Workable Wealth: Mary Beth Storjohann on Financial Planning for the Younger Generation
Stay Wealthy Retirement Podcast
English - October 03, 2017 10:00 - 49 minutes - 40.7 MB - ★★★★★ - 152 ratingsInvesting Business Education Self-Improvement financialplanning investing money retirement retirementplanning stocks taxplanning wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In an industry mainly focused on older wealth and retirement planning, Mary Beth Storjohann went a different route. Not only did she see the significant need to get younger people and families planning earlier, she realized early on that she had a passion for this market and decided to go for it.
As a Certified Financial Planner and founder of Workable Wealth, Mary Beth used her skills and experience to build a business that helps a really underserved market. She discusses the challenges of building her practice and business as a young woman and mom in the industry, and how being different has actually benefitted her practice. Mary Beth also shares how seeking help from advisors, coaches, and study groups has made her and her practice stronger.
Find show notes and more information at: staywealthysandiego.com/8
DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in the rendering legal, financial, or other professional services.