Episode Details

In today’s episode, Ralph Estep Jr. and Juliet focus on understanding the differences between backs and credit unions, and why Ralph is such a fan of credit unions.

In This Episode

✓ A startup selling AI audit tools to state tax agencies

✓ 52% of working retirees say money is the reason

✓ Car loan interest deduction: up to $10,000 a year, minus negative equity

✓ Banks vs. credit unions: ownership, rates, fees, and FDIC vs. NCUA safety

✓ Money move: find your real life insurance number

If you’ve ever wondered whether your bank is the best place for your money, this episode gives you plenty to think about.

Resources

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Quicken Simplifi:

https://www.becomingfinanciallyconfident.com/quicken

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https://www.becomingfinanciallyconfident.com/lawdepot

Year-End Tax Review:

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Companies Mentioned

Govra

Forbes

Quicken Simplifi

LawDepot

Toyota

Kia

Kelley Blue Book

Zelle

Citadel Credit Union

American Spirit Credit Union

Bank of America

Wells Fargo