151: Our 2026 "Money Calendar"
Rich Habits Podcast
Should You Transfer Brokerages?
Austin and Robert advise that platform choice matters less than consistent investing; transfers are usually easy and non-taxable.
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz walk you through how to approach 2026 month by month to ensure you're checking all of the financial boxes.
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❓ Ask us questions for our Q&A episodes – @richhabitspodcast on Instagram
📬 Inquire about working together – christian@witz.vc
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Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
Hankwitz Group LLC has an existing business relationship with NEOS Investment Management LLC. The opinions expressed are those of the author, and the author owns several NEOS ETFs.
Content creator (the “Endorser”) receives cash compensation from Masterworks, LLC (“Masterworks”). Endorser is not a client of Masterworks. This communication is not endorsed by or affiliated with State Street and the referenced report is not intended to be regarded as investment advice, an offer, or solicitation of an offer to enter into any Masterworks offering.
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For further disclosure on Regulation A Offerings, Risks of Investing, Performance Metrics, Art Market Data, and more visit the offering documents filed with the SEC and Important Disclosures at masterworks.com/cd.
As with any investment; past performance is not indicative of future returns. Investing involves risk. Sale returns are not inclusive of unsold works. Important Regulation A disclosures can be found at masterworks.com/cd.
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