How Often Should You Switch Savings Accounts for 5% Yields?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 3 June 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
Financial experts suggest reviewing your savings rate quarterly and switching accounts once or twice a year to ensure you’re not leaving significant money on the table.
Today's Stocks & Topics: ET - Energy Transfer LP, CUBE - CubeSmart, Market Wrap, How Often Should You Switch Savings Accounts for 5% Yields?, BMY - Bristol Myers Squibb Co., AAPL - Apple Inc., Treasure Yields and The Dollar, MP - MP Materials Corp.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is |
| 0:12.1 | InvestTalk, independent thinking, shared success. |
| 0:17.8 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.4 | Justin Klein and Luke Guerrero stand ready to take your finance and investment questions and share their unbiased answers. |
| 0:36.4 | Good afternoon afternoon fellow investors |
| 0:38.4 | and welcome back to InvestTalk. |
| 0:41.1 | This is our Monday, June 2nd, 2025 edition. |
| 0:45.5 | Welcome to InvestTalk, like I said, |
| 0:47.2 | and welcome to a new month. |
| 0:49.5 | And we were almost through the first half of the year. |
| 0:53.7 | And with that, we have an exciting development today. |
| 0:58.5 | And that is we are welcoming Luke Guerrero to join me today. |
| 1:03.5 | We don't do a lot of shows together, Luke, but hopefully make this more of a habit. |
| 1:07.3 | We don't. |
| 1:08.1 | And I think we should because, frankly, having worked with you five days a week, |
| 1:13.2 | sometimes seeing you on the weekends, I feel as though we don't spend enough time together. |
| 1:17.7 | So why not also have Mondays on the show together? Exactly. I'm definitely, definitely, definitely |
| 1:23.4 | tired of looking at your face. But we can keep, we can keep it going. I'm okay with it. |
| 1:28.5 | I'm okay with it. |
| 1:33.3 | Now, we are, we are heading into a new week. |
| 1:35.2 | It was an interesting market. |
| 1:40.1 | And today, and we'll dig into those details a little bit later. But, you know, we're also going to mix in some educational actual material for our listeners |
... |
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