12 - Carrie Schwab-Pomerantz, Charles Schwab Foundation president: Empowering Women to Invest with Confidence
Fortt Knox30 Tammi 2017

12 - Carrie Schwab-Pomerantz, Charles Schwab Foundation president: Empowering Women to Invest with Confidence

When you see Carrie Schwab-Pomerantz's name, you might assume the daughter of Charles Schwab grew up quite privileged. After all, the Schwab name has become synonymous with wealth management. Didn't she end up working in the industry by default? Actually, no. Schwab-Pomerantz's parents divorced when she was a child, and her father's firm didn't become a financial force until she was well into her 20s. She was already there working with clients when Bank of America bought the company in 1983, and continued after the company split off again four years later. Today, Schwab-Pomerantz is Chairman of the Charles Schwab Foundation, and a senior vice president at the $56-billion company. She's a certified financial planner, and focuses on reaching out to groups like women, minorities and young people, who tend to have less experience managing their personal finances. I talked to Schwab-Pomerantz for the Fortt Knox podcast to get a sense of her personal journey – successes and mistakes – and also to dig out a lot of practical money tips for professionals who are trying to save for the future while planning big purchases and even raising a family. It's January, after all. There's still time to make good on those money resolutions.


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Jaksot(147)

139 - Microsoft's Dual-Screen Surface: Winner? With Patrick Moorhead

139 - Microsoft's Dual-Screen Surface: Winner? With Patrick Moorhead

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6 Loka 201924min

138 - When to Fire a Founder, with Walter Isaacson and Steven Levy

138 - When to Fire a Founder, with Walter Isaacson and Steven Levy

WeWork co-founder Adam Neumann resigned from the CEO role this week, in the face of skepticism about the coworking startup’s plans to go public. There are questions about the business model – we’ve ad...

28 Syys 201926min

137 - Employees or Contractors? Gig Economy’s Labor Crisis

137 - Employees or Contractors? Gig Economy’s Labor Crisis

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21 Syys 201926min

136 - Apple's iPhone 11 and More: Boom or Bust?

136 - Apple's iPhone 11 and More: Boom or Bust?

Apple's iPhone extravaganza is still the biggest product event of the year for a simple reason: The iPhone remains the single most successful hardware product of the PC era. We can talk about whether ...

14 Syys 201932min

135 - Can Tech Save the NFL? Plus, Rapper Jim Jones on His New Pot Venture

135 - Can Tech Save the NFL? Plus, Rapper Jim Jones on His New Pot Venture

The National Football League was on the brink last year. Not of death – let’s not talk crazy, now – but of the type of loss of relevance that has humbled baseball and boxing over the past generation o...

10 Syys 201945min

134 - Segment CEO Peter Reinhardt; Plus, Marvel’s Spider-Man Divorce and Streaming Wars

134 - Segment CEO Peter Reinhardt; Plus, Marvel’s Spider-Man Divorce and Streaming Wars

Summer’s coming to a close, and that means the streaming wars are about to get a lot more real. Apple released a trailer for The Morning Show, one of the big series slated to hit its Apple TV Plus ser...

31 Elo 201952min

133 - Goodbye IPO, Hello Direct Listing?

133 - Goodbye IPO, Hello Direct Listing?

15 years ago this week, Google had its IPO. Initial Public Offering. That means shares of its stock were available to buy for the first time. I was working as a tech reporter in Silicon Valley at the ...

27 Elo 201925min

132 - The WeWork IPO: Why the Controversy?

132 - The WeWork IPO: Why the Controversy?

I’ve got a business idea. I’m going to take out loans to rent a bunch of apartments around the world. Two-year leases. Then I’m going to decorate them with a super-cool modern vibe … snacks, premium s...

17 Elo 201924min

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