EP28: Financial Wisdom Equals Family Harmony

Interview with Carrie Schwab Pomerantz / Expert in Family Finances

HOSTED BY PAUL SULLIVAN

Carrie Schwab Pomerantz is an absolute expert in family finance. She has served two White House administrations. She advised the Council on Financial Literacy under President George W. Bush, and was later appointed by President Barack Obama to the President’s Advisory Council on Financial Capability. She knows first hand that investing fads never work. When she asked her dad, legendary mutual fund pioneer, Charles Schwab, what to invest in, he didn’t give her a hot stock tip: he told her to diversify her portfolio and to keep saving. All good money decisions start with a conversation. Listen to her talk about why passing on good values around money is the most important thing you can do.

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