Sep 27, 2023
The merger of TD Ameritrade Brokerage and Charles Schwab Brokerage, now known as Schwab, has been completed! And in this episode, I want to provide my insight into how the merger went. I’ll also share some of the issues I and other clients have found since the merger solidified.
You will want to hear this episode if...
Sep 20, 2023
As the air crisps and the leaves change, you know what that means: Fall is here! But it also means that Medicare Open Enrollment is about to begin. On this episode, I’m going over five Medicare Open Enrollment mistakes you want to avoid and answering a listener's question about Health Savings Accounts.
You will want...
Sep 13, 2023
The last thing on your mind is probably home heating oil while summer is still in full swing. But with cold nights around the corner, now is the time to start preparing for rising heating oil prices! On this episode, I’m taking a look at past pricing for home heating oil, what influences oil rates, and when YOU should...
Sep 6, 2023
So many 80’s kids fell in love with action movies because of the work of Arnold Schwarzenegger. Myself included! So I was delighted to discover the Netflix documentary Arnold, which details the life and career of the body-builder turned movie star turned California governor. What inspired me about this film was...