So Money with Farnoosh Torabi

For some entrepreneurs the idea of selling a product or service can feel like selling OUT or selling your soul. But our guest today has a technique for selling with integrity and winning every time. I’m welcoming Mo Bunnell to the show. Mo leads the Bunnell Idea Group whose trademarked GrowBIG® Integrated System helps companies grow their business faster, in the right way and helps professionals get focused and efficient in business development.  He has a new book out later in September 11 called The Snowball System: How to Win More Business and Turn Clients into Raving Fans. We’ll talk about his Give to Get technique, some shorthand for calculating what your time is worth, as well as Mo’s So Money accomplishment...finally purchasing a horse farm near the heart of Atlanta, which was on his family bucket list for years.  You can learn more about Mo Bunnell by visiting www.MoBunnell.com. Follow him on Twitter @MoBunnell and pre-order his book on Amazon.  For more, also check out www.Snowballsystem.com and www.Createdemandcourse.com Hosted on Acast. See acast.com/privacy for more information.

Is working towards a Bachelor's worth it later in life? Should I take a loan from my 401(k) to pay off student loans? What are some good resources or ideas for starting to invest? Today's Ask Farnoosh is with co-host Leyla Novini, an avid So Money listener. Check out www.SoMoneyPodcast.com for more. Hosted on Acast. See acast.com/privacy for more information.

How do we educate our kids when it comes to money? Welcome to So Money, everyone. I’m Farnoosh Torabi. Today is a special bonus episode, part of a four-part series we’re doing with Charles Schwab, where we’re doing deep dive conversations about really important financial topics. Earlier this month we spoke with Liz Ann Sonders, chief financial strategist at Charles Schwab, about her perspectives on the stock market. Where are we headed? Also, important steps for first time investors. If you missed that episode, I encourage you to go back and take a listen. Today we’re shifting gears to financial literacy, especially when it comes to our kids. Its’ no secret that, as a nation, we’re a little behind when it comes to knowing just the basics about how to manage money and how to budget. Our guest today is Carrie Schwab Pomerantz, a CFP and president of the Charles Schwab Foundation. She and I will discuss ways to teach our kids about money throughout the ages. How to support financial literacy in schools and the money lessons she’s instilled in her three children. As many of you know, I’m working with Charles Schwab to help spread financial literacy to the masses, and it’s been a really great collaboration so far. I’m a Charles Schwab customer, have been for many years. So before we get started, I just want to thank Charles Schwab for helping get this financial education content to you. For more, check out SchwabMoneyWise.comDisclosure: Farnoosh has been compensated by Charles Schwab. Farnoosh is not affiliated with Schwab and the views she expresses may not necessarily reflect those of The Charles Schwab Corporation or its affiliates. Farnoosh is a client of Schwab. Hosted on Acast. See acast.com/privacy for more information.

Can money buy happiness? Really? Today, I’m interviewing behavioral finance expert and author Brian Portnoy. Brian’s new book, The Geometry of Wealth: How To Shape A Life Of Money And Meaning. In it he explains how money might not be the source of happiness...But money *can* fund contentment. Brian is currently the Director of Investment Education at Virtus Investment Partners and has spent the last 25 years as an educator, investor, and strategist. He holds a doctorate from the University of Chicago...Coming up next:  his 3-step method for achieving true wealth...It involves shapes. And how much money is ENOUGH money?  You can learn more about Brian Portnoy, his books, and more at ShapingWealth.com. You can also follow him on twitter @BrianPortnoy and purchase his new book, The Geometry of Wealth, wherever books are sold.  Hosted on Acast. See acast.com/privacy for more information.

It can be hard to find quality career advice these days. The work landscape is always changing. Millennials want more freedom and flexibility. For women, in particular, there's conflicting advice about how to strategize, communicate, think, act, perform. That’s why I invited Lauren McGoodwin, an expert in career development for women and founder of the popular website Career Contessa.  Together with her talented team, Lauren provides advice, insight, and support for women who want to pursue their career goals. We’ll chat about her business, her financial failures, and the importance of having not just a career - but a life  that you love. To learn more about Lauren’s business, please visit www.careercontessa.com and follow the team on instagram @careercontessa. Hosted on Acast. See acast.com/privacy for more information.

This week's #AskFarnoosh addresses a listener's concerns about identity theft, as well as investing in index funds, renting versus owning and a mother who refuses to learn about the household finances because "it isn't her job." Oof!Special co-host Addy Adewusi, a listener, joins Farnoosh with some great perspective and advice.For more, check out www.somoneypodcast.com Hosted on Acast. See acast.com/privacy for more information.

What if we all just stopped trying to be the best… stopped trying to climb the ladder… stopped trying to get the corner office? What if we believed that true success existed outside of “the best”?  Today’s guest is Srinivas Rao. He is an author, speaker, and podcast host of the hugely popular podcast called The Unmistakable Creative. After interviewing over 600 creatives, thought leaders, authors, entrepreneurs, and rebels, Srini believes that being unmistakable is actually far better than being the best at what you do.We’ll talk about his upcoming third book, An Audience of One, why he got fired from so many jobs after graduating from business school, and why there's a really big difference with what we want to do for a living and what we want to do with our lives. To learn more about Srinivas Rao, please visit UnmistakeableCreative.com. Hosted on Acast. See acast.com/privacy for more information.

How many of you are perfectionists out there? Teacher’s pet? Relentless overachiever? Yep, you’re among friends here.Petra Kolber believes that perfectionism actually holds us back. In fact she says that trying to be perfect = loss of joy. Based on decades of experience in the health and wellness industry, Petra now teaches people all over the world how to overcome unhealthy perfectionist tendencies. She’s documented her top tips and strategies in her new book, The Perfection Detox: Tame Your Inner Critic, Live Bravely, and Unleash Your Joy. In addition to being an author, Petra is an international speaker with 25 years of experience speaking to groups and companies about finding joy.  To learn more about Petra, please visit www.PetraKolber.com. You can pre-order her book on Amazon. Hosted on Acast. See acast.com/privacy for more information.

We have a special theme for Ask Farnoosh this Friday: Prioritizing your financial goals.Special co-host Eric Roberge is a certified financial planner and has found that people tend to get stuck on how to use their money... and many times, end up procrastinating to their own detriment because of it! They are trying to make the right decision when all they really need to do is avoid making a bad one.We have a lot we want to accomplish with our money and know we need to save, invest wisely, and watch our cash flow... but we seem to struggle when it comes to (confidently) knowing which of our goals to focus on first -- or how to balance them if they're going to work on more than one thing at a time.If you'd like to learn more about Eric visit www.beyondyourhammock.com or follow him on Twitter @BeyondFinances. Hosted on Acast. See acast.com/privacy for more information.

In a special bonus episode of So Money, we're answering some of your biggest questions about investing and the stock market with Liz Ann Sonders, Chief Investment Strategist with Charles Schwab. Over the next two months, So Money and Charles Schwab are teaming up to bring you rich conversations and advice around important topics that are important to all of us.As many of you know, I’m working with Charles Schwab to help spread financial literacy to the masses and it's been a really great collaboration so far. I'm a Charles Schwab customer and have been for many years. Before we get started, I just want to thank Charles Schwab for helping get this financial education content to you.[Farnoosh has been compensated by Charles Schwab. Farnoosh is not affiliated with Schwab and the views she expresses may not necessarily reflect those of The Charles Schwab Corporation or its affiliates. Farnoosh is a client of Schwab.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market or other conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. The above mentioned companies should not be construed as a recommendation or endorsement.Investing involves risk, including loss of principal.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Diversification, Periodic investment plans (dollar‐cost‐averaging), and asset allocation strategies do not ensure a profit and cannot protect against losses in declining markets.Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment. Rebalancing may cause investors to incur transaction costs and, when rebalancing a non‐retirement account, taxable events may be created that may affect your tax liability.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly.The S&P 500 Index is a market-capitalization-weighted index comprising 500 widely traded stocks chosen for market size, liquidity and industry group representation.] Hosted on Acast. See acast.com/privacy for more information.