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Starting Out: Kala

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About 10 years ago, my mother fell ill. I knew I had to be there for them.

And I arrived in the middle of the night in the hospital waiting room.

We didn't know how things were gonna work out. And thankfully, they did. It was a wake-up call; life can change in an instant.

What if something were to happen to my husband? And that's something we talk about. I’d be in trouble.

I don't take an active role in the finances because it's about dividing and conquering with three kids and a busy life, but I know I should. And my husband especially is concerned. He wants me to get more involved.

I think we are waiting for a good time and for things to slow down, and the fact is that they never do.

I could probably relax a little bit more if I just took that step, educate myself and make those plans and not have it be my husband that's doing it.

I know I’m perfectly capable to do it, It's just making it a priority, and cnce that happens, I'm sure it would be like, "Why didn't I do this sooner?"

Important Disclosures

Investing involves risk including loss of principal. Investors featured in these videos are not clients of Schwab Wealth Investment Advisory, Inc. or its affiliates and were not compensated by Charles Schwab for their time. Investors’ experiences vary and are not representative experiences or results that may be expected. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

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