Top 5 Retire With Confidence Podcast Episodes of 2021
Over the last 12 months, financial advisors Nick Hopwood, CFP® and Jim Pilat, AIF® have shared tools and strategies on the Retire With Confidence Podcast to guide you on your retirement planning journey. Here are our top five episodes of the year:
#1. EP 133: Capital Gains & Qualified Opportunity Zones
Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they dive in on capital gains and Qualified Opportunity Zones. Former President Donald Trump's 2017 tax plan created Opportunity Zones — a program of tax incentives to encourage investment in low-income communities.
#2. EP 132: IRS & Potential Tax Increases
As we wrap up the year, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management strive to prepare you for potential tax law changes becoming effective in 2022. How will these tax changes impact you? In this episode, we are talking more about what to expect with income tax rates, capital gains, and more.
#3. EP 131: Death of the Balanced Portfolio
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the death of the balanced portfolio — and why investment diversification is important. Learn more about utilizing additional avenues to achieve your financial goals so you can retire with confidence.
Join Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management to talk about the importance of Roth IRAs and investing. In this episode, Nick and Jim dive in on everything from the benefits of maximum Roth investing to Roth conversions. Whether if you are just starting out in investing or are a seasoned veteran, this episode is packed with takeaways for everyone!
#5. EP 129: College is a Business Decision
Before you make a decision on which college you'll be attending, listen to this episode because it is one you don't want to miss! For both parents and students, join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they talk about the importance of selecting a college as a business decision. Nick and Jim also talk about the importance of planning ahead for college — and steps to take to pay off student loan debt before graduation.