Season 4: E14 | Financial Advice on Tik Tok with Poulomi Damany, GM of Assets & Tax at Credit Karma

Season 5: E2 | Financial Literacy is a Social Justice Issue with Carrie Schwab-Pomerantz

In honor of Women's History Month, I am joined by the amazing Carrie Schwab-Pomerantz! You may know her as the daughter of Charles Schwab, but Carrie is a very passionate and active leader in the financial literacy space herself. Carrie is a CFP and the current President & Board Chair at Charles Schwab Foundation. 

In this episode she dives into stories of her upbringing, lessons she wishes she had learned earlier about money, what advice she offers young people today and why she believes personal finance is a social justice issue today. You're going to get so many gems from my conversation with Carrie... so, grab a notepad to take notes and enjoy!

Follow Carrie:
Twitter: https://twitter.com/CarrieSchwab
LinkedIn: https://www.linkedin.com/in/carrieschwabpomerantz/
Facebook: https://www.facebook.com/CarrieSchwabPomerantz1
www.schwabmoneywise.com/
The Charles Schwab Guide to Finances After Fifty: https://content.schwab.com/web/retail/public/book/

Season 5: E1 | Making Black History Every Day featuring Teri Ijeoma of Trade and Travel

Teri Ijeoma is the creator of the Trade and Travel Course, which is the #1 selling course on Teachable and has made Teri a multi-millionaire. The course teaches people how to make $1,000 a day by trading in the stock market using a step-by-step framework. In this conversation Teri shares why she developed the course and how she makes financial decisions today as a successful entrepreneur.

Follow her work and learn more about her program at: https://www.instagram.com/tradeandtravel

Season 4: E14 | Financial Advice on Tik Tok with Poulomi Damany, GM of Assets & Tax at Credit Karma

This week we hear from the awe-inspiring Poulomi Damany, who I first heard speak at a virtual event back in 2018 when she was the VP of Product Management at Credit Karma. Not only has she since moved to the role of General Manager of Assets and Tax at Credit Karma, (#levelup) but she has continued to be one of the leading women of color in tech that I admire!

Prior to joining Credit Karma, Poulomi spent a year with the US Digital Service, the swat team that came in to rescue Healthcare.gov. She learned that bad technology was truly holding people back from getting the basic health services they needed and committed to being an agent for change in the private sector by leveraging technology to help improve people's lives.

In the episode, Poulomi mentions this Qualtrics Study on behalf of Credit Karma with lots of data and insights into gen z and how they seek financial advice on social media: https://www.creditkarma.com/about/commentary/gen-z-turns-to-tiktok-and-instagram-for-financial-advice-and-actually-takes-it-study-finds

Check out the full playlist of podcast interviews on YouTube here: https://www.youtube.com/playlist?list=PLBqtkN0VZ5hRYos5EHdGJfRDc5r9w6u_w

Let’s connect:
FACEBOOK: https://www.facebook.com/missbehelpful/
INSTAGRAM: https://www.instagram.com/missbehelpful/
BUSINESS INQUIRIES: [email protected]

Season 4: E13 | Lack of Confidence is Holding You Back with Eryn of Her Personal Finance

Eryn Schultz became passionate about helping women with MBA's achieve their financial goals while completing her own MBA at Harvard Business School. She learned that women own only $0.32 for every $1.00 owned by men and in her own MBA program she realized that she learned to manage a corporation's finances but not her own. Eryn became motivated to get educated and to educate as many other women as she could!

Now, as an entrepreneur, Eryn works with clients to narrow this gender wealth/investing gap. She has a 10-week money bootcamp, and has recently launched an on-demand course. She also provides one-on-one coaching for couples and individuals who want to tackle their money. Eryn has helped women roll over old 401Ks, max out their IRAs, and feel more confident about their financial decisions overall! Confidence is KEY!

Support Eryn's work here: https://herpersonalfinance.com/

Follow her on instagram here: https://www.instagram.com/her.personal.finance/

Season 4: E12 | Living in a Van to Pay Off Her Student Loans with Isabella Navarro Gomez

Isabella is hands-down one of the coolest people I've ever met! A true independent thinker and free spirit who knew early on that urban living in NYC was not where she would thrive. Isabella moved to California and has been living in her van for years in order to make payments of $2,000 or more every month. 

She is officially debt-free as of October 2021 and now plans to travel and dive into crypto and defi. I was incredibly impressed with Izzi because of her maturity and wisdom, which are far beyond her 30 years! She's such an inspirational person because of her outlook on life and her ability to shine no matter what struggles she's been faced with in her life. 

Isabella opens up about: pros and cons of living in a van, glamorization of #vanlife, her upbringing in the Bronx, her favorite personal finance channels, crypto and why she believes it is the future, her plans to travel now that she is debt-free and her passion for psychology and why she believes every child deserves and needs to learn about how the brain works when they're in school. 

You will LOVE Isabella and her unique story. 

Follow her and support her at: 
Personal: https://www.instagram.com/izzi_vanlife/?hl=en
Art page: https://www.instagram.com/cooli_fooli/?hl=en