Best Mary Beth Storjohann Podcasts (2024)

1
How the Pandemic is Disproportionately Impacting Women 31:23

2+ y ago31:23

31:23

HERE’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…

1
5 Lessons Learned Over the Past Four Years 19:15

3y ago19:15

19:15

One 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 year…

1
The Relationship You Want with Your Financial Advisor with Dasarte Yarnway 29:57

3y ago29:57

29:57

Dasarte 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…

1
Diversity and Inclusion in Financial Planning with John Eing 40:15

3+ y ago40:15

40:15

John 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,…

1
Are You Better or Worse off Financially in 2020? 15:48

3+ y ago15:48

15:48

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 …

1
The 5 Big Financial Planning Concerns You're Forgetting as an Entrepreneur with Ariel Ward 25:36

3+ y ago25:36

25:36

Ariel 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 passi…

1
Living a Financially Intentional Life with Naseema McElroy 29:30

3+ y ago29:30

29:30

Naseema 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 fi…

1
What Do I Do After I Max Out my 401k with Ariel Ward 19:30

3+ y ago19:30

19:30

Ariel 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 passi…

1
Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson 34:36

3+ y ago34:36

34:36

As 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…

1
Self-Care & The Pursuit of Peace (of Mind) with Joy Lere 37:43

3+ y ago37:43

37:43

A 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 motiv…

1
Align Your Career With Your Goals 23:05

3+ y ago23:05

23:05

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 talki…

1
Time for a Summer Break 5:57

4y ago5:57

5:57

Summer 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 …

1
College Planning for Your Kids with Beth Greulich 34:41

4y ago34:41

34:41

This 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 w…

1
Financial Planning Needs for Women with Wende Headley 30:59

4y ago30:59

30:59

This 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 b…

1
Giving Yourself Permission in Your Career with Wende Headley 39:13

4y ago39:13

39:13

This 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 provid…

1
How to Invest Intentionally with Lindsey Woodward 29:45

4y ago29:45

29:45

This 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 work…

1
How to Handle Employee Stock Options with Laura Morganelli 24:32

4y ago24:32

24:32

This 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…

1
How to Become a Millionaire with Ariel Ward 28:40

4y ago28:40

28:40

This 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 wo…

1
Managing the Unprecedented 23:10

4y ago23:10

23:10

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 talki…

1
Planning for Retirement with Roger Whitney 35:07

4y ago35:07

35:07

1
Bookkeeping Strategies and Business with Greg Higdon 27:16

4y ago27:16

27:16

1
How to Know if You Can Afford for One Parent to Stay Home 29:47

4y ago29:47

29:47

This 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…

1
What Should Your Net Worth Be? 22:56

4y ago22:56

22:56

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…

1
How Practicing Gratitude Can Impact Your Finances 25:56

4+ y ago25:56

25:56

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 talki…

1
Are You Better or Worse off Financially This Year? 15:52

4+ y ago15:52

15:52

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 situation…

1
Millennials & Money with Emily Benedetto 32:37

4+ y ago32:37

32:37

This 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 wor…

1
Being in Business as a Couple with Angela Greaser 34:17

4+ y ago34:17

34:17

This 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. HE…

1
Is Now a Good Time to Invest with Ariel Ward 24:52

4+ y ago24:52

24:52

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 exper…

1
The Financial Impacts of Tiny Living with Ilana Burk 42:11

4+ y ago42:11

42:11

This 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 Sustain…

1
The Benefits of Life Planning with Scott Frank 33:04

4+ y ago33:04

33:04

This 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 t…

1
Understanding Breadwinning Women with Neela Hummel 30:07

4+ y ago30:07

30:07

This 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 l…

1
Finding Balance as an Entrepreneur with Sara Peck 40:26

4+ y ago40:26

40:26

This 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 …

1
What to Consider Before Buying a Home 30:34

4+ y ago30:34

30:34

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 exper…

1
How to Expand Your Business with Jessica Rhodes 28:23

4+ y ago28:23

28:23

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 o…

1
Defining Success with Katie Krimitsos 33:28

4+ y ago33:28

33:28

This 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 t…

1
Business Transitions as an Entrepreneur: How We Decided to Merge Workable Wealth 38:25

5y ago38:25

38:25

This 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 …

1
Women Should Be Financially Involved with Laura Mattia 32:00

5y ago32:00

32:00

This 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, me…

1
Olympian to Money Master with Lauryn Williams 23:40

5y ago23:40

23:40

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 intera…

1
Finding the Right Financial Planner for You with Anjali Jariwala 45:12

5y ago45:12

45:12

This 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 oppo…

1
Overcoming Money Blocks through Brainspotting with Beth Medina 30:40

5y ago30:40

30:40

This 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 th…

1
The 5 Best Money Moves We've Made in 2019 32:16

5y ago32:16

32:16

What 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 a…

1
Facing Your Money Fears & Figuring Out Your Finances with Melanie Lockert 35:33

5y ago35:33

35:33

This 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. Sh…

1
Creating a Reverse Bucket List and Celebrating Your Wins 16:59

5y ago16:59

16:59

What’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 tha…

1
Breaking Financial Behavioral Biases with Daniel Crosby 35:21

5y ago35:21

35:21

This 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 Investm…

1
Teaching Your Kids About Money with John Lanza 29:43

5y ago29:43

29:43

This 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 Mon…

1
Discovering Your 'Enough' with Paul Jarvis 31:57

5y ago31:57

31:57

This 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 Essential…

1
Planning For the Unexpected with Nikki Semanchik 32:28

5y ago32:28

32:28

This 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 fel…

1
How to Start and Scale a Business with Autumn Witt Boyd 36:51

5y ago36:51

36:51

This 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 co…

1
How to Manage Your Financial Anxiety 24:00

5+ y ago24:00

24:00

What 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…

1
(Best of 2018) Retire Early with Deacon Hayes 29:15

5+ y ago29:15

29:15

This 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 takea…

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Mary Beth Storjohann Podcasts

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