Hot or not: Coupon on a first date

Plus the book I'm most excited about right now

Dear Friends,

Have you ever used a coupon on a first date? Or has your date?

I was recently asked to chime in with some advice for this story in Marketwatch.

The fun surprise was when the story came out, it was my friend (and Your Financial Therapist) Erika Wasserman who had had this experience!

“I was shocked and taken off guard that the first impression he wanted to leave me with was that I wasn’t worth the full value of the meal. It did leave a bad impression that a decade later I can still recall the date,” she told the reporter.

I am working on my AI skills and made this image with ChatGPT- what do you think?

That said, she may now be in the minority.

A majority of people think it’s perfectly fine to use a coupon on the first date. according to a recent Savings.com survey.

Who knew!

Check out the story yourself for my advice on the best way to handle it if you do want to use a coupon- and not risk offending your date before you know where they stand.

---

The book I’m most excited about right now is..

I love it most for YOU because it was actually written for financial professionals but is available to all of us!

In other words, we get all the intel the pros do.

I met my friend, Cary Carbonaro almost a decade ago when our first books were coming out. Even then I knew she was the real deal.

Just a few highlights about Cary:

• 25 years of experience as a Certified Financial Planner™

• She leads a multimillion-dollar financial planning practice focused on empowering women at Ashton Thomas

• Author of the bestselling book The Money Queen’s Guide

• Named to Investopedia’s Top 100 Financial Advisors list six times

• The only female member of the 2024 Nasdaq Advisor Council

Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune covers everything from unconscious bias and "bro culture" to how communication styles, health, and life transitions impact financial decisions.

Cary uses real-world case studies, behavioral finance insights, and communication strategies, to show how to take control of our financial futures with clarity and confidence.

PS. Please leave a review if you like the book. It’s not just nice to let Cary know how wonderful she is. It also helps lift the book up in the search engines.

What’s really hot this summer: Financial Wellness Workshops

Please invite me to speak to your group!

If you're looking to support your students, employees, conference attendees, clubs and anyone you think deserves to feel better about their money situation, I'd love to chat.

Here are some recent testimonials:

"Bobbi Rebell is a remarkable financial expert whose workshops are both engaging and transformational. Her ability to simplify complex financial concepts empowers employees to take actionable steps toward financial wellness and long-term stability.”

"Bobbi's presentation was fun and informative! Loved her quick tips that helped me decipher through financial jargon and understand how I can take actionable steps today to achieve my financial goals in the future."

"The session was great. The speaker really opened my eyes to the small positive changes I can make in spending, budgeting, and saving. I am more motivated now to sit down and plan where my money is being allocated!"

I have several signature talks available IRL or virtual including:

• The Financial Wellness Checklist

• Financial Wellness for Women

• How to be a Financial Grownup

• How to have Multi-Generational Conversations about Money and Values
  

  And of course we can always create a customized talk to suit your needs.
  
  You can learn more on my company website Financial Wellness Strategies, email me at bobbi@financialgrownup.com or just hit the button below to message me for more info.

PS: I love and appreciate referrals. Please share my information if you know someone who might like to learn more as well! Thank you.

It’s graduation season!

The best way to get your (almost) adult kids ready for the real world.

Please consider picking up a copy of my book “Launching Financial Grownups”!

((And if you like it please write a review - see above for more. ))

Bonus: Gift someone a subscription to this newsletter by sharing using the button below! It’s free and (hopefully in your opinion) will lead to a rich and rewarding 2025!

Lets connect on Instagram, and LinkedIn and please share any ideas in the comments (or just say hi!).

I truly appreciate your support.