Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Too often we see people have large balances in accounts with low bank rates - In this episode, we are encouraging you to have your money work for you! We shouldn't leave our money sitting in an account doing nothing. Nick Hopwood, CFP® and Jim Pilat, CFP® discuss the topic of bank rates and how money markets work.
As a bonus, you'll hear Nick and Jim recap the Michigan vs. Michigan State Football game. (Go Blue!)
Join us to learn more about how to make your money work in your favor.
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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.
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EP 188: The Power of Multiple Revenue Streams: A Guide to Diversifying Your Income
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EP 185: Mid-Year Tax Checkup
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EP 183: Is Tipping Getting Out of Control?
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EP 181: Hope, Healing & New Beginnings with Jennifer Frush
EP 180: The True Cost Per Boat Ride (2023 Version)
EP 179: How Rich Young Americans Reinvest Their Money
EP 178: Investing in Precious Metals
EP 177: Diversification Strategies for Your Investment Portfolio
EP 176: House Hacking
EP 175: The One Where Preston Becomes a CFP®
EP 174: Is it Too Late to Have Nothing Saved for Retirement?
EP 173: Who Do You Trust to Give You Financial Advice?
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