100 episodes

The 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.

Work Your Wealth Podcast Mary Beth Storjohann

    • Entrepreneurship

The 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.

    How Practicing Gratitude Can Impact Your Finances

    How Practicing Gratitude Can Impact Your Finances

    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 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 positively effect your own finances What gratitude can prevent in your financial life Things to be cautious of that can bust your budget When we feel like we have less than what we need, we tend to do this How gratitude can help you curb your impulse spending Where being grateful for what you currently have can lead you When was the last time you made a financial decision because you were afraid/frustrated with your current situation How chasing dollars can impact your life in other areas Finding the balance between life fulfillment and needing more stuff How to approach a new financial opportunity to maximize the impact it will have The dangers of making financial decisions out of fear How to find fulfillment and growth in your finances Understanding if your spending is in line with your values The effects gratitude can have on your emotional, mental and physical health The snowball effect of gratitude and giving The positive effects of approaching life with abundance The best way to avoid making financial decisions out of fear A way to approach financial decisions when you desire to help others Do this to create a gratitude focused financial plan The number of Americans stressed out about money regardless of income level The importance of reflection on the gratitude that you feel The impact an attitude of gratitude will have on your finances LET’S CONNECT!
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    • 25 min
    Are You Better or Worse off Financially This Year?

    Are 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 THIS EPISODE:
    Why the end of the year is my favorite time of year for clients Questions I get all the time as the year is closing out A way to gauge if you are better or worse off financially this year First step in measuring your financial progress The measurement to use when evaluating your financial health How to calculate your net worth A good way to evaluate your debt situation for the year The check you should be doing on your debt every January Why you should review your spending throughout the year How your savings goals play into your financial health Different savings vehicles you can utilize to grow your net worth A few things you should consider when talking about your retirement savings The role a change in income can play in figuring out if you’re financially better off this year How “lifestyle creep” could potentially hurt your financial health Here’s why employer benefits must be evaluated too each year Do you have the right insurance policies in place 6 questions you can ask yourself about your financial health LET’S CONNECT!
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    • 15 min
    Millennials & Money with Emily Benedetto

    Millennials & Money with Emily Benedetto

    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 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 got into financial planning and what convinced her to become a CFP® The inner discovery she made by deciding to work at Abacus Wealth Partners When your inner voice tells you “You can’t” how to get to “You can!” Why it’s important to face the things you are afraid of Emily’s timeline of getting to Abacus How money relationships can evolve overtime The importance of taking control of your finances Two different approaches to managing savings goals Which archetype category do you fall into? The impact that is made going from a saver to an investor Emily’s other passion besides financial planning Future savings bucket to consider as you grow in your career LINKS WE MENTIONED ON THE SHOW
    TD Ameritrade com Financial archetype quiz (on Abacus website) Saving vs Investing WW blog post GET SOCIAL WITH EMILY AND LET HER KNOW YOU HEARD ABOUT HER HERE
    Emily’s e-mail

    • 32 min
    Being in Business as a Couple with Angela Greaser

    Being in Business as a Couple with Angela Greaser

    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.
    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 business strengths and weaknesses The two reasons why Angela and her husband chose to have a business together The goods and bads of having your significant other as your business partner How communication can make or break spouses in business together Why being flexible has to be a part of the framework How to align your life and business goals The importance of being intentional in your business The risks involved with going into business with your significant other Why you should have an exit strategy if the initial plan doesn’t work out Three questions Angela and her husband asked to see if their business together would be sustainable LINKS WE MENTIONED ON THE SHOW
    OKR Planning Method GET SOCIAL WITH ANGELA AND LET HER KNOW YOU HEARD ABOUT HER HERE
    All the Ops website Facebook Instagram Angela’s e-mail  

    • 34 min
    Is Now a Good Time to Invest with Ariel Ward

    Is Now a Good Time to Invest with Ariel Ward

    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 married to a pilot and spends as much time as possible exploring the US with her husband and 2 children. She enjoys working with clients in the aviation industry to make the most of their employee benefits and map out a plan for personal financial strength. She is a member of NAPFA, the XY Planning Network and the Financial Planners Association.
    Ariel works virtually out of Charlotte, NC. She enjoys North Carolina’s mountains, beaches and everything in between. In her free time you can catch her walking to one of Charlotte’s excellent breweries, playing Scrabble or building Lego houses with her kids.
    HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
    Why people have hesitation around investing Some fears people relate investing to Why you shouldn’t use the news as a guide for to invest Translating the market changes to your investments How risk tolerance and asset allocation play into your investment portfolio Questions to ask yourself when considering different investment vehicles The trend of the market over a long period of time Investment vehicles for different levels of risk and what that means for your money The good and bad of taking on more risk in your investments Why you should understand the emotional aspect of investing How a financial planner can help you navigate your capacity for risk Should you invest when the markets are high? How to utilize dollar cost averaging to support your emotional side of investing What is meant when talking about “investing” LINKS WE MENTIONED ON THE SHOW
    Dow Jones Industrial Average S&P 500 MSCI Russell 2000 GET SOCIAL WITH ARIEL AND LET HER KNOW YOU HEARD ABOUT HER HERE
    Workable Wealth Website Ariel’s e-mail Instagram  

    • 24 min
    The Financial Impacts of Tiny Living with Ilana Burk

    The Financial Impacts of Tiny Living with Ilana Burk

    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 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 living and what it entails The three sub communities of tiny living What it’s like going from 2200 square feet of living down to 160 square feet How to do tiny living with a toddler One of the biggest reasons behind doing tiny living How long Ilana and her family expect to continue doing family living A few of the pros and cons of tiny living Unexpected challenges that come up that you might not think about One of Ilana’s least favorite things about tiny living How a focus on sustainability came into play The importance of knowing your enough, in business, in finances and in life The increased and decreased costs in tiny living The effects tiny living has on your savings goals How rent will still be a cost you need to consider How a mailing address plays into tiny living and how that could affect your taxes Why you must get into the details if you want to have success in tiny living A few key pieces of advice if you are considering tiny living LINKS WE MENTIONED ON THE SHOW
    Good Business Podcast Your Life’s Workshop Discovering Your “Enough” with Paul Jarvis Work Your Wealth Podcast Episode Seth Godin’s Mastermind GET SOCIAL WITH ILANA AND LET HER KNOW YOU HEARD ABOUT HER HERE
    Your Life's Workshop The Good Business Ilana’s e-mail Instagram  

    • 42 min

Customer Reviews

jessrhodesbiz ,

Inspiring and relatable

I listened to Mary Beth's interview with an attorney who started as a solo practice owner and grew into bigger offices and hired employees. As a fellow service business owner, hearing her story was very relatable and inspiring! Mary Beth has a great voice for podcasting too! -Jessica Rhodes

Katie Joy B. ,

Finances Made Fascinating

Mary Beth and her wide variety of knowledgeable guests are making financial management a fascinating task rather than a finicky chore! The great content and advice they provide, combined with the relatable way in which they deliver it had me hooked from the very first listen. Thanks for putting out such a stellar show Mary Beth - keep up the great work!

itsmedrew ,

this show. the best.

I dare you to listen to this show and not learn something. Mary Beth does an amazing job of making finances approachable and easy to understand. All the guests have unique perspectives and advice to offer, and I always come away with some golden nuggets of information after every episode. Keep up the great work!

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