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• Obstacle Illusions: With Guests Daniella McCahey & Tom Gilovich | Charles Schwab

  We're wired to interpret our challenges as bigger than our advantages, even if the reality is more balanced.

• Socially Responsible Investing (SRI) | Charles Schwab

  What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.

• How to Store Estate Planning Documents | Charles Schwab

  Storing records in an accessible place like a safe deposit box is important. Here's a step-by-step checklist for keeping estate planning documents safe.

• Trading the Trend | Charles Schwab

  Are there potential opportunities? It’s important to be educated when it comes to trading and consider risk of capital based on trader’s own risk tolerance and situation.

• How Can You Save for College? | Charles Schwab

  What financial tools and strategies are available to those planning for college expenses?

• The Markets Shrug at Geopolitics, for Now | Charles Schwab

  Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.

• Fan Fictions: With Guests Hannah Sung, Crystal Tai & Anuj Shah | Charles Schwab

  How can feeling connected to someone who is essentially a stranger impact your decision-making?

• 6 Key Roles to Include in an Estate Plan | Charles Schwab

  Naming people you trust to fill important roles, including executor and power of attorney, is essential to an estate plan. Learn whom to include and why.

• Ron Roff | Financial Consultant in CA | Charles Schwab

  Ron Roff is a Financial Consultant at Charles Schwab serving San Diego, CA. Request an appointment or contact us today to speak with a financial consultant.

• Student Debt: Is College Worth It? | Charles Schwab

  The cost of college is on the rise. Is student loan debt worth it?