12 - Carrie Schwab-Pomerantz, Charles Schwab Foundation president: Empowering Women to Invest with Confidence
Fortt Knox30 Jan 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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Episoder(147)

91 - What the Most Successful Founders Have in Common: Maynard Webb, Scott Galloway, Robert Frank

91 - What the Most Successful Founders Have in Common: Maynard Webb, Scott Galloway, Robert Frank

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22 Sep 201847min

90 - Analyzing the New iPhone XS Max & Apple Watch with Chrissy Farr, Josh Lipton, Jillian Manus

90 - Analyzing the New iPhone XS Max & Apple Watch with Chrissy Farr, Josh Lipton, Jillian Manus

Three new iPhone Xs and a watch that's a cleared medical device: That's what Apple announced at its biggest event of the year. But what does it mean for Apple? Which, if any, of this stuff is worth bu...

15 Sep 201831min

89 - Nike’s Gamble; Facebook & Twitter Go to Washington. With Charles Duhigg & Ellen Pao

89 - Nike’s Gamble; Facebook & Twitter Go to Washington. With Charles Duhigg & Ellen Pao

Big week for social media. Colin Kaepernick tweets his new Nike ad, Nike retweets, and it’s on. Did Nike just make a big mistake, or did it lock in the loyalty of a valuable customer base? Plus, Faceb...

8 Sep 201830min

88 - How to Get Pay-Boosting Skills Without Going Broke

88 - How to Get Pay-Boosting Skills Without Going Broke

The economy's supposed to be really good, if you look at the official numbers. According to the U.S. labor department the unemployment rate was under 4 percent in July, which is a level that a lot of ...

25 Aug 201830min

87 - Dinesh Paliwal, Harman CEO. Alex Jones & Media’s Wild Summer

87 - Dinesh Paliwal, Harman CEO. Alex Jones & Media’s Wild Summer

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18 Aug 20181h 2min

86 - Startup or Corporate Giant? How to Decide What Kind of Employer Fits You

86 - Startup or Corporate Giant? How to Decide What Kind of Employer Fits You

I've got something different for you this week: A big conversation about work. As in, where should you work? What kind of company: Big or small? Young or established?  The idea for this episode came f...

11 Aug 201835min

85 - Roger Lynch, Pandora CEO and Sling TV co-founder: The Great Rebundling

85 - Roger Lynch, Pandora CEO and Sling TV co-founder: The Great Rebundling

Pandora, the music streaming service, has a culture that's heavily musical. So as a new CEO of the company, it helps that Roger Lynch not only plays guitar, but he actually still plays live gigs with ...

21 Jul 201821min

84 - George Kurian, NetApp CEO: A Twin and a Team Builder

84 - George Kurian, NetApp CEO: A Twin and a Team Builder

George Kurian is the CEO of NetApp, a storage technology company whose stock market value is more than $20 billion. Normally I like to start off talking about what makes my guests unique. But in this ...

14 Jul 201823min

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