cover of episode Should I Diversify My Financial Institutions?

Should I Diversify My Financial Institutions?

2025/3/17
logo of podcast Jill on Money with Jill Schlesinger

Jill on Money with Jill Schlesinger

Shownotes Transcript

My wife and I, both in our mid-sixties, currently have over 90% of our financial assets in a variety of accounts held at the same institution. Do you think we should be diversifying our assets across more institutions?

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