Charles Schwab
Financial Decoder Podcast
April 13th, 2026
Inheritance raises practical and emotional questions… In this episode of Financial Decoder, Mark Riepe —Head of the Schwab Center for Financial Research— looks at how families plan, manage expectations, and make sound decisions when wealth changes hands.
Financial Decoder | S21 EP5:
“What Do Both Sides of an Inheritance Need to Consider?”
This episode of Financial Decoder explores inheritance from both perspectives: the person planning to pass on wealth and the heir receiving it. Host Mark Riepe examines the financial and emotional factors that influence inheritance decisions, including planning considerations, family dynamics, and timing. The discussion emphasizes thoughtful preparation, clear communication, and avoiding rushed decisions during periods of transition. Listeners gain practical guidance for navigating inheritance planning and managing new wealth with intention and care.
Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision–and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads.
Financial Decoder on Spotify
