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Charles Schwab’s Insights & Ideas Podcast

Charles Schwab

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 ex...

Episodes

20 of 55 episodes

Are You Taking the Right Kinds of Risk?

Risk is more than market volatility. Learn how to identify the financial risks that matter and weigh the trade-offs in your portfolio.

00:18:03Oct 26, 2026

What Should You Do With Employee Stock?

Learn about the important decisions that come with equity compensation, and the ways employee stock could fit into someone's financial plan.

00:41:16Oct 12, 2026

Are These Economic Myths Misleading You?

Learn why widely held beliefs about economic data, market signals, and expert forecasts are often more nuanced than they first appear.

00:34:18Sep 28, 2026

What Are the Keys to Lowering Financial Stress?

Financial peace isn't about hitting a magic number. Cindy Scott joins Mark to share how to worry less and make more confident financial deci...

00:30:27Aug 17, 2026

How Do IRAs Actually Work?

What exactly is an IRA, and how do you know if one makes sense for you? Mark unpacks the fundamentals behind one of the most important retir...

00:13:57Aug 3, 2026

What's Really Driving Your Portfolio Decisions?

When should you act on your portfolio, and when should you stay the course? Learn how to separate emotional reactions from thoughtful invest...

00:34:50Jul 20, 2026

What Can America's First 250 Years Teach Us?

For America's 250th birthday, Mark revisits stories from U.S. financial history and explores what debt, taxes, money, and markets can teach...

00:20:24Jul 6, 2026

Could a Trust Fit Your Estate Plan?

Thinking about a trust? This episode explains how trusts work, what problems they solve, and why they may be useful for more people than you...

00:32:13Jun 22, 2026

How Do You Offer Financial Guidance to a College Grad?

Helping a college grad manage money starts with how you give advice. Learn what works, what backfires, and the key biases that shape early f...

00:18:13Jun 8, 2026

How Can You Plan Beyond Next Year's Tax Bill?

Avoid letting short-term tax concerns drive long-term financial decisions. Learn how tax aversion, timing, and planning impact after-tax wea...

00:20:44Apr 27, 2026

What Do Both Sides of an Inheritance Need to Consider?

After you listen: For estate planners, read more about " 3 Ways to Pass Down a Home ." For heirs, read more about " Dos and Don'ts When You...

00:11:19Apr 13, 2026

What's the Best Way to Talk Money With Teens?

After you listen: Learn more about the Schwab Teen Investor™ account . Find more educational resources at Schwab Moneywise Teens . On this e...

00:29:17Mar 30, 2026

7 Good Ideas for New Investors

After you listen: Read more of Mark's insights in his article " 7 Good Ideas for New Investors ." Learn more about Investing Basics In this...

00:13:37Mar 16, 2026

Why Is the 401(k) Crucial to Retirement Saving?

After you listen: Find more resources about 401(k) accounts and how they fit into your retirement plan. Read the article " Tracking Down a L...

00:24:09Mar 2, 2026

What Should Investors Know About Cryptocurrency?

After you listen: Explore ways to invest in cryptocurrency with Schwab. Learn more about the ins and outs of the crypto market. In this epis...

00:26:06Feb 16, 2026

(Bonus) From On Investing: 2026 Market Outlook

After you listen Follow Kathy and Liz Ann on social media: Kathy Jones on X and LinkedIn . Liz Ann Sonders on X and LinkedIn . What should i...

01:01:42Dec 15, 2025

How Can You Make the Most of Your Charitable Giving?

After you listen: Visit DAFgiving360.org to find the all the donor-advised fund resources Julie mentioned and more. Read " Estate Planning:...

00:26:43Dec 8, 2025

How Should Your Goals Shape Your Portfolio?

After you listen: Check out the first episode of this two-part series, " What Makes a Financial Plan Fit Your Life? " Explore Schwab's other...

00:31:16Nov 24, 2025

What Makes a Financial Plan Fit Your Life?

After you listen: Read more about the benefits of having a financial plan in the article " 5 Ways Financial Planning Can Help ." Explore Sch...

00:18:39Nov 10, 2025

What Should You Consider When Buying a New Home?

After you listen: Read more of Rob's insights in his article " How Fed Rate Cuts Can Impact Mortgage Rates ." Explore Schwab's education and...

00:34:24Oct 27, 2025