The Surprising Investment Habits of Gen Z

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

English - June 26, 2023 15:48 - 8 minutes - 5.56 MB - ★★★★★ - 8 ratings
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Previous Episode: EP 183: Is Tipping Getting Out of Control?

Next Episode: EP 185: Mid-Year Tax Checkup

In this episode, Nick Hopwood, CFP® is joined by Preston Gee, CFP® to talk about the investment strategies of Gen Z. From single stocks to cryptocurrency, listen to this episode to learn more about how the next generation invests their money.

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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. Visit our website at www.peakwm.com