FINANCIAL GROWNUP PODCAST SHOW NOTES
The co-founder Transperfect shares her sometimes-controversial strategies for career success from her time building a billion dollar company- including what the next generation needs to tell their parents. Plus her family song that still helps motivate her today.
Learn specific ways to tap into your creativity and unique skills to be a financial grownup with Bridesmaid for Hire entrepreneur and author Jen Glantz.
Kids are heading back to school and facing lots of different social pressures tied to money. Jessica Pelletier shares her insights on how to give the next generation the best values and priorities to set them up for success as financial grownups
Being born wealthy can create priceless opportunities. But Keffeler joins us to explain how the rising generation still has to do the "inner work of money" and navigate family dynamics, financial education and intergenerational collaboration.
Financial therapist Lindsay Bryan-Podvin joins Bobbi to share strategies on how to provide the right kind of support for those we care about, without undermining their journey to being financial grownups. We also discuss managing friends who are so generous it becomes awkward, and what to say to a loved one who is spending for emotional reasons that is supportive without being judgmental.
Smart Shopping expert Trae Bodge is back on the podcast just in time for a back to school lesson. We share strategies on using this time to engage and inspire the next generation to be smart shoppers, and reveal Trae’s top ways to save as the kids head back to class.
The author of One Bold Move a Day, leadership consultant Shanna Hocking shares specific actions we can all take to advance our careers and our financial goals, and invest in peace of mind.
Author Manisha Thakor returns to the podcast to share insights from her new book Money Zen: The Secret to Finding Your Enough
Carol Roth, shares how a seemingly simple premise from the World Economic Forum, that we will own nothing and be happy, could become a reality. We discuss the potential impact and consequences of owning nothing on wealth and financial independence.
8 years after his Ted talk on the lessons learned from his young kids monopoly games, the author and speaker shares his strategies for setting his now (almost) adult kids up for financial success.
Happy Money Happy Life author Jason Vitug shares specific ways we can take action to manage financially stressful situations in our life. The Certified Yoga Instructor and breath-work specialist shares his own struggles and how he used meditation and a holistic approach to heal from being a self-described 'financial mess'
Leveling up your lifestyle can be fun and exciting. Erin Lowry, the author of the Broke Millennial book and workbook series shares her strategies, and why putting it all down on paper in a workbook (like the one she just released) can help it all come together!
Tori Dunlap of Her First 100k returns to the podcast to share how she grew her multi-platform business, highlights from her bestselling book Financial Feminist and her advice for financial grownups who want to focus on financial wellness in 2023
Melissa Jean-Baptiste, author of So This is Why I’m Broke: Money Lessons on Financial Literacy, Passive Income, and Generational Wealth shares her student loan story, the strategies she learned from it, and how we can all avoid the downward spiral of debt.
Venture capital investing has traditionally been for the wealthy and well-connected. Sweater Ventures is out to change that with a new approach that creates opportunity for individual investors to participate in supporting a diverse portfolio of early stage companies.
Adulting in the Real World creator Alyssa Mairanz shares her take on navigating the world as a financial grownup including tips on handling precarious social situations like group gifts, dinner bills, ordering delivery and managing parent/child relationships when adult kids live at home
Dan Weissmann, host of the Arm and a Leg podcast shares his strategies on affordable healthcare, new legislation that can lower your healthcare bills and protect your credit score, how to negotiate medical debt and more.
Certified Financial Planner Meghan Dwyer, who hosts the Money Isn’t Scary Podcast shares her strategies to manage the urge to splurge while still getting what you need.
The hosts of the Money Tales podcast share strategies to tackle taboo money topics with family and friends.
Kim Curtis, author of Money Secrets: Keys to Smart Investing, and Retirement Secrets shares how to use love to perform at a higher level, take more intentional risks and ultimately find greater financial success.
We all have our moments when we know we aren’t on track with our money values- or we see those we care about going off track. Dr. Megan Ford shares her strategies on how we can look internally at what is happening and how we can use those insights to help others.
Strategies to maintain relationships with loved ones who don’t share all your money values with financial planner Eric Roberge, co-host of the Beyond Finances podcast.
Being born wealthy can create priceless opportunities. But Keffeler joins us to explain how the rising generation still has to do the "inner work of money" and navigate family dynamics, financial education and intergenerational collaboration.
Financial therapist Lindsay Bryan-Podvin joins Bobbi to share strategies on how to provide the right kind of support for those we care about, without undermining their journey to being financial grownups. We also discuss managing friends who are so generous it becomes awkward, and what to say to a loved one who is spending for emotional reasons that is supportive without being judgmental.
The author of Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, Dr. Jordan Grumet shares his top money tips learned from working with patients in hospice care.
Ashley Kaufman, who bought her NYC apartment at age 24 shares how she did it, plus her best money tips for financial grownups.