Wellness for Financial Grownups

Optometrist Jen Tsai was in the process of launching her solo practice when the pandemic hit. She shares how she kept her cool and managed to overcome financing and construction challenges, as well as build a retail practice while the world was in turmoil.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/jennifertsai

Allison Baggerly's emergency fund was literally a life saver for her beloved dog Joey. She shares her money story, along with an everyday money tip that rescued her from an expensive online shopping habit she developed during the coronavirus pandemic.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/allisonbaggerly

Hello Seven CEO and author Rachel Rodgers has always been bold. But even she was surprised when her family took the plunge and bought a 50-Acre Ranch just after the pandemic started. Her money story will reveal why it makes total sense to expand just when everyone else is in retreat.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/rachelrodgers

Jully Alma Taveras, known for your Investing Latina YouTube channel, shares her story of watching her father get sick, and realizing that she would have to step up and be the financial grownup. Plus her every day money tip to save money on  what she says is one of the worst things to buy at the grocery store.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/jullyt...

Claudia Chan, author of How We Rise and founder of the She Summit shares her experiences growing up as the child of immigrants who would hide money in all kinds of unusual places- because they didn't trust the banks. Plus her everyday money tip to help us save money shopping online.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/claudiachan

Kara Goldin returns to the podcast to talk about how she broke (some) rules, got past business FOMO,  and never relied on simple check lists to bring HINT to the success it is today. Her new book, Undaunted, Overcoming Doubts + Doubters is part autobiography, part CEO manual and part therapy session for anyone aspiring to reach their career and life goals.  For more information, visit the show not...

Certified Financial Planner shares his advice on how to get your finances ready for the future including some unconventional advice that you likely have not heard before, and how to face tough money choices.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/brianursu

Entrepreneur Chelsea Brennan's product sales are surging during the Coronavirus pandemic but the boom has brought some difficult business and ethical decisions. The founder of Smart Money Mamas shares her personal money story, along with how to do a  money fire drill so you and your family are ready for emergencies. For more information, visit the show notes at https://www.bobbirebell.com/podcast/...

As a young salesman Adam Carroll got a meeting with a big executive that changed everything. But it would not have happened without getting his name right. Adam shares the story, all the good that came from that first meeting, and specific ways to remember people's names.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/adamcarroll

Naseema McElroy candidly shares her experiences paying off debt and building a financial foundation, and how that journey allowed her to break free from both a toxic work environment and an abusive relationship.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/naseemamcelroy

Jen Richer, Author of "We Need to Talk, A Memoir About Wealth" and her husband made a fortune thanks to stock they both received while employed at Microsoft, adding more when her husband joined Amazon. But as Jen shares, the blessings of wealth came with a social awkwardness until she learned some key strategies we can all learn from and apply to our lives when we have different financial circumst...

Getting a PhD was an expensive, and time consuming investment for Elizabeth Segran. So the decision to leave academia did not come lightly. We discuss the season of her life when she came to the realization that it was time to pivot, and the financial grownup moment that clarified what she really wanted to be doing.  For more information, visit the show notes at https://www.bobbirebell.com/podcast...

Bethany Bayless wanted to be a financial grownup when she was an 18-year college student. But when she couldn't get a traditional college student job near campus, she got creative, earned the money she needed for expenses and found a way to give back to the community. Plus Bethany shares her favorite apps to make extra cash. For more information, visit the show notes at https://www.bobbirebell.com...

After witnessing a friend make over $100,000 trading stocks, Dr. Brad Klontz went all in.. just in time for the tech bubble to bust. He lost the cash, but learned a lot of lessons about the market, and his own mental wealth. Plus: the quiz you can take to find out if you have a money disorder, and what to do about it.  For more information, visit the show notes at https://www.bobbirebell.com/podca...

After 300 episodes Bobbi shares some of her hardest times as a financial grownup. For more information, visit the show notes at https://www.bobbirebell.com/podcast/episode300

Learn how physical therapist Chris Mamula changed his whole financial path after experiencing two major life events. Chris shares the key steps he took to achieve financial independence on his own terms. Plus a money tip that will change how you approach gift giving. For more information, visit the show notes at https://www.bobbirebell.com/podcast/chrismamula

Now that we may be settling in to work from home for the long haul, it's time to optimize our space and take out the stress so we can function like grownups. Bill Hirsch, Architect and Author of The Well-Centered Home: Simple Steps to Increase Mindfulness, Self-Awareness, and Happiness Where You Live For more information, visit the show notes at https://www.bobbirebell.com/podcast/billhirsch

When Liz Weston's dad was on life support, the advanced care directive that would have allowed his children to carry out his wishes was incomplete, creating a potential cost of tens of thousands of dollars. Liz shares her story, a long with advice to protect your family's healthcare wishes, and finances. For more information, visit the show notes at https://www.bobbirebell.com/podcast/lizweston

Some of the most common advice is also the worst. Bobbi and her guest, certified financial planner Roger Ma discuss some popular myths and how investors can protect themselves - and their money- from going down the wrong path. For more information, visit the show notes at https://www.bobbirebell.com/podcast/rogerma

On a very special episode, More Than Me founder Tiffany Smiley shares the story of her husband's brush with death, his subsequent blindness, and how she became a financial grownup because of it. Plus Tiffany's money tip on how to improve your personal finances during the pandemic. For more information, visit the show notes at https://www.bobbirebell.com/podcast/tiffanysmiley

We ask about friends health, travel plans, and romantic relationships. But not about whether they are ok in their financial lives. Rich and Regular's Kiersten and Julien Saunders share their experiences trying to get their friends to care more, and actually ask more about each others financial well-being, and money security. For more information, visit the show notes at https://www.bobbirebell.com...

We revisit and share an update Financial Grownup Cameron Huddleston, one of the new co-hosts of Bobbi's other podcast, Money with Friends. Cameron shares insights from her book "Mom and Dad, We Need to Talk. How to Have Essential Conversations With Your Parents About Their Finances". She also shares her own personal experiences including when she found herself dealing with her mom's financial issu...

Entrepreneur Jamila Souffrant's Journey to Launch to financial freedom actually started before her red hot podcast and blog. She took a risk on a not-yet-trendy Brooklyn neighborhood called DUMBO early in her adult life, and continues to profit from her smart bet.  For more information, visit the show notes at http://www.bobbirebell.com/podcast-episodes/jamilasouffrantencore

Harlan Landes lost his car, his job, his apartment and his girlfriend all within 6 weeks. But the hard landing became a foundation for building a blog business he would later sell for enough money to be financially independent and start his dream non-profit. For more information, visit the show notes at https://www.bobbirebell.com/podcast/harlanlandes

When Anna Gifty Opoku-Agyeman looked for ways to fund her education, she deliberately chose to focus her studies on areas where there were ample opportunities for financial support like grants and scholarships for minorities. The Sadie Collective is the first and only organization that uniquely addresses the underrepresentation of black women in economics and related fields. For more information,...