Tag: Financial Advisor
Hiring and Working with a Financial Advisor: Part 2 (Ep. 48)

Hiring and Working with a Financial Advisor: Part 2 (Ep. 48)

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Are you confident your financial advisor is truly working for you? 

Welcome back to Hiring and Working with a Financial Advisor: Part 2, where Financial Dignity® Coach, Christine Luken, dives into the fiduciary standard and arms you with essential questions to ask your financial advisor that ensure you’re hiring the right advisor for your unique situation. This episode uncovers the importance of having an advisor who understands your specific financial landscape and follows a fiduciary standard. You’ll also learn red flags indicating it might be time to find a new advisor.

Christine discusses: 

  • The importance of asking good questions in the hiring process
  • How and why you need to cultivate a positive long-term relationship with your advisor
  • Red flags to watch for in a financial planner, aka when to fire yours
  • And more

Resources:

📖✨ My NEW Book is Now Available!

Connect with Christine Luken: 

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Numbers to Know Before You Buy a Car (Ep. 45)

Numbers to Know Before You Buy a Car (Ep. 45)

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Thinking of buying a car soon?

In this episode, Financial Dignity® Coach, Christine Luken, dives into the essential numbers you need to know before stepping into a car dealership. From understanding your current car’s value, trading in or selling options, to grasping personal financial figures like your credit score and down payment, this episode equips you with all the necessary tools to be a smart car shopper. Additionally, Christine shares an important perspective on the car buying process, including the often-overlooked total cost of ownership and the psychological tactics employed by salespeople – all to ensure you drive away with a deal that suits your financial health.

Christine discusses: 

  • The different things to keep in mind when you’re trading your car vs selling it
  • The three important personal numbers you need to know: your credit score, downpayment, and walk away price
  • The importance of researching the vehicle you want to buy so you know the price range for the options you want
  • How getting financing from the dealer is like buying two products
  • Why you need to understand your emotional triggers during the car buying process
  • And more

Resources:

Connect with Christine Luken: 

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Launching Financial Grownups With Bobbi Rebell (Ep. 36)

Launching Financial Grownups With Bobbi Rebell (Ep. 36)

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Are your adult kids becoming financial grownups?

Let’s talk about how you can help your adult (18+) children become financially independent while supporting them along the way.

Today, 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 importance of understanding each person’s unique financial blueprint and offers practical advice for transitioning your adult children to financial independence. Learn how to empower your children to become money-smart adults and navigate financial independence with practical strategies and emotional support.

Bobbi’s Key Topics:

  • Her journey from working in national media to helping parents raise financial grown-ups.
  • Supporting young adults in their financial journey towards independence.
  • Encouraging open communication and transparency around financial matters.
  • Providing financial guidance and setting up an exit plan for parental support.
  • Allowing adult children to lead their financial decisions while offering guidance and supervision.
  • And more

Resources:

Connect with Christine Luken: 

Connect with Bobbi Rebell:

About our Guest: 

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.

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