Unpacking: Where Should I Bank?

Jun 21, 2024
29 mins

Episode Description

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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