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  • Invest Smart: Your Guide to Navigating Market Swings and Retirement

    Invest Smart: Your Guide to Navigating Market Swings and Retirement
    2026/02/05
    Feb. 4, 2026 ~ This episode discusses how politics affects investing, advising listeners to avoid panic-selling based on news. It highlights the importance of an automatic financial plan for wealth building and offers insights on retirement planning, including four key questions to ask oneself. The hosts also describe the five stages of retirement, from anticipation to fulfillment, stressing the need for meaningful activities beyond leisure. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    42 分
  • Plan First, Profit Later: The Secret to Smart Investing

    Plan First, Profit Later: The Secret to Smart Investing
    2026/01/08
    Jan. 7, 2025 ~ In this episode of “No Lazy Money,” host Ryan Ermanni sits down with Nick Hopwood and Jim Pilat of Peak Wealth Management to uncover why true financial success starts with planning—not just chasing returns. You’ll learn why understanding your goals is the foundation for smart investing, and how strategies like Roth conversions, donor-advised funds, and tax-loss harvesting can save you thousands over time. Plus, discover why tax planning is the hottest trend in wealth management and how to avoid costly mistakes with your 401(k), IRA, and HSA contributions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    38 分