Host Mark Riepe talks with Schwab experts to decode the cognitive and emotional biases that might cloud your judgment and impact your financial decisions.
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?
In this short bonus episode from Financial Decoder, host Mark Riepe connects the Super Bowl LVIII matchup to the concept of economic utility.
When navigating the world of stock trading, what kernels of truth can you take from some of the most ubiquitous trading proverbs?
What options do you have when leaving a job where you hold an employer-sponsored retirement account?
What options do freelancers have to get the most benefit out of their retirement savings?
What do you need to take care of in the handful of years, months, and days before you retire?
If you are nearing retirement, does it make sense to pay off your mortgage in advance?
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.
A financial advisor can help you navigate the complex world of investing. But how do you know which advisor is right for you?
If you or a family member has a disability, what dedicated tools and financial safeguards are available?
What lessons about portfolio management can we learn from two different types of fund managers?
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?
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.
For investors looking to gain exposure to the crypto space, what are some alternatives to buying crypto directly?
Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.
Some people start to take unnecessary risks when their portfolio gets off track. What are other options?
What's the best way to shift your mindset when it's time to withdraw from your IRA?
What are some of the incentives for younger investors to start saving for retirement?
Bonds can play an important role in your portfolio, but how do rising interest rates affect fixed income?
Every investor wants to maximize return—but you must first consider how much risk you can stomach.
Estate plans aren't just for the wealthy. So why do people tend to procrastinate making one?
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.
There are many advantages to having a trust in addition to a will, but is a trust right for you?
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?
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?
Is investing in a special purpose acquisition company (SPAC) right for your portfolio?
Many people have a vague notion of what they want to achieve financially, but it takes specificity to make those goals a reality.
As investors eye rising prices, are there ways to manage a portfolio that can offset some of the effects of inflation?
Mark sits down with Choiceology host Katy Milkman to discuss some of the barriers to change in her new book How to Change.
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?
What sorts of things do people say when making an emotional financial decision?