Wellness for Financial Grownups
Bobbi Rebell
Financial Grownup is taking the podcast up a notch with a new focus on Financial Wellness. Bobbi shares the behind the scenes evolution of the podcast and why we need to be talking more about the ties between mental and emotional health and our money.
Episodes
Mentioned books
Nov 17, 2018 • 7min
5 quirky ways to use your flexible spending (before it’s too late!)
If 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.
Nov 15, 2018 • 15min
When getting a roommate is the financial grownup thing to do with David Rae CFP®
After 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
Nov 12, 2018 • 17min
1.2 million reasons to diversify your investments with Goalsetter’s Tanya Van Court
At 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
Nov 10, 2018 • 12min
Three grownup holiday shopping rules with guest co-host Trae Bodge
Guest 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
Nov 8, 2018 • 14min
Speeding up growing up: When a parent's career takes a hit with Ambition Redefined author Kathryn Sollmann
Ambition 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
Nov 5, 2018 • 12min
How to help a friend who makes bad money decisions with Carrie Schwab-Pomerantz
Carrie 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
Nov 3, 2018 • 11min
Bonus episode: Don’t miss this deadline! What financial grownups need to know about open enrollment
For 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
Nov 1, 2018 • 16min
How to manage sudden financial opportunity with 4-time Olympian and Certified Financial Planner Lauryn Williams
At 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
Oct 29, 2018 • 13min
She blew it! How socially conscious entrepreneur Susan McPherson leveraged the sniffles into a pile of cash
As 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
Oct 27, 2018 • 14min
Bonus Episode: Pre-New Year’s financial resolutions - plus getting a lower credit card rate with guest co-host Stefanie O’Connell
Special 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
