1/11/26: My family and I have been living overseas for the last 15 years and we are moving onto our next chapter in summer 2028 and want to make sure we are financially prepared?

1/10/26: I am new to investing and have started to gain an understanding on the fees that I am being charged. Is it time to self-manage my money?

1/9/25: Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs.

To break down all the ins and outs of RIAs, we're joined by ⁠⁠Jon Beatty⁠⁠, head of Schwab Advisor Services at Charles Schwab. As Managing Director, Jon oversees the business that serves over 16,000 independent advisory firms that trust Schwab with $5.0 trillion in assets under management. 

Schwab Advisor Services™ is a division of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

The comments, views, and opinions expressed are those of the speakers and do not necessarily represent the views of Charles Schwab. This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice.  Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.

1/8/26: My employer recently announced that they will finally be offering a Roth 401(k) option. My plan is to start making Roth contributions. How will this impact my paycheck?

1/7/26: Can I fully retire in two or three years or do you think I'll need to find a part-time job?

1/6/26: President Trump claims Venezuela's oil industry will make more money with the U.S. behind it. Venezuela is estimated to have 303 billion barrels of crude oil still in the ground, which is about 20% of the world's reserves. I joined CBS Mornings to explain how it could impact U.S. prices.

1/5/26: Have I saved enough to retire now, and if so, should I take a lump sum pension from my employer or the lifetime annuity?

1/4/26: Should my husband stick it out in his government role, or can he pursue a contracting job?

1/3/26: With a pension on the horizon, plus a rental property, am I in good financial shape at the age of 48?

1/2/26: Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing.

1/1/26: Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing.

12/31/25: I'm 64 and wondering if I should be making any tweaks to my financial game plan?

12/30/25: I'm approaching retirement, yet after getting burned in the past, I'm feeling stuck at 63.

12/29/25: Given that I'm a natural worrier, I need somebody to tell me if I have enough saved to slow down.

1228/25: My company offers a cash deferral plan and I'm trying to figure out if it's a good way for me to save for retirement.

12/27/25: We currently live in the Midwest and would love to move to the West Coast to be closer to family. Will such a move, with a much higher cost of living, blow up our financial future?

12/26/25: Given that I've earned very little in 2025, I’m wondering if this gives me a unique opportunity to do a Roth conversion?

12/25/25: Happy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one!

12/24/25: I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility?

12/23/25: We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement.