Financial Grownup Guide: 7 ways to invest and make a positive impact with philanthropist Ellen Remmer of Invest for Better

Money is powerful and while it can’t solve the world’s problems, how we invest and the strategic decisions we make can have a huge impact. Learn what you need to look for in an investment, the questions to ask, and the best ways to make sure your investments have the impact you want. 

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How to decide when to turn down investor money with Work Wife authors Erica Cerulo and Claire Mazur

The bosses behind design website "Of a Kind", the podcast “A Few Things” and the new book “Work Wife” share their experience finally being offered the investor funding they fought for-  and then walking away from the deal. Plus a preview of their new book “Work Wives"

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You always remember your first time investing, with Wander Wealthy’s Tess Wicks

Wander Wealthy’s Tess Wicks shares her early interest in investing in the stock market, how Warren Buffett inspired her, the advice her family gave her and what got her to actually make her first investment. Her every day money tip will resonate with fans of Marie Kondo who are tired of feeling overwhelmed by their belongings. 

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FGG Financial Grownup Guide: 5 Year End Tax planning tips with guest co-host David Rae CFP®

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. 

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How to help a friend who makes bad money decisions with Carrie Schwab-Pomerantz

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. 

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Career switch in a judgement free zone with Geometry of Wealth author Brian Portnoy

Geometry of Wealth author Brian Portnoy invested time and money in an academic career, but made a career change that got a lot of backlash. But looking back that judgement only makes him more sure he made the right move. 

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The investing secret Shark Tank’s Kevin O’Leary’s mom kept from him her entire life.

Entrepreneur Kevin O’Leary reveals a big secret his mother had been keeping from him only after she had passed away. The information he discovered heavily influenced his approach to the stock market and helped him make his fortune. O’Leary also catches Bobbi off guard with his unexpected money tip. 

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How to buy free time with "Off The Clock" author Laura Vanderkam

Time management expert Laura Vanderkam on how she and her husband decided to pay it forward to free up time to create available time for career and business growth.  

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Raw and real family money revelations and coping skills with InvestED's Danielle Town

Invested author and podcast host Danielle Town talks candidly about her sometimes painful family money history and how she and her dad healed their relationship, and eventually teamed up to educate others about money and investing. 

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Christie Brinkley, Hawaiian Slack Key Guitar and Inspired Money's Andrew Wang

 Investment advisor Andy Wang, host of the Inspired Money podcast, stepped out of his comfort zone, tried something that scared him, and connected with new clients and friends including celebrities like Christie Brinkley. 

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How to make and lose a million dollars with author 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. "

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Financially naked math and tough talk with author Manisha Thakor CFP®

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. 

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A tough lesson about paper trails with Young, Fun, and Financially Free author 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. 

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Mis-adventures in real estate with NY Times correspondent and author John Schwartz

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. 

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Stacking Benjamins' Joe Saul-Sehy pays the price for wearing plastic shoes

 

The host of popular "The Stacking Benjamins Podcast" and "Money in the Mornings" fesses up to having been a cheapskate fashion victim early in his career- and how learning to dress better, literally made him wealthier. 

 

 

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Bold CEO Carrie Sheffield blows a huge inheritance but comes back stronger and wiser

Bold CEO Carrie Sheffield inherited a small fortune. But when she tried to invest it wisely, advice from a well-meaning relative  wreaked havoc on her financial ambitions- and nearly caused her to drop out of school. 

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NBC Today show Financial Editor Jean Chatzky on how much to charge for your work

Pricing is one of the biggest challenges in business - especially when it has to do with figuring out what you yourself are worth. Jean shares her strategy as well as how to manage the emotional side of money management. 

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