<p>Hosts Brent McCay and Hayden Proffitt of McCay Wealth Advisory, LLC discuss the changeover to Charles Schwab accounts, taking place over the Labor Day holiday 2023.</p>

Hosts Brent McCay and Hayden Proffitt of McCay Wealth Advisory, LLC discuss the changeover to Charles Schwab accounts, taking place over the Labor Day holiday 2023.

Charles Schwab Changeover

Investment Insight is an investment educational podcast where we discuss a broad range of topics related to estate planning, portfolio allocation, retirement, pensions, 401k’s, economic topics, and many other money related matters.  We invite you to tune in and to email us questions you may have at brent@mccaywealth.com, so that we can discuss them at a future podcast or meeting.  Every second Tuesday we do Investment Insight in person at our Manchester, Tennessee office at 10am and our McMinnville, Tennessee office at 3pm.

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Investment Insight is an investment educational podcast where we discuss a broad range of topics related to estate planning, portfolio allocation, retirement, pensions, 401k’s, economic topics, and many other money related matters. We invite you to tune in and to email us questions you may have at brent@mccaywealth.com, so that we can discuss them at a future podcast or meeting. Every second Tuesday we do Investment Insight in person at our Manchester, Tennessee office at 10am and our McMinnville, Tennessee office at 3pm.

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Charles Schwab Changeover

Charles Schwab Changeover