Stephanie Shadel

In this discussion with Stephanie Shadel, a senior wealth advisor at Schwab with over 15 years in guiding investors, the conversation dives into the essentials of crafting a meaningful financial plan. They explore the importance of setting personal goals and the common psychological barriers people face in initiating financial planning. Stephanie shares insights on the need for flexibility in financial plans to adapt to life changes. She highlights the emotional challenges in assessing current finances and emphasizes prioritizing goals as a pathway to success.

Stephanie Shadel, a Senior Wealth Advisor at Charles Schwab, dives into how investors can manage emotions during turbulent markets. She offers strategies for rebalancing portfolios and reviewing cash versus bond allocations. Stephanie tackles the fear of missing out and emphasizes focusing on fundamentals. The discussion covers evolving tax and charitable giving strategies in light of recent legislation. She also provides a practical year-end checklist, ensuring listeners are prepared for smart financial moves before the year's end.

In this engaging discussion, Stephanie Shadel, a seasoned senior wealth advisor at Schwab Wealth Advisory, shares her extensive expertise in client-advisor relationships. She highlights the critical importance of gathering both quantitative data and emotional insights to build trust. They delve into how personal experiences shape financial behaviors and expectations, emphasizing open communication. Stephanie also explores psychological biases like the endowment effect, urging clients to be aware of these influences for smarter investment choices.