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Banking

Banking for Baby Boomers

As Baby Boomers navigate their financial journeys, understanding banking options tailored to their unique needs is essential. As our generation has grown older, we have a unique blend of traditional banking values and evolving digital habits. 76% of Baby Boomers insist on having a physical bank location available close to them because we value face-to-face service and long-standing Relationships with bankers. The Baby Boomer Generation does appreciate the digital convenience of online transactions, but they often use it selectively. Our Experts in this area of the site explore how to maximize both traditional and digital banking.

Transparent fee structures and consistent service are the banking services Boomers look for in high-yield savings accounts and as they manage their wealth and Retirement funds. Having tailored investment advice and crucial Estate planning services as well as the bank’s ability to enhance fraud detection plays a crucial role in where this generation creates banking relationships.

 

Bank Specialists & Contributors

ALLEN KOPELMAN CEO, Nationwide Payment Systems | Host of the B2B Vault: The Biz to Biz Podcast
Anthony Cirillo Health, Aging, Caregiver Expert
Barbara Klein Blogger
Ben Fraser Podcaster
Ben Graham Joe & Bella VP of Marketing
Christian Brim The Profit Prophet
David Radlo David Radlo
Devin Thorpe Champion of Social Good
J.R. Gonzales Podcaster
Jackson Huff Podcaster
Jeff Heggie Success Coach
Julienne Ryan Humorist, Speaker, Trainer, Facilitator, Coach
Maddy Dychtwald Co-Founder of Age Wave and Award-Winning Author
Philip Jayhawk Chan Lightspeed Investing Podcast
Sally Pederson Podcaster

Podcasts About Bank
AK-67: Audio Shots for your Physical Banking. KABOOM.
Doing Business with a Servant's Heart
MONEY MATTERS with Christopher Hensley
Online For Authors Podcast
Cardinal Lessons
CEO Blindspots® Podcast
Networking Rx
Breakfast Leadership Show
Tech It Out
Getting to the Bottom Line: Conversations to help business owners maximize revenue, profit, and cash flow
Life Happens
Grief & Happiness

Books About Bank
The Success Guidebook
By Elizabeth Hamilton-Guarino
Creating Business Superfans
By L. Frederick Dudek
Boomers, Zoomers, and Other Oomers
By Marcel Strigberger

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Larry Sprung: Planning Tomorrow Without Losing Today &Raquo; C2Qvd56M18Ujmkf6Jvxfrmdttbo5 16
Podcast Episode
Larry Sprung: Planning Tomorrow Without Losing Today

Send us Fan Mailhttps://www.skool.com/thebusinessnetworkhttps://doing-business-with-a-servants-heart.kit.com/steveramona 📝Description: What happens when the numbers in your bank account are connected to the weight in your heart?Larry Sprung knows that financial planning is never just about mone…

Send us Fan Mailhttps://www.skool.com/thebusinessnetworkhttps://doing-business-with-a-servants-heart.kit.com/steveramona 📝Description: What happens when the numbers in your bank account are conne…

Send us Fan Mailhttps://www.skool.com/thebusinessnetworkhttps://doing-business-with-a-servants-heart.kit.com/steveramona 📝Description: What happens when the numbers in your bank account are connected to the weight in your heart?Larry Sprung knows that financial planning is never just about money. After losing his brother-in-law to suicide and serving for years with the American Foundation for Suicide Prevention, Larry built a life of service around a deeper truth: mental health, physical health, and financial health are inseparable. In this powerful conversation with Steve Ramona, Larry r…

Listen · 28:14
Avatar Of Steve Ramona Steve Ramona June 3, 2026
Jerome Powell On Fed Independence &Raquo; Untitled Design 14
Podcast Episode
Jerome Powell on Fed Independence

Jerome Powell explains why Federal Reserve independence and credibility matter for the economy. When the public believes the Fed can make decisions based on long-term economic stability rather than political pressure, that trust supports markets, inflation expectations, families, and businesses. F…

Jerome Powell explains why Federal Reserve independence and credibility matter for the economy. When the public believes the Fed can make decisions based on long-term economic stability rather than p…

Jerome Powell explains why Federal Reserve independence and credibility matter for the economy. When the public believes the Fed can make decisions based on long-term economic stability rather than political pressure, that trust supports markets, inflation expectations, families, and businesses. Fed credibility is one of the central bank’s most important assets. #JeromePowell #FederalReserve #Fed #Economy #Inflation Jerome Powell discusses the critical importance of the Federal Reserve's independence and credibility in maintaining a strong and stable US economy. He warns that if any admi…

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Avatar Of Christopher Hensley Christopher Hensley June 2, 2026
West Texas Justice: A Dark, Fast-Paced Ride Through Moral Chaos With Author Jim Nesbitt &Raquo; Untitled Design 38 8Ika8D
Podcast Episode
West Texas Justice: A Dark, Fast-Paced Ride Through Moral Chaos with Author Jim Nesbitt

My guest today on the Online for Authors podcast is Jim Nesbitt, author of the book The Fatal Saving Grace. Award-winning author Jim Nesbitt has written five hard-boiled Texas crime thrillers that feature an indelible protagonist, Dallas private eye Ed Earl Burch, a cashiered homicide detective with…

My guest today on the Online for Authors podcast is Jim Nesbitt, author of the book The Fatal Saving Grace. Award-winning author Jim Nesbitt has written five hard-boiled Texas crime thrillers that fea…

My guest today on the Online for Authors podcast is Jim Nesbitt, author of the book The Fatal Saving Grace. Award-winning author Jim Nesbitt has written five hard-boiled Texas crime thrillers that feature an indelible protagonist, Dallas private eye Ed Earl Burch, a cashiered homicide detective with bad knees, a wounded liver and an empty bank account. He’s smart, tough, profane and reckless: nobody’s hero—and nobody’s fool.   Drawing on four decades as a journalist chasing hurricanes, presidential candidates, neo-Nazis, cops, crooks and cowboys, Nesbitt writes hard-hitting novels bri…

Listen · 29:23
Avatar Of Teri M Brown Teri M Brown June 2, 2026
B2B Vault Podcast: Top 1% Global Business Podcast Sponsored By Nationwide Payment Systems &Raquo; B2B 1
Article
B2B Vault Podcast: Top 1% Global Business Podcast Sponsored by Nationwide Payment Systems

Nationwide Payment Systems  B2B Vault Podcast: Top 1% Global Business Podcast Sponsored by Nationwide Payment Systems  B2B Vault: The Biz-to-Biz Podcast is a Top 1% global business podcast covering payments, fintech, chargebacks, entrepreneurship, AI, and business growth. Sponsored by Nationwide P…

Nationwide Payment Systems  B2B Vault Podcast: Top 1% Global Business Podcast Sponsored by Nationwide Payment Systems  B2B Vault: The Biz-to-Biz Podcast is a Top 1% global business podcast covering …

Nationwide Payment Systems  B2B Vault Podcast: Top 1% Global Business Podcast Sponsored by Nationwide Payment Systems  B2B Vault: The Biz-to-Biz Podcast is a Top 1% global business podcast covering payments, fintech, chargebacks, entrepreneurship, AI, and business growth. Sponsored by Nationwide Payment Systems. Presented by Allen Kopelman, CEO — Nationwide Payment Systems-Host of B2B Vault: The Biz2Biz Podcast  AI OVERVIEW In a saturated media landscape, B2B Vault: The Biz-to-Biz Podcast delivers data-backed strategic clarity for modern business leaders. Hosted by Allen Kopel…

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Avatar Of Allen Kopelman ALLEN KOPELMAN June 1, 2026
Hawthorn Crossings Featured Among New Supercrowd Impact Offerings - June 1, 2026 &Raquo; Https3A2F2Fsubstack Post Media.s3.Amazonaws.com2Fpublic2Fimages2F6C915019 8Bdf 432E Bd38 3576E800A7Af 1500X1500
Article
Hawthorn Crossings Featured Among New SuperCrowd Impact Offerings – June 1, 2026

You can advertise in Superpowers for Good. Click to learn more.Each week, Superpowers for Good shares a curated list of new investment offerings added to FINRA-registered crowdfunding portals and by broker-dealers. Using the SuperCrowd Classification Policy, we highlight offerings that qualify for S…

You can advertise in Superpowers for Good. Click to learn more.Each week, Superpowers for Good shares a curated list of new investment offerings added to FINRA-registered crowdfunding portals and by b…

You can advertise in Superpowers for Good. Click to learn more.Each week, Superpowers for Good shares a curated list of new investment offerings added to FINRA-registered crowdfunding portals and by broker-dealers. Using the SuperCrowd Classification Policy, we highlight offerings that qualify for Social Impact, Women in Leadership, and Underrepresented Founder Leadership based on publicly available information and objective criteria. We prioritize these categories and also include other newly launched offerings that may be of interest to our community.We organize the opportunities into four g…

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Avatar Of Devin Thorpe Devin Thorpe June 1, 2026
🚨 Delaying Social Security: A $100K Mistake? #Socialsecurity #Retirementplanning #Wealthmanagement &Raquo; Card
Podcast Episode
🚨 Delaying Social Security: A $100k Mistake? #SocialSecurity #RetirementPlanning #WealthManagement

Is delaying your Social Security claim actually costing you a six-figure lump sum? 👇 While waiting until age 70 mathematically maximizes your monthly benefit amount, it also means leaving money on the table right now. In this breakdown, we look at a real-world scenario where filing just two year…

Is delaying your Social Security claim actually costing you a six-figure lump sum? 👇 While waiting until age 70 mathematically maximizes your monthly benefit amount, it also means leaving money on…

Is delaying your Social Security claim actually costing you a six-figure lump sum? 👇 While waiting until age 70 mathematically maximizes your monthly benefit amount, it also means leaving money on the table right now. In this breakdown, we look at a real-world scenario where filing just two years earlier at age 68 results in a lower monthly payout for life, but pockets over $100,000 in immediate cash flow that otherwise wouldn't exist. When planning your retirement income strategy, it is critical to balance the long-term monthly benefit increase against the short-term opportunity cost of …

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Avatar Of Hans Scheil Hans Scheil May 30, 2026
&Quot;The Treasury Blindspot&Quot; - With Birgit Kamps, President Of Hire Universe Llc &Raquo; 2408619 1663029336328 F3F05395389Fa
Podcast Episode
"The Treasury Blindspot" – with Birgit Kamps, President of Hire Universe LLC

An invisible piggy bank. A global chess match. And a blindspot that could cost—or unlock—millions on your balance sheet.Is your company prepared for one of the biggest shifts in corporate treasury strategy that many leaders still don’t see?In this episode, we simplify the latest regulations, e…

An invisible piggy bank. A global chess match. And a blindspot that could cost—or unlock—millions on your balance sheet.Is your company prepared for one of the biggest shifts in corporate treasury…

An invisible piggy bank. A global chess match. And a blindspot that could cost—or unlock—millions on your balance sheet.Is your company prepared for one of the biggest shifts in corporate treasury strategy that many leaders still don’t see?In this episode, we simplify the latest regulations, examine the corporate Bitcoin leaderboard, and break down what CEOs, CFOs, and board members need to know about the changing tax, accounting, and balance-sheet landscape.✅ The Melting Cash Problem✅ The Bipartisan CLARITY Act✅ The Accounting Shift✅ The 3 Questions Every Leadership Team Should …

Listen · 5:13
Avatar Of Birgit Kamps Birgit Kamps May 30, 2026
Do This To Bank On Better Relationships (Eps 264) &Raquo; 2
Podcast Episode
Do This To Bank On Better Relationships (EPS 264)

National Sales Director of Codebreaker Technologies, Michelle Lee Angiolillo, shares the origins of the BANK program and explains how it can help you build better, faster relationships with prospects. To learn more contact Michelle at [email protected]. For more insight on professional relationshi…

National Sales Director of Codebreaker Technologies, Michelle Lee Angiolillo, shares the origins of the BANK program and explains how it can help you build better, faster relationships with prospects.…

National Sales Director of Codebreaker Technologies, Michelle Lee Angiolillo, shares the origins of the BANK program and explains how it can help you build better, faster relationships with prospects. To learn more contact Michelle at [email protected]. For more insight on professional relationships, business networking, and generating referrals, contact Frank Agin at [email protected]. Through AmSpirit Business Connections, entrepreneurs and professionals grow their business through word of mouth and strong relationships—building reputation, strengthening marketing, and increasing sa…

Listen · 20:35
Avatar Of Frank Agin Frank Agin May 29, 2026
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