Are Roth conversions worth it? Preston Gee, CFP® of Peak Wealth breaks down Roth IRA conversions, who benefits most, who should avoid them, and how converting traditional IRA funds to a Roth IRA could…
Nick Hopwood, CFP® of Peak Wealth joins Steve Gruber to discuss the latest economic trends impacting American families, including falling oil and gas prices across the country, inflation,…
Nick Hopwood, CFP® of Peak Wealth joins Steve Gruber to discuss the Federal Reserve’s first interest-rate hike in more than three years, what higher rates could mean for the U.S. economy, and why the…
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management join Ryan Ermanni on WJR’s No Lazy Money to discuss 401(k) contributions, managing investments, retirement planning, and more. Learn…
Why are students taught algebra and history, but many graduate without knowing how to budget, invest, use credit or prepare for retirement? Preston Gee, CFP® of Peak Wealth Management discusses the…
The U.S. national debt is approaching $40 trillion, but what does that actually mean for you and your financial future? Nick Hopwood, CFP® of Peak Wealth Management joins The Steve Gruber Show to…
Nick Hopwood, CFP® of Peak Wealth Management joins Steve Gruber to break down the current state of the U.S. economy and financial markets. Nick and Steve discuss the Dow pushing 55,000, last week’s…
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management join Ryan Ermanni on WJR’s No Lazy Money to talk about the true cost of owning a boat, planning for retirement, Social Security, and…
Join Preston Gee, CFP® of Peak Wealth Management as he sits down with Peak summer intern Joey Ingram to reflect on an incredible internship experience. As Joey prepares to return to Michigan State…
Learn about the sweet spot of Roth IRA Conversion from Nick Hopwood, CFP. How do some people convert their IRA to a Roth IRA with little or no tax due? Lear more at peakwm.com
