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Bobbi Rebell’s Bio

 

Short Version

Bobbi Rebell, CFP® is the Founder and CEO of Financial Wellness Strategies. She is the author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart, as well as How to be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom. Bobbi was previously a global business news anchor and personal finance columnist at Thomson Reuters and held various journalist positions at top news outlets including CNBC, CNN and PBS. She is a graduate of the University of Pennsylvania and received her Certificate in Financial Planning from New York University.

 
 

Long Version

Bobbi Rebell, CFP®, is the founder of Financial Wellness Strategies and the author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. She is a financial wellness educator, speaker, conference host, and moderator, and works as a spokesperson for brands aligned with her values.

Bobbi is frequently quoted in the media as a money and parenting expert. Media outlets have included The Wall Street Journal, The New York Times, Consumer Reports, AARP, The NY Post, New York Magazine, The Washington Post, USA Today, Newsweek, Time, CNBC, Architectural Digest, Health, Brides, Parade, Business Insider, Money, Cosmopolitan, Bottom Line, Yahoo Finance, Marketwatch, The Street, MSN, Today.com, Oprah.com, Fox News Channel, Fox Business, Cheddar, The Street, as well as hundreds of appearances on local television, radio and podcasts.

Earlier in her career Bobbi was a global business news anchor and personal finance columnist at Thomson Reuters and held various journalist positions at top news outlets including CNBC, CNN and PBS. Bobbi is a graduate of the University of Pennsylvania and received her Certificate in Financial Planning from New York University. Her first book “How to be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom” was released in 2016. She and her family live in Boca Raton, Florida.

 
 

Book Description

 

Short Version

Launching Financial Grownups is a call to action for parents of teenagers and young adults who want the best for their kids, but are beginning to realize their OWN financial independence, and financial separation from their children, has to become a priority as well. It is also a practical guide for how best to raise our children into financially responsible, independent young adults in our rapidly changing, increasingly competitive economy.

Long Version

Learn how to give the young adults in your life the knowledge, confidence, and motivation to make adult money decisions, and create their own strong financial foundation and independence, so you can all live richer lives.

In Launching Financial Grownups, popular personal finance expert and Certified Financial Planner Bobbi Rebell gets candid about the very real-life challenges of getting young adults to choose to be financial grownups and develop their own financial foundation and security. She shares her own personal setbacks and solutions (both from her own past, and as a parent), and walks readers through the ups and downs of financial adulting milestones. Rebell has put together a practical and specific adulting launch plan for parents of young adults along with tips on how to open money discussions, the questions to ask your children, the most effective listening strategies, when to step in to stop them from making mistakes, and when to let them learn from their mistakes.

Launching Financial Grownups provides the tools to help your teen or young adults navigate the challenges of adulthood including debt, credit cards, peer pressure that leads to bad money decisions, negotiations, how to manage their own household, different investing opportunities, insurance needs, charitable giving, the legal documents they need to have in place in case of an emergency, what they need to know about your finances and even starting to think about their retirement planning. All this while also addressing recent demographic trends driven by the pandemic including young adults moving back into their childhood homes, and becoming financially dependent, after having been independent.

Launching Financial Grownups offers:

*Solutions for parents who want to avoid ‘cutting off’ their kids at a seemingly arbitrary age or life milestone and are looking for more supportive solutions to get their young adults to be well adjusted financial grownups.

*Strategies for parents to protect their own financial well-being and retirement resources.

*Advice from top parenting and money experts including: 

*“How to Raise an Adult” author Julie Lythcott-Haims

* “The Price You Pay for College” author Ron Lieber

*“Grown and Flown” co-author Mary Dell Harrington 

*Tori Dunlap of “Her First 100K” 

*“How to be a Happier Parent” author KJ Dell’Antonia 

*Tonya Rapley of My Fab Finance 

*Jean Chatzky, author and CEO of HerMoney Media

Essential for the parents, grandparents, aunts, uncles, friends and everyone who is vested in the financial success and independence of young adults, Launching Financial Grownups is a must-have financial resource for long-overdue and timeless advice in an engaging and supportive package.

 
 

Sample Interview Questions

 
  • What inspired you to write Launching Financial Grownups?

  • It seems like kids take longer to become independent adults these days compared to a generation ago- what kind of cultural changes have been going on? They get married later, they have kids later- all the adulting milestones seem to have been pushed back. It seems like expectations of adulting are changing a lot.

  • Parents are so much more involved with their kids these days than in earlier generations- how is that impacting our kids ability to become independent adults- both when it comes to money but also life in general?

  • How did the Covid19 pandemic impact relationships between parents and their older kids?

  • Shouldn’t kids be learning these money skills in high school and college?

  • Your book is for parents of teens and young adults ages 16-26-why those ages?

  • Parents sometimes look at their kids and wonder why they aren’t ‘adulting’ at the age that they were- but a lot of the time parents need to look at their own behaviour..

  • Parents sometimes avoid talking to their kids about money because they feel like they themselves have made so many mistakes- and in many cases are still not in great shape. What is your advice for them?

  • What are some common stumbling blocks parents face when trying to get their kids on board with being financial grownups?

  • Can you share some strategies that parents can use to get their grown kids to listen to them when they try to teach them about money- especially when they seem to think they know better. 

  • What are some of the financial red flags for parents to know when they are doing too much to support their grown up kids- and potentially hurting their own financial goals?

  • Parents want to protect their kids- how can parents know when to step in and ‘save’ their kids- especially when it can be something as simple as a financial bail out that they can afford- and when they should let the kids deal with the crisis on their own?

 
 

Useful Stats:

Bankrate data on parents sacrificing retirement for adult children https://www.bankrate.com/pdfs/pr/20190424-financial-independence-survey.pdf

 

Praise for Launching Financial Grownups 

 
The ultimate solution for parents who want their grown kids to successfully move into their own home. Bobbi explains how to prepare your teens and young adults before they buy or rent, the cost of setting up a first home, and strategies to figure out the best ways to support their independence.
— Kirsten “KJ” Jordan, Star of Bravo's Million Dollar Listing New York
In Launching Financial Grownups Bobbi solves the problem all of us parents have: How to take the money lessons we teach our little ones to the real-life practical grownup money strategies our kids need as they move into adulthood and the stakes get real. Everyone with a teen or young adult in their life needs this book. 
— Farnoosh Torabi, Host, So Money Podcast
Launching Financial Grownups gives parents a values-based approach to helping their young adult kids make their own career and workplace choices. By considering benefits like professional development, wellness, and coaching, Bobbi provides a roadmap for parents on what to review with their kids in their first jobs, when to step in to help, and when to let go and let them figure it out for themselves. 
— Erica Keswin, author, Bring Your Human to Work and Rituals Roadmap
Parenting is harrrd (with all the Rs!) and figuring out how much to step in when life gets complicated for our kids can feel overwhelming. Launching Financial Grownups does an amazing job of giving adults the strategies and confidence to let go—just the right amount, at just the right time. 
— Meaghan Murphy, Editor in Chief, Woman’s Day and Author, Your Fully Charged Life
This is the book I wish I’d had to help my children on their way to financial adulthood. Bobbi Rebell’s smart, practical, compassionate guide is essential reading for any parent eager to launch their kids on the road to success without sacrificing their own financial security. Highly recommend!
— Diane Harris, deputy editor in chief of Newsweek
Parents, it’s time to stop putting your own finances at risk and depriving your kids of the ability to become financial grownups by supporting them longer than necessary. Mom of three and Certified Financial Planner professional Bobbi Rebell will help you establish boundaries and set your teens and young adults up for success with her excellent guide to launching financial grownups.
— Cameron Huddleston, author of Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances