Reuters television and print journalist Bobbi Rebell instructs us on what it takes to become a financial grown up. We'll talk investing, saving, hurdling debt and more. It's a wide-ranging discussioin which even involves Bobbi admitting that she, too, once lived at home as an adult with her parents. The Peter Pan in us feels much better after that. In our headline segment, we tackle a couple grown up activities: rollovers and education. We share statistics about why people decide to roll over assets from their workplace retirement plan AND stats on what class people wish they'd had more of in school (HINT: it's not racquetball). We take letters from Stephanie and Sarah about FinTech apps and diversifying retirement funds...and answer a hotline call from Nick about saving for retirement starting at an early age. How do you save when you don't know the goal because it's so far away?
Special thanks to SoFi and Magnify Money for sponsoring our show. Support the companies that support us AND help yourself along the way.
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