4.4 • 1.3K Ratings
🗓️ 23 May 2023
⏱️ 8 minutes
🧾️ Download transcript
Click on a timestamp to play from that location
0:00.0 | This is Optimal Finance Daily, Episode 2317. |
0:04.5 | How to Transfer your Brokage Account by Jeff Rose of GoodFinancialSense.com |
0:09.8 | And I'm your host and personal finance enthusiast, Diana Mariam. |
0:13.9 | Now let's get right to today's post and start optimizing your life. |
0:22.0 | How to Transfer your Brokage Account by Jeff Rose of GoodFinancialSense.com |
0:28.4 | Anybody that's tried to change their satellite or cable service knows how much of a pain |
0:32.9 | in the butt it can be. |
0:34.8 | You'll spend at minimum an hour on the phone and most likely by the end of it, you'll |
0:38.5 | be so disgusted that even a hot shower won't make you feel any better. |
0:43.5 | One of the biggest fears that investors have when starting with a new Brokage firm is |
0:47.7 | what happens if you want to quit or break up with your financial advisor. |
0:52.1 | Are you going to be stuck in the same situation as trying to transfer your satellite service? |
0:57.0 | Are you going to be hit with a massive amount of surrender fees? |
1:00.6 | Is this something that you worry about? |
1:03.3 | Let's take a look at how it works if you want to transfer your Brokage account. |
1:07.6 | If you're in the process of hiring a new financial advisor or opening an online Brokage |
1:11.9 | account, the first thing you want to do is ask, what happens if I ever want to leave? |
1:17.8 | What type of cost or transfer outcharges would I incur? |
1:21.8 | If it's really a concern of yours, I wouldn't accept the explanation verbally. |
1:26.4 | Let it in writing. |
1:28.0 | Make sure you can see exactly how much you would pay if you had to pay anything at all. |
1:32.9 | Many people don't realize how easy it is to actually transfer your Brokage account elsewhere. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Optimal Living Daily LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Optimal Living Daily LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.