Carrie Schwab-Pomerantz on Planning for Retirement

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Om Podcasten

Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests and specialists to teach you how to set and work towards your financial and lifestyle objectives. Refreshingly-free of mind-numbing financial jargon and unrealistic money goals, Retire Sooner with Wes Moss gives listeners the tools on how to retire sooner in the real world.