Carrie Schwab-Pomerantz, CFP®, is the daughter of Charles Schwab and a leading advocate for financial literacy. She has devoted her career to helping men and women from all walks of life achieve financial security and also oversees Schwab’s corporate philanthropy and employee volunteer programs.

Wes and Carrie discuss a variety of important financial items to consider as you prepare for your happy retirement on today’s episode. Carrie shares when to start saving, what to look at with social security, how much you should save to retire comfortably, why you should still invest in the stock market as you get older, her start with Schwab, and more.

Follow Carrie: @CarrieSchwab

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Carrie Schwab-Pomerantz on Planning for Retirement 40:54 Share

Retire Sooner with Wes Moss

Shownotes Transcript

Carrie Schwab-Pomerantz on Planning for Retirement