So Money with Farnoosh Torabi

Latest Episodes:

777: Kim Perell, The Execution Factor Sep 03, 2018

Show notes

From broke to millions, our guest today is a financial warrior.

Today, Kim Perell is the CEO of a digital marketing firm called Amobee, which has raked in hundreds of millions of dollars.

But Kim’s journey had difficult beginnings.

She landed what seemed to be a dream job in her 20’s working for a tech firm called XDrive, as the director of marketing. But then the dot-com bubble burst and she was left with the task of laying off several close friends and eventually, after the company went bankrupt, she was left unemployed.

But no sooner than three months later, with $10,000 borrowed from her grandmother and credit card bills mounting, Kim rebooted her career and started a new business. It was the first of a few businesses which have gone on to produce hundreds of millions of of dollars.

Her successes have led her to authoring a new book, The Execution Factor: The One Skill that Drives Success.

To learn more about Kim, visit www.KimPerell.com and follow her in Instagram @KimPerell.

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

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776: Ask Farnoosh: How Can I Retire Early? Aug 31, 2018

Show notes

Farnoosh and co-host Lisa Loperfido answer your money questions. Jaden asks how he can retire early by investing. A real estate agent asks how she can leverage social media. And Liz wants to know if she and her live-in boyfriend should create a written agreement. Farnoosh references her Money article on the topic: http://time.com/money/3674425/unmarried-couples-finances/

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: Catherine Golladay, SVP, Charles Schwab Participant Services & Administration Aug 30, 2018

Show notes

What's your greatest financial concern? For many people the number one source of money stress stems from uncertainties around retirement. Specifically, we're worried we won't have enough saved or that we can't afford to retire.

Welcome to So Money. This 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.

If you've been following along this series you know that we kicked things off with Liz Ann Sonders, chief financial strategist at Charles Schwab, as she gave her perspectives on the stock market. Then we transitioned over to financial literacy and how to educate our young ones about money in a conversation with Carrie Schwab-Pomerantz, President of the Charles Schwab Foundation.

Today we turn the focus to retirement and retiring well. For this, we welcome Catherine Golladay, a senior vice president of participant services and administration at Charles Schwab. Catherine has her ears to the ground and understands the issues and complexities surrounding our retirement concerns .

Catherine and I discuss the current retirement landscape. What does retirement look like today? How we can all catch up and prepare and what are the specific challenges facing Millennials?

For more, visit Schwab Savings Fundamentals

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.

775: Kate White, Former Cosmo Editor & Author of The Gutsy Girl Handbook Aug 29, 2018

Show notes

Forget lean in. How about be gutsy?

Our guest today is former Cosmopolitan Editor-in-Chief and media giant Kate White. She is a New York Times bestselling author of multiple books, both fiction and non-fiction. Her latest career guide is called The Gutsy Girl Handbook: Your Manifesto for Success.

There are many career guides for women these days. I’ve read all of them. The Gutsy Girl Handbook by Kate White cuts right the matter of why some women succeed and others fall behind in their careers. It draws on research, and offers never-before told stories from Kate’s tenure as the editor-in-chief of Cosmo. In our conversation we learn why when we worry we give up our power. How to combat gender bias in the workplace and Kate’s own gutsiness that scored her the head role at one of the country’s leading magazines.

In our current world of mansplaining and the #MeToo movement, it seems like the perfect time for Kate to remind us again of why it’s so important to have confidence and ambition in our careers. Careers give us so much, including money. And if there’s one thing I’m reminded of more and more these days, it’s that if I want to have options, power and freedom in my life...money, financial freedom it’s incredibly important.

To learn more about Kate White, visit her website www.KateWhite.com and follow her on twitter @KateMWhite.

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.

774: Jamila Souffrant, Founder of Journey to Launch Aug 27, 2018

Show notes

Our guest today hopes to retire early. Jamila Souffrant and her husband have saved $169,000. They live in New York City. They have 3 children and own two properties.

How does she do it?

Today, we’re in conversation with Jamila Souffrant, the creator of the Journey to Launch website and podcast.

Even though Jamila lives in Brooklyn, one of the most expensive cities in the world, she has big plans to retire early at age 40.

In some ways, her financial independence journey began at age 22 when she bought her first condo in Brooklyn, which turned into a great investment property. But also as the daughter of a single, immigrant mother, Jamila’s ambitions were shaped at a young age.

She is now working hard on her personal brand and mission, Journey to Launch, where’s she documenting her journey towards early retirement.

Learn more about Jamila by visiting her website JourneytoLaunch.com. You can also listen to her podcast and follow her on instagram @journeytolaunch.

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.

773: Ask Farnoosh: A prospective employer wants to know my salary. Do I need to share? Aug 24, 2018

Show notes

Are prospective employers allowed to ask you how much you make? Do you have to tell them? How to avoid the topic without compromising the job offer?

In today's Ask Farnoosh, special co-host Heather Horton joins. She is an avid listener and professional actor and comedian in Los Angeles at www.heatherho.com.

Farnoosh and Heather also tackle questions like: Do you think it’s worth opening a Roth if I will soon be making too much to contribute to it? Is it too late to start a 529 plan for high school age kids? Any advice on how to negotiate salary during a promotion?

For more check out www.somoneypodcast.com

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

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772: Jaclyn Johnson, Founder of Create and Cultivate Aug 22, 2018

Show notes

What do Gloria Steinem, Kim Kardashian, Jessica Alba, and Chrissy Teigen all have in common?

Today, I’m interviewing Jaclyn Johnson, who turned a job layoff into an incredible career as an entrepreneur. Her business, Create and Cultivate, hosts the premier conference for female entrepreneurs.

Women love her conferences because she brings in female powerhouses as her keynote speakers including some of the women just mentioned. She creates an atmosphere of camaraderie that just can’t be beat.

Today, I’ll be talking to her about how she started her business, what it’s like to meet so many incredible celebrities, and her new project, an upcoming book and podcast called WorkParty.

To learn more about Jaclyn’s upcoming book and projects, visit www.workparty.com. You can also follow Jaclyn on Twitter and Instagram @jaclynrjohnson.

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.

771: Mo Bunnell, Author of The Snowball System Aug 20, 2018

Show notes

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

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.

770: Ask Farnoosh: I'm 32. Should I go back to college and get my degree? Aug 17, 2018

Show notes

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.

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: Carrie Schwab-Pomerantz, Chief Financial Strategist at Charles Schwab Aug 16, 2018

Show notes

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.com

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.

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