In this special BONUS episode of Ask Farnoosh, we invite Terri Kallsen, Executive Vice President for Investor Services at Charles Schwab. She and Farnoosh discuss recent findings from Schwab’s Modern Wealth Index, as well as answer listener questions about ways to plan ahead for big financial goals and managing money in your relationship.

Note: Farnoosh has partnered with Charles Schwab to provide financial education. Farnoosh is not affiliated with Schwab and the views she expresses may not necessarily reflect those of The Charles Schwab Corporation or its affiliates.