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Companies

Charles Schwab

Mentioned in 56 analyzed podcast episodes across 10 shows

A major online brokerage and wealth management firm offering investment services, retirement account custodianship, trading platforms (including thinkorswim), and financial advisory services to both individual and professional investors. The company is frequently discussed in financial podcasts as a competitive market player in discount brokerages, sponsors educational content on behavioral finance and investing, and serves as a platform for independent financial advisors. Podcasts reference Schwab for its low-fee investment options, market-competitive offerings, and role in shaping the modern investment landscape through industry-wide changes like zero-commission trading.

Episode Mentions

The MeidasTouch Podcast

The MeidasTouch Podcast · May 19, 2026

MeidasTouch Full Podcast - 5/19/26

Trump invested in Schwab ETFs as part of claimed blind trust arrangement

Iran Nuclear Negotiations and DiplomacyUS-Canada Relations and Defense CooperationGreenland Acquisition Threats and Sovereignty
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · May 14, 2026

Mad Money w/ Jim Cramer 5/14/26

Retail brokerage trading at 12.5x forward earnings despite 16% annual EPS growth; CEO Rick Wurster discusses strong fundamentals and AI resilience

Cerebras IPO Valuation BubbleAI Semiconductor CompetitionData Center Infrastructure Buildout
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Marketplace

Marketplace · May 13, 2026

Another inflation alarm bell

Launched teen investment accounts with guardrails; expanding retail investing access to minors

Producer Price Index (PPI) inflation and wholesale-to-retail price transmissionMiddle East conflict impact on global oil and diesel supply chainsFederal Reserve interest rate policy and inflation management
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Pod Save America

Pod Save America · May 8, 2026

It's One Ballroom, Donald, How Much Could It Cost?

Financial services company that relocated from California, founder described as long-term Republican

Iran Nuclear Negotiations and Strait of Hormuz BlockadeUS Military Escalation in Middle EastGas Price Inflation and Economic Messaging
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No Laying Up - Golf Podcast

No Laying Up - Golf Podcast · May 8, 2026

1154: Forecasting The 2028 PGA Tour Schedule

Sponsors Colonial event through 2026; contract status creates uncertainty for tournament future

2028 PGA Tour Schedule ConstructionSignature Events and Field ExpansionMatch Play Championship Format
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Tech Brew Ride Home

Tech Brew Ride Home · May 6, 2026

Even 175-year-old Companies Can Join The AI Boom

Crypto trading competitor charging 75 basis points; competing with Morgan Stanley and other platforms

Co-Packaged Optics for AI InfrastructureAI Agent Development and DeploymentCrypto Trading Platform Competition
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Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business · May 6, 2026

The Next Financial Crisis Is Already Here

Stockbroker firm that promoted financial planning democratization starting in 1974 post-ERISA legislation

Private Credit Markets and Shadow BankingYield Curve Inversion as Economic IndicatorSubprime Lending Crisis 2.0
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The Spillover

The Spillover · May 5, 2026

Prediction Markets: Forecasting Tools or Casinos?

CEO cited in episode regarding long-term equity returns vs. prediction market zero-sum betting

Prediction Market Regulation and CFTC AuthorityElection Betting and Political IntegrityInsider Trading in Prediction Markets
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Talking Real Money - Investing Talk

Talking Real Money - Investing Talk · May 5, 2026

From Funds to Crypto

Mentioned as early discount broker competitor that Fidelity followed into retail brokerage market in the 1970s

Fidelity's 80-year history and evolution in financial servicesDemocratization of investing and financial services accessMutual fund industry development and growth post-WWII
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Marketplace

Marketplace · Apr 29, 2026

Powell's farewell?

Financial services firm providing market analysis on corporate bond issuance and interest rate trajectory risks

Federal Reserve monetary policy and interest rate decisionsJerome Powell's tenure and leadership transitionInflation trends and core inflation movements
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Motley Fool Money

Motley Fool Money · Apr 29, 2026

Earnings Season Hits Overdrive

Traditional broker used as valuation comparison for Robinhood; Robinhood trading at 2x Schwab's multiple despite faster growth

Streaming Service Subscriber Growth SaturationFintech Valuation Reset and Banking RegulationAI Data Center Power Infrastructure Demands
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This Week in Bitcoin

This Week in Bitcoin · Apr 29, 2026

102: Acceptance To Adoption

Following Morgan Stanley into Bitcoin ETF market, reinforcing institutional adoption trend among major financial institutions

Bitcoin as Strategic Reserve AssetInstitutional Bitcoin Adoption and ETFsiBit Options Market Dynamics
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Money Guy Show

Money Guy Show · Apr 29, 2026

How Much Should You Save for Retirement?

Referenced for research showing average American doesn't begin saving until age 30

Retirement savings rate optimization by age and retirement goalEmployee Stock Purchase Plans (ESPP) strategy and concentration riskHealth Savings Account (HSA) investment and tax-advantaged growth
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How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 24, 2026

E355: From Deal-by-Deal to a $6.5B Platform: Building a Real Estate Investment Empire

Distribution platform for Forum's interval fund with ticker symbol

Real estate fund platform architecture and institutional infrastructureCapital formation and investor relations during market cyclesMultifamily acquisition strategy in secondary/tertiary markets
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Money Guy Show

Money Guy Show · Apr 24, 2026

Average 401k Balance By Age (2026 Edition)

Referenced for data showing average American doesn't begin investing until age 30

401k contribution strategies and optimizationEmployer match maximization and free money captureTax-advantaged account hierarchy (401k vs Roth IRA vs HSA vs taxable)
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Morning Brew Daily

Morning Brew Daily · Apr 23, 2026

Meta Surveils Employees to Train its AI & What Happens When You Give Cocaine to Salmon?

Sponsor of On Investing podcast featuring insights on markets and portfolio implications from investment strategists.

Employee Surveillance and AI TrainingAI Model Security and Restricted AccessGeopolitical AI Competition
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This Week in Bitcoin

This Week in Bitcoin · Apr 22, 2026

101: Stress Test

CEO announces internal Bitcoin trading pilot with employee rollout to customers in coming weeks

Federal Reserve Chair Confirmation Hearing - Kevin WarshAI as Monetary Policy JustificationDigital Assets and CBDC Policy Differentiation
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Money Guy Show

Money Guy Show · Apr 22, 2026

Are You Making This Mistake With Your Cash?

Mentioned as a custodian option for opening Roth IRA accounts for rollover purposes

Emergency Fund Best PracticesCredit Card Debt vs. Emergency SavingsHigh-Interest Debt Prioritization
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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
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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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