Bonus: Nikki Arwood, Regional Market Executive, Charles Schwab
So Money with Farnoosh Torabi
Farnoosh Torabi
4.7 • 2K Ratings
🗓️ 13 September 2018
⏱️ 24 minutes
🧾️ Download transcript
Summary
We’re going back to basics today in a special So Money bonus episode, talking about the best ways to start and execute financial goals.
Our guest is Nikki Arwood, Regional Market Executive at Charles Schwab. In her role, Nikki leads 36 branches and over 200 employees in the Carolinas, Virginia, Maryland, DC, Kentucky, Tennessee, Arkansas and Mississippi. She has been in the financial services industry for 30 years, and has spent most of those years at Schwab. Nikki is a graduate of Georgetown University, where she majored in Sociology and was captain of the Women’s Basketball Team.
Nikki and I discuss goal setting, finding the motivation to stay the course with your financial plan and a 30-Day financial cleanse from which we can all benefit.
DISCLOSURE:
Farnoosh has been compensated by Charles Schwab. Farnoosh is not affiliated with Schwab and the views she expresses may not necessarily reflect those of The Charles Schwab Corporation or its affiliates. Farnoosh is a client of Schwab.
The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.
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 So Money Money episode, Nicki R. Wood, Regional Market Executive at Charles Schwab. |
| 0:05.2 | You're listening to So Money Guru Farnu Far no Schorabi. |
| 0:11.2 | Each day get a 30 minute dose of financial inspiration from the world's top business minds, authors, influencers, and from Farnuus herself. |
| 0:20.0 | Looking for ways to save on gas or double your double coupons? |
| 0:24.0 | Sorry, you're in the wrong place. |
| 0:27.0 | Seeking profound ways to live a richer, happier life. |
| 0:30.0 | Welcome to So Money everyone. I'm your host, |
| 0:36.0 | Farnus Chirabi. This is a special episode of So Money. |
| 0:40.3 | As you know, over the last several weeks, we've been presenting some bonus episodes presented |
| 0:45.0 | by Charles Schwab to allow us to deep dive into particular topics, from investing to financial |
| 0:51.5 | literacy, to talking to your kids about money. We've covered a lot of ground and today |
| 0:55.9 | I'm happy to say we're going a little bit back to basics. It's back to school time |
| 1:00.1 | and when it comes to our financial lives and making progress, it's not just about |
| 1:04.6 | crunching the numbers, but it's about really understanding and having clarity |
| 1:08.2 | around your goals. How do you establish the right kinds of goals and actually see them through. |
| 1:14.0 | Nicki Arwood is our guest today. |
| 1:16.0 | She's a regional market executive at Charles Schwab. |
| 1:18.0 | And in her role, she leads 36 branches, has over 200 employees. She has a real keen sense of what |
| 1:25.9 | consumers need when it comes to their financial goals, how they go about |
| 1:29.8 | accomplishing them. She has been in the financial services industry for 30 years and |
| 1:35.2 | has spent most of those years at Schwab and fun fact she was a graduate of Georgetown |
| 1:39.3 | University where she majored in sociology and was captain of the women's basketball team. |
... |
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