Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® talk about how financial transparency and unity are fundamental to a successful partnership — and how joint bank accounts can be a powerful tool in achieving that.
Join us as we explore the financial advantages, strategies for managing joint accounts, and tips for open communication and shared financial goals.
Whether you're newlyweds or have been married for years, this podcast is your go-to resource for unlocking the potential of joint bank accounts and building a strong foundation for your shared financial future.
Let's embark on this journey together and discover how joint bank accounts can pave the way for a prosperous marriage.
—
Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com
EP 029: Finding a Satisfying Second Career with Dr. Russ Dore
EP 028: The 10% Market Correction is Here
EP 027 Peak Wealth 2017 Year in Review
EP 026 Nick's Personal 2018 Financial Plan
EP 025 Your Second Home: The Anti-Dividend
EP 24 Building Wealth Through Real Estate 2.0
EP 023 Health Yields Wealth 2.0
EP 022.5 Before Your Meeting - Listen to be Prepared
EP 022 What's the Deal with Mutual Fund Loads? What to Look for in a CFP
EP 021 Top Ten Tips for a Meaningful Retirement
EP 020 Small Business Retirement Plans with Scott Westgate
EP 019 Understanding Personality Styles with Dr John Mlinarcik
EP 018 Your House is NOT Your Biggest Asset
EP 017 The Sweet Spot of a Roth Conversion
EP 016 Certified Retirement Coach Donna Martin
EP 015 MIT Age Lab
EP 014 Halftime with Chip DeClue
EP 013 Track Your Expenses and Net Worth!
EP 012 Start with Why
EP 011 Tax Planning with John Dawson, CPA
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