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Financial Wellness @Work

10 Essential Strategies to Build Wealth in Your Working Years

My first book,“How to Be a Financial Grownup,'' is for young people who aren’t learning enough about personal finance in school and want to be prepared as they enter adult life.

And my second, “Launching Financial Grownups,” is for their parents, because parents are key stakeholders and can play an important role in setting the next generation up for success in their adult financial life.

But I’ve discovered a key life stage that often gets ignored: The choices we make during our primary working years, and at work.

Work is where we make some of our biggest financial decisions, but often without much thought. We’re busy and we tend to rush through decisions and never look back. Mistakes compound and cost us.

This is the inspiration for my third book, “Financial Wellness @Work.”

The stakes are high for workers, but also for employers. Companies that take an active and strategic role in financial wellness for their workers see a boost in productivity, retention and overall results.

IMPORTANT STATS:

  • 97% of employers feel responsible for employee financial wellness, with 91% seeing higher employee satisfaction when offering resources to manage overall well-being. (Bank of America)

  • 74% of employees want personalized guidance to help navigate financial decisions, crises or life events. (PWC)

  • Most financial wellness products and services have usage rates below 20% among eligible participants. (Cerulli Associates)

ARE YOU AN EXPERT? LET’S CHAT.

I am in the active research phase of Financial Wellness @Work, and am looking for thought leaders and members of the HR and Benefits community to share their perspectives.

Employees who have had experience with financial wellness programs at work (good and bad!) are also welcome to reach out.

Please get in touch so we can chat at a time that works best for you. Also feel free to share with others in your network. 

Praise for Bobbi Rebell’s previous work…

Practical Grownup Money Strategies

In Launching Financial Grownups, Bobbi solves the problem all of us parents have: How to take the money lessons we teach our little ones to the real-life practical grownup money strategies our kids need as they move into adulthood and the stakes get real. Everyone with a teen or young adult in their life needs this book.

-Farnoosh Torabi, Host, So Money Podcast

The Ultimate Solution

The ultimate solution for parents who want their grown kids to successfully move into their own home. Bobbi explains how to prepare your teens and young adults before they buy or rent, the cost of setting up a first home, and strategies to figure out the best ways to support their independence.

-Kristen “KJ” Jordan, Star of Bravo’s Million Dollar Listing New York

Gives A Value-Based Approach

Launching Financial Grownups gives parents a value-based approach to helping their young adult kids make their own career and workplace choices. By considering benefits like professional development, wellness, and coaching, Bobbi provides a roadmap for parents on what to review with their kids in their first jobs, when to step in to help, and when to let go and let them figure it out for themselves.

-Erica Keswin, Author, Bring Your Human to Work and Rituals Roadmap

Amazing Job of Giving Strategies and Confidence

Parenting is harrrd (with all the Rs!) and figuring out how much to step in when life gets complicated for our kids can feel overwhelming. Launching Financial Grownups does an amazing job of giving adults the strategies and confidence to let go- just the right amount, at just the right time.

-Meagan Murphy, Editor in Chief, Woman’s Day and Author, Your Fully Charged Life

Excellent Guide to Launching Financial Grownups

Parents, it’s time to stop putting your own finances at risk and depriving your kids of the ability to become financial grownups by supporting them longer than necessary. Mom of three and Certified Financial Planner professional Bobbi Rebell will help you establish boundaries and set your teens and young adults up for success with her excellent guide to launching financial grownups.

-Cameron Huddleston, Author of Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances

Highly Recommend!

This is the book I wish I’d had to help with my children on their way to financial adulthood. Bobbi Rebell’s smart, practical, compassionate guide is essential reading for any parent eager to launch their kids on the road to success without sacrificing their own financial security. Highly recommend!

-Diane Harris, Deputy Editor in Chief of Newsweek

Previously Featured Thought Leaders

About Launching Financial Grownups

Learn how to give the young adults in your life the knowledge, confidence, and motivation to make adult money decisions, and create their own strong financial foundation and independence, so you can all live richer lives.

So proud of all my kids becoming financial grownups!!

In Launching Financial Grownups, popular personal finance expert and Certified Financial Planner Bobbi Rebell gets candid about the very real-life challenges of getting young adults to choose to be financial grownups and develop their own financial foundation and security. She shares her own personal setbacks and solutions (both from her own past, and as a parent), and walks readers through the ups and downs of financial adulting milestones. Rebell has put together a practical and specific adulting launch plan for parents of young adults along with tips on how to open money discussions, the questions to ask your children, the most effective listening strategies, when to step in to stop them from making mistakes, and when to let them learn from their mistakes.

Launching Financial Grownups provides the tools to help your teen or young adults navigate the challenges of adulthood including debt, credit cards, peer pressure that leads to bad money decisions, negotiations, how to manage their own household, different investing opportunities, insurance needs, charitable giving, the legal documents they need to have in place in case of an emergency, what they need to know about your finances and even starting to think about their retirement planning. All this while also addressing recent demographic trends driven by the pandemic including young adults moving back into their childhood homes, and becoming financially dependent, after having been independent.

Ashley inspecting her home before the closing.

Launching Financial Grownups offers:

  • Solutions for parents who want to avoid ‘cutting off’ their kids at a seemingly arbitrary age or life milestone and are looking for more supportive solutions to get their young adults to be well adjusted financial grownups.

  • Strategies for parents to protect their own financial well-being and retirement resources.

  • Advice from top parenting and money experts including “How to Raise an Adult” author Julie Lythcott-Haims, “The Price You Pay for College” author Ron Lieber, “Grown and Flown” co-author Mary Dell Harrington, Tori Dunlap of “Her First 100K”, “How to be a Happier Parent” author KJ Dell’Antonia, Tonya Rapley of My Fab Finance and Jean Chatzky, author and CEO of HerMoney Media

Ashley celebrating after buying her first home at age 24!