The fresh slate of a new year is here—and so is your old pal Jim Yates!
You’ll love the way this conversation feels like you’re sitting down for coffee with your most finance-savvy friend, with the goal of getting your finances in their most prosperous place yet.
Tap the “play” button to listen to the episode now:
As Jim mentions, setting up sub-accounts and automatic deductions from checking to savings helps tremendously with meeting your savings goals.
To get started, give us a call, or stop by the branch; we can get you all set up in no time!
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