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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: 2026 Investment Strategy: Where Smart Money Is Going NOW
Description: ✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
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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.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire o...