In this episode Rob welcomes special guest Becky Willenbring, the Director of Operations for Gradient Investments, to talk about the conversion from TD Ameritrade to Schwab.

TD Ameritrade Conversion to Schwab

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

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TD Ameritrade Conversion to Schwab

TD Ameritrade Conversion to Schwab