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Unpacking: Where Should I Keep My Investment Accounts? episode artwork

EPISODE · Feb 19, 2025 · 30 MIN

Unpacking: Where Should I Keep My Investment Accounts?

from The Diana Richey Podcast · host Diana Richey, JD, CFP®

Maybe you are just starting your investing journey. Or maybe you want to organize and consolidate your investment accounts. Which brokerage firm should you choose?This episode defines a brokerage firm and helps narrow down the universe of available companies.https://www.reuters.com/investigates/special-report/usa-fidelity-family Get full access to Diana Richey, JD, CFP® at dianarichey.substack.com/subscribe

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Unpacking: Where Should I Keep My Investment Accounts?

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Frequently Asked Questions

How long is this episode of The Diana Richey Podcast?

This episode is 30 minutes long.

When was this The Diana Richey Podcast episode published?

This episode was published on February 19, 2025.

What is this episode about?

Maybe you are just starting your investing journey. Or maybe you want to organize and consolidate your investment accounts. Which brokerage firm should you choose?This episode defines a brokerage firm and helps narrow down the universe of available...

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