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-stability
• Charles Schwab and Walt Bettinger's industry perspective - https://www.aboutschwab.com/updated-our-most-recent-perspective-on-industry-events

• Rob Berger's YouTube video about brokerage failures - https://youtu.be/wz64z1YuL0A

• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com