Financial Decoder

Mark Riepe

podcasts@schwab.com

For verified host and producer emails, sign up to view.

Booking Overview

Financial Decoder helps audiences make better financial decisions by examining behavioral and emotional biases that derail planning. For PR professionals, it’s a good platform for expert commentary on behavioral economics and personal finance strategy, with credibility anchored in the Schwab Center for Financial Research. Booking value is strongest for guests who can translate research-driven insights into practical guidance.

Metrics

Episodes: 46

Frequency: Irregular

Rating: 4.7/5.0

Estimated listeners: 1k-10k

Gender skew: Male

Location: USA

YouTube: 539.0k subscribers

Contact Information

podcasts@schwab.com

For verified host and producer emails, sign up to view.

Host

Mark Riepe - Host of Financial Decoder and head of the Schwab Center for Financial Research. The show decodes behavioral and psychological factors that affect financial decisions and shares strategies to improv...

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Behavioral economics/research expertise or domain authority in financial planning areas (tax, retirement, wealth/portfolio management), ideally with ties to consumer-investor guidance.
Required Achievements:  
Research leadership or published expertise in behavioral finance/tax planning, Practical educational track record in personal investing guidance

Recent Guest Discussions

Patrick Means - How To Offer Financial Guidance To A College Grad, Including Communication Strategies And Behavioral Biases Like Procrastination And Exponential Growth Bias.

Hayden Adams - Year-round Tax Planning Vs. Tax Preparation; How Tax Aversion And Loss Aversion Distort Investing And Account/retirement Distribution Decisions.

Recent Topics

Behavioral Economics, Personal Finance, Retirement Planning, Portfolio Management, Financial Decision Making

Episodes

Here's the recent few episodes on
Financial Decoder
:

What Can America's First 250 Years Teach Us?

July 06, 2026

What can America's first 250 years teach investors? In this special Independence Day episode, Mark Riepe examines key moments in U.S. economic and financial history, including national debt, inflation, currency, taxation, tariffs, and personal finance. Through stories spanning the Revolutionary War to the 20th century, he highlights the people, policies, and financial decisions that helped shape the nation—and the lessons they still offer today. After you listen: Curious how today's policy ...

Could a Trust Fit Your Estate Plan?

June 22, 2026

Trusts can be a powerful estate planning tool, but many people overlook them or assume they’re only for the wealthy. This episode breaks down how trusts work, including key differences between revocable and irrevocable trusts and their role in probate, asset management, and control. It also explores when a trust might make sense based on your goals, family needs, and financial situation. If you’re building an estate plan, understanding trusts can help you make more informed decisions. After y...

How Do You Offer Financial Guidance to a College Grad?

June 08, 2026

Giving financial guidance to a college grad can be challenging, especially when advice is unsolicited or poorly timed. In this episode, host Mark Riepe is joined by returning guest, Patrick Means, to break down how to help new graduates make smarter financial and investing decisions by focusing on communication, not just content. Discover how to frame advice around a young adult's goals, avoid common pitfalls, and address behavioral biases such as procrastination and exponential growth bias. ...

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