EPISODE · Mar 30, 2023 · 27 MIN
#068 - What happens to my investments if my broker goes under?
from Retirement Planning Education, with Andy Panko · host Andy Panko
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 failingLinks in this episode:Boomer Benefits Facebook group page - https://www.facebook.com/groups/508122746351903Schwab's CEO, Walt Bettinger, on CNBC - https://www.aboutschwab.com/walt-bettinger-on-financial-stabilityCharles Schwab and Walt Bettinger's industry perspective - https://www.aboutschwab.com/updated-our-most-recent-perspective-on-industry-eventsRob Berger's YouTube video about brokerage failures - https://youtu.be/wz64z1YuL0AFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com
What this episode covers
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-stabilityCharles Schwab and Walt Bettinger's industry perspective - https://www.aboutschwab.com/updated-our-most-recent-perspecti...
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#068 - What happens to my investments if my broker goes under?
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