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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99 - KIND Snacks Founder Daniel Lubetzky; Plus, Outsmart the Holiday Season

99 - KIND Snacks Founder Daniel Lubetzky; Plus, Outsmart the Holiday Season

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98 - BlackBerry CEO John Chen; Plus, How to Beat Amazon

98 - BlackBerry CEO John Chen; Plus, How to Beat Amazon

The theme this week is "underdogs." John Chen has history in this department: His parents escaped communist China to Hong Kong, and his father had to work jobs beneath his education level so Chen coul...

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97 - Panera CEO Blaine Hurst; Plus, Why Parents Must Make A Screen Time Strategy

97 - Panera CEO Blaine Hurst; Plus, Why Parents Must Make A Screen Time Strategy

Panera had a problem. At lunchtime, customers were mobbing the counters to order and pick up, and it was a mess. It was frustrating for everyone involved, and management knew they were probably missin...

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96 - Luis von Ahn, Duolingo CEO: Could Language Be Key to Closing the Wealth Gap?

96 - Luis von Ahn, Duolingo CEO: Could Language Be Key to Closing the Wealth Gap?

Luis von Ahn is familiar with the idea that education is a great equalizer, but the reality he’s observed is different. More often than not, the opportunity for an exceptional education is available o...

27 Okt 201824min

95 - HotelTonight CEO Sam Shank, Plus Cannabis Goes Legal in Canada

95 - HotelTonight CEO Sam Shank, Plus Cannabis Goes Legal in Canada

This week, Canada legalized pot. That’s a big deal because it’s the largest country to do it, and because it’s a major milestone in one of the most impressive rebranding exercises in a generation. Whe...

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94 - Carnival CEO Arnold Donald: Achieve Despite the Doubters

94 - Carnival CEO Arnold Donald: Achieve Despite the Doubters

Arnold Donald has led cruise company Carnival for five years – the company is now worth $40 billion. Before that, Donald had a long career at Monsanto. His path to the top of a publicly traded company...

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93 - New Rules of the PC Market: A Practical Buying Guide, with Patrick Moorhead

93 - New Rules of the PC Market: A Practical Buying Guide, with Patrick Moorhead

Patrick Moorhead of Moor Insights & Strategies joins on how to buy a PC in 2018. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal ...

6 Okt 201825min

92 - SiriusXM Buying Pandora, and A New Cloud Alliance: Tim Westergren, Pandora Co-founder

92 - SiriusXM Buying Pandora, and A New Cloud Alliance: Tim Westergren, Pandora Co-founder

Pandora co-founder Tim Westergren joins to talk the future of subscriptions online. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of person...

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