Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
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#068 - What happens to my investments if my broker goes under?
MP3•Laman utama episod
Manage episode 359359941 series 3305727
Kandungan disediakan oleh Andy Panko. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Andy Panko atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Explanation of what happens to investments when a broker fails, and why that is a very different (and generally better) scenario for clients than a bank failing
Links in this episode:
- Boomer Benefits Facebook group page - https://www.facebook.com/groups/508122746351903
- Schwab's CEO, Walt Bettinger, on CNBC - https://www.aboutschwab.com/walt-bettinger-on-financial-stability
- Charles Schwab and Walt Bettinger's industry perspective - https://www.aboutschwab.com/updated-our-most-recent-perspective-on-industry-events
- Rob Berger's YouTube video about brokerage failures - https://youtu.be/wz64z1YuL0A
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
98 episod
MP3•Laman utama episod
Manage episode 359359941 series 3305727
Kandungan disediakan oleh Andy Panko. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Andy Panko atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Explanation of what happens to investments when a broker fails, and why that is a very different (and generally better) scenario for clients than a bank failing
Links in this episode:
- Boomer Benefits Facebook group page - https://www.facebook.com/groups/508122746351903
- Schwab's CEO, Walt Bettinger, on CNBC - https://www.aboutschwab.com/walt-bettinger-on-financial-stability
- Charles Schwab and Walt Bettinger's industry perspective - https://www.aboutschwab.com/updated-our-most-recent-perspective-on-industry-events
- Rob Berger's YouTube video about brokerage failures - https://youtu.be/wz64z1YuL0A
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
98 episod
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