Financial Planning
Understand where you are today and create a roadmap to get you where you want to be.
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.
(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.
Do Investing Pros Make Smart Buy and Sell Decisions?
Alex Imas, professor of behavioral science and economics at Chicago Booth, visits to discuss new research into the effects of heuristic thinking on institutional investors' performance.
How Can You Save for College?
What financial tools and strategies are available to those planning for college expenses?
What Should You Do with Your Employee Stock?
Whether it's stock options, restricted stock units, an employee stock purchase plan, or some other form of equity compensation, many companies offer this vital benefit to employees. But once you have it, what should you do with it?
(Bonus) Do Super Bowl Wins Diminish in Value?
In this short bonus episode from Financial Decoder, host Mark Riepe connects the Super Bowl LVIII matchup to the concept of economic utility.
Should You Roll Over Your Retirement Account?
What options do you have when leaving a job where you hold an employer-sponsored retirement account?
How Does Retirement Planning Differ for Freelancers?
What options do freelancers have to get the most benefit out of their retirement savings?
How Can You Build Your Pre-Retirement Checklist?
What do you need to take care of in the handful of years, months, and days before you retire?
Should You Pay Off Your Mortgage Before You Retire?
If you are nearing retirement, does it make sense to pay off your mortgage in advance?