth share insights on the RIA business model and why it continues to attract both advisors and clients. They highlight how the number of RIA firms has doubled in the last 20 years, reflecting major shifts in how people want to work with financial professionals. With a focus on trust, transparency, and real relationships, they explore what makes the independent model so appealing today.— Peak Wealth

en

10:42

EP 293: Tax Law Breakdown: Who Qualifies for Zero Taxes

Trust the Plan Podcast with Nick Hopwood, CFP® and... ·

2025/10/07

On the Trust the Plan Podcast from Peak Wealth, Nick Hopwood, CFP® and Jim Pilat, CFP® open the episode with a conversation about Michigan football before shifting into a discussion on a recent Wall Street Journal article about changes to tax laws.They explore how certain households, such as married couples with children or retirees, can end up in a zero percent federal tax situation through careful planning. The discussion covers strategies like managing income sources, using deductions, and

en

315 results

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