Peak Wealth Management

06/24/2026

📺 New episode now live on Daybreak with Steve Gruber featuring Nick Hopwood, CFP®

📊 Inflation, interest rates, market volatility, and what investors should know for the second half of the year are all covered in this latest discussion. Plus insights on the SpaceX IPO and why a midyear financial checkup matters right now.

💰 Topics include:
• Inflation and Federal Reserve outlook
• Market corrections and volatility
• Retirement planning strategies
• 401(k) and midyear financial review tips

👍 Subscribe and like for more financial insights and market updates.

Inflation, Fed rates, markets, retirement. - Nick Hopwood, CFP® of ...

06/23/2026

📻 Are you approaching retirement or helping a loved one navigate their finances?

On No Lazy Money on WJR, Ryan Ermanni talks with Nick Hopwood, CFP®, and Jim Pilat, CFP®, of Peak Wealth Management about an important retirement planning issue affecting many teachers and retirees. They also share the story of an 82-year-old woman who sought a second opinion on her financial situation, highlighting the value of reviewing your plan from time to time. 💡

👨‍👩‍👧‍👦 One key takeaway: families should have regular conversations about finances, retirement goals, and long-term planning. A fresh perspective can make a meaningful difference.

Retirement Rules Every Family Should Know - Nick Hopwood, CFP® of P...

06/22/2026

Considering Airbnb over traditional hotels for your next vacation? This video offers a fresh perspective on why Airbnb is becoming an increasingly attractive option for families and budget-conscious travelers. Discover how you can unlock value and enjoy a more authentic travel experience. Ideal for anyone looking to optimize their travel plans.

06/18/2026

Does advice from friends or family influence your investment decisions? This video tackles the tendency to trust familiar sources over experts, highlighting the challenges of outsmarting the market. It offers a reality check on the complexities of investment choices. A must-watch for those striving for wise investment strategies.

06/17/2026

💰 Should financial advisors share their own finances?

In Preston Gee, CFP®’s May update, he opens up about his family’s real financial picture, including how he and his wife are thinking about investing, planning, and building long term wealth.

At Peak Wealth, transparency is part of the standard. We believe in practicing what we preach, both in client work and in our own financial lives.

🎥 Watch the full May update to see how a CFP manages his own money and portfolio decisions.

Inside Preston Gee's Personal Financial Plan✅ Apply For A Free Re...

06/17/2026

Does the thrill of quick wins in trading seem enticing? Think again. This video explores why timing the market is often a risky strategy, advocating for long-term, diversified investing as the true path to financial success. Ideal for those questioning their investment approach.

06/16/2026

Are you worried about relying solely on social security for retirement? You're not alone. Many people acknowledge their retirement will be primarily funded by personal savings. But, if you're lagging behind in this savings game, don't panic. This video provides actionable strategies to help you catch up, and emphasizes the power of starting today, no matter where you are in your financial journey. For those with time on their side, it offers a compelling challenge to start saving aggressively now and let the magic of compound interest do the rest. This is your guide to a secure and fulfilling retirement.

06/15/2026

😲 Think the worst year in history to retire was 1929? Think again!

On WJR's No Lazy Money, Ryan Ermanni sits down with Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management to reveal the surprising year that may have been even worse for retirees.

📉 Learn how market declines, inflation, and retirement timing can impact your financial future.

💡 Plus, get practical retirement planning tips to help you retire with greater confidence.

🎧 Listen now and see if your guess was right!

The worst retirement year revealed. - Nick Hopwood, CFP® of Peak We...

06/15/2026

Looking to invest in gold or other commodities but unsure how to go about it? In this video, we compare the merits of buying physical gold versus investing in Gold Exchange Traded Funds (ETFs). Learn about different types of gold ETFs – some track the price of gold while others are backed by physical gold stored in a vault. We also delve into the ease of transacting with gold ETFs compared to storing physical gold in a safe deposit box. This guide is a must-watch for investors seeking practical ways to diversify their portfolio with commodities.

06/12/2026

🚀 SpaceX officially began trading on the public markets today, marking one of the largest IPOs in history. 📈

The offering has attracted significant attention from investors, analysts, and the broader market due to the company's role in commercial spaceflight, satellite communications, and aerospace innovation. 🌎🛰️

💬 What are your thoughts on the SpaceX IPO?https://www.nytimes.com/live/2026/06/12/business/spacex-ipo-elon-musk