Another day, another big bank horror story.
Single man. No kids. Retired with a pension. Wants to spend every last dime before he goes.
Him: “I don’t want to be the richest man in the graveyard.”
Bank employee: “Oh, but I want you to be!”
He was treated like a number. What he wanted was ignored. And it was obvious to him that they were putting the bank’s interests before his own.
I’ve heard so many similar stories it’s unreal. How is this kind of interaction still so common?
Wherever you decide to keep your money, you should feel seen and heard and that the whole interaction revolves around what you want.
If that hasn’t been your experience to date, just know there are in fact better options out there.