Carrie Schwab got her start as an early business magnate at just 16 years old working with her father, Charles Schwab, for the then startup in the mid-1970s. This remarkable conversation recounts the beginnings of Charles Schwab & Co. in one office room with rotary telephones. Schwab is now a multi-billion dollar investment firm. Carrie is now director of the Schwab charitable foundation and the Schwab donor advised funds.
Retirement and investment planning is rarely black-and-white. The reality is that most of us have a substantial gray zone we go through from fully working until we fully stop working and all of our income sources are flowing full steam ahead. Also in this hour, “Overtime” with Carrie Schwab-Pomerantz (interview part 2).