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Implementing Your Retirement Plan
Episode 20327th March 2023 • Secure Your Retirement • Secure Your Retirement
00:00:00 00:25:24

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In this Episode of the Secure Your Retirement Podcast, Nick and Taylor return to talk about the retirement plan implementation after the initial process. When you decide to be our client, we ask for all the information needed to open your account with our custodian Charles Schwab.

Listen in to learn what the transfer process of your investments from your current custodian to Charles Schwab looks like. You will also learn about the 45-day meeting, which we set up to answer any of your questions, finalize the important parts of the investment strategy, and talk about estate planning.

In this episode, find out:

  • Episode #199 - a recap of our retirement planning process.
  • The personal information we need to create a client’s account with our custodian Charles Schwab.
  • The transfer process of your investments from another firm to Charles Schwab.
  • How we can replicate your account from another custodian exactly as it was at Charles Schwab.
  • How the transfer process of a company plan differs from an IRA to an IRA transfer.
  • The tax planning process to help you lower your taxable income during your retirement.
  • How Nick communicates with clients throughout the process to ensure everything is set up.
  • The 45-day meeting – answering questions, finalizing the investment strategy, and discussing estate planning.

Tweetable Quotes:

  • “Exactly as it was at the other custodian, it can be replicated right at Charles Schwab.”- Nick
  • “For many advisors and us, we don’t work for Charles Schwab; we’re not connected to them in any kind of financial relationship or dictated by them; they’re simply a custodian.”- Radon Stancil


If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit



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