Encore - Getting Settled After the PCS to Charles Schwab

It’s encore time. For USAA members, the transfer of investment products to Charles Schwab was something that we had to get used to. It was new. Well, it’s been a year since the transfer so today I’m doing an encore airing of my show with Danielle Munoz from Charles Schwab on the benefits members receive at Schwab. Danielle covers a lot of valuable info in this show. Be sure to check out the show notes with newly updated resources from this show.