Allison Task

Life Coach and best-selling author Allison Task was a dot-com millionaire by 30, only to lose it all in the dot-com bust. But from there she started on a path that has included working with Martha Stewart, hosting cooking shows, writing cook books, building a coaching business and her latest book “Personal (R)evolution. How To Be Happy, Change Your Life, And Do That Thing You’ve Always Wanted To Do. "

Read More

Bola Sokunbi

Clever Girl Finance’s Bola Sokumbi is famous for saving $100k on a $54k salary in about 3 years. But then she started dropping $3,000 on a massive collection of luxury handbags, most of which she never even used. 

Read More

Kevin Matthews

New dad and financial advisor Kevin Matthews wanted to start teaching his baby about money even before his son was born- and almost missed his birth! But the video evidence of his dedication to the future financial health of his baby is a gift that is truly one of a kind. 

Read More

Randi Zuckerberg

As a young woman in New York City, Randi Zuckerberg, author of “Pick Three: You Can Have It All (Just Not Every Day)" was struggling financially. Her mom, knowing the financial strain, came armed with… luxury goods. Think Jimmy Choo shoes. But as Randi explains, the designer duds were part of a very intentional lesson, that put Randi right on track to being a financial grownup. 

Read More

Liz Thames

When Liz Thames and her husband adopted their dog Gracie they went on a spending bender buying up countless toys and treats for their new baby. But instead their precious pet taught them a lesson in values that helped shape the parents and family they became. 


Read More

Catie Lazarus

Comedian Catie Lazarus does not just host Employee of the Month, she also runs the business that supports it. Being the boss means setting realistic expectations for her team, and dealing with those who aren’t on board with her mission. 

Read More

Ann Shoket

“The Big Life” author and former Seventeen Magazine Editor-in-Chief Ann Shoket’s boss literally mocked her when she asked to get paid more as a young magazine editor. Now, she knows better. Ann shares the one thing she does to find out what to ask for in negotiations, and how she leverages it to make more money. 


Read More

Chris Browning

Chris Browning, host of the Popcorn Finance podcast got a clean bill of health for his wife after a hospital stay a few years ago. But despite having been patients there before, a billing mixup left his credit score needing intensive care. 

Read More

Manisha Thakor

Certified Financial Planner Manisha Thakor bonded with her dad over a love of the HP12C calculator and all of its investing tools. Now, 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. 

Read More

Whitney Johnson

Whitney Johnson, author of "Disrupt Yourself” and the 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.

Read More

Doug Boneparth

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. 

Read More

Leanna Haakons

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. 

Read More

Deborah Owens

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. 

Read More

Melanie Lockert

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 get sponsors until just a few weeks before the event. What happened then was shocking. Plus a money tip for the luxury lover.

Read More

Victoria Summer

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. 

Read More

Cary Carbonaro CFP®

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. 

Read More

Morra Aarons-Mele

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 what happened next.  

Read More

Kristin Wong

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.

Read More

Trae Bodge

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. 

Read More