Podcasts about charles schwab foundation

In this Swift Chat conversation, Marie Swift speaks with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska, three of the four co-founders of the BLX Internship Program, a premier initiative dedicated to fostering diversity in the financial planning profession, specifically for aspiring Black and Latinx financial planners. The trio expresses a genuine desire to make the financial planning industry more inclusive in response to the civil unrest following George Floyd's murder. Through partnerships with organizations like the National Association of Personal Financial Planners (NAPFA) and sponsors like the Charles Schwab Foundation, the program has successfully provided opportunities for underrepresented groups, establishing a fresh pipeline of diverse talent for financial planning firms. The conversation touches on the transformative impact on both interns and firms, emphasizing the importance of mentorship, community, and the value derived from fostering diversity in the financial services industry. BLX's application window for firms to get involved and host an intern in summer 2024 closes on December 31st, 2023. Don't miss your chance to not only help the financial industry truly reflect the world we live in, but tap into BLX's pipeline of top-quality interns. Learn more and apply at blxinternship.org/

In honor of Women's History Month, I am joined by the amazing Carrie Schwab-Pomerantz! You may know her as the daughter of Charles Schwab, but Carrie is a very passionate and active leader in the financial literacy space herself. Carrie is a CFP and the current President & Board Chair at Charles Schwab Foundation. In this episode she dives into stories of her upbringing, lessons she wishes she had learned earlier about money, what advice she offers young people today and why she believes personal finance is a social justice issue today. You're going to get so many gems from my conversation with Carrie... so, grab a notepad to take notes and enjoy!Follow Carrie:Twitter: https://twitter.com/CarrieSchwabLinkedIn: https://www.linkedin.com/in/carrieschwabpomerantz/Facebook: https://www.facebook.com/CarrieSchwabPomerantz1www.schwabmoneywise.com/The Charles Schwab Guide to Finances After Fifty: https://content.schwab.com/web/retail/public/book/★ Support this podcast on Patreon ★

The President of the Charles Schwab Foundation, Carrie Schwab-Pomerantz, says that financial literacy is a great equalizer that contributes to bigger social issues of poverty, the wealth gap, and racial inequity. How can the next generation be prepared for financial literacy? She says that financial security starts with a conversation at home as parents need to talk to their sons and daughters about money equally. Her advice for young investors is that they have an opportunity to channel optimism into education about long-term investing and wealth-building. Finally, Carrie also weighs in on the Charles Schwab's Black Investor Survey.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Carrie Schwab-Pomerantz, Board Chair and President Charles Schwab Foundation and Board Chair of Schwab Charitable.Andrea Pactor,Interim Director of the Women’s Philanthropy Institute at the Lilly Family School of Philanthropy at Indiana University. After you listenLooking for impactful charities to support the causes that mean the most to you? Find helpful resources including curated lists at schwabcharitable.org/explore_charities.If you would like to read or listen to stories from donors as they recount their approach to philanthropy and how they are maximizing the impact of their charitable giving, we have twenty to choose from at schwabcharitable.org/20stories.To learn more about how to fund your philanthropy with tax-smart contributions of complex assets, read our series of helpful white papers at schwabcharitable.org/noncash. The bottom line is that gender matters in philanthropy, that men and women have different motivations for giving, and different patterns of giving. One trend that we’re seeing now is that more women are leveraging all of their resources—income, assets, their families—to make the change that they want to see.Discover recent research around women and giving in the Women Philanthropy Institute library at https://philanthropy.iupui.edu/institutes/womens-philanthropy-institute/library/index.htmlIf you like to learn visually, check out research report infographics at https://philanthropy.iupui.edu/institutes/womens-philanthropy-institute/infographics.htmlSubscribe to Giving with Impact for free on Apple Podcasts or wherever you listen.Giving with Impact is an original podcast from Schwab Charitable and Stanford Social Innovation Review

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 83,000 CFP® professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.   Jessica Lewis talks with Marilyn Mohrman-Gillis, Executive Director of CFP Board and Mark Tibergien, CEO of BNY Mellon’s Pershing about the new Career Paths Guide available to businesses employing CFP® professionals.   Key Takeaways [:30] Jessica Lewis, communications specialist at CFP Board introduces Marilyn Mohrman-Gillis, Executive Director of CFP Board and Mark Tibergien, CEO of Advisor solutions at BNY Mellon’s Pershing. [1:07] Marilyn talks about what the Center for Financial Planning’s mission is as well as the reason for, and the manner in which the Career Paths Guide was created. [2:19] Marilyn thanks the signature sponsor: BNY Mellon’s Pershing, the research partner: The Ensemble Practice as well as the founding sponsors: TD Ameritrade Institutional; Northwestern Mutual; Envestnet; Charles Schwab Foundation. [2:55] Mark dives into why it was important to WDAG to create this guide as well as how it will tangibly help in any workplace hiring or looking to hire CFP® professionals. [5:53] How are employers anticipated to use this guide and what use will it be to them? Mark speaks on each of the five ladder rungs that are to be achieved by a CFP® professional in order to progress to the next, as well as expected compensation for each of those levels. [7:42] How does a clear career path help give credence to the notion of financial planning as a true profession? [9:18] Will putting this Career Paths Guide in place help advance the diversity in the profession? [11:21] Marilyn thanks Mark for his leadership in creating this guide and Jessica invites listeners to download the guide at the CenterforFinancialPlanning.org/CareerPaths.   Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.   To submit questions, email us at podcast@cfpboard.org.   If you enjoyed the show, we hope you visit Apple Podcasts, Spotify, Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.   Join us next time for another edition of Certificant Connections.   Mentioned in this episode The Center for Financial Planning’s Career Path Guide: Financial Planning Career Paths Building More Sustainable and Successful Businesses Signature sponsor: BNY Mellon’s Pershing Research partner: The Ensemble Practice Founding sponsor: TD Ameritrade Institutional Founding sponsor: Northwestern Mutual Founding sponsor: Envestnet Founding sponsor: Charles Schwab Foundation   Bios Jessica Lewis is a communications specialist at Certified Financial Planner Board of Standards, Inc. (CFP Board).   Marilyn Mohrman-Gillis, Esq. is the Executive Director of Certified Financial Planner Board of Standards, Inc. (CFP Board).   Mark Tibergien is Chief Executive Officer of Advisor Solutions at BNY Mellon’s Pershing.

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.

What's your greatest financial concern? For many people the number one source of money stress stems from uncertainties around retirement. Specifically, we're worried we won't have enough saved or that we can't afford to retire. Welcome to So Money. This is a special bonus episode, part of a four-part series we’re doing with Charles Schwab, where we’re doing deep dive conversations about really important financial topics. If you've been following along this series you know that we kicked things off with Liz Ann Sonders, chief financial strategist at Charles Schwab, as she gave her perspectives on the stock market. Then we transitioned over to financial literacy and how to educate our young ones about money in a conversation with Carrie Schwab-Pomerantz, President of the Charles Schwab Foundation. Today we turn the focus to retirement and retiring well. For this, we welcome Catherine Golladay, a senior vice president of participant services and administration at Charles Schwab. Catherine has her ears to the ground and understands the issues and complexities surrounding our retirement concerns . Catherine and I discuss the current retirement landscape. What does retirement look like today? How we can all catch up and prepare and what are the specific challenges facing Millennials? For more, visit Schwab Savings Fundamentals 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.

How do we educate our kids when it comes to money? Welcome to So Money, everyone. I’m Farnoosh Torabi. Today is a special bonus episode, part of a four-part series we’re doing with Charles Schwab, where we’re doing deep dive conversations about really important financial topics. Earlier this month we spoke with Liz Ann Sonders, chief financial strategist at Charles Schwab, about her perspectives on the stock market. Where are we headed? Also, important steps for first time investors. If you missed that episode, I encourage you to go back and take a listen. Today we’re shifting gears to financial literacy, especially when it comes to our kids. Its’ no secret that, as a nation, we’re a little behind when it comes to knowing just the basics about how to manage money and how to budget. Our guest today is Carrie Schwab Pomerantz, a CFP and president of the Charles Schwab Foundation. She and I will discuss ways to teach our kids about money throughout the ages. How to support financial literacy in schools and the money lessons she’s instilled in her three children. As many of you know, I’m working with Charles Schwab to help spread financial literacy to the masses, and it’s been a really great collaboration so far. I’m a Charles Schwab customer, have been for many years. So before we get started, I just want to thank Charles Schwab for helping get this financial education content to you. For more, check out SchwabMoneyWise.com 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.

When you see Carrie Schwab-Pomerantz's name, you might assume the daughter of Charles Schwab grew up quite privileged. After all, the Schwab name has become synonymous with wealth management. Didn't she end up working in the industry by default? Actually, no. Schwab-Pomerantz's parents divorced when she was a child, and her father's firm didn't become a financial force until she was well into her 20s. She was already there working with clients when Bank of America bought the company in 1983, and continued after the company split off again four years later. Today, Schwab-Pomerantz is Chairman of the Charles Schwab Foundation, and a senior vice president at the $56-billion company. She's a certified financial planner, and focuses on reaching out to groups like women, minorities and young people, who tend to have less experience managing their personal finances. I talked to Schwab-Pomerantz for the Fortt Knox podcast to get a sense of her personal journey – successes and mistakes – and also to dig out a lot of practical money tips for professionals who are trying to save for the future while planning big purchases and even raising a family. It's January, after all. There's still time to make good on those money resolutions. Learn more about your ad choices. Visit megaphone.fm/adchoices

YOU ARE LISTENING TO EPISODE 380 with Khao on PositivePower21.org and Jerry Royce Live - Worldwide!Bridge DA Gap. Bridge DA Gap is a movement .... www.Bridgedagap.org - Kevin “Khao” Cates, ENTREPRENEUR / PHILANTHROPIST / MUSIC PRODUCER, is the founder and creator of KOOLRICULUM, as well as Bridge Da Gap, a social-emotional platform combining Hip-Hop music, education and mentoring to reach students and teach life skills applicable in today’s socially challenged environment. His 501c3 non-profit organization’s platform is implemented in schools across the United States as well as in the Bahamas. Kevin, a native of Montgomery, Alabama, is a multi-platinum, Grammy nominated producer, who lives by the motto, “Don’t just be successful, be significant!” With over 30 million combined records sold, Kevin has revolutionized the sound of hip-hop music by producing sounds and melodies that cross various genres of music. He has also positioned himself as a major player in the music industry while maintaining full control of his production and publishing, which is almost unheard of in the music industry. Kevin has brought the world mega hits such as T.I.’s “Why You Wanna” and R. Kelly’s “Double Up.” Additionally, he has produced for several major recording artists. Some of the artists include: T.I., Reuben Studdard, Lil’ Kim, R. Kelly, Pharell Williams, Young Jeezy, Snoop Dogg, Clipse, Ludacris, Young Dro, Chingy, Yung Joc, Goapele, PaulWall, and Trick Daddy. In 2009, Kevin produced records on the Rick Ross album “Deeper than Rap” and in 2010, he produced multiple records on Ludacris’ “Battle of the Sexes” album. Both albums debuted at #1. He is the executive producer and music producer of “Video Girl,” starring Meagan Good, Lisa Raye, and a host of others; he was the partner and music producer of “You, Me and the Circus” {an Omar Epps film starring Columbus Short and Marlon Wayons, directed by Ty Hodges}. Kevin has produced music as part of a youth financial literacy curriculum, Money Matters, on behalf of the Charles Schwab Foundation. Along with production, entrepreneurship, and scoring films, he is also an A&R (Artist & Repertoire) at Sony Records, responsible for scouting new talent and artist development. Some of Kevin’s music industry accomplishments and awards include: 2006-2007 and 2008-2009 nominations – Producer of the Year (Dead Serious Awards), Lead Producer – “King” Album for T.I. – known as the best selling album in 15 years for Atlantic Records – debuted at #1 with 522,000 copies, 2006 best selling album and 1st to go platinum that year; 2006 BET Hip Hop Awards – CD of the Year; 2006 Billboard Awards – Rap Album of the Year; 2006 Ozone Awards – Best Rap Album; 2006 Blast Award – #1 Foreign Hip-Hop Album; 2006 Nomination Favorite Rap Album –American Music Awards; 2006 Nomination Best Rap Album – The Grammy’s; 2007 ASCAP Rhythm and Soul Music Awards – Best Rap Song and R&B/Hip Hop Song for T.I.’s “Why You Wanna”; Certified Gold – Single Sales by RIAA; Charted on the Australian, Ireland, Tokyo, UK, Switzerland, South African (#1) and U.S. Billboard charts (#4); 2006 Blast Awards – #16 Foreign Hip-Hop Single/ Song. Today, Kevin, along with his team of producers, is in charge of the Sector 7 Music and Sound division. 2006-2007 and 2008-2009 nominations – Producer of the Year (Dead Serious Awards) Lead Producer – “King” Album for T.I. – known as the best selling album in 15 years for Atlantic Records – debuted at #1 with 522,000 copies, 2006 best selling album and 1st to go platinum that year 2006 BET Hip Hop Awards – CD of the Year 2006 Billboard Awards – Rap Album of the Year 2006 Ozone Awards – Best Rap Album 2006 Blast Award – #1 Foreign Hip Hop Album 2006 Nomination Favorite Rap Album – American Music Awards 2006 Nomination Best Rap Album – The Grammy’s 2007 ASCAP Rhythm and Soul Music Awards – Best Rap Song and R&B/Hip Hop Song for T.I.’s “Why You Wanna” Certified Gold – Single Sales by RIAA Charted on the Australian, Ireland, Tokyo, UK, Switzerland, South African (#1) and U.S. Billboard charts (#4) 2006 Blast Awards – #16 Foreign Hip Hop Single/Song 2006 Dirty Awards – Best Video

YOU ARE LISTENING TO EPISODE 380 with Khao on PositivePower21.org and Jerry Royce Live - Worldwide!Bridge DA Gap. Bridge DA Gap is a movement .... www.Bridgedagap.org - Kevin “Khao” Cates, ENTREPRENEUR / PHILANTHROPIST / MUSIC PRODUCER, is the founder and creator of KOOLRICULUM, as well as Bridge Da Gap, a social-emotional platform combining Hip-Hop music, education and mentoring to reach students and teach life skills applicable in today’s socially challenged environment. His 501c3 non-profit organization’s platform is implemented in schools across the United States as well as in the Bahamas. Kevin, a native of Montgomery, Alabama, is a multi-platinum, Grammy nominated producer, who lives by the motto, “Don’t just be successful, be significant!” With over 30 million combined records sold, Kevin has revolutionized the sound of hip-hop music by producing sounds and melodies that cross various genres of music. He has also positioned himself as a major player in the music industry while maintaining full control of his production and publishing, which is almost unheard of in the music industry. Kevin has brought the world mega hits such as T.I.’s “Why You Wanna” and R. Kelly’s “Double Up.” Additionally, he has produced for several major recording artists. Some of the artists include: T.I., Reuben Studdard, Lil’ Kim, R. Kelly, Pharell Williams, Young Jeezy, Snoop Dogg, Clipse, Ludacris, Young Dro, Chingy, Yung Joc, Goapele, PaulWall, and Trick Daddy. In 2009, Kevin produced records on the Rick Ross album “Deeper than Rap” and in 2010, he produced multiple records on Ludacris’ “Battle of the Sexes” album. Both albums debuted at #1. He is the executive producer and music producer of “Video Girl,” starring Meagan Good, Lisa Raye, and a host of others; he was the partner and music producer of “You, Me and the Circus” {an Omar Epps film starring Columbus Short and Marlon Wayons, directed by Ty Hodges}. Kevin has produced music as part of a youth financial literacy curriculum, Money Matters, on behalf of the Charles Schwab Foundation. Along with production, entrepreneurship, and scoring films, he is also an A&R (Artist & Repertoire) at Sony Records, responsible for scouting new talent and artist development. Some of Kevin’s music industry accomplishments and awards include: 2006-2007 and 2008-2009 nominations – Producer of the Year (Dead Serious Awards), Lead Producer – “King” Album for T.I. – known as the best selling album in 15 years for Atlantic Records – debuted at #1 with 522,000 copies, 2006 best selling album and 1st to go platinum that year; 2006 BET Hip Hop Awards – CD of the Year; 2006 Billboard Awards – Rap Album of the Year; 2006 Ozone Awards – Best Rap Album; 2006 Blast Award – #1 Foreign Hip-Hop Album; 2006 Nomination Favorite Rap Album –American Music Awards; 2006 Nomination Best Rap Album – The Grammy’s; 2007 ASCAP Rhythm and Soul Music Awards – Best Rap Song and R&B/Hip Hop Song for T.I.’s “Why You Wanna”; Certified Gold – Single Sales by RIAA; Charted on the Australian, Ireland, Tokyo, UK, Switzerland, South African (#1) and U.S. Billboard charts (#4); 2006 Blast Awards – #16 Foreign Hip-Hop Single/ Song. Today, Kevin, along with his team of producers, is in charge of the Sector 7 Music and Sound division. 2006-2007 and 2008-2009 nominations – Producer of the Year (Dead Serious Awards) Lead Producer – “King” Album for T.I. – known as the best selling album in 15 years for Atlantic Records – debuted at #1 with 522,000 copies, 2006 best selling album and 1st to go platinum that year 2006 BET Hip Hop Awards – CD of the Year 2006 Billboard Awards – Rap Album of the Year 2006 Ozone Awards – Best Rap Album 2006 Blast Award – #1 Foreign Hip Hop Album 2006 Nomination Favorite Rap Album – American Music Awards 2006 Nomination Best Rap Album – The Grammy’s 2007 ASCAP Rhythm and Soul Music Awards – Best Rap Song and R&B/Hip Hop Song for T.I.’s “Why You Wanna” Certified Gold – Single Sales by RIAA Charted on the Australian, Ireland, Tokyo, UK, Switzerland, South African (#1) and U.S. Billboard charts (#4) 2006 Blast Awards – #16 Foreign Hip Hop Single/Song 2006 Dirty Awards – Best Video

Carrie Schwab-Pomerantz - President of the Charles Schwab Foundation, Senior Vice President at Charles Schwab & Co., and the daughter of Charles Schwab! Her newest book is The Charles Schwab Guide to Finance After Fifty: Answers to Your Most Important Money Questions. This week we discuss what it was like for Carrie growing up, how finance was in her blood, her deep understanding of the tough financial questions and what you can do to tackle your toughest money issues at any age. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Quotes from Carrie: What we learn in this episode: How Carrie deals with work, life balance? What was it like watching Charles Schwab & Co. grow from a one man company to the financial massive company that it is today? What is the single most important financial advice you give people on a daily basis? What does Carrie personally believe is the future of Social Security? Resources: www.schwab.com/book http://www.schwabmoneywise.com/public/moneywise/home