logo
episode-header-image
Nov 2020
25m 1s

1-on-1 with Charles Schwab

Audacy
About this episode

We decided to re-run an interview we did a while back with Charles Schwab, yes, that Charles Schwab, the founder of The Charles Schwab Corporation.


He joined us to talk about his personal memoir, Invested: Changing Forever the Way Americans Invest, in which he describes his passion to have Main Street participate in the growing economy as investors and owners, not only earners.


Schwab opens up about the challenges he faced while starting his fledgling company in the 1970s and recounts the company’s game-changing sale to Bank of America, and how, in the end, the merger almost doomed his organization.


A remarkable story of a company succeeding by challenging norms and conventions through decades of change, Invested also offers unique insights and lifelong principles for readers, the values that Schwab has lived and worked by that have made him one of the most successful entrepreneurs of our time.


Have a money question? Email me here.


Please leave us a rating or review in Apple Podcasts.


"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy

Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Up next
Today
Being Fair With Inheritance
My daughter is very upset with an early inheritance she received. How should I proceed? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠ ... Show More
17m 1s
Yesterday
Reset After Military Career
I am retiring in June of 2026 after 30 years in the Navy. There will be some kind of reset, but before I embark, are we on track for the next phase? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠ ... Show More
24m 58s
Jul 8
Vacillating About Retirement
Can I retire at age 59, which is the very last day of this year, or should I keep going for another year or so? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill ... Show More
23m 13s
Recommended Episodes
Sep 2023
Family First Entrepreneurship w/ Steve Chou #728
The term “hustle” might be synonymous with “entrepreneur” for a lot of folks. And they might be interchangeable because it certainly does take hard work to get your own business off the ground, but it doesn’t have to mean giving up everything else that’s important to you along th ... Show More
50m 18s
Oct 2023
Day One from Schwab Impact in Philadelphia
Rick Wurster, President of Charles Schwab, talks about the challenges advisors are currently facing. Joe Grogan, Head of Distribution at WisdomTree, discusses making investing simple. Kathy Jones, Chief Fixed Income Strategist at Schwab Center for Financial Research, explains why ... Show More
52m 28s
Jan 2023
RWH020: The Disciplined Growth Investor w/ Fred Martin
IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro10:14 - What Fred Martin discovered about mitigating risk as a Navy officer in the Vietnam War.14:22 - How he handles the pain & discomfort of difficult periods in the stock market.31:52 - Why he thinks Tesla’s stock is overvalued & what ... Show More
1h 59m
Apr 2023
RWH024: Wealth, Wisdom, & Happiness w/ Tom Gayner
In this episode, William Green chats with Tom Gayner, one of the great long-term investors of our time. Tom is the CEO of the Markel Corporation, a global financial holding company, where he oversees about 20,000 employees. Here, he shares his time-tested advice on how to achieve ... Show More
1h 25m
Mar 2023
396: The Investments That Will Give You COMPLETE Time Freedom
You want to retire early, but odds are, you think that you can’t. Whether it’s a high-stress job, a business that requires your full attention, or just the belief that you MUST be working, most Americans don’t think they can regain their time freedom. But most people don’t know a ... Show More
57m 30s
Jul 2021
Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235]
My guest today is Steve Mandel, founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. In our conversation, we discuss how the investing business has evolved since Steve’s start in the 1980s, why it’s so difficult to drive alp ... Show More
1h 11m
Feb 2020
MI027: Building A Successful Online Course and Startup with Greg Smith (Business Podcast)
BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Free 14-Day Trial of Click Funnels Get a FREE audiobook from Audible SUBSCRIBE to the NEW Real Estate Investing Podcast G ... Show More
1 h
Jul 2019
TIP250: Lessons from Billionaire Michael Bloomberg (Business Podcast)
On today's show, we play questions and answers from billionaire Michael Bloomberg. IN THIS EPISODE YOU’LL LEARN: Michael Bloomberg’s top best advice for a successful business career Michael Bloomberg’s advice to young entrepreneurs What Michael Bloomberg’s childhood was like How ... Show More
31m 22s
Mar 2023
TIP540: Lessons in Life and Business from a Self-Made Billionaire w/ Andrew Wilkinson
Trey chats with billionaire entrepreneur and investor, Mr. Andrew Wilkinson. They discuss various topics, including self-care and parenting, as well as exciting deals he collaborated on with Bill Ackman and Howard Marks.Andrew is the co-founder of Tiny, which has been called the ... Show More
1h 2m
Feb 2024
RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz
In this episode, William Green chats with famed investor Bruce Berkowitz, whose Fairholme Fund has beaten the S&P 500 by 529 percentage points over 23 years. Bruce, who was named Morningstar’s Domestic Stock-Fund Manager of the Decade in 2009, talks here about the ups & downs of ... Show More
1h 55m