Charles Schwab Insights & Ideas Podcast show

Charles Schwab Insights & Ideas Podcast

Summary: Insights & Ideas pushes past hype, headlines and jargon to give you a practical take on market news and trends. Each 10-minute episode features a lively conversation with Schwab financial experts who unpack complex ideas and spotlight what’s relevant for you, the investor, right now. 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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  • Artist: Charles Schwab
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Podcasts:

 Millennials and Money—Conversations Worth Having | File Type: audio/mpeg | Duration: 00:12:37

Demetra Sullivan, vice president of portfolio consulting at Schwab Private Client Investment Advisory, Inc., talks about the unique generational challenges that Millennials face as investors.

 Managing Your Fixed-Income Holdings When Rates Rise | File Type: audio/mpeg | Duration: 00:10:40

Rob Williams, managing director of income planning at the Schwab Center for Financial Research, discusses interest rates, bond prices and bond ladders.

 Working Beyond Retirement Age: What It Means for Your Plan | File Type: audio/mpeg | Duration: 00:09:17

There can be personal and financial benefits to working past traditional retirement age. Carrie Schwab-Pomerantz, CFP?, explains.

 What the Debt Ceiling Debate Means for Investors | File Type: audio/mpeg | Duration: 00:12:18

Past debt-ceiling debates have had an impact on the markets. Schwab’s Mike Townsend explores what the next one could mean for investors.

 7 Principles for Investing Success | File Type: audio/mpeg | Duration: 00:15:56

Marke Riepe, head of the Schwab Center for Finacial Research, discusses 7 time-tested principles that can help you along your investing journey.

 Life Events That Can Change Your Financial Picture | File Type: audio/mpeg | Duration: 00:12:33

Carrie Schwab-Pomerantz, CFP?, discusses how to prepare your finances for major life changes—whether expected or not.

 Leaving or Receiving—How to Manage an Inheritance | File Type: audio/mpeg | Duration: 00:10:03

Demetra Sullivan, Schwab's vice president of portfolio consulting, talks about the potential pitfalls to avoid when you give or receive an inheritance.

 Inflation and Unemployment: What Happened to the Relationship? | File Type: audio/mpeg | Duration: 00:12:46

Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research, explains the link between unemployment and inflation in today’s economy.

 Wage Growth and the Markets | File Type: audio/mpeg | Duration: 00:12:33

Liz Ann Sonders, Schwab's chief investment strategist, talks about the relationship between the markets, the economy and wage growth in this episode.

 The Human Element in the Market | File Type: audio/mpeg | Duration: 00:9:09

Schwab’s chief investment strategist Liz Ann Sonders discusses some of the human elements that drive market movements.

 The Metrics That Matter | File Type: audio/mpeg | Duration: 00:11:38

From unemployment figures to the ratio of put/call options, Charles Schwab chief investment strategist Liz Ann Sonders discusses numbers that investors should monitor, and what those numbers mean.

 What’s an ETF? | File Type: audio/mpeg | Duration: 00:11:23

If you're a cost-conscious investor who wants to diversify, consider ETFs. Michael Iachini, managing director of ETF research at Charles Schwab Investment Advisory, explains why.

 Want to Start Trading Stocks? Tips for Beginners | File Type: audio/mpeg | Duration: 00:07:37

Randy Frederick, managing director of trading and derivatives at Charles Schwab, discusses key ways to develop and improve your trading skills.

 Could You Get Hit With the AMT This Year? | File Type: audio/mpeg | Duration: 00:09:26

Learn how the alternative minimum tax came about and what—if anything—you can do to avoid it. This episode features Rande Spiegelman, Schwab’s financial planning expert, and Stephen Entin of the Tax Foundation.

 What’s Your Social Security Benefit Really Worth? | File Type: audio/mpeg | Duration: 00:07:55

Your lifetime Social Security benefit may be more valuable than you realize. Rob Williams, director of income planning at Charles Schwab, explains.

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