EP 047: Why Work with a CFP®

November 16, 2018

The tricky thing about this industry is that it is hard to understand who is qualified and who is not. Just check out this commercial the CFP® Board put out a few years ago - click here.  Experience is good for an advisor to have, but doesn’t mean their advice is in your best interest or quality advice at all.  Working with a CFP® is probably one of easiest filters you can apply to your advisor search process because it automatically filters for experience, education, and an ethics requirement.

Peak Wealth Management is a full-service Registered Investment Advisor 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.

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EP: 046 The Value of a Professional Fee

September 18, 2018

Join Nick and Jim as they rap about a recent meeting which did not work out as planned. We had the chance to help someone go from good to great, but it turns out that we are not the right fit for everyone!

Peak Wealth Management is a full-service Registered Investment Advisor 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.

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EP 045: Nash Equilibriums with Jim Pilat, AIF®

August 13, 2018

Get to know Jim Pilat, AIF® our newest team member at Peak Wealth Management!  Jim shares with Nick his background and story as to how he became an advisor, and why joining the firm is a  "Nash Equilibrium." 

 

Peak Wealth Management is a full-service Registered Investment Advisor 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.

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EP 044: Retirement Funding Priorities

August 13, 2018

Often people will ask me how should they prioritize their retirement funding vehicles - should they should fund their Traditional 401k, Roth 401k, Traditional IRA or Roth IRA? What makes the most sense when it comes to contributing to retirement or tax-advantaged accounts? Listen in as Nick channels his inner CFP® and shares his thoughts. 

Peak Wealth Management is a full-service Registered Investment Advisor 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.

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EP 043: 2018 Peak Halftime Report with Ben Lavine

June 21, 2018

Nick is joined by Ben Lavine, CFA and Chief Investment Officer at 3D Asset Management. Ben discussed his take on the markets and economy from the first half of 2018 and shares with us what he sees as opportunities and risks for the second half of the year. 

Peak Wealth Management is a full-service Registered Investment Advisor 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.

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EP 042: Some Planners Don’t Plan

June 15, 2018

Some "Financial Planners" don't do any Financial Planning at all -they are simply salespeople who sell financial products like insurance, annuities, and mutual funds. At Peak, it is a little bit different. We don't sell financial products. We sell what we know works. We are selling ourselves.  Listen in and get the full scoop. 

Peak Wealth Management is a full-service Registered Investment Advisor 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.

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EP 041: Rick Guttersohn of New Hope

May 22, 2018

Nick chats with Rick Guttersohn, the Executive Director at New Hope Center for Grief Support. Rick teaches us about "Fun" raising, Blueprinting as it relates to grief support, and the generational impact New Hope has had on the local community. 

Peak Wealth Management is a full-service Registered Investment Advisor 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.

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EP 040: Business Law, Entrepreneurship, Venture Capital, and Private Equity with Rick Hoeg of Hoeg Law

May 14, 2018

Have your contracts reviewed! Nick chats with Rick Hoeg of @HoegLaw about Star Wars, Michigan Football, and course, Business Law! Given Rick's background and experience with small business and venture capital, he has unique insights into entrepreneurship and small business start ups. Learn about how he approaches small business law and at the very end wait for his @michiganfootball season prediction!

Peak Wealth Management is a full-service Registered Investment Advisor 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.

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EP 039: Estate Planning Mistakes with Marc Wander of the Marc Wander Law Firm

May 8, 2018

Don't Die Intestate! Nick chats with Estate Planning Attorney Marc Wander of the Marc Wander Law Firm. Learn about Marc's "Retirement Trust" concept as well as discussing many of the common pitfalls he sees people making with their estate plans over the past 25 years. You can learn more about Marc at mwanderlaw.com. 

Peak Wealth Management is a full-service Registered Investment Advisor 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.

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EP 038: The Refinancing Addiction with Shawn Presnell of Academy Mortgage

April 25, 2018

Nick chats with Shawn Presnell from Academy Mortgage about America's Refinancing Addiction, the state of the mortgage industry, and how he approaches his loan design. Shawn has over 15 years of experience and is a trusted resource for our clients. 

You can learn more about Shawn on his website and download his app for mortgage calculators and many other useful tools!

Book a meeting with Nick

Peak Wealth Management is a full-service Registered Investment Advisor 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.

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