#158 - How investment custodians make money

from Retirement Planning Education, with Andy Panko

Andy discusses the main ways in which investment custodians like Scwhab, Vanguard and Fidelity make money (even when you often don't outright directly pay them anything...)Links in this episode:Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com To send Andy questions to be addressed on future Q&A episodes, email [email protected]

Episode metadata supplied by the publisher feed · Published Jul 3, 2025

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#158 - How investment custodians make money

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This episode was published on July 3, 2025.

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