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 on the changing landscape of USAA investments.
Support for this show comes from Charles Schwab. Schwab can help you achieve better financial outcomes—saving for your future? Putting your kids through college? Being prepared for your retirement years? Schwab has the resources and solutions that can help you. You can learn more at Schwab.com.
Support for this episode also comes from USAA. Since 1922, USAA has provided award-winning insurance, banking and investment, and retirement solutions support to Military Members and their families. They offer a complete suite of exclusive products, services, tools, and advice to their members. Learn more and join today at USAA.com.
More on investing: Getting Settled After the PCS to Charles Schwab
Related content: How to Make the Traditional Vs. Roth TSP Decision
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If you want to “kickstart” your finances in the military, you can get access to my free Financial Kickstart Kit here.