Erica Keswin is concerned about the wait list. The Spaghetti Project is still less than a year old, but the events have been hitting the maximum capacity, and the waiting lists are getting longer. She could start looking at bigger venues, but that could impact the connections she wants to create among her audience.
Traveling with the intrepid TV business news anchor Susie Gharib is not your normal TV news field trip. I learned that fast when I was flying across the country, working with her at the Nightly Business Report as she interviewed a who's who of Fed luminaries. For most journalists, boarding a plane after a hard day at work would be a time for some R&R. But for Gharib, it was time to get to work. She is the energizer bunny of the news business.
David Bach says I can have a latte. Really. It's ok. In fact we can all have any coffee we want. Coffee is allowed. The author of "The Automatic Millionaire" was at the Reuters studio in Times Square in New York City to do an interview about the latest edition of his classic best-seller. Bach is perhaps best known for coining the term "The Latte Factor".
Jon Stein had a problem. Despite degrees from Harvard and Columbia Business School, his first move as an individual investor was a total failure. That first stock pick? Enron, which was at the center of one of the biggest business scandals of our time, ending in bankruptcy.
Who better to highlight as we begin the holiday season that the legendary retail visionary Terry Lundgren. I remember hearing the great news he would be contributing to the Financial Grownup project about this time last year. The CEO of what is perhaps the most high profile store during the holiday season, Macy's, was making time to talk to me about financial literacy right at the height of his busiest week of the year. When we chatted, he said raising awareness about the financial literacy crisis in this country was urgent. He made the time to share his story.
I do my best to be a Financial Grownup but even I need help at times. Top of my list for advice: Elle Kaplan. Her heartfelt story about the death of her father, and the financial impact it had on her well-intentioned mother hits readers hard and gets attention. A number of readers have told me they specifically started talking to their own parents about their financial planning because of Elle's candid and emotional story.
When I set out to write a new kind of personal finance book, there was one thing completely baffled me. While we talk endlessly about the need to get every single person in our country good health insurance, the majority of us leave one member of our family out. Only about one percent of U.S. households have pet insurance. This puts our pets at risk and can destroy our own finances. It doesn't have to be this way.
Image may not be everything but as we learn from Role Model Amanda Steinberg in "How to be a Financial Grownup", it matters. Steinberg reveals her regret at not paying enough attention to how she presented herself at a critical time early in her career. Her story has resonated with so many readers, who have taken her advice to heart.
It's pretty rare that a personal finance book has an entire chapter on health, and why it is essential to our financial wellbeing. But the inspiring and candid story shared by Role Model Alexia Brue of Well + Good, in "How to be a Financial Grownup" launches one of the most important parts of the book. It seems obvious. If you aren't healthy, it's pretty hard to be wealthy. In Alexia's words "Health is not a luxury. It is priceless and a priority. "
It makes total sense that Oprah chose NerdWallet's Tim Chen as one of the #FinancialGrownup Role Models to feature. Chen focuses on a common dilemma: How to figure out which financial product is best for you. From selecting the best credit card for your needs, to finding an affordable home loan, Chen wants to help everyone make smarter financial decisions.
There's something I didn't tell Tony Robbins when I asked him to be a part of what was then known as "The Financial Grownup Project". It wasn't something I hid on purpose, but I chose not to mention it. The truth is that even though I had interviewed hundreds of top CEO's, celebrities and newsmakers in my career as a global financial news reporter, I was completely intimidated. Here was the very first person I had put on my "dream" list of Role Models for the project, and I didn't know if I had the guts to get the words out.
Sex, lies.. and a Financial Grownup moment that literally woke me up in the middle of the night! Sallie Krawcheck does not hold back when it comes to her experience. While I was thrilled when the Ellevest and Ellevate Network Chair enthusiastically agreed to be part of the Financial Grownup project as it was then known, little did I know what was coming my way.
PwC Global Chairman Bob Moritz's Financial Grownup moment is already an early favorite. Spoiler alert: it has to do with a tough choice he made to fund downpayment for his first apartment. So many early readers have been inspired by his story to think creatively about leveraging their financial resources to achieve their goals.
It makes total sense that #FinancialGrownup Role Model Elliot Weissbluth would join me as co-sponsor of our donorschoose.org gift card giveaway to raise money for financial literacy in the classroom. He’s long been an advocate for financial health, and in fact declared that 2016 would be the year of financial wellness.
Charles Best is one of the most modest revolutionaries I have ever met. Just 16 years ago he was teaching history at a public high school school in the Bronx. It was there that he had his vision for a crowdfunding platform to help teachers in need. I remember when I met him and asked him if the story about Oprah discovering him was true- he sheepishly said, yes, pretty much... but..
Jim Cramer has energized and inspired millions to take control of their financial future. I remember interviewing him back when he was an high energy hedge fund trader darting around his office and calling in to his startup "The Street". His story in "How to Be a Financial Grownup" will likely surprise you and no doubt get your attention. Think mic drop.
I remember being blown away when I first met Leslie Venokur and Risa Goldberg almost a decade ago attending one of their events as a new mom. From signature extravaganza's like "The Biggest Baby Shower Ever" to incredible celebrity filled red carpet events featuring the likes of Jessica Alba, they pulled it off with smiles and grace.