Getting In The Investing Game

Getting In The Investing Game

- Janet Bodnar

Carrie Schwab-Pomerantz, the daughter of Charles Schwab, is board chair and president of the Charles Schwab Foundation, whose mission is to help people become financially fit through education; senior vice president of Charles Schwab & Co.; and board chair of Schwab Charitable, a donor-advised fund. She has an MBA and is a certified financial planner. During a visit to the Kiplinger offices, she and I had a wide-ranging conversation about women’s attitudes toward money, what she learned from her father about finances, and how she brought up her own three children.

What has your experience taught you about how women approach financial issues?