Shows
If Money Were EasyHow to Pick a Financial Advisor That’s Right for YouSelecting a financial advisor can be a process, especially given the wide range of titles, credentials, and compensation models in the industry. In this episode, co-hosts and CERTIFIED FINANCIAL PLANNER® professionals Mary Beth Storjohann and Neela Hummel outline the factors to consider when choosing an advisor who aligns with your financial goals and values. They explore the distinctions between various advisor designations, with a focus on the importance of working with a CERTIFIED FINANCIAL PLANNER® professional. They also cover the concept of fiduciary responsibility—why it matters, and how to assess if your advisor is acting in your...2025-04-1624 min
If Money Were EasyNew Year, Same You: Approach 2025 With CompassionHow can you step into 2025 with compassion — and maybe even a little ease — in a world full of uncertainties? In this Season 3 kickoff episode, hosts Mary Beth Storjohann and Neela Hummel share thoughtful strategies for navigating both financial and emotional transitions as the new year gains momentum. Focusing on presence and personal values, they explore the benefits of setting realistic, meaningful intentions instead of rigid resolutions and highlight the power of small yet impactful financial moves — like adjusting 401(k) contributions and reviewing expenses. They also offer insights on staying grounded amid external stressors, emphasizing the importance of paying...2025-03-1929 min
On the Up and UpEp 77 From Breaking Point to Breakthrough: Mary Beth Storjohann on Balancing Mental Health and LeadershipAre you checking in with yourself and your mental health?We know Mental Health Awareness Month has been all about how we, as leaders, can support our employees. But let’s flip the script for a moment: what about your own mental health? What's at risk when you're always operating at full throttle without a break?This week, we have a story you don't want to miss from Mary Beth Storjohann, Co-CEO of Abacus Wealth Partners.It's powerful to hear a woman who's achieved so muc...2024-05-291h 03
If Money Were EasyTruth and Lies About Retirement PlanningIn today's episode, Mary Beth Storjohann, CFP® and Neela Neela Hummel, CFP® dive into common misconceptions and hidden truths about retirement planning. They unpack quotes and beliefs about retirement, investing, and saving, providing clarity on important financial concepts that directly impact your retirement future. Tune in to see if you know which of these sayings are true and which ones are lies! For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page. What You’ll Learn in this Episode: Why you shou...2024-05-0823 min
If Money Were EasyHow Do You Know When You're on Track to Being Financially Free?In today’s episode, Mary Beth Storjohann, CFP® and Neela Neela Hummel, CFP® explore the concept of financial freedom and how to know if you're on track to achieve it. They discuss the different interpretations of financial freedom, retirement planning, the FIRE movement (Financial Independence, Retire Early), the impact of savings and investment on achieving financial freedom, and the importance of having a diversified financial portfolio. They also touch upon the psychological aspects related to money, the significance of tracking net worth and budgeting, and the use of online retirement planning calculators to gauge progress toward financial freedom. They emph...2024-05-0123 min
If Money Were EasyFinancial Planning and InfertilityOn this episode of If Money Were Easy, Mary Beth Storjohann and Neela Hummel unpack the emotional fabric of financial planning through the lens of a journey both personal and common - infertility. Together, they explore the emotional and financial complexities of fertility treatments, the importance of setting a budget, the different financing options available, and how to navigate the intersection of monetary investment and deeply personal choices within the journey of starting a family. Join the conversation and navigate these intricate waters with empathy and financial acumen on today’s episode. For additional resources, information, and a...2024-04-2427 min
If Money Were EasyAre Financial Stereotypes Playing Out in Your Relationship?Today we dive into the nuances of personal finance, challenge financial stereotypes, and explore how they might be influencing your relationship. In this episode, Mary Beth Storjohann and Neela Hummel discuss the common stereotypes around money management within relationships and share their personal experiences about how these assumptions have played out in their lives. They tackle a variety of themes from the ingrained idea that 'money is a man's work,' to who should handle the investing, to the societal pressures and expectations when women are the breadwinners. Tune in for this candid, sometimes humorous, but insightful conversation and...2024-04-1726 min
If Money Were EasyCharitable Giving for a Modern WorldGenerosity isn't just about the dollars—it's the intention, impact, and legacy we build. In this episode, we’re exploring what’s at the heart of charitable giving. Mary Beth and Neela discuss the transformative power of donor-advised funds, and share their personal journeys of turning philanthropy into a family affair. They also untangle how to choose causes that align with values while making sure your financial house is in order first. No matter where you're starting, there's a path for you to make a difference. Listen in to hear about some of the ways you can expand what’s possib...2024-03-2029 min
If Money Were EasyA Day in the Life of a CEOAs we wrap up 2023 with this final episode of the year, Neela Hummel and Mary Beth Storjohann discuss what it looks like as a day in the life of a CEO. They discuss their daily routines, challenges they face, and what about their roles as CEOs lights them up. They talk about the balances they try to find throughout their weeks and the importance of establishing and keeping boundaries. Join us today to wrap up 2023! For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this...2023-12-1532 min
If Money Were EasySo You Want to Be a Real Estate MogulOn this episode of If Money Were Easy, Mary Beth Storjohann and Neela Hummel dive into the world of real estate and explore what it takes to become a real estate mogul. They share insight into the role real estate can play in a financial plan and how to maximize it. They address common myths about real estate investing, the benefits and risks of having real estate as part of your portfolio, the potential tax advantages, and how it can be leveraged to create generational wealth. They also explore the many misconceptions surrounding rental real estate, including that it's...2023-08-2330 min
If Money Were EasyBehind the Scenes of Co-LeadershipOn this episode of If Money Were Easy, Mary Beth Storjohann and Neela Hummel take you behind the scenes of what co-leadership looks like and share their unique journey to becoming Co-CEOs of Abacus Wealth Partners. They explore balancing work and family life while also managing their time through delegation and outsourcing. They acknowledge the unconventional nature of their arrangement – discussing the skepticism they faced and the need to explain why collaborative co-leadership was best for the company – and highlight how their visions for servant leadership and serving others drives them. Hear what the tradeoffs of co-leadership are, and how...2023-08-0931 min
If Money Were EasyWhat Shareholder Engagement Looks Like in Action with Kate Barron-AlicanteAs an investor, you are part owner in the company you’re invested in, and therefore have the platform to use your voice and advocate for change within that company. But how? Today, Abacus Wealth Partners Director of Impact, Kate Barron-Alicante joins Mary Beth Storjohann and Neela Hummel to discuss how investors can be active owners and engage with the companies they’re invested in through shareholder advocacy. She’ll share some inspiring stories of when shareholder engagement compelled companies to do better and ways you can promote change and ensure your voice is being heard. For additio...2023-08-0235 min
If Money Were EasyHow Financial Advisors Manage Their Own MoneyHow do financial professionals manage their own money? Do they practice what they preach or make mistakes like everyone else? On today’s episode, Neela Hummel and Mary Beth Storjohann get candid about their personal finances, opening up about their strengths, weaknesses, successes, failures, and what they’ve learned in their careers about managing money as individuals, partners, and parents. They’ll also get honest about the nuances of managing finances with their partners, balancing their checkbooks and children, teaching their kids about money, and how they stay mindful about setting priorities while avoiding lifestyle inflation. For additi...2023-07-1944 min
If Money Were EasyThe Art of Being a Breadwinning WomanBeing a breadwinning woman has its unique challenges. Today Mary Beth Storjohann and Neela Hummel talk about some of these challenges and how to address them. They also explore some of the societal pressures women face and how those can be amplified when you’re the family breadwinner. You’re not alone if you feel like you’re juggling all these demands, so tune in to connect with other women’s experiences and see how they’ve learned to help ease some of these stresses. For additional resources, information, and a full transcript of the episode, visit our websit...2023-05-3126 min
If Money Were EasyWelcome to the If Money Were Easy PodcastWelcome to the If Money Were Easy podcast! Co-hosts Mary Beth Storjohann, CFP® and Neela Hummel, CFP® explore timely topics regarding your money, including the wins and losses they’ve personally experienced along the way. Show guests will include leading authors, business owners, professionals, and many of the in-house financial advisors here at Abacus Wealth Partners, all discussing how to grow your wealth, make an impact with your money, and expand what’s possible with your finances. Tune in to the first episode to find out more about co-hosts Mary Beth and Neela, how they ended up in the...2023-05-3126 min
Work Your Wealth Podcast5 Lessons Learned Over the Past Four YearsOne 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 EPISODE: The timeline of the Work Your Wealth Podcast Th...2021-02-1519 minWork Your Wealth PodcastAre You Better or Worse off Financially in 2020?Are 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 Questions I consistently receive as the yea...2020-12-1415 min
Proof to ProductSelling Your Business with Mary Beth Storjohann, Workable WealthHey friends! Today’s episode was actually recorded in March of 2020 and given the topic, we didn’t feel it was appropriate to air it when it was originally scheduled to be released. However, the story is really powerful and important so I wanted to share it with you and hope you gain the inspiration for how you can grow your business any way you want! Thinking about selling your business? Even if you’re still in the early stages of entrepreneurship or if you’ve been at it for quite some time, it’s never a bad idea t...2020-12-0834 minWork Your Wealth PodcastTime for a Summer BreakSummer 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 THE SHOW?...2020-06-2905 minWork Your Wealth PodcastCollege Planning for Your Kids with Beth GreulichThis 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 skills. As a financial advisor, she works clos...2020-06-1534 min
In the Suite7. Leaning Into Diversity and Impact in the Workplace with Mary Beth Storjohann, CFP® - CMO at Abacus Wealth PartnersSend us a textToday In the Suite welcomes Mary Beth Storjohann, CFP® Founder of Workable Wealth and the Chief Marketing Officer at Abacus Wealth Partners. Mary Beth is an enterprising author, speaker, and financial coach who has made more than a living, but a beautiful life, out of her passion for educating and empowering women around money.Mary Beth’s own exposure to the financial planning industry began in college and she’s been pushing the industry forward ever since. Her first book, Work Your Wealth – 9 Steps to Making Smarter Choices with Your Money, is Mary...2020-06-1458 minWork Your Wealth PodcastFinancial Planning Needs for Women with Wende HeadleyThis 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 local women’s and professional organizations, hosts investment discussion circles with women in Pasadena, and serves as an AARP...2020-06-0130 minWork Your Wealth PodcastGiving Yourself Permission in Your Career with Wende HeadleyThis 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 her clients, she regularly speaks at local women’s and professional organizations, hosts investment discussion circles with wom...2020-05-1839 minWork Your Wealth PodcastHow to Invest Intentionally with Lindsey WoodwardThis 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 Los Angeles chapter of WISE (Women Investing for a Sustainable Economy). HERE’S WHAT YOU’LL LEARN FROM T...2020-05-0429 minWork Your Wealth PodcastHow to Handle Employee Stock Options with Laura MorganelliThis 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 providing guidance and education in simple, human, and enjoyable ways. Laura lives in Phi...2020-04-2024 minWork Your Wealth PodcastHow to Become a Millionaire with Ariel WardThis 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 financial clarity. She is passionate about he...2020-04-0628 minWork Your Wealth PodcastManaging the UnprecedentedOne 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 LEARN FROM THIS EPISODE: What the headlin...2020-03-2323 minWork Your Wealth PodcastPlanning for Retirement with Roger WhitneyThis 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 career. He is a former instructor of retirement planning an...2020-03-0935 minWork Your Wealth PodcastBookkeeping Strategies and Business with Greg HigdonThis 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 him roasting coffee, drinking coffee, and reading about coffee. HERE’S WHAT YO...2020-02-2427 minWork Your Wealth PodcastHow to Know if You Can Afford for One Parent to Stay HomeThis 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 helping professionals understand their financial lives and make better de...2020-02-1029 minWork Your Wealth PodcastWhat Should Your Net Worth Be?What 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 direction. HERE’S WHAT YOU’L...2020-01-2722 minWork Your Wealth PodcastHow Practicing Gratitude Can Impact Your FinancesOne 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 fulfilling life through gratitude The way gratitude can positiv...2020-01-1325 minWork Your Wealth PodcastAre You Better or Worse off Financially This Year?Are 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 ago. HERE’S WHAT YOU’LL LEARN FROM T...2019-12-1615 min
Financial Advisor SuccessEp 154: (Re-)Igniting Your Advisor Marketing By Defining Client Avatars And Removing Impediments To Action with Mary Beth StorjohannMary Beth Storjohann is the Chief Marketing Officer for Abacus Wealth Partners, an independent RIA that oversees nearly $2.6 billion in assets under management for almost 1,700 clients. After joining us for episode 61 nearly two years ago, today she is back for a second time to discuss the major changes she has made since then. Listen in as we discuss why Mary Beth decided to sell her own firm to take on a marketing leadership role in an even larger firm, as well as what this new role entails. You’ll learn how Mary Beth determined avatars for the fi...2019-12-101h 45Work Your Wealth PodcastMillennials & Money with Emily BenedettoThis 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’S WHAT YOU’LL LEARN FROM THIS EPISODE: How Emily...2019-12-0232 minWork Your Wealth PodcastBeing in Business as a Couple with Angela GreaserThis 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 plays in the business The benefits of understanding each spouse’s busine...2019-11-1834 minWork Your Wealth PodcastIs Now a Good Time to Invest with Ariel WardThis 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 professionals understand their financial lives and make better decisions with their money. Ariel is...2019-11-0424 minWork Your Wealth PodcastThe Financial Impacts of Tiny Living with Ilana BurkThis 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 approach to making money. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: What is tiny livi...2019-10-2142 minWork Your Wealth PodcastThe Benefits of Life Planning with Scott FrankThis 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, Cardiff by the Sea, just north of San Diego with his...2019-10-0733 min
Worth Listening with Lauryn WilliamsUnbudgeting and Entrepreneurship With Mary Beth StorjohannToday’s guest is Mary Beth Storjohann. She’s a CFP® and Founder of Workable Wealth is not your typical financial planner. With over 14 years of experience in the financial services industry, she works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with entrepreneurial women and couples in their 30s – 50s across the country, helping them make smart, educated choices with their money. Mary Beth initially became interested in finances because even though she had hardworking parents, there was a lack of financial education in the household as she grew up...2019-10-0140 minWork Your Wealth PodcastUnderstanding Breadwinning Women with Neela HummelThis 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 women. As any woman knows, different women have different needs, and She specializes in working with...2019-09-2330 minWork Your Wealth PodcastFinding Balance as an Entrepreneur with Sara PeckThis 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 that promotes women speakers and entrepreneurs. Previously, she worked at Y Combin...2019-09-0940 minWork Your Wealth PodcastWhat to Consider Before Buying a Home This 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 professionals understand their financial lives and make better decisions with their money. Ariel is...2019-08-2630 minWork Your Wealth PodcastHow to Expand Your Business with Jessica Rhodes This 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 many of the record breaking book launches you’ve seen today, with clients such as Ali Brown, JJ...2019-08-1228 minWork Your Wealth PodcastDefining Success with Katie KrimitsosThis 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 special journey of women in mind. She’s passionate about giving women the tools, strategies and inspiration to live lives the truly love. 2019-07-2933 minWork Your Wealth PodcastBusiness Transitions as an Entrepreneur: How We Decided to Merge Workable WealthThis 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. We also ch...2019-07-1538 minWork Your Wealth PodcastWomen Should Be Financially Involved with Laura MattiaThis 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 University of South Florida with a focus on gender and diversity. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: The...2019-07-0132 minWork Your Wealth PodcastOlympian to Money Master with Lauryn Williams This 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 finances and the answers were vague and unsettling. Constantly looking for ways to make a d...2019-06-1723 minWork Your Wealth PodcastFinding the Right Financial Planner for You with Anjali JariwalaThis 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 navigating money conversations in a new marriage - she knows your home life and fin...2019-06-0345 min
Money Checkup with Anjali JariwalaWhy You Should Hire a Financial Planner with Mary Beth StorjohannMany times people see just the dollars and cents side of money, but there is so much more behind each person’s money script. You have certain beliefs and ideas about your money for a variety of different reasons. In today’s Money Checkup, I chat with fellow Certified Financial Planner®, Mary Beth Storjohann on some of the questions we see quite often when it comes to money and hiring a financial planner to navigate money issues. We dive into what to look for in a CFP®, questions you should be asking your potential financial planner and more! Tune in and...2019-05-2144 minWork Your Wealth PodcastOvercoming Money Blocks through Brainspotting with Beth MedinaThis 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 business coaching setting. With Brainspotting, she helps entrepreneurs uncover and dissolve what’s stopping them from taking necessary, decisive action in their businesses....2019-05-2030 minWork Your Wealth PodcastThe 5 Best Money Moves We've Made in 2019What 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 EPISODE: Some money moves we are f...2019-05-0632 minWork Your Wealth PodcastFacing Your Money Fears & Figuring Out Your Finances with Melanie LockertThis 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 of their finances. HERE’S WHAT YO...2019-04-2235 minWork Your Wealth PodcastCreating a Reverse Bucket List and Celebrating Your WinsWhat’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’ve already achieved. HERE’S WHAT YOU’L...2019-04-0816 minWork Your Wealth PodcastBreaking Financial Behavioral Biases with Daniel CrosbyThis 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 Business Book Awards and has been translated into 5 languages. His latest work, The Behavioral Investor, is a comprehensive look at the...2019-03-2535 minWork Your Wealth PodcastTeaching Your Kids About Money with John LanzaThis 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 a youth financial literacy expert and the Money Mammals have been featured in The...2019-03-1129 minWork Your Wealth PodcastDiscovering Your 'Enough' with Paul JarvisThis 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. He’s worked with clients, such as Microsoft, Danielle LaPorte, Mercedes-Benz, Marie Forleo and Warn...2019-02-2531 minWork Your Wealth PodcastPlanning For the Unexpected with Nikki SemanchikThis 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 truly believes that a huge part of her job as a business attorney is teaching, motivating...2019-02-1132 min