In this episode, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management talk about the benefits of a money date and the impact it can have on your financial future.A money date is a way f

In episode 200 of the Trust the Plan Podcast, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management delve into the ongoing conflict in Israel and its impact on the United States deficit. Wi

In this episode, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management will discuss the best practices, strategies, and options available for financing higher education. With college costs

In this episode, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management delve into the crucial topic of managing client expectations as a Certified Financial Planner (CFP) and how it sets th

In today's episode, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management discuss the two main reasons why more people are choosing to skip home insurance, as outlined in a recent Wall Stre

Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management talk about businesses that ask you to "round up" for donations. This tactic has become increasingly popular among businesses, including

In this episode, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management had the pleasure of speaking with Financial Advisor, Eric Brotman. Eric has been working in the financial industry for

Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management talk about a recent article they read where it highlights 7 steps someone must take to make a retirement withdrawal. Overall, the duo b

In this episode, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management talk about a recent TikTok video where a woman compares the work ethic and goals between Gen Z & Boomers. Nick and

In this episode, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management talk about a recent TikTok video where a woman compares the work ethic and goals between Gen Z & Boomers. Nick and