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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.
This Friday, Farnoosh and co-host Catherine Alford, family finances expert at CatherineAlford.com, tackle your biggest money questions. We have questions related to real estate investing, paying down your mortgage and cashing out your investments after quitting your job. Also can you open a Roth IRA for an unborn child?
What is a reasonable price to pay an accountant who is preparing your taxes? Help... I can't bring myself to spend my money on material items, even though my financial life is in good shape. Answering these questions of yours and more with special co-host Danielle Robinson, Director of Corporate Social Responsibility at Jackson Charitable Foundation.
My husband and I will be quitting our jobs later this year to travel globally for a year. Aside from savings and insurance, what should we consider? What are risks to consider when renting out part of your home? Answering these questions and more with co-host and marketing consultant Erica Gellerman.









