403 | Bank Features That Make Budgeting Easier — and How to Choose the Best Bank or Credit Union for Your Financial Goals

Snag Our Simplified Budget System!

Hey there, budget besties! 💸

We get this question all the time: “What bank should I use?” And honestly? We wish it were as easy as tossing out a perfect recommendation—but it’s not that simple.

In this episode, Shana and Vanessa are giving you all the tools you need to pick the right bank (or credit union!) that actually works for your budget, not against it. Think of it like this: your bank is your personal assistant, and you’re the CEO. Time to do some hiring! 👩‍💼💼

We walk you through a full bank interview checklist—the exact questions you need to ask to make sure your bank is helping you automate, organize, and protect your money goals.

✨ What we cover:

1. Why your bank (or credit union) should fit your budget style, not the other way around

2. The non-negotiables you need from your bank (spoiler: multiple accounts and no hidden fees)

3. Why local credit unions are sometimes a secret weapon

4. How your bank could be slowing down your budgeting progress

5. What to look for in your bank’s app and online features

6. 
   

Connect With Us: 

1️⃣ Facebook Group – Join the community. Our free group is where the real talk happens. Connect with other women who are learning how to budget, save, and finally feel in control, together. ➡︎⁠ ⁠⁠budgetbesties.com/facebook⁠ 

2️⃣ Automate Your Budget Masterclass – Watch it now, no waiting. This FREE on-demand training shows you how to set up a budget that matches your lifestyle, without tracking every dollar or feeling restricted. ➡︎⁠ ⁠⁠budgetbesties.com/automate⁠ 

3️⃣ Budget – Grab our Simplified Budget System! You don’t need another budget, you need a system that does the math, makes the plan, and gives you permission to spend. ➡︎⁠ ⁠⁠budgetbesties.com/budget⁠ 

4️⃣ Private 1-on-1 Coaching – Get a plan and a coach. We’ll build your full budget system together, so you always know what to do and feel confident doing it. ➡︎⁠ ⁠⁠budgetbesties.com/coaching⁠ 

5️⃣ Be on the Podcast – Free coaching, real convo. Come chat with us on the show! Get real-time financial coaching and help other women by sharing your story. ➡︎ ⁠budgetbesties.com/livecall⁠ 

"I love Shana & Vanessa and this podcast is amazing!" 👈🏻 If that sounds like you… ✨ Please take a second to rate & review the show! It helps us reach more people—just like you—who are ready to change their financial future. 🔔 Don’t forget to follow so you never miss an episode! 💌 And if you're feeling extra generous, share this podcast with a friend who needs it. We’d be so honored. 🙌

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