Wellness for Financial Grownups

Certified Financial Planner Manisha Thakor bonded with her dad over a love of the HP12C calculator and all of its investing tools. The author of Get Financially Naked shares her actual math formulas on how to lock in the right number for retirement and other goals. No excuses for listeners after this episode. For more information, visit the show notes at http://www.bobbirebell.com/podcast/manishat...

Whitney Johnson, author of "Disrupt Yourself" and her new book "Build an A Team" finds out from her financial planner that her overspending is impacting her ability to tithe 10 percent and support her church. She and her family plan a self-disruption, downsizing their life so they can deploy their money in a more intentional way. For more information, visit the show notes at http://www.bobbirebell...

Doug Boneparth CFP® got his entrepreneurial game on early in life when at just 15 he was selling Japanese Anime video's on a new platform - eBay. While the business did not last, the lessons about supply and demand, as well as keeping track of the profits, provided the foundation for the entrepreneur he is today.  For more information, go to http://www.bobbirebell.com/podcast/doug-boneparth

Canadian rower Jeremiah Brown, author of "The 4 Year Olympian"  had a dream- to make it to the Olympics in four years- without sinking into debt. That meant downsizing, living lean, and learning how to get the most financial  support possible for his athletic ambitions.  For more information, go to http://www.bobbirebell.com/podcast/jeremiahbrown

Leanna Haakons trusted a friend to sell her car so she could use the proceeds for tuition. But when she handed over the keys, he hit the road leaving her without the cash to pay for school.  For more information, go to http://www.bobbirebell.com/podcast/LeannaHaakons

Deborah Owens, aka America's Wealth Coach and creator of WealthyU literally drove down the value of her car, and actually owed money at the end of her lease. She admits she didn't even know the difference between owning and leasing a car. For more information, go to http://www.bobbirebell.com/podcast/deborahowens

When Melanie Lockert and her partner launched the Lola Retreat in 2017,  profits were at the bottom of their list. So low they did not even try to go for sponsors until just a few weeks before the event. What happened then was shocking. Plus a money tip for the luxury lover.  For more information, go to http://www.bobbirebell.com/podcast/melanielockert

When model and actress Victoria Summer got her big break first in Saving Mr. Banks playing Julie Andrews, and then in Transformers 4, she was happy about the big upfront paycheck- but got really excited when she learned about residuals aka passive income. For more information, go to http://www.bobbirebell.com/podcast/victoriasummer

Certified Financial Planner Cary Carbonaro watched enviously from the sidelines as her fellow students splurged on so-called living expenses in college when their student loan checks came due. But for the author of The Money Queen's guide-For Women who want to build wealth and banish fear-  post-graduation the tables were turned.  For more information, go to http://www.bobbirebell.com/podcast/Cary...

After locking in new client soon-to-be President Barack Obama for her online consulting business Women Online, Morra Aarons-Mele learned she was $60,000 in the hole on her line of credit- three times what she had thought. The author of "Hiding in the Bathroom. An Introvert's Roadmap to Getting Out There (When You'd Rather Stay Home)" shares what she did wrong, what her accountant did wrong, and wh...

Kristin Wong laughs about it now but she literally cried and wanted to drown her sorrows at TGI Fridays when an unexpected tax bill hit her out of the blue. She fesses up to Bobbi that it never occurred to her that she would not get a refund. Ironically, her money tip is one for the budget conscious foodie in all of us.  For more information, go to http://www.bobbirebell.com/podcast/kristin-wong

Trade Bodge and her partners set out to build a business- that they knew was challenging before they even started. But they focused on funding, building a strong foundation, and learning from the past mistakes.  For more information, visit the show notes at https://bobbirebell.com/podcast/traebodge

Shannon McLay, founder of the Financial Gym and host of the Martini's and Your Money podcast dishes on her first- only partly legal- employment experience. Plus her recipe for cutting down the liqueur bill and more tips for having a fun night out without breaking the bank.  For more information, visit the show notes at http://www.bobbirebell.com/podcast/shannonmclay

John Schwartz, NY Times correspondent and author of the new book "This Is the Year I Put My Financial Life in Order" shares the story of his first home purchase, how it brought him to the brink of bankruptcy, and why he flosses every day. For more information, visit the show notes at http://www.bobbirebell.com/podcast/johnschwartz

Retire Inspired's Chris Hogan had a taste for expensive food at the grocery store- and it was was thinning out his bank account. But when he saw the true cost of his weekly habit he quickly hit the brakes and kept the change. For more information, go to http://www.bobbirebell.com/podcast/chrishogan

Facing a decade of debt, financial analyst turned blogger Michelle Schroeder-Gardner got to work, side-hustling like her financial freedom depended on it- because it did.  For more information, go to http://www.bobbirebell.com/podcast/michelleschroedergardner

After 148 rejections in the first funding round, Kathryn Minshew founder and CEO of the Muse took note of what she did wrong and upped her game when she went looking for new financing. Minshew scored close to $30 million thanks to the new approach.  For more information, go to http://www.bobbirebell.com/podcast/kathrynminshew

Psychotherapist Dr. Robi Ludwig was living a jet-set life, hosting her own reality tv television show and appearing regularly on the Today Show. But one day she got a phone call from a bill collector- that was literally a wake-up call and it changed her life.  For more information, go to http://www.bobbirebell.com/podcast/drrobiludwig

Money expert Lynnette Khalfani-Cox admits she was "young and dumb" when she owed money and could not pay it back. Instead of facing her reality- she hoped if she ignored it, it would go away. It did not. For more information, go to http://www.bobbirebell.com/podcast/lynnettekhalfanicox

Afford Anything podcast's Paula Pant wanted to travel the world. The Vegas-based real estate entrepreneur gamified her savings strategy to score enough money to live her DIY travel dreams.  For more information, go to http://www.bobbirebell.com/podcast/paulapant

Dad Dave Ramsey taught Rachel Cruze the basics of money and staying out of debt, but that did not keep her from wanting to splurge before she had the cash to afford it. For more information, visit the show notes at http://www.bobbirebell.com/podcast/rachelcruze

Certified Financial Planner Shannah Compton Game, host of the Millennial Money podcast, literally walked away from everything she owned when she got divorced. Ironically, she says it was the best financial decision she ever made.  For more information, visit the show notes at http://www.bobbirebell.com/podcast/shannahcomptongame

Josh Robbins shares the no-regrets story of his 11-year old self blowing a huge sum of money on one of the most memorable days of his life. For more information, visit the show notes at http://www.bobbirebell.com/podcast/joshrobbins

The popular podcast host fesses up to having been a cheapskate fashion victim early in his career- and how learning to dress better, literally made him wealthier.  For more information, visit the show notes at http://www.bobbirebell.com/podcast/joesaulsehy

Lauren Smith Brody, author of The Fifth Trimester turned down a high prestige offer when she realized saying yes would make her feel like a fraud. Then, a surprise turn of events proved the decision was the right one.  For more information, visit the show notes at http://www.bobbirebell.com/podcast/laurensmithbrody