Wellness for Financial Grownups

Taxes are never fun but millions of Americans may pay less for 2018. David Rae CFP® joins Bobbi for a breakdown of what changes matter and specific things Financial Grownups can do to make sure they are on track for when it is time to turn in their returns this spring.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/fggyearendtaxes  

Wealth coach Adeola Omole got a do-over she didn't want when she got laid off a second time- but by being financially prepared she was able to land on her feet. The author of "7 Steps to get out of Debt and Build Wealth" shares her story of how she came out stronger the second time around. For more information, visit the show notes at https://www.bobbirebell.com/podcast/AdeolaOmole

Dr. Daniel Crosby is great at helping others come to grips with their often irrational money related behavior. But just 3 years ago when it came time to make a big real estate decision, his own insecurities and money issues drove a decision he now regrets. For more information, visit the show notes at https://www.bobbirebell.com/podcast/DanielCrosby

Financial Grownup Guide: 5 ways to make technology more human with special guest co-host Back to Human author Dan Schawbel. Technology can't really be unplugged, so the best solution is the make it work for us as Humans. Back to Human author Dan Schawbel joins Bobbi Rebell as co-host on this special Financial Grownup Guide. They discuss 5 specific actionable tips to using technology to enhance and...

Reality can be a job- but it doesn't pay. To film The Bachelorette and later Bachelor in Paradise Derek Peth had to take a break from his job in commercial banking.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/DerekPeth  

When financial advisor, podcast host and author Linda P Jones started trying to build wealth- she was not happy with the investment  returns she was getting. So she hit the books and the lessons she learned added up to a $2 million bank account by age 39. For more information, visit the show notes at https://www.bobbirebell.com/podcast/lindapjones  

HSA's, aka Health Savings Accounts are getting a lot of buzz - because they can be awesome. Here is the Financial Grownup Guide to 10 things you need to know to find out if HSA's are right for you.  For the full list of 10 things you must know about HSAs go to https://www.bobbirebell.com/podcast/financialgrownupguidehsa  

Soon after Christine Armstrong's husband took a company buyout and launched a family vacation business, the executive and new mother found herself in an intolerable job situation and quit to start her own business- resulting in a double dose the challenges of startup life.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/ChristineArmstrong

After a nasty split from his 11-year business partners at the Art of Charm podcast, Jordan Harbinger found himself putting his own networking lessons to work as he started a new business from scratch with the Jordan Harbinger show and the Advanced Human Dynamics platform.  For more details, visit the show notes at https://www.bobbirebell.com/podcast/JordanHarbinger

Special guest co-host Manisha Thakor of the True WELLth podcast joins Bobbi to share ways to be not just wealthy but well-thy in 2019.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/bonus7  

After ditching her first job at CNBC to move to the west coast for her boyfriend, Kalika Yap found herself dumped, out of work and homeless. But her determination and willpower quickly lifted her fortunes as she built a multi-pronged entrepreneurial venture starting with the explosion of the internet economy.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/kalika...

Financial Advisory Winnie Sun learned a brutal lesson just before she went off to college after her frugal and hard working parents lost her college fund in a failed real estate venture.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/winniesun

The holidays are full of good cheer and great shopping deals. But it is also a great opportunity for scammers who prey on distracted consumers who often have their guard down. Adam Levin joins the show to share the best ways to make sure no one steals the fun out of the season.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/

The College Investor's Robert Farrington loved his job at Target. He was also well paid. But he loved his family more. So he made the tough decision to leave and focus full-time on the side hustle that was already throwing off even more income.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/robertfarrington

Performance coach Jen Cohen is a master at ab crunches— crunching numbers. She shares the story of how she talked her way into a job at Olive Garden before she was even old enough to work- and then reveals her secrets to eating healthier on a tight budget.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/jencohen

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. 

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

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

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

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

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/CarrieSchwa...

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

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/laurynwilliam...

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

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