Synopsis
Being a grownup is hard, especially when it comes to money. Host Bobbi Rebell, a Certified Financial Planner and author of How to be a Financial Grownup asks her guests to share one money story that impacted their lives, and one lesson. Then she gives listeners her take and specific ways to use it in their life.
Episodes
-
5 quirky ways to use your flexible spending (before it’s too late!)
17/11/2018 Duration: 07minIf you have put aside money in a flexible spending account- either for health related expenses or tied to child care, the clock is ticking. But there are tons of ways to use the cash- and many you may not even know about.
-
When getting a roommate is the financial grownup thing to do with David Rae CFP®
15/11/2018 Duration: 15minAfter buying an expensive home, Certified Financial Planner David Rae found himself facing an income crunch during the recession. His decision to get a roommate helped him keep the home and stay on track with his financial and lifestyle goals. For more information, visit the show notes at https://www.bobbirebell.com/podcast/davidrae
-
1.2 million reasons to diversify your investments with Goalsetter’s Tanya Van Court
12/11/2018 Duration: 17minAt 29 years old Tanya Van Court thought she more than a million dollars on hand to change the world and live the life of her dreams. Until it vanished in a few hours. For more information, visit the show notes at https://www.bobbirebell.com/podcast/tanyavancourt
-
Three grownup holiday shopping rules with guest co-host Trae Bodge
10/11/2018 Duration: 11minGuest co-host and shopping expert Trae Bodge joins Bobbi with her three rules that practically guarantee you will avoid amateur spending mistakes this holiday season. For more information, visit the show notes at https://www.bobbirebell.com/podcast
-
Speeding up growing up: When a parent's career takes a hit with Ambition Redefined author Kathryn Sollmann
08/11/2018 Duration: 14minAmbition Redefined author Kathryn Sollman’s childhood took an unexpected financial detour when her father had a career setback. But becoming a financial grownup at a young age gave her the foundation to redefine ambition. For more information, visit the show notes at https://www.bobbirebell.com/podcast/KathrynSollomann
-
How to help a friend who makes bad money decisions with Carrie Schwab-Pomerantz
05/11/2018 Duration: 12minCarrie Schwab-Pomerantz may be a Financial Grownup but that doesn’t mean all her friends have been able to grow up. Listen to how she works to get them on track. Plus- the president of the Charles Schwab foundation also shares an everyday money tip about making it easier to give to causes you care about. For more information, visit the show notes at https://www.bobbirebell.com/podcast/CarrieSchwabPomerantz
-
Bonus episode: Don’t miss this deadline! What financial grownups need to know about open enrollment
03/11/2018 Duration: 10minFor many companies it is that time of year: open enrollment. The short often only 2-week window you make big choices about your company’s benefit plan that you are stuck with, in most cases, for a full year. For more information, visit the show notes at https://www.bobbirebell.com/podcast/bonus3
-
How to manage sudden financial opportunity with 4-time Olympian and Certified Financial Planner Lauryn Williams
01/11/2018 Duration: 16minAt 20-years old, Lauryn Williams CFP® was the fastest woman in America, and had to make some very grownup financial decisions. Lauryn shares how she put together a team of advisors including her coach and an agent, how they vetted different sponsors, and how she learned to get paid to run for a living. For more information, visit the show notes at https://www.bobbirebell.com/podcast/laurynwilliams
-
She blew it! How socially conscious entrepreneur Susan McPherson leveraged the sniffles into a pile of cash
29/10/2018 Duration: 12minAs a child, the future founder of McPherson Strategies learned about money when it was used as an incentive to break a bad habit. Susan McPherson also shares an extremely important money tip about ways to give to charity beyond your means as we get towards the holiday season. For more information, visit the show notes at https://www.bobbirebell.com/podcast/SusanMcPherson
-
Bonus Episode: Pre-New Year’s financial resolutions - plus getting a lower credit card rate with guest co-host Stefanie O’Connell
27/10/2018 Duration: 14minSpecial guest co-host millennial personal finance author, speaker and entrepreneur Stefanie O’Connell joins Bobbi to talk smart financial moves to make before the New Year. Bobbi and Stefanie also take a listener question on how to lower the interest rate on a credit card before a big purchase. For more information, visit the show notes at https://www.bobbirebell.com/podcast/bonusepisode2
-
Taking your small business from startup to grownup with the Boreland Group CEO Jennefer Witter
25/10/2018 Duration: 15minBoreland Group Founder and CEO Jennefer Witter learned early on that the best way to get clients was to offer extreme value. But to stay in business, and continue to serve the clients, the author of the Little Book of Big PR also learned when to put the brakes on the discounts. For more information, visit the show notes at https://www.bobbirebell.com/podcast/jenneferwitter
-
Oops, I did it again. Missing credit card payments, again, with Good Money author Nathalie Spencer
22/10/2018 Duration: 12minBehavioural Scientist and Good Money author Nathalie Spencer missed a credit card payment. Then she missed another. But she finally managed to stop the cycle after putting a grownup plan in place. For more, visit the show notes at https://www.bobbirebell.com/podcast/nathaliespencer
-
Bonus: The “under the radar deadline” for free money you don’t want to miss
20/10/2018 Duration: 10minToday I share the story of my free money deadline #fail that resulted in almost $300 in missed wellness benefits - and how you can avoid losing out! For more information, visit the show notes at https://www.bobbirebell.com/podcast
-
Pumping up assets and getting lean on liabilities with celebrity trainer and author Jerry Ford
18/10/2018 Duration: 16minGuns Drugs or Wealth Author Jerry Ford shares a big lesson from one of his clients on how to move away from buying things to appear wealthy, to saving and investing to actually have and grow wealth. For more information, visit the show notes at https://www.bobbirebell.com/podcast/jerryford
-
Shark Tank’s Barbara Corcoran on why you should spend money before you have it
15/10/2018 Duration: 16minEntrepreneur and Investor Barbara Corcoran explains why she believes spending money in a deliberate way even before you earn it is a smart business strategy, and shares the story of her first really big investment. And yes, she committed to it before she had the money. For more information, visit the show notes at https://www.bobbirebell.com/podcast/barbaracorcoran
-
Behind the scenes at Financial Grownup: Bobbi reveals a big change and answers 3 popular listener questions
12/10/2018 Duration: 17minFinancial Grownup podcast host Bobbi Rebell shares some changes happening at the podcast and answers listener questions about the guests, how the show is produced and how listeners can get involved in future episodes.
-
How to build a career pivot fund with Wealth Actually author Frazer Rice
10/10/2018 Duration: 15minFrazer Rice wanted a career pivot, but before he ditched his day job, he had to figure out exactly how much he cost. For more information, visit the show notes at https://www.bobbirebell.com/podcast/frazerrice
-
Is that big clothing purchase really an investment? or a splurge you are justifying, with Ameliora founder Adrienne Kronovet
08/10/2018 Duration: 12minAmeliora Founder and CEO Adrienne Kronovet started paying close attention to clothing as a child shopping with her grandmother, and shares her timeless insights on shopping strategies and lessons. For more information, visit the show notes at https://www.bobbirebell.com/podcast/AdrienneKronovet
-
The really good reason The Long Game’s Lindsey Holden shared a bathroom with 40 people for 5 years
05/10/2018 Duration: 11minSerial entrepreneur Lindsey Holden, who heads the personal finance app app The Long Game, literally played the long game when she spent 5 years living in her family’s veterinary office, to pay off her student loans and build a solid financial foundation. For more information, visit the show notes at https://www.bobbirebell.com/podcast/lindsayholden
-
Exactly why you need an emergency fund with Victori Media’s Tori Dunlap
03/10/2018 Duration: 15minTori Dunlap saw big dollar signs when she took a new job, but the red flags she ignored during the interview process soon created an impossible situation.. and a new appreciation for the emergency fund she never thought she would have to use. For more information, visit the show notes at https://www.bobbirebell.com/podcast/toridunlap