Financial Planning

Understand where you are today and create a roadmap to get you where you want to be.

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Behavioral Finance

(Bonus) How Can Gratitude Improve Your Life?

Host Mark Riepe, joined by his team and past guests of 2024, explores the impact of gratitude on our long-term perspective through personal stories and academic research.

Financial Planning

A Holistic Approach: Do You Need a Wealth Advisor?

Host Mark Riepe is joined by Senior Wealth Advisor Stephanie Shadel to explain holistic wealth management and the importance of understanding clients' personal histories and preferences.

Government Policy

How Do You Gauge the Impact of Washington on Your Finances?

Mark Riepe is joined by Michael Townsend to discuss the cognitive and emotional biases that influence political decision-making and unpack the gap between campaign promises and legislative realities.

Small Business

How Do You Plan for the Succession of a Business?

Austin Jarvis joins Mark Riepe to discuss succession planning for business owners and the unique challenges faced when keeping a business in the family or selling to a third party.

Behavioral Finance

How Can You Plan for a New Pet?

Mark Riepe and Susan Hirshman discuss how to prepare for the responsibilities, costs, and emotional attachment that come with bringing home a pet.

Social Security

When Should You Take Social Security?

Mark Riepe is joined by Rob Williams and Susan Hirshman to examine one of the most critical retirement decisions: When should you take Social Security?

Behavioral Finance

Can the Olympics Teach Us About Our Own Behavior?

Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.

Financial Planning

Managing Your Finances After the Loss of a Spouse

Handling financial matters while navigating the emotions of losing a spouse can feel daunting. But by addressing the most urgent financial needs, you can make a clear path forward.

Travel Planning

How Do You Save for Vacations & Travel?

Mark Riepe and Cindy Scott discuss how financial planning can help you save for short-term goals like travel and vacations without adding risk to your long-term financial future.

Financial Planning

(Bonus) Does Your Portfolio Need Decluttering?

In the spirit of spring cleaning, Susan Hirshman returns for a bonus episode to share helpful methods for decluttering your portfolio.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.

With long options, investors may lose 100% of funds invested.

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

Cryptocurrency- related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.

Futures, futures options and Forex trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex.

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