Has the Pandemic Changed Your Financial Plan?

August 24, 2020
How are investors adapting their plans and investing strategies to the global pandemic?

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  • Every Schwab client can now get a complimentary financial plan to help you reach your retirement goals. To get access to a complimentary plan with any Schwab account—or to learn more—visit schwab.com/plan.
  • Follow Mark Riepe on Twitter: @MarkRiepe.
  • Every Schwab client can now get a complimentary financial plan to help you reach your retirement goals. To get access to a complimentary plan with any Schwab account—or to learn more—visit schwab.com/plan.
  • Follow Mark Riepe on Twitter: @MarkRiepe.

Schwab's recent Modern Wealth Survey revealed that 57 percent of Americans say that they or a close family member has been financially impacted by COVID-19. There's no doubt that 2020 has upended the plans—and financial plans—of millions of people. What can we learn from this crisis about risk planning? And are there any bright spots?

In this special bonus episode, Mark Riepe talks with Jullie Strippoli, vice president and assistant branch manager in Austin, Texas, about the real ways the pandemic has affected investors' plans.

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