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EPISODE · Jan 8, 2026 · 37 MIN

Plan First, Profit Later: The Secret to Smart Investing

from No Lazy Money · host Cumulus Media

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.

What this episode covers

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.

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Plan First, Profit Later: The Secret to Smart Investing

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Frequently Asked Questions

How long is this episode of No Lazy Money?

This episode is 37 minutes long.

When was this No Lazy Money episode published?

This episode was published on January 8, 2026.

What is this episode about?

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...

Can I download this No Lazy Money episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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