Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavioral economics, portfolio management, retirement planning, personal finance and more. Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options.
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August 19, 2024
Austin Jarvis speaks with Mark Riepe about the complications of estate taxes—and what to do if the estate tax exemptions change in 2026.
August 5, 2024
<p><strong>Summary</strong></p><p>Mark Riepe is joined by Rob Williams and Susan Hirshman to examine one of the most critical retirement decisions: When should you take Social Security?</p><p><strong>After you listen</strong>:</p><ul><li>Check out the helpful resources Susan mentions on the <a href="https://www.ssa.gov/">Social Security Administration's website</a>.</li><li>Listen to Mike Townsend's <a href="https://www.schwab.com/learn/washingtonwise"><i>WashingtonWise </i>podcast</a> to stay abreast of the policy debates surrounding government programs like Social Security and Medicare.</li></ul><p>In this episode of <i>Financial Decoder</i>, host Mark Riepe examines one of the most critical retirement decisions: When should you take Social Security? When you claim too early, your benefits are reduced, and yet a large percentage of people claim at the earliest possible age. What's driving this decision? Mark, along with his guests Rob Williams and Susan Hirshman, look at three psychological phenomena that could impact the decision.</p><p>Follow <i>Financial Decoder</i> for free on Apple Podcasts or wherever you listen.</p><p><i>Financial Decoder</i> is an original podcast from Charles Schwab. For more on the series, visit <a href="https://www.schwab.com/financialdecoder">schwab.com/FinancialDecoder</a>. </p><p>If you enjoy the show, please leave us a rating or review on <a href="http://getpodcast.reviews/id/1440529681">Apple Podcasts</a>.</p><p>Reach out to Mark on X <a href="https://twitter.com/MarkRiepe">@MarkRiepe</a> with your thoughts on the show.</p><p>Follow <a href="https://open.spotify.com/show/5eKsYzSemWDLIQhSwezJyc"><i>Financial Decoder </i>on Spotify</a> to comment on episodes.</p><p><strong>Important Disclosures</strong></p><p>The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. </p><p>All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. </p><p>Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.</p><p>All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.</p><p>The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.</p><p>[0824-HMCL]</p>
July 22, 2024
<p><strong>After you listen</strong>:</p><ul><li>Reach out to Mark on X <a href="https://twitter.com/MarkRiepe">@MarkRiepe</a> with your thoughts on the show.</li><li>Follow <a href="https://open.spotify.com/show/5eKsYzSemWDLIQhSwezJyc"><i>Financial Decoder </i>on Spotify</a> to comment on episodes.</li><li>Listen to the Schwab podcast <a href="https://www.schwab.com/learn/choiceology"><i>Choiceology with Katy Milkman</i></a>.</li></ul><p>Starting July 26th, athletes from around the world will compete in the 2024 Summer Olympics in Paris. Decision-making biases affect many aspects of the Olympic Games, from prospective host cities' bids to judges' scores to whom fans choose to root for. </p><p>On this episode of <i>Financial Decoder</i>, Mark Riepe illustrates how some of these cognitive and emotional biases present themselves through the many elements of the games—and how they might contain lessons to apply to our own daily financial decisions.</p><p>Follow <i>Financial Decoder</i> for free on Apple Podcasts or wherever you listen.</p><p><i>Financial Decoder</i> is an original podcast from Charles Schwab. For more on the series, visit <a href="https://www.schwab.com/financialdecoder">schwab.com/FinancialDecoder</a>. </p><p>If you enjoy the show, please leave us a rating or review on <a href="http://getpodcast.reviews/id/1440529681">Apple Podcasts</a>.</p><p><strong>Important Disclosures</strong></p><p>The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. </p><p>All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. </p><p>Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.</p><p>Investing involves risk, including loss of principal.</p><p>All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.</p><p>The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.</p><p>The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.</p><p>[0724-EV5G]</p>
Unknown author
Charles Schwab
Charles Schwab
Unknown author
Morningstar
Morningstar
Barron's
Fidelity Investments
bogleheads
Taylor Schulte, CFP®
Paul Merriman
J. David Stein
Barron's Live
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
The Motley Fool
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