Financial literacy and stability in the U.S. is surprisingly low. According to the Financial Industry Regulatory Authority, less than 50% of Americans know how much they need to save for retirement and around two-thirds of Americans cannot pass a basic financial literacy test.
For this reason, Carrie Schwab-Pomerantz has dedicated her work as the Chair and President of the Charles Schwab Foundation to increasing literacy education. Carrie joins Cheddar to explain how the Charles Schwab Foundation is partnering with different organizations to push education forward.
The Charles Schwab Foundation is working with The Boys and Girls Club of America to partner with young students, as well as Donors Choose in order to increase access to financial education.
Carrie is also the daughter of Charles Schwab and explains how she has seen the company grow from a start-up, to what it is today.
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Dena Jalbert, Head of M&A at Align Advisory, discusses the state of mergers and acquisitions in 2025 and beyond, highlighting key trends and opportunities.
Kim Perell, author and entrepreneur, shares actionable tips and tricks to help current and aspiring entrepreneurs kick off 2026 with confidence and momentum.
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