The Wealth Agenda

Is Your Bank Helping or Hurting Your Net Worth?


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Is Your Bank Helping or Hurting Your Net Worth?

Your bank is more than just a place to store your money. It can either support your wealth-building goals or quietly hold you back. In this episode of The Wealth Agenda, financial coach Tania Brielle Mabrey breaks down why your relationship with your financial institution matters and how to choose a banking partner that actually helps you grow your net worth.

If your savings are earning less than 1%, you are constantly hit with hidden fees, or your bank offers zero guidance, it might be time to rethink where your money lives and who it works with.

Topics Covered

Three red flags your bank may be holding you back

  • Why high-yield savings accounts are critical for growing your money

  • How to choose a bank that supports your wealth-building strategy

  • A step-by-step action plan to audit your banking setup and find better options

    Your bank should be more than a parking lot for your money. It should be a strategic player on your wealth-building team. This episode gives you the tools to evaluate your current setup, identify better opportunities, and make sure your money is working just as hard as you are.

    Book Tania for speaking engagements and financial wellness workshops at briellemabrey.com

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    The Wealth AgendaBy Tania Brielle