Episode Details

In this week’s recap, Ralph Estep Jr. and Juliet revisit the week’s best money moves, from surveillance pricing and credit card minimum payments to why a credit union may be a better home for your savings.

In This Episode

✓ Surveillance pricing and how to check your shopping preferences

✓ What to say when a promo rate expires

✓ Why the credit card minimum payment keeps you in debt

✓ Why you should always request a direct rollover

✓ How credit unions and banks differ, and what it means for savings and car loans

✓ How to size life insurance by the gap, not a rule of thumb

✓ What to do with a court summons or an accidental deposit

✓ Why six figures does not guarantee a mortgage

✓ How guest Tina paid off about $23,000 with a 401(k) loan

If you’ve ever wondered whether your bank or your paperwork is costing you more than it should, this recap gives you plenty to check.

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Companies Mentioned

KingSumo

Claude

Sears and Roebuck

DuPont