Financial Decoder

Mark Riepe

Booking Overview

This is an educational personal-finance and investing podcast led primarily by the host, with occasional interviews featuring Charles Schwab specialists and other financial experts. Credible pitches would include recognized behavioral economists, portfolio-management leaders, retirement planners, estate-planning professionals, and personal-finance experts; booking is likely high difficulty because guest appearances are infrequent and closely aligned with Schwab's internal expertise.

Metrics

Episodes: 40

Frequency: Biweekly

Rating: 4.7/5.0

Estimated listeners: 1k-10k

Gender skew: Neutral

Location: USA

YouTube: 546.0k subscribers

Contact Information

Publicly listed emails

podcasts@schwab.com

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Host

Mark Riepe - Head of the Schwab Center for Financial Research and host of Financial Decoder, where he examines behavioral and psychological factors affecting financial decisions.

Booking Intelligence

Booking Requirements

high

Typical Credentials:

Senior financial professionals or subject-matter experts in behavioral finance, portfolio management, retirement planning, estate planning, or personal finance, typically with leadership roles at established financial institutions or advisory firms.

Required Achievements:

Senior leadership at an investment, wealth-management, or financial-advisory organization, Recognized expertise in investing, financial planning, or behavioral economics

Recent Guest Discussions

Kasey McCurdy - Behavioral Investing, Portfolio Construction, Diversification, Rebalancing, And Investor Behavior During Market Volatility

Recent Topics

Behavioral Finance, Investing, Personal Finance, Retirement Planning, Estate Planning

Episodes

Here's the recent few episodes on

Financial Decoder

What Are the Keys to Lowering Financial Stress?

August 17, 2026

Financial stress can affect anyone, regardless of income. In this episode, Mark talks with Cindy Scott about the emotional side of money and explores practical strategies for reducing financial anxiety through planning, perspective, and better decision-making. They discuss how financial habits are formed, why stress can lead to costly mistakes, and how building financial resilience can help you stay focused on your long-term goals. After you listen: Read Cindy Scott's article "5 Steps to He...

How Do IRAs Actually Work?

August 03, 2026

Individual retirement accounts (IRAs) are one of the most widely used retirement savings vehicles, yet many investors are unsure how they work. Mark Riepe breaks down IRA basics, including traditional IRAs, Roth IRAs, contribution limits, tax advantages, withdrawal rules, and eligibility requirements. He also explains key differences between IRA types and offers a framework for evaluating which option may fit your retirement-planning goals. Whether you're opening your first IRA or comparing r...

What's Really Driving Your Portfolio Decisions?

July 20, 2026

Making smart portfolio decisions require more than just choosing investments. It requires managing your own behavior. Mark speaks with Schwab Wealth Advisory's Chief Portfolio Strategist Kasey McCurdy about how emotions influence investing decisions and why investors often struggle with rebalancing, diversification, and staying invested during market volatility. Along the way, they share practical ways to approach portfolio construction and avoid common behavioral investing pitfalls. After yo...

Publicly listed emails

podcasts@schwab.com

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