EP 203: Mint Shutdown: What Should Mint Users Do Now?

In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® discuss the upcoming shutdown of the budgeting app, Mint. As of January 1, 2024, Mint is leaving its users without a tool they've relied on for budgeting and financial management. Fear not! We've got the perfect solution for our listeners - Peak's Expense & Net Worth Tracking spreadsheet. This free and user-friendly tool allows you to effortlessly track your expenses, categorize them, and visualize your net worth. Join us in this episode as we talk more about the Mint shutdown and recommend our Peak alternative to help you have peace of mind when it comes to your finances. Hit that play button and let's get started! 

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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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