Open Jam with Krista Edwards

Choosing a Bank that Fits Your Lifestyle Part 2 | E4 Banking


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In part 2 of choosing a bank that fits your lifestyle, we dive into specific features that are must-haves for modern banking, as well as tech tools that you might not know you have access to (or want to make sure you have in your next bank). Tune in for a discussion around what items to consider based on your personal needs.

Show Notes:

[2:09] Local vs. national bank and important of location

[6:45] Krista and Justin favorite banking features

[10:10] Banking features checklist

[16:30] Options for banking alerts including ATM alerts

[20:00] Advantages of card locking and card control features

[23:26] Online dashboards, savings buckets, and budgeting tools

[26:51] Free professional services and other products that your bank might offer

Mentions:

Ally Savings Boosters

More of Ready to Roth:

Show Notes: readytoroth.com

Instagram: @readytoroth

Monthly Jam Email Newsletter: https://share.hsforms.com/1nN48aLB0S1KiECCdzpr9TAc5co6

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Open Jam with Krista EdwardsBy Open Jam with Krista Edwards