Should I Diversify My Financial Institutions?

3/17/25: My wife and I, both in our mid-sixties, currently have over 90% of our financial assets in a variety of accounts held at the same institution. Do you think we should be diversifying our assets across more institutions?

PodcastsMark TalercioMarch 17, 2025Jill Schlesinger, Jill on Money, MoneyWatch, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?