Bonus Ask Farnoosh with Terri Kallsen from Charles Schwab

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 2K Ratings

🗓️ 22 June 2018

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 affiliates

Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open!

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Transcript

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0:00.0	Bonus Ask Farnuosh with Special Co-host Terry Coulson, Executive Vice President for
0:05.2	Investor Services at Charles Schwab.
0:09.7	You're listening to So Money Guru Farnu Farnu Farnoosh Karabi.
0:14.0	Each day, get a 30 minute dose of financial inspiration from the world's top business minds,
0:19.2	authors, influencers, and from Farnus herself.
0:23.0	Looking for ways to save on gas or double your double coupons?
0:27.0	Sorry, you're in the wrong place.
0:29.0	Seeking profound ways to live a richer, happier life.
0:32.0	Welcome to So Money.
0:36.0	Today we have a very special ask for a new session. We've invited Terry
0:40.8	Carlson on the show who is an executive vice president for
0:44.0	investor services at Charles Schwab. So we're going to learn all about how she's
0:48.1	helping people make a difference in their lives through financial planning and
0:52.0	financial education.
0:53.7	She has a very interesting background and as many of you know I've partnered with Charles Schwab
0:59.0	to help spread financial literacy to the masses and it's been a really great partnership so far.
1:04.5	I'm a Charles Schwab customer, have been for many years.
1:08.0	And before we get started, I just want to thank Charles Schwab for their partnership on getting
1:12.2	this financial education content to you and it is with
1:15.8	great pleasure that I now invite Terry Coulson onto the show to help us sift through all your very good important questions.
1:24.4	Terry, welcome to So Money.
1:26.0	Welcome to Ask Farnush and Terry.
	...

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