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Unpacking: Where Should I Bank?

Unpacking: Where Should I Bank?

Update: 2024-06-21
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Maybe you want to open a new checking account. Or maybe you want to consolidate your accounts at fewer institutions. Which bank should you choose?

This episode breaks down the distinction between banks and brokerage firms and gives you five criteria to frame your decision-making process.

https://www.federalreserve.gov/publications/dodd-frank-act-stress-test-publications.htm

https://mapping.ncua.gov

https://www.waldenmutual.com



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Unpacking: Where Should I Bank?

Unpacking: Where Should I Bank?

Diana Richey