A Conversation with Past Ameritrade Trust CEO, Skip Schweiss

Modern Husbands Podcast

Join us for a discussion about investing as a couple and rules put into place to reduce being scammed while saving for retirement.
Skip Schweiss, CFP®, AIF® currently serves as the volunteer past president for the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planners.​

In 2020, Schweiss concluded a 12-year career with TD Ameritrade, where he most recently served as President of TD Ameritrade Trust Company and Managing Director of Advisory Advocacy. Mr. Schweiss directly influenced legislation and regulation, including the SECURE Act (2019) and the DOL Conflict of Interest Rule, among others.

Show Notes

• 0:00-0:58 Introduction
• 0:58-2:45 Skips professional background
• 3:35-7:34 Skips insight on how beginners should start investing
• 7:35-12:42 The passing of the Secure Act in 2019 and what that changed
• 12:43-14:31 Real-world examples of how the Secure Act has helped
• 15:27-20:20 Department of Labor Conflict of Interest Rule
• 20:20-25:54 What Skip suggests you should look for in a financial planner
• 26:38-28:32 Websites you can use to research financial advisors
• 28:37-32:33 Skips financial advice for married couples
• 34:11-34:36 Conclusion

Click here to find information about individuals named in SEC court actions or administrative proceedings who had judgments or orders issued against them.
Click here to search your investment professional's background and make sure they are registered. It's a red flag if they're not! You can also check whether they've ever been in trouble with securities regulators.

Investment returns compound, but so do fees! Know what you will be charged when meeting with a financial planner and choosing an investment. These 10 questions provided by the CFP organization can help.

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