Financial Decoder
Host Mark Riepe talks with Schwab experts to decode the cognitive and emotional biases that might cloud your judgment and impact your financial decisions.
Women's Investing Trends
Mark Riepe is joined by the head of Schwab's branch network, Jeannie Bidner, to discuss survey data about how women investors view themselves and what drives their decisions.
Financial Planning
What Your Advisor Should Know
How much should you share with your financial advisor? Learn why trust, open communication, and the right information matter when working with professional help.
Behavioral Finance
Your Inner Scorekeeper
How do mental scorecards shape your financial decisions? Professor Daniel Stone joins to unpack how reference points can shape risk, reward, and regret.
Behavioral Finance
Did May Day Reshape Investing?
Mark Riepe explores the history of how investing has become more accessible, from key milestones like May Day to the various factors that have shaped who could participate through the last century.
Market Volatility
Proactive Moves in Volatile Markets
Market swings can shake any investor's confidence. Learn ways you can stay grounded, trust your financial plan, and take smart, long-term steps in uncertain times.
Retirement
Milestone Ages for Retirement
Retirement planning is tied to a series of milestone ages. Mark Riepe outlines which birthdays can shape decisions about your financial future.
Behavioral Finance
Common Car Buying Mistakes
Learn how to navigate the decision-making process of purchasing a vehicle by minding these common financial and psychological factors.
Bonds
7 Bond Market Basics
Mark Riepe is joined by Schwab's Chief Fixed Income Strategist Kathy Jones to walk through seven fundamentals investors should understand about the bond market.
Fraud Prevention
Steps to Avoid Cyber Fraud
Mark Riepe and his guest, Lisa Lang, break down emerging trends in the evolving world of cyber fraud and strategies for protecting your financial security.
Financial Planning
How to Set Financial Goals
Mark Riepe is joined by guest Cindy Scott to discuss ways you can align your vision for the future with your values and plan a path to long-term financial success.
Social Security
When to Take Social Security
Mark Riepe is joined by Rob Williams and Susan Hirshman to examine one of the most critical retirement decisions: When should you take Social Security?
Behavioral Finance
What Can the Olympics Teach Us?
Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.
Travel Planning
Saving for Vacations & Travel
Mark Riepe and Cindy Scott discuss how financial planning can help you save for short-term goals like travel and vacations without adding risk to your long-term financial future.
Annuities
What to Know About Annuities
A basic overview of annuities and how they can fit into an investor's retirement plan—with Rob Williams, a managing director and Retirement Income Certified Professional at Schwab.
Financial Planning
Declutter Your Portfolio
In the spirit of spring cleaning, Susan Hirshman returns for a bonus episode to share helpful methods for decluttering your portfolio.
Financial Planning
Making Buy and Sell Decisions
Alex Imas, professor of behavioral science and economics at Chicago Booth, visits to discuss new research into the effects of heuristic thinking on institutional investors' performance.
Financial Planning
How to Save for College
What financial tools and strategies are available to those planning for college expenses?
Equity Compensation
What to Do with Employee Stock
Whether it's stock options, restricted stock units, an employee stock purchase plan, or some other form of equity compensation, many companies offer this vital benefit to employees. But once you have it, what should you do with it?
Behavioral Finance
The Value of a Super Bowl Win
In this short bonus episode from Financial Decoder, host Mark Riepe connects the Super Bowl LVIII matchup to the concept of economic utility.
Financial Planning
Should You Pay Off Your Mortgage Before You Retire?
If you are nearing retirement, does it make sense to pay off your mortgage in advance?