Financial Grownup With Bobbi Rebell

Jen Richer, Author of “We Need to Talk, A Memoir About Wealth” and her husband made a fortune thanks to stock they both received while employed at Microsoft, adding more when her husband joined Amazon. But as Jen shares, the blessings of wealth came with a social awkwardness until she learned some key strategies we can all learn from and apply to our lives when we have different financial circumstances from those around us.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/jenniferrisher

Getting a PhD was an expensive, and time consuming investment for Elizabeth Segran. So the decision to leave academia did not come lightly. We discuss the season of her life when she came to the realization that it was time to pivot, and the financial grownup moment that clarified what she really wanted to be doing.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/elizabethsegran

Bethany Bayless wanted to be a financial grownup when she was an 18-year college student. But when she couldn’t get a traditional college student job near campus, she got creative, earned the money she needed for expenses and found a way to give back to the community. Plus Bethany shares her favorite apps to make extra cash. For more information, visit the show notes at https://www.bobbirebell.com/podcast/bethanybaylessencore

After witnessing a friend make over $100,000 trading stocks, Dr. Brad Klontz went all in.. just in time for the tech bubble to bust. He lost the cash, but learned a lot of lessons about the market, and his own mental wealth. Plus: the quiz you can take to find out if you have a money disorder, and what to do about it.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/drbradklontzencore

After 300 episodes Bobbi shares some of her hardest times as a financial grownup. For more information, visit the show notes at https://www.bobbirebell.com/podcast/episode300

Learn how physical therapist Chris Mamula changed his whole financial path after experiencing two major life events. Chris shares the key steps he took to achieve financial independence on his own terms. Plus a money tip that will change how you approach gift giving. For more information, visit the show notes at https://www.bobbirebell.com/podcast/chrismamula

Now that we may be settling in to work from home for the long haul, it’s time to optimize our space and take out the stress so we can function like grownups. Bill Hirsch, Architect and Author of The Well-Centered Home: Simple Steps to Increase Mindfulness, Self-Awareness, and Happiness Where You Live For more information, visit the show notes at https://www.bobbirebell.com/podcast/billhirsch

When Liz Weston’s dad was on life support, the advanced care directive that would have allowed his children to carry out his wishes was incomplete, creating a potential cost of tens of thousands of dollars. Liz shares her story, a long with advice to protect your family’s healthcare wishes, and finances. For more information, visit the show notes at https://www.bobbirebell.com/podcast/lizweston

Some of the most common advice is also the worst. Bobbi and her guest, certified financial planner Roger Ma discuss some popular myths and how investors can protect themselves - and their money- from going down the wrong path. For more information, visit the show notes at https://www.bobbirebell.com/podcast/rogerma

On a very special episode, More Than Me founder Tiffany Smiley shares the story of her husband’s brush with death, his subsequent blindness, and how she became a financial grownup because of it. Plus Tiffany's money tip on how to improve your personal finances during the pandemic. For more information, visit the show notes at https://www.bobbirebell.com/podcast/tiffanysmiley

We ask about friends health, travel plans, and romantic relationships. But not about whether they are ok in their financial lives. Rich and Regular’s Kiersten and Julien Saunders share their experiences trying to get their friends to care more, and actually ask more about each others financial well-being, and money security. For more information, visit the show notes at https://www.bobbirebell.com/podcast/richandregular

We revisit and share an update Financial Grownup Cameron Huddleston, one of the new co-hosts of Bobbi’s other podcast, Money with Friends. Cameron shares insights from her book “Mom and Dad, We Need to Talk. How to Have Essential Conversations With Your Parents About Their Finances”. She also shares her own personal experiences including when she found herself dealing with her mom’s financial issues. For more information, visit the show notes at https://www.bobbirebell.com/podcast/cameronhuddlestonencore

Entrepreneur Jamila Souffrant’s Journey to Launch to financial freedom actually started before her red hot podcast and blog. She took a risk on a not-yet-trendy Brooklyn neighborhood called DUMBO early in her adult life, and continues to profit from her smart bet.  For more information, visit the show notes at http://www.bobbirebell.com/podcast-episodes/jamilasouffrantencore

Harlan Landes lost his car, his job, his apartment and his girlfriend all within 6 weeks. But the hard landing became a foundation for building a blog business he would later sell for enough money to be financially independent and start his dream non-profit. For more information, visit the show notes at https://www.bobbirebell.com/podcast/harlanlandes

When Anna Gifty Opoku-Agyeman looked for ways to fund her education, she deliberately chose to focus her studies on areas where there were ample opportunities for financial support like grants and scholarships for minorities. The Sadie Collective is the first and only organization that uniquely addresses the underrepresentation of black women in economics and related fields. For more information, visit the show notes at https://www.bobbirebell.com/podcast/annagifty

Finepoint CEO Meredith Fineman, author of the new book “Brag Better” shares why learning the right way to brag about yourself is essential to reaching your goals. Then walks us through 10 ways to brag better including how to integrate super power words, avoiding qualifiers, using nightmare questions and how to prepare ahead of time to get the best results. For more information, visit the show notes at https://www.bobbirebell.com/podcast/meredithfineman

Wealthy grownups use strategies to invest that are aimed at not just growing assets but also protecting their wealth in turbulent times, like we are currently experiencing with the coronavirus pandemic. Vince Annable walks us through his theories and previews his new book: The Household Endowment Model- Wealth Planning for Affluent Families. For more information, visit the show notes at https://www.bobbirebell.com/podcast/vinceannable

As the coronavirus lockdown goes on, more elderly are separated from their families, and managing money for them can be a challenge. Bobbi is joined by Amy Blacklock and Vicki Cook, the team behind Women Who Money, for a checklist of ways we can all make sure our parent and older relatives finances stay on track. For more information, visit the show notes at https://www.bobbirebell.com/podcast/amyandvicki

Mekanism CEO Jason Harris has always prioritized face to face human interaction. But since that’s not an option, he has found specific ways to re-create that experience online, and is getting results. Jason shares them, along with how strategies from his bestselling book The Soulful Art of Persuasion can be adapted to the evolving work from home culture. For more information, visit the show notes at https://www.bobbirebell.com/podcast/jasonharris

Organization expert and author Barbara Reich shares sustainable ways we can get things done during the coronavirus quarantine, including new strategies on setting up your work and personal spaces, your time and schedule, and getting control of your digital clutter. For more information, visit the show notes at https://www.bobbirebell.com/podcast/fggbarbarareich