ABOUT THIS EPISODE

This is a special bonus episode of Ask Farnoosh with co-host Joe Benvenuto, a Chartered Financial Analyst (CFA) who manages two of Charles Schwab’s branches in the Bay Area--Menlo Park and Sunnyvale, California. Joe has been in the financial services industry for more than 10 years. Prior to that, he served as an Infantry Officer in the United States Army.

Topics covered: retirement saving, grad school, auto-rebalancing your portfolio and managing a windfall. 

(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.)
English
United States

TRANSCRIPT

Transcribe this episode
We transcribe podcasts (Example). Transcribing all podcasts in the world takes time... Please help us prioritize what episodes to transcribe.
Disclaimer: The podcast and artwork embedded on this page are from Farnoosh Torabi , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

EDIT

Thank you for helping to keep the podcast database up to date.