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Companies

Charles Schwab

Mentioned in 38 analyzed podcast episodes across 10 shows

A major financial services and brokerage firm offering wealth management, investment trading, retirement account custodianship, and advisory platforms primarily to individual and professional investors. Known for competitive pricing including zero-commission trading and low-fee index funds, as well as educational tools like the thinkorswim platform and market insights. Frequently appears in podcasts as a sponsor, service provider for financial advisors, and reference point for industry trends in digital investing and wealth management innovation.

Episode Mentions

Money Guy Show

Money Guy Show · Apr 15, 2026

A Recession is Imminent? Do This Now.

Provided recession preparation tips that hosts analyze and critique in episode discussion

Recession Probability and Market PredictionsCash Reserve Strategy and Emergency FundsStay Invested During Market Volatility
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Bankless

Bankless · Apr 13, 2026

"Fix the Money, Fix the World" — Michael Saylor's Master Plan (plus questions on Quantum and Ethereum)

Example of major brokerage that could extend bank credit networks against Bitcoin collateral

Bitcoin price forecasting and long-term valuation modelsDigital credit instruments and structured financeSTRC (variable-rate preferred stock) mechanics and design
View Analysis
Digital Social Hour

Digital Social Hour · Apr 12, 2026

The Trading Industry Is Built on Your Losses... | Nour Trades | DSH #1912

SEC-regulated broker used by Nour for legitimate stock and options trading with verified real accounts

Funded Trading Accounts and Prop Firm Business ModelsUnregulated Offshore Forex Trading PlatformsTrading Education Influencer Marketing and Affiliate Commissions
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Motley Fool Money

Motley Fool Money · Apr 11, 2026

Hannah Moore on How to Become a Professional Financial Planner

Referenced for research on where financial planning firms recruit employees

Certified Financial Planner (CFP) designation and education requirementsCareer transition pathways into financial planning from other professionsAI impact on financial advisory and liability frameworks
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Animal Spirits Podcast

Animal Spirits Podcast · Apr 8, 2026

$1 Million is the Worst Amount of Money (EP. 459)

Brokerage publishing monthly sentiment reports tracking generational investment attitudes and market outlook divergence

Market Concentration Risk and Mag 7 PerformanceValue Stock Outperformance and Sector RotationUpper-Middle Class Wealth Psychology and Lifestyle Creep
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Money Guy Show

Money Guy Show · Feb 27, 2026

3 Big 401(k) Updates That Could Impact Your Future

Mentioned as an option for rolling over old 401(k) accounts to an IRA

401(k) Contribution Limits and Catch-Up Provisions for 2026Roth Conversions and Tax-Free Growth StrategiesHigh-Income Earner Tax Rule Changes
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Money Guy Show

Money Guy Show · Feb 25, 2026

Don’t Fall For These Market Trends with Austin Hankwitz

Austin provides marketing consulting services for this fintech company

Core-Satellite Portfolio StrategyIndex Fund vs. Individual Stock InvestingFinancial Order of Operations (FU)
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 24, 2026

Mad Money w/ Jim Cramer 2/23/26

Online brokerage trading at 16x earnings; sold off on financial advisor AI disruption concerns despite minimal threat

AI Job Displacement Narrative and Market ImpactEnterprise Software Valuation and Multiple CompressionPrivate Credit Market Stress and Blue Owl Case Study
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Money Guy Show

Money Guy Show · Feb 23, 2026

Financial Advisors React to Money Advice on TikTok & YouTube

Mentioned as provider of competitively-priced index target-date retirement funds for middle-class investors

Frugality vs. deprivation mindsetClearance shopping and secondhand consumption ethicsRoth IRA early contribution strategy and compound growth
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Escaping the Drift with John Gafford

Escaping the Drift with John Gafford · Feb 19, 2026

Building a Business That Outlasts You (David Grau Sr.)

Referenced as platform where independent financial advisors operate as contractors; Grau worked with advisors under Schwab

Founder's Treadmill and Founder DependencyBusiness Scalability and DelegationSuccession Planning and Internal Equity Ownership
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Escaping the Drift with John Gafford

Escaping the Drift with John Gafford · Feb 17, 2026

Building a Business That Outlasts You (David Grau Sr.)

Referenced as platform where independent financial advisors operate as contractors; used as example in consulting work

Founder's Treadmill and Bottleneck ProblemBusiness Succession Planning and Internal EquityDelegation and Organizational Scaling
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Chiro Hustle

Chiro Hustle · Feb 16, 2026

Uncovering Fraud in Retirement Planning & Wealth Management - Paul Sippil - Chiro Hustle Podcast 743

Referenced as a custodian and brokerage option for setting up retirement accounts and managing 401k plans

401k Plan Fee Structures and Hidden CostsForensic Retirement Plan AnalysisFiduciary Responsibility in Wealth Management
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WSJ What’s News

WSJ What’s News · Feb 14, 2026

What’s News in Markets: AI Jitters, Robinhood’s Slide and the Rotation Trade

Wealth management and brokerage shares tumbled after news of new AI tool for tax advice

Artificial Intelligence Market ImpactAI-Driven Industry DisruptionMarket Rotation Strategy
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The Daily

The Daily · Feb 13, 2026

The Government Shutdown Fight Over Immigration

Investment services company advertising market insights and education

Government shutdown politicsImmigration enforcement reformDepartment of Homeland Security funding
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Something You Should Know

Something You Should Know · Feb 9, 2026

The Automatic Path to Wealth & How to Beat Self-Doubt

Referenced as major brokerage firm for opening emergency accounts and automated savings plans

Automatic savings and pay-yourself-first strategiesCompound interest and long-term wealth building401(k) plans and retirement account optimization
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ChooseFI

ChooseFI · Feb 9, 2026

Unpacking the Path to the Boring Middle | Ep 585

Mentioned as a brokerage option for opening taxable investment accounts with low fees

Financial Independence Phases and Journey MappingExpense Auditing and Lifestyle Cost AnalysisCredit Card Debt Management and Interest Rate Optimization
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The Glenn Beck Program

The Glenn Beck Program · Feb 4, 2026

Best of the Program | Guest: Chris Hansen | 2/4/26

Brokerage firm holding securities on behalf of investors without direct ownership or control

Ellis Island Immigration Event PlanningICE Raids and Criminal Illegal Immigration EnforcementSanctuary City Policy Impact on Law Enforcement
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The Glenn Beck Program

The Glenn Beck Program · Feb 3, 2026

Glenn Issues DIRE Warning: These Red States WILL Become California | Guests: Allie Beth Stuckey & Justin Haskins | 2/3/26

Used as example of brokerage holding customer investments through DTC rather than providing direct ownership

SpaceX Satellite Constellation and Low Earth Orbit Infrastructure ControlCourt Packing and Separation of Powers ErosionJudicial Overreach in Immigration Enforcement Cases
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The Glenn Beck Program

The Glenn Beck Program · Feb 3, 2026

Best of the Program | Guests: Allie Beth Stuckey & Justin Haskins | 2/3/26

Used as example of brokerage where customers believe they own securities but actually hold contractual interests through DTC

Toxic Empathy and Policy FormationDepository Trust Company and Securities OwnershipDerivatives Market Systemic Risk
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NPR News Now

NPR News Now · Feb 1, 2026

NPR News: 02-01-2026 6PM EST

Sponsor providing wealth management and investment services including thinkorswim platform

Government funding negotiationsImmigration enforcement policyJeffrey Epstein file disclosure
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The Daily Show: Ears Edition

The Daily Show: Ears Edition · Feb 1, 2026

TDS Time Machine | Conversations with Authors - Pt. 2

Founder with dyslexia cited as example of successful entrepreneur overcoming learning disability

Dyslexia and entrepreneurial successDesirable difficulties and adversity advantageHigh-frequency trading market manipulation
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NPR News Now

NPR News Now · Jan 29, 2026

NPR News: 01-29-2026 5PM EST

Sponsored the broadcast with wealth management and investment services advertising

Federal assault chargesCongressional securityWinter storm response
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The Megyn Kelly Show

The Megyn Kelly Show · Jan 29, 2026

Trump Teams Up with Nicki Minaj, Details on Rep. Omar Incident, Rubio vs Senate Dems: AM Update 1/29

Already offering matching contributions for employees joining Trump Accounts program

Trump Accounts Program and Generational Wealth BuildingCorporate Matching Contributions to Government Investment AccountsCongressional Authorization for Military Operations
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NPR News Now

NPR News Now · Jan 28, 2026

NPR News: 01-27-2026 7PM EST

Sponsored the episode with wealth management and investment services advertising

Immigration enforcementElectric vehicle adoptionWinter storm infrastructure damage
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NPR News Now

NPR News Now · Jan 27, 2026

NPR News: 01-27-2026 6PM EST

Sponsored the broadcast promoting wealth management and trading services

H1B visa program restrictionsSocial media child safety litigationFederal Reserve policy decisions
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NPR News Now

NPR News Now · Jan 27, 2026

NPR News: 01-27-2026 5PM EST

Sponsored message promoting wealth management and trading services

Federal Agent Body Camera MandatesBorder Patrol Shooting InvestigationUPS Workforce Reduction
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Frugal Friends Podcast

Frugal Friends Podcast · Jan 27, 2026

We Tried 19 Viral “Save Money” Hacks. Here’s What Actually Works in 2026

Investment platform mentioned as superior alternative to fee-based apps without monthly fees

Girl Math and psychological money hacksLoud budgeting and financial transparencyCash envelope budgeting systems
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Kim Komando Daily Tech Update

Kim Komando Daily Tech Update · Jan 21, 2026

Price check anything with Google Lens

Google Lens price comparisonMobile shopping toolsFacebook pet scams
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The Clark Howard Podcast

The Clark Howard Podcast · Jan 9, 2026

01.09.26 Clark Answers His Critics on Clark Stinks / The Future Of Auto Insurance

Discount broker offering brokerage-placed FDIC-insured CDs with competitive rates

Deepfake Detection and AI ImpersonationAuto Insurance Rate Trends and StabilizationAutonomous Vehicle Safety Data and FSD Technology
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TFTC: A Bitcoin Podcast

TFTC: A Bitcoin Podcast · Jan 7, 2026

#701: The New Monroe Doctrine Is Here with Mel Mattison

Forced to match Robinhood's zero-commission model; example of market forces overcoming organizational resistance

Venezuela Oil Resources and Geopolitical StrategyBitcoin as Global Liquidity IndicatorFederal Reserve Balance Sheet Expansion
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Your Money Guide on the Side

Your Money Guide on the Side · Jan 5, 2026

Why I Buy Stocks at All Time Highs

Referenced for famous study comparing five hypothetical investors with different market timing strategies over 20 years

Market Timing FallacyAll-Time High Entry PointsDollar-Cost Averaging vs. Lump Sum Investing
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Music Matters with Darrell Craig Harris

Music Matters with Darrell Craig Harris · Dec 28, 2025

Senior Wealth Manager Rick Morse Talks Music, Money & Your Future

Mentioned as example of online investment platform offering self-directed investing alternatives to traditional advisory

Tax planning for musicians and entertainersMulti-state income tax obligations for performersLifestyle creep and expense management
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The Ramsey Show

The Ramsey Show · Dec 24, 2025

Your Financial Outcomes Won’t Change Until You Do

Brokerage firm mentioned as alternative investment platform for 401(k) accounts and personal investing

Debt Snowball Method and Debt Elimination StrategyCredit Card Rewards vs. Behavioral Spending ControlMortgage Payoff Acceleration and Equity Building
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The Mello Millionaire with Tommy Mello

The Mello Millionaire with Tommy Mello · Dec 5, 2025

Save Smarter, Live Richer: Practical Investment Tips with Financial Expert David Bach

Mentioned as major 401(k) provider alongside Fidelity and Vanguard for retirement account administration

Automatic savings and pay-yourself-first methodology401(k) and Roth IRA optimization strategiesTarget-date mutual funds and index fund investing
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Choiceology with Katy Milkman

Choiceology with Katy Milkman · Oct 20, 2025

Playing the Long Game: The Power of Self-Control

Primary sponsor and producer of the Choiceology podcast series on behavioral science and decision-making

Self-Control and Delayed GratificationBehavioral Science and Decision-MakingEmotional Regulation Under Pressure
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Choiceology with Katy Milkman

Choiceology with Katy Milkman · Oct 6, 2025

How Mindset Shapes Success

Podcast sponsor and producer of Choiceology; provides financial education and investing resources aligned with behavioral science insights.

Growth Mindset vs. Fixed Mindset TheoryMotivation and Achievement PsychologyOrganizational Culture and Performance
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We Fixed It. You're Welcome.

We Fixed It. You're Welcome. · Sep 23, 2025

Meme Stocks & Why Most Investors Lose

Trading platform discussed in context of platform responsibility for investor education and risk management

Meme Stock Phenomenon and Social Media Market ManipulationRetail Investor Psychology and FOMO-Driven Decision MakingCorporate Responsibility During Viral Financial Events
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Choiceology with Katy Milkman

Choiceology with Katy Milkman · Sep 22, 2025

Why Starting Over Hurts

Sponsor and producer of the Choiceology podcast series on behavioral economics and decision-making

Doubling back aversion biasSunk cost fallacy and escalation of commitmentDecision-making psychology
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