Wellness for Financial Grownups

Latest Episodes:

5 quirky ways to use your flexible spending (before it's too late!) Nov 17, 2018

Show notes

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.

When getting a roommate is the financial grownup thing to do with David Rae CFP® Nov 15, 2018

Show notes

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

1.2 million reasons to diversify your investments with Goalsetter's Tanya Van Court Nov 12, 2018

Show notes

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

Three grownup holiday shopping rules with guest co-host Trae Bodge Nov 10, 2018

Show notes

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

Speeding up growing up: When a parent's career takes a hit with Ambition Redefined author Kathryn Sollmann Nov 08, 2018

Show notes

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

How to help a friend who makes bad money decisions with Carrie Schwab-Pomerantz Nov 05, 2018

Show notes

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

Bonus episode: Don't miss this deadline! What financial grownups need to know about open enrollment Nov 03, 2018

Show notes

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

How to manage sudden financial opportunity with 4-time Olympian and Certified Financial Planner Lauryn Williams Nov 01, 2018

Show notes

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

She blew it! How socially conscious entrepreneur Susan McPherson leveraged the sniffles into a pile of cash Oct 29, 2018

Show notes

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

Bonus Episode: Pre-New Year's financial resolutions - plus getting a lower credit card rate with guest co-host Stefanie O'Connell Oct 27, 2018

Show notes

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