Wellness for Financial Grownups

Oct 3, 2023

Bobbi shares some grownup decisions she has made, and the impact that will have on the podcast.

Sep 26, 2023

The co-founder Transperfect shares her sometimes-controversial strategies for career success from her time building a billion dollar company- including what the next generation needs to tell their parents. Plus her family song that still helps motivate her today. 

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Sep 19, 2023

Learn specific ways to tap into your creativity and unique skills to be a financial grownup with Bridesmaid for Hire entrepreneur and author Jen Glantz.

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Sep 12, 2023

Kids are heading back to school and facing lots of different social pressures tied to money. Jessica Pelletier shares her insights on how to give the next generation the best values and priorities to set them up for success as financial grownups.

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Sep 5, 2023

Being born wealthy can create priceless opportunities. But Keffeler joins us to explain how the rising generation still has to do the "inner work of money" and navigate family dynamics, financial education and intergenerational collaboration.