Jun 28, 2021
It’s encore time. For USAA members, the transfer of investment products to Charles Schwab was something that we had to get used to. It was new. Well, it’s been a year since the transfer so today I’m doing an encore airing of my show with Danielle Munoz from Charles Schwab on the benefits members receive at Schwab....
Jun 21, 2021
It’s hard to believe but it’s been a year since USAA transferred their brokerage accounts to Charles Schwab. In honor of the anniversary, I’m doing an encore presentation of my interview with Mary Stork from USAA.
Be sure to check out the show notes with newly updated resources. I’ll have more information on...
Jun 14, 2021
Money conversation can be hard to start. It’s a talk that a lot of people would rather avoid. Especially when money’s tight. They can be stressful and lead to fights in a marriage. So you can see why it’s not top of the list for most people. But it’s something that has to be done.
Paul Roberts is a Charles...
Jun 7, 2021
Tax time comes every year but somehow, most people aren’t ready for it. I guess when you only do something once a year, you get a little rusty. Wouldn’t it be easier if we prepare all year, instead?
My guest, Paul Allen, is helping us prepare for tax season all year. Paul retired from the Navy after 24 years of...