Bonus: Catherine Golladay, SVP, Charles Schwab Participant Services & Administration

What's your greatest financial concern? For many people the number one source of money stress stems from uncertainties around retirement. Specifically, we're worried we won't have enough saved or that we can't afford to retire.

Welcome to So Money. This is a special bonus episode, part of a four-part series we’re doing with Charles Schwab, where we’re doing deep dive conversations about really important financial topics.

If you've been following along this series you know that we kicked things off with Liz Ann Sonders, chief financial strategist at Charles Schwab, as she gave her perspectives on the stock market. Then we transitioned over to financial literacy and how to educate our young ones about money in a conversation with Carrie Schwab-Pomerantz, President of the Charles Schwab Foundation.

Today we turn the focus to retirement and retiring well. For this, we welcome Catherine Golladay, a senior vice president of participant services and administration at Charles Schwab. Catherine has her ears to the ground and understands the issues and complexities surrounding our retirement concerns .

Catherine and I discuss the current retirement landscape. What does retirement look like today? How we can all catch up and prepare and what are the specific challenges facing Millennials?

For more, visit Schwab Savings Fundamentals

Disclosure:

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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