Trust the Plan Podcast with 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.

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP® is a business podcast hosted by Nick Hopwood, with 253 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Nick Hopwood hosts Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®, a business show with 253 episodes published.

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  Episode #343

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

  Aug 31, 20267 min

  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

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  Episode #342

  The Market Had a MONSTER Week. What Comes NEXT?

  Aug 12, 20267 min

  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

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  Episode #341

  Can You Afford the Life You Want in Retirement?

  Aug 11, 202638 min

  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

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  Episode #340

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

  Aug 4, 202611 min

  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

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  Episode #339

  AI Investing, Trump Accounts & Market Outlook

  Jul 22, 20267 min

  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

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