Charles Schwab’s Insights & Ideas Podcast
1) What Should Your Advisor Know About You?
How much should you share with your financial advisor? Learn why trust, open communication, and the right information matter when working with professional help.
2) Does Your Inner Scorekeeper Skew Your Judgement?
How do mental scorecards shape your financial decisions? Professor Daniel Stone joins to unpack how reference points can shape risk, reward, and regret.
3) (Bonus) 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.
4) Can You Be Proactive in Times of Market Volatility?
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.
5) Which Milestone Ages Factor Into Retirement Planning?
Retirement planning is tied to a series of milestone ages. Mark Riepe outlines which birthdays can shape decisions about your financial future.
6) Are You Making One of These Car Buying Mistakes?
Learn how to navigate the decision-making process of purchasing a vehicle by minding these common financial and psychological factors.
7) Do You Know These 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.
8) What Steps Can You Take 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.
9) How Can You Set the Right 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.
10) (Bonus) From On Investing: 2025 Market Outlook, Part 2
As we approach 2025, what can investors expect from muni bonds, investment-grade corporate bonds, and the fixed income markets in the new year?