Peak Wealth Management

10/13/2026

Could a Roth conversion save you money in retirement, or could it leave you with a BIGGER tax bill? 🤔

Preston Gee, CFP® of Peak Wealth breaks down who should consider a Roth conversion, who should think twice, and how this strategy could impact your retirement taxes and future income. 📊

✅ Who benefits from Roth conversions?
💸 What are the potential tax consequences?
⚠️ When could converting to a Roth IRA be the wrong move?

🎥 WATCH OUR NEW VIDEO NOW and learn what to consider before making this important retirement planning decision!

Roth Conversions Could Cost You Thousands in Taxes! Should You Do O...

10/13/2026

"Retirement dreams by the water, a goal for many. Whether it's sunrise views or becoming a snowbird, planning ahead makes the dream a reality. "

10/12/2026

As the year-end approaches, it's crucial for individuals, especially those with extra income sources or small businesses, to review their tax situation. Ensuring no surprises come tax season and possibly identifying opportunities for tax-efficient investments or savings.

10/09/2026

For those preferring an aggressive, all-stock portfolio, it's important to consider the sequence of returns risk. A high withdrawal rate in a down market year can significantly impact the portfolio's ability to recover, challenging the sustainability of retirement funds.

10/08/2026

🎙️ WHAT SHOULD WE TALK ABOUT NEXT?

Nick Hopwood, CFP® and Jim Pilat, CFP® recently joined Ryan Ermanni on WJR’s No Lazy Money, and now we want to hear from YOU! 🎥🔥

What topics would you like us to cover on the show? 💰📈

Whether it’s about your finances, your children, your grandchildren, retirement, investing, the economy, or building wealth for the next generation, we want to know what you’re curious about!

👇 Comment below and let us know what you want to learn about!

Your question could become our next topic on the show! 🎙️💡

10/07/2026

🚨 NEW VIDEO IS LIVE! 🇺🇸💰

America’s national debt has now surpassed $40 TRILLION. What does that mean for YOU?

Nick Hopwood, CFP® and Jim Pilat of Peak Wealth join Ryan Ermanni on No Lazy Money to break down the U.S. debt crisis, interest rates, the bond market, Social Security, the dollar, and what America’s growing debt could mean for your wallet, retirement, and financial future.

America Is $40 Trillion in Debt… What Happens Next?-Nick Hopwood, ...

10/07/2026

As retirement nears, many people start to think about shifting their investment strategy towards more conservative options like bonds. This change reflects a natural inclination to protect savings as the transition from accumulation to distribution phase begins.

10/06/2026

🚨 NEW EPISODE!🚨

Is America becoming unaffordable? 🇺🇸💰 Nick Hopwood, CFP® joins Steve Gruber to break down what’s happening with the economy, including gas and oil prices, inflation, affordability for the average family, and mortgage rates pushing toward 7.5%. 🏠⛽📈

What does it all mean for American families and the economy? Watch the full conversation! 👇

👍 Like, comment, and subscribe for more weekly Peak Wealth content!

Gas Prices Are Falling… So Why Are Americans Still Struggling? -Nic...

10/06/2026

A Ramsey article challenges the traditional 4% retirement withdrawal rate, advocating for 8%. This approach assumes a high-return, aggressive investment strategy, but overlooks the need for many retirees to adopt a more conservative portfolio.

10/05/2026

Joint bank accounts in marriage encourage ongoing financial dialogue, promoting transparency and goal alignment. Even with different roles, regular conversations about finances ensure both partners are on the same page and working towards shared objectives.