If you have children and/or grandchildren, how can you help them be smart about financial decisions? And if you’re helping them financially, how do you stay on track with your own financial planning for retirement? Our guest today is Bobbi Rebell, CFP, author of the new book Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart.
- What gets in the way of young adults achieving financial independence.
- How to evolve the relationship with their children as they’re becoming adults
- The Bank of Mom and Dad – and how long it should be open
- The best times to engage with young adults on this topic
- How schools can improve education on practical financial literacy
- What parents and grandparents can learn from 20-somethings and teenagers
- The key things parents and grandparents can do to help young adults achieve financial independence
Bobbi Rebell, CFP joins us from New York.
Bobbi Rebell is a CERTIFIED FINANCIAL PLANNER™ professional, and host of the critically acclaimed Money Tips for Financial Grownups podcast.
She is the author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. The book 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.
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. In 2017, she left her job as a global business news television anchor and personal finance columnist at Thomson Reuters to expand the Financial Grownup brand into other channels of financial education content. Later that year she obtained her CFP® certification. Previously Bobbi had worked at CNBC, CNN and PBS’ Nightly Business report.
Bobbi is now a frequent keynote speaker, emcee, conference host/moderator, and continues to anchor local news reports on a freelance basis. She is a graduate of the University of Pennsylvania, and received her Certificate in Financial Planning from New York University. Bobbi lives in NYC with her husband, 3 kids and her morkie Waffles.
For More on Bobbi Rebell, CFP
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About Your Host
Joe Casey is an executive coach who also helps people design their next life after their primary career. He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.
Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and listeners, ranks in the top 1.5 % globally in popularity by Listen Notes. Business Insider has recognized him as one of 23 innovative coaches who are making a difference.
He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy coming this summer.
Intro and Outro voiceovers by Ross Huguet.