117 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
    • 4.9 • 64 Ratings

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.

    Living a Financially Intentional Life with Naseema McElroy

    Living a Financially Intentional Life with Naseema McElroy

    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 financial independence.
    Outside of encouraging people to get their financial act together, Naseema is a mother and Labor and Delivery Nurse. Though making six figures for years, she struggled with money. Finally realizing she couldn't out-earn her financial ignorance, she knew she had to make some changes. By shifting her mindset around money, being consistent and intentional, She has paid off $1 million in debt and grew a six-figure net worth in three years without living in deprivation.
    HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
    How Naseema made a move from nursing to a finance The misconception many people have about finances Where to start in order to move your finances in the right direction Steps to set yourself up for financial success How Nassema paid off $1,000,000 in debt The asset she sold to push her back on track financially Steps you can take to improve your financial life The flexibility Naseema was able to create by getting her finances in order How to keep yourself committed to your financial goals What it looks like to anti-budget How to keep your financial life in balance The importance of building a good team around you to continue to drive your passion How to make legacy building second nature in your life The benefit of having a financial planner as an accountability partner LINKS WE MENTIONED ON THE SHOW:
    Student Loan Planning Podcast Episode GET SOCIAL WITH NASEEMA AND LET HER KNOW YOU HEARD ABOUT HER HERE
    Naseema's Website Naseema's e-mail LinkedIn Twitter Instagram (Financially Intentional) Instagram (Nurses on Fire Podcast) Facebook (Financially Intentional) Facebook (Nurses on Fire Podcast) Pinterest TikTok

    • 29 min
    What Do I Do After I Max Out my 401k with Ariel Ward

    What Do I Do After I Max Out my 401k with Ariel Ward

    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 passionate about helping professionals understand their financial lives and make better decisions with their money. 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.
    HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
    Options to save after you’ve maxed out your 401k 401k limits for singles and married couples The definition of a backdoor Roth IRA and some considerations around it Income limitations for Roth IRA What you should have set up before doing a backdoor Roth IRA Why you should work with a financial planner if interested in the backdoor Roth Tax considerations when utilizing the backdoor Roth IRA When to begin contributing to a 529 Plan and how much What to look for when investing in a taxable account What capital gains taxes will look like based on income and time How to take advantage of a Health Savings Account (HSA) Some ages to keep in mind if you are utilizing an HSA How you should prioritize your savings goals GET SOCIAL WITH ARIEL AND LET HER KNOW YOU HEARD ABOUT HER HERE
    Workable Wealth Website Ariel’s e-mail Instagram

    • 19 min
    Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson

    Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson

    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 THIS EPISODE:
    How Brian evolved from a tax attorney into a CFP™ Navigating unique financial needs for the LGBTQ community The impact of marriage on a couples’ finances Estate planning challenges for domestic partnerships The financial paperwork that should be in place for every couple How to navigate different mindsets around money Financial planning tools for future family members What it means to run a mission-driven business How to mitigate  “shiny object syndrome” Where to begin if you want to create change in the world The best way to measure your passion around an issue How to leverage your unique expertise to make an impact LINKS WE MENTIONED ON THE SHOW:
    Brian Thompson’s Forbes page George Kinder Process Klontz Money Script Inventory GET SOCIAL WITH BRIAN AND LET HIM KNOW YOU HEARD ABOUT HIM HERE
    Brian's Website Brian's e-mail LinkedIn Twitter Instagram

    • 34 min
    Self-Care & The Pursuit of Peace (of Mind) with Joy Lere

    Self-Care & The Pursuit of Peace (of Mind) with Joy Lere

    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 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 works as a behavioral finance consultant for the financial services industry. She has previously served as an Associate Clinical Professor of Clinical Psychology at George Washington University and has held clinical and research positions at Children's National Medical Center, Penn Medicine Princeton Health, and the Department of Defense.



    HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
    How Joy got into the world of finance How people are handling their financial lives in the current state of the world Why it makes sense to continue self-care during the pandemic What self-care actually means (and looks like) The reasons being a perfectionist could be harming you Why giving yourself grace could alter in your life How social media is hurting you Ways to navigate the roller coaster of up and down days Questions to ask yourself during this time to move you forward How to simultaneously practice empathy and self-care Why it's important to take time for yourself (even when it seems as if there is no time)  
    LINKS WE MENTIONED ON THE SHOW:
    Spilling the Secrets of the Shelter-in-Place Joneses  
    GET SOCIAL WITH JOY AND LET HER KNOW YOU HEARD ABOUT HER HERE
    Joy's Website Joy's e-mail LinkedIn Twitter Instagram

    • 37 min
    Align Your Career With Your Goals

    Align Your Career With Your Goals

    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 what has happened since the merger with Abacus Wealth Partners, what Workable Wealth looks like now, how we’ve been getting through the pandemic and changes I’ve made to align my career with my values.



    HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
    An update on where things are for Workable Wealth Why it’s okay to pivot, even during a pandemic Career details about my merger into Abacus Wealth Partners and how things are going What prompted me to pivot and merge with Abacus Wealth Partners What I recognized about my business and career to expand the value I was providing Things we built after the transition What Workable Wealth has turned into after the merger What it looks like to make broader changes in the financial industry The decision that was made to align my career with my values How I felt I could make a bigger impact with clients and in the industry  
    LINKS WE MENTIONED ON THE SHOW:
    Episode 88: Business Transitions as an Entrepreneur: How We Decided to Merge Workable Wealth LET’S CONNECT!
    Facebook Twitter Instagram

    • 23 min
    Time for a Summer Break

    Time for a Summer Break

    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 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?
    Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify or Google Play. Leave us a review in iTunes. Have a money question you want me to answer? Submit one here.

    • 5 min

Customer Reviews

4.9 out of 5
64 Ratings

64 Ratings

Clarisse Gomez ,

Awesome Podcast!!!

Mary Beth, host of the Work Your Wealth Podcast, highlight all aspects of real estate, investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

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!

Top Podcasts In Entrepreneurship

Listeners Also Subscribed To