EPISODE · Jun 22, 2018 · 40 MIN
Bonus Ask Farnoosh with Terri Kallsen from Charles Schwab
from So Money with Farnoosh Torabi
In this special BONUS episode of Ask Farnoosh, we invite Terri Kallsen, Executive Vice President for Investor Services at Charles Schwab. She and Farnoosh discuss recent findings from Schwab's Modern Wealth Index, as well as answer listener questions about ways to plan ahead for big financial goals and managing money in your relationship and Note: Farnoosh has partnered with Charles Schwab to provide financial education. Farnoosh is not affiliated with Schwab and the views she expresses may not necessarily reflect those of The Charles Schwab Corporation or its affiliatesLearn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
In this special BONUS episode of Ask Farnoosh, we invite Terri Kallsen, Executive Vice President for Investor Services at Charles Schwab. She and Farnoosh discuss recent findings from Schwab's Modern Wealth Index, as well as answer listener questions about ways to plan ahead for big financial goals and managing money in your relationship and Note: Farnoosh has partnered with Charles Schwab to provide financial education. Farnoosh is not affiliated with Schwab and the views she expresses may not necessarily reflect those of The Charles Schwab Corporation or its affiliatesLearn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.
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Bonus Ask Farnoosh with Terri Kallsen from Charles Schwab
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