EP 205: From Mine to Ours: The Ultimate Guide to Joint Bank Accounts in Marriage
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - December 04, 2023 14:23 - 8 minutes - 6.51 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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.
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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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