Tag: Investing

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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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Becoming a Profitable Landlord With Mark Dolfini (Ep. 34)

Becoming a Profitable Landlord With Mark Dolfini (Ep. 34)

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What does it take to turn a rough start into a triumphant success when investing in real estate? 

Get ready to listen to some of the most valuable lessons for aspiring landlords and real estate investors from Mark Dolfini, founder of Mark Dolfini Strategic Coaching and Landlord Coach.

Financial Dignity® Coach, Christine Luken, welcomes Mark Dolfini, a veteran of the US Marines, author, and a life and business strategist, onto the show today to share his story about becoming a successful real estate investor from a rocky start as a landlord. Mark addresses some common mistakes landlords make, such as underestimating expenses and overestimating income, leading to financial strain and personal stress. He emphasizes the importance of proper property underwriting, strategic planning, and budgeting for expenses like capital expenditures and vacancy rates. Mark gets real about his own plot twists, sharing a personal story of overworking, facing foreclosures, and hospitalization, highlighting the risks of mismanagement. But like any great story, there’s a silver lining! He concludes with advice on creating systems and processes for efficient property management, ensuring landlords can avoid creating unnecessary jobs for themselves and maintain profitability.

Mark talks about: 

  • His experience as a landlord and how he got into the real estate business
  • The most common mistakes landlords make that adversely affect the profitability of their business
  • Tips about being “time-wealthy” for any business owner
  • His VIP Method Course for Landlords
  • And more

Resources:

Connect with Christine Luken: 

Connect with Mark Dolfini:

About Our Guest: 

Mark Dolfini is a Strategic Life and Business Coach and founder of Mark Dolfini Strategic Coaching and Landlord Coach, LLC. Mark has an eclectic background starting from his time as a U.S. Marine. His professional experience includes accounting and banking fields, Commercial Underwriting, Commercial Lending and Loan Review, Residential Property Management, and  Real Estate Investments.

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Retirement Options for Entrepreneurs with Darren Wurz (Ep. 26)

Retirement Options for Entrepreneurs with Darren Wurz (Ep. 26)

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As a business owner, securing your financial future requires making important decisions and considering various factors. 

It’s easy to get caught up in the daily hustle and forget about the need to build a strong retirement plan.

In this episode, Financial Dignity® Coach, Christine Luken, sits down with Darren Wurz, co-owner of Wurz Financial Services and host of The Lawyer Millionaire™  Podcast. They dive into retirement savings options for business owners. They explore strategies like backdoor Roth IRAs and solo 401(k) plans. Darren also highlights the importance of building savings outside of retirement accounts and cautions against relying solely on the sale of assets.

Christine and Darren discuss: 

  • Darren’s background and experience in financial planning for attorneys and law firm owners
  • The difficulty for self-employed individuals to prioritize saving for retirement
  • Retirement savings options for solo entrepreneurs and small business owners
  • The benefits of a cash balance plan for retirement savings
  • Non-qualified compensation plans
  • The importance of considering saving and investing outside of retirement accounts
  • The potential pitfalls of relying solely on the sale of a business or property for retirement savings
  • And more!

 

Resources:

Connect with Christine: 

Connect with Darren Wurz:

About our Guest: 

Darren Wurz specializes in financial planning for law firm owners. He is a Certified Financial Planner® Professional with an M.S. in Financial Planning from Golden Gate University. As a fiduciary and fee-only advisor, he has developed expertise in the unique financial planning needs of those in the legal profession, and he now specializes in serving attorneys and law firm owners across the country. His mission is to help his clients achieve financial independence as they define it. As a small business owner himself, he is deeply familiar with the challenges of solo practitioners and small firm owners.

He is the host of The Lawyer Millionaire Podcast, available wherever you get your podcasts, and author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, published by the American Bar Association. Darren is a member of the American Bar Association and the Financial Planning Association. Locally, he is a member of the Cincinnati Bar Association, the Northern Kentucky Bar Association, and the Covington Business Council. His office is located in Cincinnati, OH, and he was born and raised in Toledo, OH.

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