Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
EP 205: From Mine to Ours: The Ultimate Guide to Joint Bank Accounts in Marriage
December 04, 2023
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
Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
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