So Money with Farnoosh Torabi

Latest Episodes:

911: Ask Farnoosh and Allison Task (Replay) Jul 12, 2019

Show notes

Co-host Allison Task, coach and author of Personal Revolution joins Farnoosh to answer your top money questions related to negotiating your salary during a career switch to the pros and cons of taking on a loan to support your growing business. Originally aired May 8, 2018.

Follow Allison on Instagram @AllisonTask

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

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910: Kelli Bradley, Author of Always Her Daughter Jul 10, 2019

Show notes

"I was young, I was in my 30s when this started hitting me head on and none of my friends were going through this, nobody really understood. When’d say, you know, no, I really can’t do that tonight or I can’t attend this event or what have you. Many times, it was because I was busy taking care of my mom but often times it was because I was just exhausted.”

Did you know that one in four millennials is a caregiver? Nobody teaches us how to prepare for or how to care for our parents as they get older. But how do you have those discussions when you move from being their child to being their caregiver?

Our guest today is Kelli Bradley who is the founder of The Devoted Daughter that provides families with resources as they transition to becoming caregivers for aging family members. Kelli didn’t start her career in senior care. It wasn’t until her mother was diagnosed with diabetes that Kelly became her full time caregiver. It was only then that she realized that there weren’t many resources to turn to for support.

So, she created one of the leading in-home care companies, serving thousands of families, but she wanted to help even more people navigate this emotional period and that’s where her book Always Her Daughter comes in. Also, she has a course called The Devoted Daughter Playbook.

In our conversation, we talk about how Kelly afforded not just the finances of taking care of her mother but the time. How do you balance managing your mother’s life and your own? How to assess assisted living facilities and nursing homes? And how to empower your siblings who may not be as helpful or cooperative as you to get on board and chip in?

Kelli's Book: Always Her Daughter. A memoir and professional guide based on her experience in senior care.

The Course: Playbook for aging parents. How to have the talk with your parents: how to take away the keys? When is it time to move? Step-by-step get your questions answered.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

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909: Kristy Shen and Bryce Leung, Authors of Quit Like a Millionaire Jul 08, 2019

Show notes

"When we actually retired and we didn’t actually buy a house, that was one of the reasons, because we were able to put our money into the stock market and actually invested and have it pay us money, rather than pay money into a mortgage. That’s just completely mind-blowing for people back. Even my parents were just absolutely disgusted by the fact that I didn’t buy a house, to the point where they’re like – I was like, “Oh, God. I hope they don’t disown me.”

We are back in conversation with Kristy Shen, as well as her husband Bryce Leung. Kristy was on So Money a few years back, as I was doing a week-long special on early retirees. Kristy is Canada's youngest retiree ever. She built a 1 million dollar portfolio by the age of 31, and then spent the next few years traveling the world.

She and her husband have a new book called Quit Like a Millionaire. In it, she documents her journey from childhood poverty in China to being fully financially independent and a millionaire in her 30s. Kristy and Bryce are part of the FIRE Movement. Heard of that? FIRE stands for Financial Independence Retire Early.

Their book is a bold contrarian guide to retiring at any age. They've got a formula to financial independence. No matter where you are, where you're living, how old you are, what your likes and dislikes are, I mean, personally, I don't want to leave New York City, so do they have a plan for me? They do.

Learn more about Krisy’s book at www.quitlikeamillionaire.com. Visit her blog at www.millennial-revolution.com. Follow her on Twitter @Firecracker_Rev.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

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908: Ask Farnoosh: How to Ace a Job Interview Jul 05, 2019

Show notes

This Friday, Farnoosh answers your money questions related to high yield savings accounts, college savings plans, preparing well for a job interview and affording a home renovation with a home equity line of credit. To send your questions to Farnoosh direct message her on Instagram @FarnooshTorabi.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

Hosted on Acast. See acast.com/privacy for more information.

907: Debra Roberts, Author of The Relationship Protocol Jul 03, 2019

Show notes

If you told me that you had two people who knew that if they sit face to face, it’s too difficult because it’s intimidating and it makes them feel vulnerable or it makes them angry and emailing each other works for them, I would say, ‘more power to you.”

How do you talk money with your partner? If you are in the midst of a financial issue with your loved one or if money is a leading stress in your relationship, this episode’s for you. Our special guest today is Debra Roberts, a licensed certified social worker who has spent more than 20 years helping clients of her private practice, learn how to communicate more effectively with one another. She’s worked with couples to improve communication at home, as well as business owners to help them improve engagement in the workplace. We focus a lot today on financial conversations, how to have difficult money talks with your partner and also how to have a better money relationship with yourself.

Debra's book is The Relationship Protocol: How to Talk, Diffuse and Build Healthier Relationships. Learn more at TheRelationshipProtocol.com

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

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906: Samantha Razook, Founder of Curious Jane Jul 01, 2019

Show notes

In 2009 Samantha Razook was finishing a program in Industrial Design and searching for something her young daughters could do while she got a “real job”. While the economy was struggling, she decided to start a camp, initially just for her daughters and their friends. But that first camp turned into a business that has grown into Curious Jane, a summer camp and print magazine that has projects revolving around science, engineering, and design.

In 2014, Curious Jane was the recipient of the Chase’s Mission Small Business Grant — an unrestricted $250k awarded to 12 businesses from an applicant pool of over 35,000. Today, Curious Jane runs camps, classes, and workshops year-round; prints project books and a maker magazine for girls; and collaborates with like-minded organizations to share content with girls nationwide. Curious Jane has partnered with TheConfidence Code for Girls, Amy Poehler’s Smart Girls and LiveGirl, Inc.

Learn more about Curious Jane at their website: https://curiousjane.fun/

And follow Curious Jane on Instagram and Facebook where they share fun project ideas. You can find Curious Jane on Instagram @curiousjane_fun and on Facebook https://www.facebook.com/curiousjanefun

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

Hosted on Acast. See acast.com/privacy for more information.

905: Ask Farnoosh: How to keep pushing for a raise? Jun 28, 2019

Show notes

In this week's Ask Farnoosh, host Farnoosh Torabi and So Money fan Anne Rocheleau, tackle your money questions including how to approach a boss who has been avoiding talking about your raise, finding affordable coaching support for a small business, and purchasing multiple homes.

More about Anne: She grew up in Massachusetts (in the same town as Farnoosh!) and moved to beautiful Portland, Oregon three years ago. She received a BS/MS in chemical engineering and a PhD in biomedical engineering. She works as a research scientist at a start-up company that is developing a diagnostic device for malaria and sickle cell disease. She became interested in personal finance after finishing grad school and feeling behind her peers in retirement savings. She is passionate about empowering women in personal finance as well as in the STEM (science, technology, engineering, and math) fields.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

Hosted on Acast. See acast.com/privacy for more information.

Bonus Ask Farnoosh: How to pay off debt while saving and paying bills? Jun 27, 2019

Show notes

In this bonus episode Farnoosh and her co-host tackle your latest money questions, including, how to pay off debt while trying to save, the differences between index funds, ETFs and mutual funds, how to benefit from employee stock purchase programs, and much more.

Special co-host is Tiffany Dolby. Tiffany manages Schwab’s branch in Winnetka, Ill., a suburb of Chicago. She has been with Schwab for almost eleven years and started her career right out of college. She received her bachelor’s degree in economics from Purdue University.

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.

To learn more about Schwab and how to work with them, visit Schwab.com/SoMoney. Schwab offers

a range of services for people looking to invest and plan for their future, whether you want to invest

on your own with the help of do-it-yourself tools and educational resources, get some periodic

guidance from a professional, or work with someone in a branch. Find it all at Schwab.com/SoMoney.

Disclosure: 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.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

Hosted on Acast. See acast.com/privacy for more information.

904: Almost 30 Co-Hosts Krista Williams and Lindsey Simcik Jun 26, 2019

Show notes

We’ve signed up to be the guinea pigs for people to ask the stuff that could be embarrassing to say the things, whether we’re talking about finances, or relationships. We’re not afraid to go there and experience things, or feel things, or share things that others may be afraid to.”

What were you doing when you were almost 30, or what do you hope to do when you are almost 30? My guests today are using this period in their lives to create a media company and a community for people who want to learn about wellness, entrepreneurship, spirituality, self- development and everything in between.

Krista Williams and Lindsey Simcik are social media influencers, bloggers and podcast co-hosts of the very popular Almost 30 podcast. They've got over 12 million downloads. They have fans in over 150 countries. It has become a community and a resource for a lot of people who are looking to become the best version of themselves and navigate career transitions.

The two of them know a little something about transitions. Both were feeling stuck in small towns and moved to the big city to pursue their dreams, along the way dealing with anxiety, in some cases depression and they fell upon this podcast more first as a way to just talk about all of the struggles and pains and questions that they had in these formative years in their lives. Along the way built a massive business that has positioned them now as leaders in their generation. Very excited to learn how they did it and so much more.

You can find Krista and her co-host Lindsey on their podcast Almost 30 at almost30podcast.com, and on Instagram @almost30podcast.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

Hosted on Acast. See acast.com/privacy for more information.

903: Lou Anne Alexander, Group President of Payment Solutions for Early Warning Jun 24, 2019

Show notes

How do you send money to friends, family, and just about anyone else? The odds are you’re no longer putting a check in the mail. When was the last time you even used a check?

With so many of us abandoning our checkbooks and person to person payment services taking off, banks needed to change with the times or risk losing their customers.

That’s where my guest today Lou Anne Alexander enters the scene. She’s the Group President of Payment Solutions for Early Warning LLC, and led the launch of Zelle — the financial services' first real time payment network. Zelle was also the presenting partner of Stacks House in Los Angeles, the financial empowerment pop-up museum She has spent the last few years on the road promoting Zelle to banking executives who weren’t always so eager to embrace change. And she’s done it successfully, with $39 billion sent through Zelle in the first quarter of this year.

A banking veteran with years of success under her belt, I’m very excited to have Lou Anne Alexander joining us today.

How's midlife going? Fill out Farnoosh's survey and help shape the podcast in 2027.

Hosted on Acast. See acast.com/privacy for more information.

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