EP 177: Diversification Strategies for Your Investment Portfolio
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - May 08, 2023 18:56 - 13 minutes - 11.2 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: EP 176: House Hacking
Next Episode: EP 178: Investing in Precious Metals
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how people are deciding to park their money in one asset class due to rising interest rates. Nick and Jim talk about how we must plan long-term by diversifying where our money is invested.
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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.