If you’re a USAA member, you know there have been some big changes to their investments. If you’re not, you’ve probably heard everyone talking about it.

Many people want to know the down-low on what happened and what the future of USAA investments looks like and how Charles Schwab is part of that future. To get all the deets, I’m doing a two-part series with Charles Schwab and USAA to get you some exclusive information about the transition.

To kick off the series, I’m talking with Mary Stork, the President of the USAA Investment Services Company (ISCO). She also serves as GM of Strategic Investment Relationships, overseeing the Charles Schwab and Victory Capital referral agreements and the day-to-day relationship management of each firm.

We talk about what USAA investments looked like before the changes, why USAA made the decision to change how they provide investment value to their members. Plus Mary shares what it looks like moving forward and what USAA members get out of the deal.

The show notes can be found here: https://laceylangford.com/podcast/changing-landscape-of-usaa-investments