Bonus Ask Farnoosh: Better to save for grad school or retirement?

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 30 May 2019

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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.) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Bonus So Money Money episode, Ask Farnuish with Charles Schwab's Joe Benvenuto.
0:06.4	You're listening to So Money Guru Farnu Farnu Karabi.
0:10.8	Each day get a 30 minute dose of financial inspiration from the world's top
0:15.0	business minds, authors, influencers, and from Farnuks yourself. Looking for ways to save on
0:21.8	gas or double your double coupons?
0:24.0	Sorry, you're in the wrong place.
0:26.0	Seeking profound ways to live a richer, happier life.
0:29.0	Welcome to So Money.
0:34.0	Surprise, we have a bonus So Money today.
0:36.0	It's Asafarnouche with our special guest Joe Benvenuto from Charles Schwab.
0:41.0	As many of you know, I'm working with Charles Schwab to help spread
0:43.8	financial literacy to the masses and it's been a really great
0:46.6	collaboration so far. I'm a Charles Schwab customer and I have been for many
0:50.9	years. So before we get started,
0:53.0	just want to thank Charles Schwab
0:54.7	for helping get this financial education content to you.
0:58.6	Our special co-host is Joe Ben Vannuto.
1:01.2	He's a chartered financial analyst, and he manages two of Schwab's branches in the Bay Area.
1:07.6	He has been with Schwab for almost four years and he's been in the financial services industry for more than 10 years.
1:14.8	He served as an infantry officer in the United States Army from 2002 to 2007.
1:21.2	He also got his bachelor's degree from West Point Military Academy and his MBA from New York University.
1:28.0	And so really excited to share the stage with Joe, go through your money questions. We have questions here
	...

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