Financial Grown-Up Moments

martinis and your money

Financial Grown-Up Moments

I have a special bonus episode this week to share with you a great new financial resource. Joining me on the podcast to talk about her new book, “How to be a Financial Grownup,” is award-winning journalist and author, Bobbi Rebell. I not only enjoyed chatting with Bobbi about her book, but I also enjoyed the cocktails she created as part of the promotion.

What are we drinking?

Bobbi — The #Sidehustler

Shannon — The #FinancialGrownup

Other Financial Grownup Cocktails:

Podcast Notes

  • Bobbi’s book – which is her side hustle – is a mix of crazy money stories from high achievers and advice/action steps you can do.
  • She chose to ask the contributors just two questions: 1. What their financial grownup moment was & 2. A lesson to share
  • She admits the book is a journalism experiment gone right.
  • Bobbi explains the concept she created for saving money when dating called “date stacking” – which is Shannon’s favorite tip!
  • Shannon often has to advise clients about dealing with finances and friends – which is a chapter in Bobbi’s book.
  • Bobbi says the biggest shock in the book came from Sallie Krawcheck.
  • In the book, Drew Barrymore says she had her financial grownup moment at the age of 7.
  • On Bobbi’s website she has a page called the “Bookshelf” with books she recommends.
  • Every chapter in the book ends with a checklist that highlights the main points of the chapter.
  • Shannon’s financial grownup moment came early on when she was 14 and walked into a bagel store with a help wanted sign in the window; she got the job – the 6am to 2pm shift – and declares it is the underlying story of her life.
  • Bobbi & Shannon agree it’s more fun to have more income than to just cut spending.
  • TAKEAWAY: Take the time and reflect on whether or not if you’ve had your financial grownup moment and what that says about your financial journey so far!

Random Three Questions

  1. When was the last time you cried?
  2. What is your biggest financial regret?
  3. What is a movie that you can watch over and over again?

Connect with Bobbi:

How to Be a Financial Grownup

Financial Grownup Cocktail Menu




Have you had your financial grown-up moment yet? If so, what does it say about your financial journey so far?

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Shannon is a financial planner who left a “traditional” financial services firm to start her own company, The Financial Gym, because she felt traditional financial services firms did not have the tools or resources to help people in their 20s and 30s who are starting out and trying to build assets while also managing debt. She realized that the key to long-term personal financial success is a commitment to financial fitness and making smart financial choices. Through her blog, Financially Blonde, her book, Train Your Way To Financial Fitness, her podcast, Martinis and Your Money and The Financial Gym, Shannon is committed to making financial fitness fun, easy and accessible for everyone.


  1. It’s nice to see that you had your grownup moments at an early age. I think I had mine when I was 24 years old. It’s late, but I am glad of the realization.

  2. I have had so many financial frenemies in the past! Any time I have gone shopping with these financial frenemies they always egged me on to buy clothes that I did not need! It is important to have frugal friends who are good influences on you and tell you when to save and when to shop!

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