Your Portfolio: The Tangible Map to Financial Goals
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Resources & Recommendations
Podcasts
- "What Makes a Financial Plan Fit Your Life? - Part 1" (Financial Decoder, Season 20, Episode 7) - This episode is the first part of a two-part series, providing context on the planning process for big financial decisions before diving into the connection between portfolios and plans.
People Mentioned
- Julie Sun Woo (Schwab's resident expert) - She will be discussing charitable giving in an upcoming episode.
Organizations & Institutions
- Schwab Center for Financial Research - Mark Riepe heads this center, which is involved in financial decision-making research.
Websites & Online Resources
- Schwab.com/FinancialPlanning - This website offers more information on planning and portfolios.
- Mark Riepe's LinkedIn Page - Listeners can follow Mark Riepe for more insights.
- Mark Riepe's X Account (@markriep) - Listeners can follow Mark Riepe on X (formerly Twitter) for more insights.
- Schwab.com/FinancialDecoder - This website provides important disclosures and show notes for the podcast.