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Finding True Wealth Podcast with Nick Hopwood, CFP

NIck Hopwood, CFP

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Finding True Wealth Podcast with Nick Hopwood, CFP
Finding True Wealth Podcast with Nick Hopwood, CFP

Finding True Wealth Podcast with Nick Hopwood, CFP

NIck Hopwood, CFP

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About Us

Join Nick Hopwood, CFP® on our quest toward finding true wealth

Latest Episodes

EP 055: Expense Tracking Redux

Nick Hopwood, CFP and Jim Pilat, AIF circle back to EP 013 - Track Your Expenses and Net Worth Redux! We believe understanding your cost of living is one of the most important details in a healthy financial plan or #retirement plan. As a result, we strongly recommend tracking your expenses each month in a spreadsheet in the cloud. Click Here for our simple Template. Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.

19 MINAPR 13
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EP 055: Expense Tracking Redux

EP 054: 401k's Are Not Fair

IRA, Roth IRA, 401k, Roth 401k, Simple IRA, SEP IRA, Single K, Solo K, say what? These are usual suspects when it comes to #retirement funding. Which are you eligible for, and why? The answer might surprise you! Listen in and learn how these plans differ and why its not a fair set up for some people, and there is nothing they can do about it! Nick Hopwood, CFP has been a financial advisor/financial planner in Plymouth MI for since 1999, earning his CFP designation in 2005. Jim Pliat, AIF joins Nick in this conversation about retirement planning. If you are a small business owner, don't forget to listen to EP 020 with Scott Westgate talking about plan design.

16 MINMAR 5
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EP 054: 401k's Are Not Fair

EP 053: You are the Hero

Tune in for my take aways from Donald Miller's "Building a Story Brand." All great movies follow a traditional formula - we have a Hero, a Villain, and a Guide/Coach as three of the main characters in most cases. For Star Wars, author Miller argues Luke Skywalker is the Hero, Darth Vader is the Villain, and Yoda is the Coach/Guide. How can we relate this concept to our financial journey? Who is the Hero, Villain, and Coach/Guide? Are you looking for a second opinion? Do you like the way we think about money? If you are in need of some financial coaching or you have $500,000 or more to invest,start here. You can sign up for our email, schedule and appointment, create your own online portal, and watch our cool videos. Peak Wealth Management helps people with their financial plans and investments and is based in Plymouth, MI.Nick Hopwood, CFPhas been in the financial advisory business since 1999 and a CERTIFIED FINANCIAL PLANNER since 2005.

6 MINJAN 23
Comments
EP 053: You are the Hero

Latest Episodes

EP 055: Expense Tracking Redux

Nick Hopwood, CFP and Jim Pilat, AIF circle back to EP 013 - Track Your Expenses and Net Worth Redux! We believe understanding your cost of living is one of the most important details in a healthy financial plan or #retirement plan. As a result, we strongly recommend tracking your expenses each month in a spreadsheet in the cloud. Click Here for our simple Template. Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.

19 MINAPR 13
Comments
EP 055: Expense Tracking Redux

EP 054: 401k's Are Not Fair

IRA, Roth IRA, 401k, Roth 401k, Simple IRA, SEP IRA, Single K, Solo K, say what? These are usual suspects when it comes to #retirement funding. Which are you eligible for, and why? The answer might surprise you! Listen in and learn how these plans differ and why its not a fair set up for some people, and there is nothing they can do about it! Nick Hopwood, CFP has been a financial advisor/financial planner in Plymouth MI for since 1999, earning his CFP designation in 2005. Jim Pliat, AIF joins Nick in this conversation about retirement planning. If you are a small business owner, don't forget to listen to EP 020 with Scott Westgate talking about plan design.

16 MINMAR 5
Comments
EP 054: 401k's Are Not Fair

EP 053: You are the Hero

Tune in for my take aways from Donald Miller's "Building a Story Brand." All great movies follow a traditional formula - we have a Hero, a Villain, and a Guide/Coach as three of the main characters in most cases. For Star Wars, author Miller argues Luke Skywalker is the Hero, Darth Vader is the Villain, and Yoda is the Coach/Guide. How can we relate this concept to our financial journey? Who is the Hero, Villain, and Coach/Guide? Are you looking for a second opinion? Do you like the way we think about money? If you are in need of some financial coaching or you have $500,000 or more to invest,start here. You can sign up for our email, schedule and appointment, create your own online portal, and watch our cool videos. Peak Wealth Management helps people with their financial plans and investments and is based in Plymouth, MI.Nick Hopwood, CFPhas been in the financial advisory business since 1999 and a CERTIFIED FINANCIAL PLANNER since 2005.

6 MINJAN 23
Comments
EP 053: You are the Hero

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