Financial Decoder

Financial Decoder


Latest Episodes

How Can You Plan for a New Pet?
September 30, 2024

Mark Riepe and Susan Hirshman discuss how to prepare for the responsibilities, costs, and emotional attachment that come with bringing home a pet.

How Can You Preserve Your Assets for Your Heirs?
August 19, 2024

Austin Jarvis speaks with Mark Riepe about the complications of estate taxesand what to do if the estate tax exemptions change in 2026.

When Should You Take Social Security?
August 05, 2024

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?

Can the Olympics Teach Us About Our Own Behavior?
July 22, 2024

Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.

How Do You Save for Vacations & Travel?
July 08, 2024

Mark Riepe and Cindy Scott discuss how financial planning can help you save for short-term goals like travel and vacations without adding risk to your long-term financial future.

What Should You Know About Annuities?
June 24, 2024

A basic overview of annuities and how they can fit into an investor's retirement planwith Rob Williams, a managing director and Retirement Income Certified Professional at Schwab.

(Bonus) From On Investing: Mid-Year Outlook
June 17, 2024

What can investors expect from the stock market, the global markets, and politics in the second half of 2024?

(Bonus) Does Your Portfolio Need Decluttering?
April 29, 2024

In the spirit of spring cleaning, Susan Hirshman returns for a bonus episode to share helpful methods for decluttering your portfolio.

Do Investing Pros Make Smart Buy and Sell Decisions?
March 18, 2024

Alex Imas, professor of behavioral science and economics at Chicago Booth, visits to discuss new research into the effects of heuristic thinking on institutional investors' performance.

How Can You Save for College?
March 04, 2024

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