Nov 30, 2020
For many of us, going from USAA to Charles Schwab is new territory. We don’t know what to expect. Will we like it? Will they understand me? Will they help me? Schwab is here to answer all of those questions and more.
Danielle Munoz is the Schwab Vice President of Virtual Member Branch. Danielle leads the virtual...
Nov 23, 2020
If you’re a USAA member, you know there have been some big changes to their investments. If you’re not, you’ve probably heard everyone talking about it.
Many people want to know the down-low on what happened and what the future of USAA investments looks like and how Charles Schwab is part of that future. To get...
Nov 16, 2020
Did you know it’s TRICARE Open Enrollment? From now to December 14, 2020, service members and retirees can change their medical care. There have also been some recent changes with enrollment fees. To get an update on everything going on with TRICARE, I’ve gone straight to the source.
Mark Ellis oversees the...
Nov 9, 2020
Investing in your future is crucial. Spending less than you make and putting it towards your retirement will make life way easier later. But you don’t want all the hard work to be wasted or eroded. That’s why it’s important to avoid mistakes along the way.
Jeff Wright is a managing director and portfolio...
Nov 2, 2020
I did it, y’all. It’s my 100th episode! In the podcast world, hitting your 100th episode is a milestone and a rite of passage. So it’s a big day for me.
Helping me celebrate this special occasion is Steve Stewart, my podcast editor extraordinaire!
Steve looks back with me on how far I’ve come, what it’s like...