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. 

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?

February 19, 2024 Mark Riepe

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.

February 10, 2024

Popular Trading Proverbs

When navigating the world of stock trading, what kernels of truth can you take from some of the most ubiquitous trading proverbs?

February 05, 2024

Retirement Account Rollovers

What options do you have when leaving a job where you hold an employer-sponsored retirement account?

December 18, 2023

Retirement for Freelancers

What options do freelancers have to get the most benefit out of their retirement savings?

November 27, 2023

Build Your Pre-Retirement Checklist

What do you need to take care of in the handful of years, months, and days before you retire?

November 13, 2023

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?

October 30, 2023

Special Guest: Chuck Schwab (Rebroadcast)

Founder and Chairman of the Board Chuck Schwab joins Mark Riepe for a candid discussion about the decisions he made that disrupted the brokerage industry.

October 16, 2023

Do You Need a Financial Advisor?

A financial advisor can help you navigate the complex world of investing. But how do you know which advisor is right for you?

August 21, 2023

What If You or a Loved One Becomes Disabled?

If you or a family member has a disability, what dedicated tools and financial safeguards are available?

July 10, 2023

2023 Mid-Year Market Outlook

What can investors expect from the markets in the second half of 2023?

June 26, 2023

Think Like a Fund Manager

What lessons about portfolio management can we learn from two different types of fund managers?

April 17, 2023

Direct Indexing

How does direct indexing work?

April 03, 2023

Jodi's Story

How one woman changed careers—and found a path that fit with her values.

March 20, 2023

Wealth Management Watch List

It's easy to overlook some of the financial-planning and wealth management decisions made years ago. What can be done to ensure every aspect of your portfolio is properly maintained?

March 06, 2023

Reboot Your Resolutions (Rebroadcast)

If you set New Year's resolutions, have you fallen off track? Were you too overwhelmed to set resolutions? In either case, we have some helpful strategies to reboot your New Year's resolutions or get started on some new goals.

January 30, 2023

2023 Market Outlook

As we look to the new year, what can investors expect from the markets in 2023?

December 16, 2022

Investing in Crypto Indirectly

For investors looking to gain exposure to the crypto space, what are some alternatives to buying crypto directly?

December 12, 2022

Mary Anne's Story

How did one woman honor her twin sister through a charitable gift?

November 28, 2022

Gift and Estate Taxes

Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

November 14, 2022

Recession Strategies

What are some strategies that can help investors navigate a recession?

October 30, 2022

Retirement Off Track?

Some people start to take unnecessary risks when their portfolio gets off track. What are other options?

September 19, 2022

Drawing Down Your IRA

What's the best way to shift your mindset when it's time to withdraw from your IRA?

September 05, 2022

IRAs: Just Starting Out

What are some of the incentives for younger investors to start saving for retirement?

August 22, 2022

When Interest Rates Rise

Bonds can play an important role in your portfolio, but how do rising interest rates affect fixed income?

August 08, 2022

How Much Risk Is Right for You?

Every investor wants to maximize return—but you must first consider how much risk you can stomach.

July 25, 2022

Creating an Estate Plan

Estate plans aren't just for the wealthy. So why do people tend to procrastinate making one?

March 21, 2022

ESG Investing and Your Values

How can you customize your portfolio in ways that align with your own personal values? ESG investing might help you achieve your goals beyond just risk and return.

March 07, 2022

Which Trust May Be Right for You?

There are many advantages to having a trust in addition to a will, but is a trust right for you?

December 13, 2021

How Can You Best Give to Charity?

Decisions about what you do with your financial assets are just as important as the decisions you make while you're accumulating them. Most of us want to help others, but is there a smarter way to give to charity?

November 29, 2021

How Can You Be More Confident?

Underconfidence in financial matters can affect anyone, but women can be especially prone to undervaluing their expertise. Are there steps you can take to feel more empowered?

November 15, 2021

Should You Invest in a SPAC?

Is investing in a special purpose acquisition company (SPAC) right for your portfolio?

November 01, 2021

How Can You Set Better Goals?

Many people have a vague notion of what they want to achieve financially, but it takes specificity to make those goals a reality.

July 12, 2021

How Can You Protect Against Inflation?

As investors eye rising prices, are there ways to manage a portfolio that can offset some of the effects of inflation?

June 14, 2021

Special Guest: Katy Milkman

Mark sits down with Choiceology host Katy Milkman to discuss some of the barriers to change in her new book How to Change.

June 07, 2021

Financial Perils of Aging

It's normal for aging investors to experience at least some cognitive decline. Are you taking the right steps to prepare your finances for the future?

March 08, 2021

Rationalizing Investing Mistakes

What sorts of things do people say when making an emotional financial decision?

February 22, 2021

Is SRI Right for You?

Is investing in socially responsible funds the right move for your portfolio?

February 08, 2021