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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EP 037: Long Term Care Insights with Michael Tepper

April 16, 2018

What would you do if you were retired and had a new $7,000/mo bill from the nursing home each month? Nick is joined by Michael Tepper from Capitas Financial, who has over 25 years of experience in the Long Term Care Insurance Marketplace. Join us as we discuss the need for Long Term Care, how to qualify, evolution of the insurance industry, and more. 

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 036: Social Security Disability with Atty Jason Steinhelper

April 11, 2018

Nick chats Social Security Disability with veteran attorney Jason Steinhelper of the law firm Levine Benjamin. Jason has represented thousands of clients seeking to obtain Social Security Disability over the last 11+ years. Learn more about the program and some tips to consider before applying. 

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.

Schedule an Appointment

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EP 035: I Have $1 Million. Is that Enough?

March 26, 2018

People are always asking me, “Do I have enough to retire?” They expect me to be able to look at their 401(k) statement and give them a yes or no answer in two seconds flat! The truth is it doesn’t matter how much money is in your 401(k). In my opinion, what matters most is your spending habits.

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.

 

Schedule an Appointment

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EP 034: Nick Joins the Finding Flow Podcast

March 23, 2018

In this episode, Coach Ben and Coach Kevin, from the InFlow Wellness Academy,  sit down with Nick Hopwood, CFP and chat about "How much is enough?"

Learn more about InFlow

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 033: Nick Interviewed on Advisor Success Series Podcast

March 22, 2018

CONFESSIONS OF A FORMER LPL REP: BUILDING AN INDEPENDENT PRACTICE

Warning! This podcast is highly technical in nature about the inner-runnings of a Registered Investment Advisor! 

We are pleased to host Nick Hopwood, CFP, President and CEO of Peak Wealth Management, LLC, to discuss his path towards independence following his departure from LPL Financial and turning Peak Wealth Management into a successful hybrid RIA practice.   Nick shares with us his insights into the successes and challenges he faced in making this transition, how he uses technology to run his practice more efficiently, why he outsources most of his investment management services, and why a more holistic approach to financial planning enhances the overall client experience.

 CLICK HERE TO LISTEN

EP 032: Social Security - The Decision of a Lifetime

March 22, 2018

Social Security is More than a monthly check.  Do you realize it can be worth well over a million dollars?

Its a pension with cost of living inflation adjustments, which pretty much do not exist anywhere else. It is a pension for a homemaker which you can’t get anywhere else. You can to control when to turn it on to maximize your benefits. It provides for your spouse if you die. It provides for your children if you die when they are under 18. It provides disability benefits. Simply put, it is amazing. All these benefits truly are amazing but there is a catch - this is why the system is broken and massively underfunded.

The most common question I get from people is, when should i begin my benefits? Followed by, from younger folks, Will SS be there for me? And will I be there for SS, which means if I die young what will happen to my benefits? ok, let’s tackle some of these questions.

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EP 031: NO LAZY MONEY - TEACH YOUR KIDS

March 6, 2018

“It is important that your children learn what they can do with money early in life so they will apply the lessons learned at home as they face the real world in future years.”

According to American Century, 88% of high school students learned what they know about money from their parents. They don’t teach this kind of stuff in school, so it is up to us - the parents and grand parents to teach the proper lessons about money - that goes for saving, investing, and debt. You are the CFP (chief financial parent). Take a listen to find out how Nick is teaching his kids. 

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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