EP 150: No Lazy Money
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - November 01, 2022 20:06 - 13 minutes - 10.9 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: EP 149: Treating College as a Business Decision
Next Episode: EP 151: Evaluating Life Insurance Coverage
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.
—
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.