Sticky inflation, soaring rates and the resumption of student loan payments have taken a toll on
many Americans’ ability to save for retirement. And now, these factors — coupled with concern
around Social Security and taxes — are prompting many Americans to say they are more
worried about...
Bobbi Rebell is a certified financial planner and the founder and CEO of Financial Wellness Strategies. She shares her top three tips and best practices to help your employees lower their credit card related money stress.
The Debt-Free Guys & Bobbi Rebell, CFP® discuss gay marriage, financial choices they had to make for their wedding (including a lavish loo!), how they leveraged their wedding spending to pay for a good portion of their honeymoon, a money strategy called "money chunking" and more. View for all...
Kara Goldin talks with Bobbi Rebell, CFP® about how she broke (some) rules, got past business FOMO, and never relied on simple check lists to bring HINT to the success it is today.
Bobbi Rebell Kaufman, CFP® talks with The Sole Mates’ Co-Founders Becca Brown and Monica Ferguson about their experience on Shark Tank and that their best business support came not from the sharks but from a resource that would become key to their growing success.
In an episode of Bobbi Rebell’s Financial Grownup podcast, bestselling author (“The Automatic Millionaire”) David Bach talks about his past experience being in credit card debt and how he’s been credit card debt-free now since age 21 (three easy tips).
Shark Tank’s Kevin O’Leary talks with Bobbi Rebell, CFP® and shares a story about his mother and a secret he learned about after she passed away. The Entrepreneur, who is also behind O’Shares and O’Leary Ventures reveals in the story how his mother’s choices informed his investing style, which...
Million Dollar Listing star Ryan Serhant talks with Bobbi Rebell, CFP® about his first business at the age of 10. While the business went down in flames, the lessons formed a foundation for Serhant’s extreme success in the real estate and entertainment business.
Bobbi Rebell, CFP® chats with entrepreneur and investor Barbara Corcoran about why she believes spending money in a deliberate way even before you earn it is a smart business strategy. And Barbara shares the story of her first really big investment. And yes, she committed to it before she had...
Financial Dignity® Coach, Christine Luken, sits down with Bobbi Rebell, CFP®, founder of Financial Wellness Strategies, to discuss launching financial grownups. Bobbi shares her journey from the news world to helping parents raise financially savvy almost-adult kids. She emphasizes the...
Small businesses are living in challenging times. Inflation, a looming recession, shrinking margins, and difficulties securing traditional loans—it’s getting harder for some to keep the lights on. An enhancement to the government’s Employee Retention Credit (ERC) might offer relief to qualifying...
The Knot (March 2024). The engagement period is often the start of wedding planning stress. Bobbi Rebell, CFP® discusses how financial planning, including budgeting, debt management, and insurance, is crucial for building a secure future together.
The Wall Street Journal (Feb 2024). Bobbi Rebell, CFP®, founder of Financial Wellness Strategies, discusses parents supporting their adult children for far longer than in prior generations, and how her step-daughter Ashley was able to save for her first down payment on her own place.
Harvard Business Review (Jan 2024). When an individual has financial health, they experience greater overall well-being and bring their best selves to the workplace. Unfortunately, 80% of employees report being financially stressed, and only 28% of employers offer financial wellness programs....
Financial Wellness Strategies Founder and CEO, Bobbi Rebell, CFP® has a candid conversation with Venture:F podcast host, Laura Nix Gerson about bringing financial wellness programs to life for employees. She shares the rationale and success she's seen when collaborating with companies to create...
Financial Wellness Strategies (FWS) programs help employees on their personal financial wellness journeys though live events. Attendees come to learn the what, why and how of financial wellness in a trusted, safe space. They leave feeling motivated and inspired. But don’t just take our word for...
Financial Wellness Strategies Founder and CEO, Bobbi Rebell, CFP® has a candid conversation with Venture:F podcast host, Laura Nix Gerson about bringing financial wellness programs to life for employees. She shares the rationale and success she's seen when collaborating with companies to create...
Financial Wellness Strategies Founder and CEO, Bobbi Rebell, CFP® has a candid conversation with Venture:F podcast host, Laura Nix Gerson about bringing financial wellness programs to life for employees. She shares the rationale and success she's seen when collaborating with companies to create...
Financial Wellness Strategies Founder and CEO, Bobbi Rebell, CFP® has a candid conversation with Venture:F podcast host, Laura Nix Gerson about bringing financial wellness programs to life for employees. She shares the rationale and success she's seen when collaborating with companies to create...
FWS founder Bobbi Rebell, CFP® discusses the newborn photoshoot trend costing upwards of $10,000, and her reading, listening and watching recommendations.
FWS founder Bobbi Rebell, CFP® discusses her return to social media, celebrates January as Financial Wellness Month and highlights a story in Harvard Business Review that features Financial Wellness Strategies as a solution for employee financial stress.
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