Charles Schwab’s Post

And it’s working! In this year’s Schwab Modern Wealth Survey, members of Gen Z were more confident about investing than members of other generations surveyed. They said learning about investing at an early age is the biggest reason for their confidence. We wholeheartedly agree in the value of early financial education. That’s why we advocate for financial literacy in schools across the country. Learn more about our efforts: https://lnkd.in/gvVxEdHE

Sun's out, wallets out! This summer, switch out the fleeting summer splurge for investing in knowledge that lasts a lifetime! Dive into these 5 financial powerhouse books and unlock the secrets to building a secure future. #3 may surprise you! Grow your wealth faster than your tan lines, and emerge ready to conquer not just summer, but your long-term financial goals. Empower yourself with financial literacy this summer. #firstdayofsummer #summersavings #financialfreedom #investinyourself #waterstreetfinancial

Check out our episode with John Manganaro! How did Kaylee Ranck, PhD and I get into retirement research? What were some of the interesting findings for The American College of Financial Services recent Retirement Income Literacy Study (and how is this study more nuanced than traditional "financial literacy" research)? If you'd like to test yourself (or your clients) on the quiz, check it out here: https://lnkd.in/g3Uuu564 Side note: my career path was largely shaped by both 9/11 and the Financial Crisis of '08. Did either of these impact yours?

Check out this podcast episode on retirement readiness and research featuring our 2023 Retirement Income Literacy Study leaders Eric Ludwig, PhD, CFP® and Kaylee Ranck, PhD, as well as ThinkAdvisor's John Manganaro! #financialservices #retirement

We’re committed to creating brighter financial futures not just for our clients, but also with people in our wider communities. Here's how our financial education programmes and initiatives have made a positive impact in the last twelve months. #FinancialEducation

What are we really passing down to the next generation? It’s not just wealth, but the habits that define how we manage it. Are we instilling financial literacy, discipline, and a mindset for growth, or are we unintentionally teaching unhealthy spending patterns? It’s time to reflect on the habits we’re creating today and their long-term impact. #GenerationalWealth #FinancialHabits #WealthMindset

Financial education is the ULTIMATE game-changer! 🔥 Join me and become FINANCIALLY LIT to transform your future. Let’s prioritize financial literacy and unlock the door to wealth creation together. #FinanciallyLit #WealthJourney 🚀 (Join our upcoming Wealth Checkup events to stay ahead!)

What is the future of advice when people are living longer — and a focus on finances alone might be necessary, but may not be sufficient? Thanks to Director of the MIT AgeLab Dr. Joe Coughlin for a fascinating conversation at the TIAA Institute Fellows Symposium on Financial Security on shifting the financial advisory profession to include longevity planning. Hope you enjoy this conversation on a holistic approach to advice. https://lnkd.in/eU8K4MQb #LongevityPlanning #LongevityLiteracy #RetirementFluency #MITAgeLab

🧠 Shape the minds of future investors with thought-provoking programs! What if personalized financial literacy initiatives could transcend traditional teaching methods, creating a generation of individuals who not only understand but actively engage in the world of investments? Envision a future where financial intelligence is not just a skill but a cultural norm. #FinancialLiteracy #InvestmentEducation #FutureInvestors

📚💼 Thursday Thought Leaders: Insights from ‘Rich Dad Poor Dad’ 💼📚 This week’s focus is on “Rich Dad Poor Dad,” a book that contrasts two perspectives on achieving financial success. It showcases the differing advice from a rich dad, who promotes investing and financial education, and a poor dad, who emphasizes traditional job security. The key takeaway? It encourages readers to rethink their approach to money, highlighting the importance of financial literacy and the power of making informed investment choices. #FinancialFreedom #RichDadPoorDad #InvestInYourFuture #ThoughtLeadersThursday