Latest Schwab Podcast Episodes

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Prepping for International Move

MoneyWatch with Jill Schlesinger - June 13, 2024 04:00 - 18 minutes ★★★★★ - 235 ratings
I am 50 and have a plan to quit my job in about five years and move internationally where the cost of living is lower. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy...

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Pre-Baby Financial Checkup

MoneyWatch with Jill Schlesinger - June 11, 2024 04:00 - 16 minutes ★★★★★ - 235 ratings
With a baby on the way in a couple months, I’d like to do a check-in to make sure we’re on the right financial track. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at http...

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It Isn’t Just About the Numbers

MoneyWatch with Jill Schlesinger - June 06, 2024 04:00 - 25 minutes ★★★★★ - 235 ratings
Even though I'm quite sure we have enough saved, I'm struggling with what my next steps should be given my situation. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at http...

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Saving for College

MoneyWatch with Jill Schlesinger - June 04, 2024 04:00 - 15 minutes ★★★★★ - 235 ratings
Last Wednesday was May 29, which is also known as "529 Day," aimed at raising awareness about 529 college savings plans. I joined CBS Mornings to explain how you can take advantage of government programs for education. Have a money question? Email us here Subscribe to Jill on Money LI...

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Can We Afford a Vacation Home?

MoneyWatch with Jill Schlesinger - May 30, 2024 04:00 - 16 minutes ★★★★★ - 235 ratings
We are thinking about buying a second home but I am not sure we have enough money saved. Can we pull it off? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19...

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Our Retirement Concerns

MoneyWatch with Jill Schlesinger - May 28, 2024 04:00 - 20 minutes ★★★★★ - 235 ratings
My wife (66) and I (68) are in our final two or so years of work and we're concerned that we'll be okay in retirement. What do you think? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Pr...

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Unexpected Potential Early Retirement

MoneyWatch with Jill Schlesinger - May 23, 2024 04:00 - 17 minutes ★★★★★ - 235 ratings
My position was eliminated last year and I took a severance package in lieu of relocating and I need to adjust my retirement plans. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy ...

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Best Way to Financially Help Parents

MoneyWatch with Jill Schlesinger - May 21, 2024 04:00 - 24 minutes ★★★★★ - 235 ratings
What is the best way to financially help out the parents without hurting our financial future? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy a...

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Choiceology's Guide to Better Decisions: With Guests James Korris, Carey Morewedge & Jack Soll

Choiceology with Katy Milkman - May 20, 2024 08:00 - 31 minutes ★★★★★ - 1.3K ratings
Over the years, Choiceology has offered a lot of advice for making better decisions. In this special episode of Choiceology with Katy Milkman, we bring you the story of a video game that is surprisingly effective at reducing decision errors, and you'll hear about a practical checklist for improv...

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Today’s Yields Put the Income Back in Fixed Income

WashingtonWise - May 16, 2024 07:05 - 35 minutes ★★★★★ - 230 ratings
During more than a decade of near-zero interest rates, many investors got used to low returns from boring bonds. But bonds are exciting again, providing investors with predictable real income and stability. So where do bonds fits in today’s portfolio? Collin Martin, director and fixed income str...

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I Want to Stop Saving but Hubby Says No

MoneyWatch with Jill Schlesinger - May 16, 2024 04:00 - 18 minutes ★★★★★ - 235 ratings
Right now we're saving about $2,500 each month, but I want to cut back on that so we can build a pool, can we do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https...

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Planning for Higher Costs in Retirement

MoneyWatch with Jill Schlesinger - May 14, 2024 04:00 - 14 minutes ★★★★★ - 235 ratings
I'm in a unique position where I know my costs in retirement will be significantly higher. How do I adequately plan for this type of retirement challenge? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @ji...

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What to Do with Liquid Savings

MoneyWatch with Jill Schlesinger - May 09, 2024 04:00 - 15 minutes ★★★★★ - 235 ratings
I was recently going through our finances and realized that we may be too cash heavy. Should we reallocate? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19...

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How Much Longer Do We Need to Work?

MoneyWatch with Jill Schlesinger - May 07, 2024 04:00 - 23 minutes ★★★★★ - 235 ratings
Now that I'm in my 50s, I'm starting to wonder how much longer my wife and I have to work? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and ...

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Anthony Morgillo, Vice President Grey Ledge Advisors talks about 401(k) Rollovers

Thoughts from the Ledge - May 06, 2024 15:00 - 11 minutes
Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.

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Gary Glassman, CPA From Burzenski & Co., speaks to the benefits of a business of having a 401(k) and how having a Financial Profile Today, helps guide you to a comfortable retirement.

Thoughts from the Ledge - May 06, 2024 15:00 - 22 minutes
Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.

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Manish Sharma, CFA with Grey Ledge Advisors discusses Crypto world

Thoughts from the Ledge - May 06, 2024 15:00 - 10 minutes
Manish Sharma, CFA, Financial Analyst, talks about the cryptocurrency market and whether Grey Ledge feels this is a good investment option for our clients. He also discusses exchange traded funds created to support investments in Bitcoin and other forms of cryptocurrency, and what investors shou...

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The Charmer's Playbook: With Guests Wilfred Webster & Daniel Read

Choiceology with Katy Milkman - May 06, 2024 04:30 - 34 minutes ★★★★★ - 1.3K ratings
"Don't judge a book by its cover" is an old adage for a good reason.  Elegant book cover designs can create a positive impression and make you more likely to judge the writing quality more positively. But these traits—cover art and writing—are separate and distinct features of books.  So why d...

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Are Global Headaches Triggering Risks & Rewards?

WashingtonWise - May 02, 2024 07:05 - 31 minutes ★★★★★ - 230 ratings
There has been a flurry of geopolitical developments in recent weeks, from Congress passing a massive foreign aid bill to Cabinet members visiting China to India's elections. But the one that has grabbed the most attention―at least among your kids―is the potential banning of Chinese-owned TikTok...

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Always Worried About Money

MoneyWatch with Jill Schlesinger - May 02, 2024 04:00 - 16 minutes ★★★★★ - 235 ratings
I'm only 34, yet I'm constantly worried about my finances. How can I find the right balance? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and...

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Planning Around Health Issues

MoneyWatch with Jill Schlesinger - April 30, 2024 04:00 - 22 minutes ★★★★★ - 235 ratings
Given that I'm in my 30s and can't get insurance coverage due to my health condition, how should I be planning for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Polic...

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(Bonus) Does Your Portfolio Need Decluttering?

Financial Decoder - April 29, 2024 07:00 - 23 minutes ★★★★★ - 274 ratings
Your financial life can accumulate disorder and inefficiency over time. Lots of accounts, lots of holdings, and lots of priorities without a clear organizational structure.  If this sounds like your portfolio, a good spring cleaning or decluttering could be in order. On this episode of Financia...

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On Track for Retirement in Our 30s?

MoneyWatch with Jill Schlesinger - April 25, 2024 04:00 - 14 minutes ★★★★★ - 235 ratings
My wife and I are in our late thirties and we've got some money saved up in different accounts for retirement but want to make sure we're allocating our money appropriately. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillon...

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Can We Be House Poor?

MoneyWatch with Jill Schlesinger - April 23, 2024 04:00 - 11 minutes ★★★★★ - 235 ratings
The house we're looking to buy will cost around $1.2 million. Is there any downside to paying for the whole thing in cash? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at...

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Recipe for Success: With Guests Simon Rogan & Michele Gelfand

Choiceology with Katy Milkman - April 22, 2024 04:30 - 34 minutes ★★★★★ - 1.3K ratings
Are rules made to be followed—or meant to be broken?  Often, the answer will depend on culture and the context in which people make decisions.  In this episode of Choiceology with Katy Milkman, we look at how carefully people in different contexts follow social norms, rules, and procedures. We...

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Is There Any Good News for the Data-Driven Fed?

WashingtonWise - April 18, 2024 07:05 - 34 minutes ★★★★★ - 230 ratings
The Fed says its decisions are data-driven, but recent data on inflation, jobs, and other key economic metrics don't seem to be offering a consistent message. Kevin Gordon, Schwab's senior investment strategist, joins host Mike Townsend to go below the headline data and look at what the Fed is w...

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Prepping for Early Retirement

MoneyWatch with Jill Schlesinger - April 18, 2024 04:00 - 20 minutes ★★★★★ - 235 ratings
My wife and I are public employees, a firefighter and a federal worker, and we think retirement is on the horizon. Are we on track? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy...

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What’s Your Retirement Number?

MoneyWatch with Jill Schlesinger - April 16, 2024 04:00 - 11 minutes ★★★★★ - 235 ratings
Americans estimate they’ll need $1.46 million saved to retire comfortably, according to a new study. That’s a 53% increase from what people thought they needed just four years ago. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram:...

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Dirty Dozen Tax Scams

MoneyWatch with Jill Schlesinger - April 11, 2024 04:00 - 10 minutes ★★★★★ - 235 ratings
As the tax filing deadline approaches, watch out for the IRS list of the so-called “dirty dozen" which are tax scams the IRS commonly sees. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillo...

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Last-Minute Tax Tips

MoneyWatch with Jill Schlesinger - April 09, 2024 04:00 - 13 minutes ★★★★★ - 235 ratings
Americans have until April 15 to file their taxes or file an extension. If you live in Maine or Massachusetts, you have until April 17. I joined CBS Mornings to discuss some last minute tips if you still have to file. Have a money question? Email us here Subscribe to Jill on Money LIV...