Work Your Wealth Podcast
123 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 69 ratingsThe Work Your Wealth Podcast, presented by author, CERTIFIED FINANCIAL PLANNER(TM), and money guru Mary Beth Storjohann is teaching you how to make smarter choices with your money. Featuring interviews with leading authors, business owners and professionals, Work Your Wealth will give you the education, confidence and clarity around your finances that you deserve. If you're ready to use your money to live a life you love, this show is for you.
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Episodes
How the Pandemic is Disproportionately Impacting Women
September 15, 2021 07:30 - 31 minutes - 29.7 MBHERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: The issues women have been facing over the past 18 months Examples of how women have been disproportionately impacted during the pandemic Where women started in the labor force compared to where we are today The impact of the 19th amendment on women in the workforce The long-term impact of the gender wage gap Comparing the changes men and women have faced as a result of COVID-19 The pressure that we perceived and now is being voiced by...
5 Lessons Learned Over the Past Four Years
February 15, 2021 08:30 - 19 minutes - 18.5 MBOne of the best parts of launching this podcast is to talk to others about money topics and addressing concerns they’ve had or seen. Today is an important episode in the direction of the Work Your Wealth podcast and where you might continue to find financial resources. Today I'm talking about 5 important lessons I’ve learned over the past four years through my journey with this podcast and what the future will hold for me and Abacus Wealth Partners. HERE’S WHAT YOU’LL LEARN FROM THIS EPI...
The Relationship You Want with Your Financial Advisor with Dasarte Yarnway
January 25, 2021 08:30 - 29 minutes - 28.3 MBDasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative independent wealth management firm focused on helping millennials and seasoned investors design their best lives. Since the firm's inception, Berknell Financial Group has become one of the most notable millennial-led financial services organizations. In an industry that focuses on revenue and dollars-invested, Dasarte realized that a firm's value is created through how they could invest in their c...
Diversity and Inclusion in Financial Planning with John Eing
January 11, 2021 08:30 - 40 minutes - 37.8 MBJohn Eing is a partner and financial advisor at Abacus Wealth Partners. As a financial advisor, John is passionate about simplifying and demystifying finances for his clients, and creating sound financial strategies allowing them to do what they love most. He is also a member of the firm’s M&A team and investment committee. Prior to joining Abacus, John was the Controller of Wells Fargo's $30B asset-based lending group. He holds an Executive MBA from the Anderson School of Management at ...
Are You Better or Worse off Financially in 2020?
December 14, 2020 08:30 - 15 minutes - 15.4 MBAre You Better or Worse off Financially In 2020? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come across from readers and clients throughout my career. Today I’m answering the above question. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: Why the end of the year is my favorite time of year for clients Q...
The 5 Big Financial Planning Concerns You're Forgetting as an Entrepreneur with Ariel Ward
November 30, 2020 08:30 - 25 minutes - 25.3 MBAriel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of 2019, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professionals understand their financial lives and make better decisions with their money. She enjoys working with clients in ...
Living a Financially Intentional Life with Naseema McElroy
November 16, 2020 08:30 - 29 minutes - 27.9 MBNaseema is the founder of Financially Intentional, a platform about personal finance and living life intentionally. She discusses how taking control of her finances has enabled her to overcome bankruptcy, divorce, and break the cycle of living paycheck to paycheck. She shares her lessons along her path to help others benefit from the freedoms of financial independence. Outside of encouraging people to get their financial act together, Naseema is a mother and Labor and Delivery Nurse. Thoug...
What Do I Do After I Max Out my 401k with Ariel Ward
November 02, 2020 08:30 - 19 minutes - 18.8 MBAriel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of 2019, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professionals understand their financial lives and make better decisions with their money. She enjoys working with clients in ...
Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson
October 19, 2020 07:30 - 34 minutes - 32.6 MBAs both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive financial planning to LGBTQ entrepreneurs who run mission-driven businesses. Entrepreneurs hold a special place in his heart. He spent a decade defending them against the IRS as a tax attorney and has become one himself as an advisor. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: How Brian evolved from a tax attorney into a CFP™ Navigating unique financial needs for the LGBTQ community The impact of ma...
Self-Care & The Pursuit of Peace (of Mind) with Joy Lere
October 05, 2020 07:30 - 37 minutes - 35.4 MBA sought-after clinician, consultant, speaker, and writer, Dr. Joy Lere is a psychologist who practices at the intersection of behavior and business, specializing in work on the merger of money, mind, and meaning. Her signature work fuses Freud, Frankl, and the world of finance. She partners with bright, impact-driven, motivated professionals motivated to develop richer, more resonant lives. With one foot firmly planted in the field of psychology and the other waltzing down Wall Street, she ...
Align Your Career With Your Goals
September 21, 2020 07:30 - 23 minutes - 22 MBOne of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I'll be taking time to address how we approached the different money situations and the results of our decisions. Today I'm talking about what has happened since the merger with Abacus Wealth Partners, what Workable Wealth looks like now, how we’ve been getting through the p...
Time for a Summer Break
June 29, 2020 07:30 - 5 minutes - 6.36 MBSummer is here and with all that is going on in the world I have decided to take a break from the podcast. The podcast will continue though! We will be back in the fall to provide you with some more great content, some amazing guests and additional tips on how you can continue to work your wealth! Until then, continue to go back listen to the over 100 episodes we've logged so far and reach out if you're looking for a financial planner than can help you with your money questions. ENJOY TH...
College Planning for Your Kids with Beth Greulich
June 15, 2020 07:30 - 34 minutes - 32.7 MBThis week I sat down again with Beth Greulich, CFP® to talk through how to financially plan for your kids to go to college and some tricks along the way. Beth is a Certified Financial Planner™, Certified Divorce Financial Analyst, and Partner at Abacus. After a career in market research, she took some time off to raise a family. As she considered what to do next, she was driven by the memory of her grandmother and her desire to help others who lacked confidence with their money management...
Financial Planning Needs for Women with Wende Headley
June 01, 2020 07:30 - 30 minutes - 29.3 MBThis week I sat down again with Wende Headley, CFP® to talk through some financial planning needs for women and some of the hurdles we tend to face. Wende is a Certified Financial Planner™, Certified Divorce Financial Analyst, and Partner at Abacus. She leads the firm-wide Women & Money initiative, which provides resources and education about the broad range of financial issues faced by women. In addition to her primary role as wealth manager for her clients, she regularly speaks at loca...
Giving Yourself Permission in Your Career with Wende Headley
May 18, 2020 07:30 - 39 minutes - 36.8 MBThis week I sat down again with Wende Headley, CFP® to talk about how to align your career with your values by giving yourself permission to make the pivots and changes you want to make. Wende is a Certified Financial Planner™, Certified Divorce Financial Analyst, and Partner at Abacus. She leads the firm-wide Women & Money initiative, which provides resources and education about the broad range of financial issues faced by women. In addition to her primary role as wealth manager for he...
How to Invest Intentionally with Lindsey Woodward
May 04, 2020 07:30 - 29 minutes - 28.1 MBThis week I sat down again with Lindsey Woodward, CFP® to talk about how to align your money with your values by investing intentionally. Lindsey is a financial advisor at Abacus Wealth Partners, which provides fee-only, comprehensive financial advice to help individuals, families and foundations. Lindsey is dedicated to helping the people she works with align their money with their goals and values. She serves on the Abacus Wealth Partners Investment Committee and is a co-leader of the L...
How to Handle Employee Stock Options with Laura Morganelli
April 20, 2020 07:30 - 24 minutes - 23.4 MBThis week I sat down with Laura Morganelli, CFP® to talk about how to handle employee stock options and some of the things to be aware of if and when you decide to exercise those options. Laura joined Abacus Wealth Partners in 2015. With over 7 years of experience in personal finance, her main goal is to bring a sense of peace in people’s financial lives. She recognizes that financial planning and investment management topics can sometimes feel complex and scary and is passionate about pro...
How to Become a Millionaire with Ariel Ward
April 06, 2020 07:30 - 28 minutes - 27.2 MBThis week I sat down again with Ariel Ward, CFP® to talk about how to become a millionaire and some of the small steps you can be taking now to help you down the road. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping clients develop fi...
Managing the Unprecedented
March 23, 2020 07:30 - 23 minutes - 18.7 MBOne of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I'll be taking time to address how we approached the different money situations and the results of our decisions. Today I'm talking about the what we are doing as we stay home due to COVID-19 and how we are still managing self-care and family time. HERE’S WHAT YOU’LL LEAR...
Planning for Retirement with Roger Whitney
March 09, 2020 07:30 - 35 minutes - 33.1 MBThis week I sat down with fellow CFP® Roger Whitney to discuss planning for retirement, some dos and don’ts and baby steps along the way to set you up for success. Roger Whitney, CFP®, CIMA®, CPWA®, AIF® is a cofounder of WWK Wealth Advisors and host of the award-winning podcast The Retirement Answer Man. He has been a financial planner for over 27 years. Each day he “walks life” with individuals and families, helping them plan for, transition into, and live out their life after a working ...
Bookkeeping Strategies and Business with Greg Higdon
February 24, 2020 08:30 - 27 minutes - 25.9 MBThis week I sat down with bookkeeper, Greg Higdon to discuss the importance of having a bookkeeper and what working with one can do for your business. Greg Higdon is the Founder of Grow the Books, a bookkeeping company for small businesses. With over 13 years of experience in education, he teaches his clients so they are empowered and armed with a clearer understanding of what their numbers mean for their business decisions. When he isn't balancing books and helping clients you can find hi...
How to Know if You Can Afford for One Parent to Stay Home
February 10, 2020 08:30 - 29 minutes - 28.2 MBThis week I sat down again with Ariel Ward, CFP® to talk about how to know if you can afford for one parent to stay home. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helpi...
What Should Your Net Worth Be?
January 27, 2020 08:30 - 22 minutes - 21.9 MBWhat Should Your Net Worth Be? One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I'll be taking time to address how we approached the different money situations and the results of our decisions. Today I'm talking about how to track your net worth and some tools and tips to move the needle for your net worth in the right d...
How Practicing Gratitude Can Impact Your Finances
January 13, 2020 08:30 - 25 minutes - 24.7 MBOne of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I'll be taking time to address how we approached the different money situations and the results of our decisions. Today I'm talking about the amazing and positive impact gratitude can have on your finances. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: How to have a more f...
Are You Better or Worse off Financially This Year?
December 16, 2019 08:30 - 15 minutes - 15.4 MBAre You Better or Worse off Financially This Year? One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I'll be taking time to address how we approached the different money situations and the results of our decisions. Today I'm talking about some ways to evaluate how your financial health measures up to where it was a year a...
Millennials & Money with Emily Benedetto
December 02, 2019 08:30 - 32 minutes - 30.8 MBThis week I sat down fellow financial planner and Abacus financial advisor Emily Benedetto to talk about decisions millennials make around their money. Though she has always had a penchant for numbers, she took a bit of an interesting route to becoming a CFP but now loves every minute of it. If she had her druthers she'd be living on a farm and working as a farmer/financial planner. She’s married, has 5 siblings, love reading, horses, and helping folks systematize their money lives. HERE...
Being in Business as a Couple with Angela Greaser
November 18, 2019 08:30 - 34 minutes - 32.3 MBThis week I sat down Angela Greaser to talk what it’s like running a business with your significant other. Angela is a strategic operations consultant and co-founder of All The Ops. Led by Angela and her husband Dan, All The Ops helps business owners structure efficient teams and systems to skyrocket their profitability and claim their CEO seat. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: How Angela and her husband decided to go into business together Deciding what role each spouse pl...
Is Now a Good Time to Invest with Ariel Ward
November 04, 2019 08:30 - 24 minutes - 23.7 MBThis week I sat down again with Ariel Ward, CFP® to talk about things to think about before buying a home. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professional...
The Financial Impacts of Tiny Living with Ilana Burk
October 21, 2019 07:30 - 42 minutes - 39.5 MBThis week I sat down business coach, writer, designer and pocaster Ilana Burk to talk about tiny living and how this style of living could affect your finances. Illana helps people find and create thriving livelihoods centered around their life's work. She's host of the Good Business Podcast and owner of Your Life's Workshop. With an MBA in Sustainable Enterprise and nearly 20 years of experience working with small business owners, Illana takes a fiercely rebellious and wildly ethical appr...
The Benefits of Life Planning with Scott Frank
October 07, 2019 07:30 - 33 minutes - 31.2 MBThis week I sat down financial planner Scott Frank to go over the benefits of life planning and using your money as a tool to achieve the life you want. Scott is the founder of Stone Steps Financial, a firm created to help professionals and families understand their financial lives and position themselves to reach their fullest potential. He does this job because he loves it. He truly enjoys taking complex issues and helping clients understand them. Scott lives in a little beach town, Ca...
Understanding Breadwinning Women with Neela Hummel
September 23, 2019 07:30 - 30 minutes - 28.5 MBThis week I sat down with fellow Financial Planner and Abacus partner Neela Hummel to discuss what we see in breadwinning women. Neela is passionate about women taking their finances to the next level. Women are increasingly out-earning and in control of more money than their male counterparts, yet many company policies and financial services are leaving women out. Her goal is to step outside the “paint it pink” model and tailor financial planning to the unique needs of different types of ...
Finding Balance as an Entrepreneur with Sara Peck
September 09, 2019 07:30 - 40 minutes - 37.9 MBThis week I sat down with Sarah Peck to discuss the work life balance, especially as a female in the entrepreneur world. Sarah is a writer, startup advisor, and yoga teacher based in New York City. She’s the founder and executive director of Startup Pregnant, a media company documenting the stories of women’s leadership across work and family. She hosts the weekly Startup Pregnant podcast, and she and her partner in life and work are the instigators behind More Women’s Voices, a website th...
What to Consider Before Buying a Home
August 26, 2019 07:30 - 30 minutes - 28.9 MBThis week I sat down again with Ariel Ward, CFP® to talk about things to think about before buying a home. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professiona...
How to Expand Your Business with Jessica Rhodes
August 12, 2019 07:30 - 28 minutes - 26.9 MBThis week I had sat down with Jessica Rhodes to discuss how she launched and scaled her business in the very new industry of podcasting. Jessica is the founder and equal co-owner of Interview Connections, the first and leading podcast booking agency. She has scaled the business quickly to high multiple six figures, with nearly no direct marketing or ads, and will break through the 7-figure mark in 2019. The Interview Connections team of Booking Agents are the podcast powerhouses behind ma...
Defining Success with Katie Krimitsos
July 29, 2019 15:45 - 33 minutes - 31.6 MBThis week I sat down with Katie Krimitsos to discuss traits she sees in successful business owners. Katie Krimitsos is a mom, wife, adventurer, podcaster, business coach, seeker and change maker. She's committed to brightening the light of women around the world through her Biz Women Rock community, which supports Women Entrepreneurs, and through the Women’s Meditation Network, parent of the Meditation for Women Podcast, which provides guided meditations specifically created with the speci...
Business Transitions as an Entrepreneur: How We Decided to Merge Workable Wealth
July 15, 2019 07:30 - 38 minutes - 36.1 MBThis week I had changed things up a bit and became the interviewee! I invited my husband Brian on to chat about how we decided to sell my business. Selling my business was no easy decision. There were months of discussions, months of debate and a lot figuring out what we wanted in life. On today’s episode Brian and I chat about what led to selling my business, why we felt it was the right decision for us and some of the many things I am excited about coming up for Abacus Wealth Partners. W...
Women Should Be Financially Involved with Laura Mattia
July 01, 2019 07:30 - 32 minutes - 30.2 MBThis week I sat down with author and fellow Certified Financial Planner, Laura Mattia to talk about the importance of financial literacy for women. Laura, Ph.D., MBA, CFP, CDFA, is the author of Gender On Wall Street: Uncovering Opportunities for Women in Financial Services. With over 30 years of financial leadership experience, Laura has hired, mentored and trained hundreds of female financial professionals. Currently she is developing the new Personal Financial Planning degree at Univers...
Olympian to Money Master with Lauryn Williams
June 17, 2019 07:30 - 23 minutes - 22.6 MBThis week I sat down with Olympian and financial planner Lauryn Williams to discuss how to master money topics, specifically as it relates to athletes. Lauryn, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to earn a medal in both the Summer and Winter Olympics Games. While pursuing professional sports Lauryn interacted with not one, but two financial advisors that didn’t provide the services she needed. She asked friends what they were doing about their...
Finding the Right Financial Planner for You with Anjali Jariwala
June 03, 2019 07:30 - 45 minutes - 42.3 MBThis week I sat down with fellow financial planner and CPA Anjali Jariwala to discuss how to figure out how to find the right financial advisor for you. Anjali Jariwala CPA, CFP® founded FIT Advisors to save her clients time and help guide them to better financial decisions. As a mom, business owner and wife of a physician, she understands the opportunities as well as challenges that young professionals face. Whether you’re running a medical practice, looking at your first job or navigatin...
Overcoming Money Blocks through Brainspotting with Beth Medina
May 20, 2019 07:30 - 30 minutes - 29 MBThis week I sat down with Licensed Mental Health Counselor and Certified Brainspotting Consultant Beth Medina to discuss why people run into business blocks with their business goals. Beth is a Licensed Mental Health Counselor and Certified Brainspotting Consultant- turned business coach who helps professional service entrepreneurs break through the mental blocks that keep them stuck, exhausted, and broke. She has adapted the therapeutic healing approach of Brainspotting for use in the b...
The 5 Best Money Moves We've Made in 2019
May 06, 2019 07:30 - 32 minutes - 30.5 MBWhat money moves have we made so far this year? One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I'll be taking time to address how we approached the different money situations and the results of our decisions. Today I'm talking about the 5 money moves we’ve made so far in 2019. HERE’S WHAT YOU’LL LEARN FROM THIS EPISO...
Facing Your Money Fears & Figuring Out Your Finances with Melanie Lockert
April 22, 2019 12:41 - 35 minutes - 33.5 MBThis week I sat down with blogger and author Melanie Lockert to discuss the struggles people face when it comes to debt. Melanie is the founder of the blog and author of the book, Dear Debt. Through her blog, she chronicled her journey out of $81,000 in student loan debt. Her work has appeared on Business Insider, Time, Huffington Post and more. She is also the co-founder of the Lola Retreat, which helps bold women face their fears, own their dreams and figure out a plan to be in control o...
Creating a Reverse Bucket List and Celebrating Your Wins
April 08, 2019 07:30 - 16 minutes - 16.5 MBWhat’s on your reverse bucket list? Taking time to celebrate wins is an important step in growing personally and professionally. Creating a reverse bucket list can assist in celebrating those wins. In today’s episode I talk about the importance of pausing to reflect on what you’ve accomplished and how to create a bucket list to help you do just that. In a time when all we hear about is the "hustle" and working towards our next goal, it's also very impactful to pause and appreciate what we’...
Breaking Financial Behavioral Biases with Daniel Crosby
March 25, 2019 07:30 - 35 minutes - 33.3 MBThis week I sat down with psychologist and behavioral finance expert, Dr. Daniel Crosby to discuss the behavioral side of investing. Educated at Brigham Young and Emory Universities, Dr. Crosby helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Bu...
Teaching Your Kids About Money with John Lanza
March 11, 2019 07:30 - 29 minutes - 28.1 MBThis week I sat down with author and Chief Mammal, John Lanza to discuss how to teach your kids about money. John is the Chief Mammal of The Money Mammals and author of the new book for parents, The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids. A pioneer in youth money-smarts, John created the original Money Mammals DVD and has written three children’s picture books to help kids learn to “Share & Save & Spend Smart.” He is recognized nationally as...
Discovering Your 'Enough' with Paul Jarvis
February 25, 2019 08:30 - 31 minutes - 30.2 MBThis week I sat down with entrepreneur and author Paul Jarvis to discuss why you don’t need to grow your business. Paul is a designer who likes writing (or vice versa) and has worked for himself since the 90s. He wrote a book called Company of One (Jan 15, 2019), published by Houghton Mifflin Harcourt. His courses—Creative Class and Chimp Essentials—have been taken by more than 13,564 paying students. His writing has been talked about by everyone from Ashton Kutcher to Arianna Huffington...
Planning For the Unexpected with Nikki Semanchik
February 11, 2019 08:30 - 32 minutes - 30.6 MBThis week I sat down with estate planning attorney, Nikki Semanchik to discuss what estate planning documents are a must and who should have them. Nikki is the Founding Attorney of Semanchik Law Group (SLG), a business, nonprofit and estate planning firm located in San Diego. Nikki started SLG because she wanted to create a modern law firm that felt accessible to clients. As an entrepreneur herself, Nikki has a real passion for helping other business owners realize their dreams. Nikki trul...
How to Start and Scale a Business with Autumn Witt Boyd
January 28, 2019 08:30 - 36 minutes - 34.7 MBThis week I sat down with lawyer and entrepreneur, Autumn Witt Boyd to discuss how to start and scale a business. Autumn is an experienced lawyer who helps ambitious and creative business owners reach their big goals. Together with her team at The AWB Firm, Autumn guides online and e-commerce businesses as they grow. She has special expertise in copyright and trademark issues, and her firm offers full-service legal support to creative businesses. Autumn also hosts the Legal Road Map® pod...
How to Manage Your Financial Anxiety
January 14, 2019 08:30 - 24 minutes - 22.9 MBWhat Can I Do to Reduce My Financial Anxiety and Concerns About Money? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I'll be taking time to address and answer questions I've come across from readers and clients throughout my career. Today I'm answering the above question. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: How to manage your financial anxiety Signs...
(Best of 2018) Retire Early with Deacon Hayes
December 31, 2018 08:30 - 29 minutes - 27.7 MBThis week is the second of The Best of 2018 podcasts where I sat down with Deacon Hayes about how to retire early. Deacon was able to provide such great tips and tools for all those looking to work towards that financial freedom that I felt it had to be aired again as we approach the end of 2018. I’ve highlighted below just a few of the great takeaways from the episode but I also recommend heading back over to episode 56 where you will find more details on what Deacon and I discuss. I h...