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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.
Hurricane to Hope: Inspiring Rebuild Mission
8 mins; March 27, 2026
What CFPs Do With Their Money | 2026 Gee Financial Plan
11 mins; March 23, 2026
War in Iran Impact on Markets and Your Investments
7 mins; March 17, 2026
The $1,000 Trump Account Parents NEED TO KNOW
42 mins; March 10, 2026
One Income Limit Changes Everything in 2026
10 mins; March 02, 2026
What Investors Are Getting WRONG About Capital Gains
10 mins; February 25, 2026
What Every Retiree Should Know About the U.S. Economy
42 mins; February 13, 2026
2026 Investment Strategy: Where Smart Money Is Going NOW
37 mins; February 13, 2026
EP 301: Health Care Premiums, Policies, and Planning Ahead
12 mins; December 15, 2025
EP 300: Start With Why: The Heart Behind Peak Wealth
13 mins; December 08, 2025
Trump Accounts & Building Generational Momentum w/ Ryan Ermanni
9 mins; December 05, 2025
EP 299: Wealth Advice You Can’t Miss: Nick & Jim on WJR
11 mins; December 01, 2025
EP 298: ETFs Gaining Traction: What Investors Should Know
5 mins; November 10, 2025
EP 297: Inside the Peak Process: How We Help New Clients Succeed
8 mins; November 03, 2025
EP 296: One-Size-Fits-All Doesn’t Work in Financial Planning
10 mins; October 27, 2025
EP 295: Smart Money Moves: Where to Hold Your Investments for Maximum Growth
7 mins; October 24, 2025
EP 294: Trust, Transparency & the Rise of RIAs | Peak Wealth Talks
9 mins; October 22, 2025
EP 293: Tax Law Breakdown: Who Qualifies for Zero Taxes
10 mins; October 22, 2025
EP 292: Beneficiary IRAs: Smart Withdrawal Strategies
9 mins; October 22, 2025
EP 291: What’s Your Number? How to Retire Guilt-Free
8 mins; October 22, 2025
EP 290: Fed Messaging and the International Market Shift
11 mins; October 22, 2025
EP 289: Peak Wealth State of the Union 2025
6 mins; October 22, 2025
EP 288: Scam Calls Are on the Rise, Don't Get Fooled!
12 mins; October 22, 2025
EP 287: Unlocking the J.P. Morgan Guide to Retirement
10 mins; October 22, 2025
EP 286: Diversifying Your 401(k): Should You Consider Private Assets?
11 mins; October 22, 2025
EP 294: Trust, Transparency & the Rise of RIAs | Peak Wealth Talks
9 mins; October 13, 2025
EP 293: Tax Law Breakdown: Who Qualifies for Zero Taxes
9 mins; October 07, 2025
EP 292: Beneficiary IRAs: Smart Withdrawal Strategies
9 mins; September 30, 2025
EP 291: What’s Your Number? How to Retire Guilt-Free
10 mins; September 22, 2025
EP 290: Fed Messaging and the International Market Shift
9 mins; September 15, 2025
EP 289: Peak Wealth State of the Union 2025
9 mins; September 08, 2025
EP 288: Scam Calls Are on the Rise, Don't Get Fooled!
10 mins; September 03, 2025
EP 287: Unlocking the J.P. Morgan Guide to Retirement
9 mins; August 25, 2025
EP 286: Diversifying Your 401(k): Should You Consider Private Assets?
10 mins; August 18, 2025
EP 285: Planning for Retirement: Insights on Continuing Care Retirement Communities
9 mins; August 11, 2025
EP 284: What Does It Take to Feel Wealthy?
9 mins; August 05, 2025
EP 283: France Raised Retirement Age: Is the U.S. Next?
7 mins; July 28, 2025
EP 282: Par for the Course: Happy Gilmore's Holey Finances
7 mins; July 25, 2025
EP 281: Big Business Then vs. Now: Lessons from 1990 to 2025
8 mins; July 21, 2025
EP 280: What the ‘Big Beautiful Bill’ Could Mean for 529 Plans
9 mins; July 14, 2025
EP 279: The Halftime Breakdown: Key Lessons from 2025 So Far
7 mins; July 07, 2025
EP 278: Intern Edition – Jacob Strom's Journey to Peak
7 mins; June 23, 2025
EP 277: Points, Plans, and Purpose: How Evan Chopp Does Money Differently
9 mins; June 16, 2025
EP 276: Maximize Every Point: Travel Hacking with Evan Chopp
29 mins; June 09, 2025
EP 275: From Paychecks to Payouts: Retirement Spending Trends
10 mins; June 02, 2025
EP 274: Retirement Planning Smart: Roth Conversions with Peak Wealth
7 mins; May 28, 2025
EP 273: Start Saving Early: How to Fully Fund College with a 529 Plan
8 mins; May 19, 2025
EP 272: Market Volatility? Don’t Panic—Trust the Plan
15 mins; May 13, 2025
EP 271: Real Case Study: What a CFP Saw That Sparked Red Flags
9 mins; April 28, 2025
EP 270: Market Uncertainty Meets Optimism: Trusting the Plan Through Volatility
8 mins; April 21, 2025
EP 269: Why Client Education Is the Key to Financial Confidence
11 mins; April 14, 2025
EP 268: US Market Correction: History, Trends, and What Investors Should Expect
12 mins; April 07, 2025
EP 268: Maximizing Your Path to Early Retirement with Smart Tax Strategies
14 mins; March 31, 2025
EP 267: 401(k) Debate: TikTok’s Take vs. Peak Wealth’s Expert Advice
13 mins; March 17, 2025
EP 266: Tariffs & Inflation: How They’re Shaping the Market Today
10 mins; March 10, 2025
EP 265: Inside the U.S. Economy: How the Rich Keep Spending and Fueling Growth
15 mins; March 03, 2025
EP 264: Maximize Your Investment: Strategies for Using the 1031 Exchange
15 mins; February 28, 2025
EP 263: Perception vs. Reality: Understanding Your Money Mindset
11 mins; February 17, 2025
EP 262: Stock Market Trends: A Historical Look at Major Events Since the 1900s
11 mins; February 10, 2025
EP 261: Preston Gee’s 2025 Financial Playbook: A Look Ahead
17 mins; January 21, 2025
EP 260: Planning for 2025: Hopwood & Pilat’s Family Financial Blueprints
32 mins; January 15, 2025
EP 259: Building Your IRA Beneficiary Family Tree: What You Need to Know
7 mins; December 23, 2024
EP 258: The Next Big Market Move: Will We See a Third Year of Gains?
11 mins; December 16, 2024
EP 257: How 2025's New 401(k) Rules Will Impact Your Retirement
14 mins; December 09, 2024
EP 256: 4 Straight! Michigan’s Historic Dominance Over Ohio State
9 mins; December 03, 2024
EP 255: The Freedom of Financial Clarity: Why Tracking Your Net Worth Matters
9 mins; November 18, 2024
EP 254: Dinner Table Webinar: Creating a Lasting Family Financial Foundation
50 mins; November 11, 2024
EP 253: Inspiring the Next Generation: Olivia Olson’s Path to Michigan Basketball
28 mins; November 08, 2024
EP 252: From Olympic Court to College Spotlight: Syla Swords on Her Journey
21 mins; November 07, 2024
EP 251: Navigating Financial Pressure: A Guide for Parents
17 mins; November 04, 2024
EP 250: Separate Accounts vs. Joint Goals: What Works Best?
9 mins; October 28, 2024
EP 249: Health Accounts and Heirs: What You Need to Know
10 mins; October 23, 2024
EP 248: Behind the Mic: Steve Gruber's Path to Success
27 mins; October 14, 2024
EP 247: The Financial Rollercoaster: Five Years of Bank Account Medians
9 mins; October 07, 2024
EP 246: Inflation Resilience: Why Ferrari Thrives While Dollar General Struggles
15 mins; September 30, 2024
EP 245: Rate Cuts and Market Moves: What’s Next?
12 mins; September 24, 2024
EP 244: From Peaks to Pits: The Full Picture of the Magnificent Seven Stocks
7 mins; September 09, 2024
EP 243: Retirement Riches: How an Ex from 1989 is Cashing In
11 mins; September 03, 2024
EP 242: Aligning Goals: What Makes Someone an Ideal Client for Peak Wealth?
15 mins; August 26, 2024
EP 241: Consumer Confidence by Political Affiliation
11 mins; August 20, 2024
EP 240: Financial Literacy & Family Legacy at the Dinner Table with Scott Donnell
10 mins; August 12, 2024
EP 239: Beyond the Linear Path: How Monte Carlo Models Reflect Reality
10 mins; August 05, 2024
EP 238: Exploring Retirement Readiness: A Peak Wealth Case Study
11 mins; July 29, 2024
EP 237: Preparing for Financial Peaks: What New Clients Need to Know
8 mins; July 22, 2024
EP 236: Market Reaction: Stocks and the Ripple Effect of Major Events
15 mins; July 15, 2024
EP 235: Buyer Beware: Avoiding Common Annuity Mistakes
7 mins; July 08, 2024
EP 234: Planning for Longevity: Strategies from Successful Retirees
11 mins; July 01, 2024
EP 233: Beware the Cash Trap: High Interest Rate Hazards
7 mins; June 26, 2024
EP 232: Maximize Your Miles: Insider Tips with Evan Chopp
33 mins; June 19, 2024
EP 231: The Brokerage Blueprint: Key Steps to Early Retirement Success
7 mins; June 10, 2024
EP 230: Adapting Your FIRE Strategy for Economic Uncertainty
11 mins; June 03, 2024
EP 229: Maximizing Wealth: Strategies for Inherited IRAs
12 mins; May 28, 2024
EP 228: Celebrating Success: Reflections on the No-Spend Month Journey
8 mins; May 20, 2024
EP 227: Empowering Your Finances: What a Financial Planner Can Do for You
13 mins; May 13, 2024
EP 226: The Retirement Blueprint: A Checklist for Every Age
11 mins; May 06, 2024
EP 225: Navigating the Mortgage Maze: Pay Off or Invest?
9 mins; April 29, 2024
EP 224: Why Presidential Elections Shouldn't Dictate Your Investment Decisions
11 mins; April 23, 2024
EP 223: Finding Meaning in Semi-Retirement: The Benefits of Gradual Retirement
7 mins; April 08, 2024
EP 222: Maximizing Your Inheritance: Should You Take Out Your Beneficiary IRA Funds?
17 mins; April 01, 2024
EP 221: Is Your Retirement Savings Enough? Signs You Might Be Falling Short
7 mins; March 25, 2024
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