Bonus: Live from Stacks House with Carrie Schwab-Pomerantz

Last week, I had the great honor of greeting Carrie Schwab-Pomerantz at Stacks House and interviewing her in front of a live audience. We're grateful to have Schwab as one our partners at Stacks House. Together we developed the Retirement Rodeo that houses our famous mechanical piggy bank. Our goal was to bring to life the importance of saving for retirement through an unmatched, memorable experience. Our bucking savings pig illustrates the ups and downs of the stock market and why it's important to hold on.

We were excited for Carrie's visit, not just so she could get a chance to experience Stacks House, but because she is such a leading advocate for financial literacy. She is one of America’s most trusted sources for financial advice and has devoted her career to helping men and women from all walks of life achieve financial security.

Carrie and I talk about her early days working for her father, the great Charle Schwab, the challenges women face when it comes to securing their futures and what we can do about it, as well as the biggest mistake she ever made with her money.

As many of you know, I’m also working with Charles Schwab to help spread financial literacy to the masses and it's been a really great collaboration so far. I'm a Charles Schwab customer and have been for many years. Before we get started, I just want to thank Charles Schwab for helping get this financial education content to you.

To learn more about Schwab and how to work with them, visit Schwab.com/SoMoney. Schwab offers a range of services for people looking to invest and plan for their future, whether you want to invest on your own with the help of do-it-yourself tools and educational resources, get some periodic guidance from a professional, or work with someone in a branch. Find it all at Schwab.com/SoMoney.

Disclosure:

Investing involves risk including loss of principal.  

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Where specific advice is necessary or appropriate, Schwab recommends consulting your tax advisor, CPA, or financial advisor.

Farnoosh has been compensated by Charles Schwab. Farnoosh is not affiliated with Schwab and the views she expresses may not necessarily reflect those of The Charles Schwab Corporation or its affiliates. Farnoosh is a client of Schwab.

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