Rob Williams
Managing director and head of wealth management research at the Schwab Center for Financial Research, specializing in financial planning, income planning, and wealth management insights.
Best podcasts with Rob Williams
Ranked by the Snipd community
Oct 27, 2025 • 34min
What Should You Consider When Buying a New Home?
Rob Williams, managing director and head of wealth management research at the Schwab Center for Financial Research, brings expertise in financial and income planning. He walks through the home-buying steps and key players. He explains mortgage pre-approval, down payment trade-offs, closing costs, and protecting emergency savings. He covers timing, behavioral traps, and a final checklist for practical decision-making.
