How Often Should You Switch Savings Accounts for 5% Yields?

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, Business News, News Commentary, Investing, Entrepreneurship, News

4.3 • 1.5K Ratings

🗓️ 3 June 2025

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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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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