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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Avsnitt(147)

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83 - Ex-CEOs: Intel, Ford, Qualcomm, WPP – Revisiting Bosses Now Gone

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82 - Michael Reitblat, Forter CEO: Defending Against the New Digital Organized Crime

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23 Juni 201828min

80 - Q-Tip, the Abstract: Championing Creativity in the Digital Age

80 - Q-Tip, the Abstract: Championing Creativity in the Digital Age

Q-Tip. The Abstract. He’s not going to say it about himself outside of the the playful banter of a rhyme, so I’ll say it: He’s one of the most recognizable voices and influential minds in the history ...

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79 - Scott Wagner, GoDaddy CEO: Big Plans for Small Businesses

79 - Scott Wagner, GoDaddy CEO: Big Plans for Small Businesses

Few companies have gone through the kind of image transformation GoDaddy has over the past decade.  Back in 2005, GoDaddy launched its first commercial that used women in revealing outfits and sexuall...

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78 - Anthony Wood, Roku founder & CEO: Continual Reinvention

78 - Anthony Wood, Roku founder & CEO: Continual Reinvention

Today it's a $4-billion publicly-traded company. It's synonymous with streaming video, going head-to-head with Apple, Amazon, Google and lately Netflix, in the cord-cutting era. But Roku's been around...

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77 - Kay Koplovitz, founder of USA Network: The Tools to Break Barriers

77 - Kay Koplovitz, founder of USA Network: The Tools to Break Barriers

A little more than 40 years ago, there was a live event that changed television forever. Muhammad Ali vs. Joe Frazier. A boxing match: "The Thrilla in Manilla." But the men in the ring weren't the onl...

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Sometimes Plan A doesn’t work out. You’ve got to be ready to improvise.  That’s one of the themes in Bastian Lehman’s story. He had a different career path in mind, but ended up settling for entrepren...

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