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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.
Have you been completely exasperated wondering, “Why am I so bad with money?” Maybe it was because you overspent, depleted your savings account, or realized you were behind on your retirement saving. Well, the good news is friends, you’re not alone. And my guest today says her money situation is a MESS.