122 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

    • Business
    • 4.9 • 67 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.

    5 Lessons Learned Over the Past Four Years

    5 Lessons Learned Over the Past Four Years

    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 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 The reason behind launching the podcast and writing the Work Your Wealth book The 5 lessons I’ve learned in doing the Work Your Wealth podcast The potential rewards that could come with putting yourself out there and taking risks The importance of doing what you love Why you have to recognize when it is time to evolve The one person that will always look out for you most Where you can continue to find the Work Your Wealth content and where you can continue to connect with Mary Beth LINKS WE MENTIONED ON THE SHOW:
    Work Your Wealth Book Abacus Wealth Partners Book a consult with Abacus Wealth Partners LET’S CONNECT!
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    • 19 min
    The Relationship You Want with Your Financial Advisor with Dasarte Yarnway

    The Relationship You Want with Your Financial Advisor with Dasarte Yarnway

    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 industry that focuses on revenue and dollars-invested, Dasarte realized that a firm's value is created through how they could invest in their clients. Through this, The Wealth Bridge™ , Private Client Groups and Berknell Athletes were created. With his passion for listening to his clients greatest concerns and applying realistic solutions, Dasarte has become the go-to partner for millennials, growing families and seasoned investors alike. Berknell encapsulates this approach in their motto: Advice With You In Mind.
    Coined a “financial thought leader” and Guru by NerdWallet and Financial Planning Magazine, Dasarte believes in meeting you where you are. He offers advice and insight through his weekly podcast, The Young Money Podcast, three books (Dating Benji 2016, Young Money 2018, Pay Me In Equity 2019) and weekly blog. His prayer is that you may design your wealth on your terms.
     
    HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
    The story of how Dasarte got into the financial world The group Dasarte likes to empower around their finances How he built an ecosystem of financial knowledge for a community of people Why Dasarte embodies a mindset of servant leadership Applying the R.I.I.T.E. planning process The reason Dasarte has applied the lighthouse method in all that he did What the bigger picture for Berknell Financial looks like The changes Dasarte has made to build his business more efficiently The responsibility Dasarte feels to improving the financial industry The hardest business lesson learned by Dasarte The niche that Berknell Financial is continuing to reach The biggest thing many clients don’t understand  The unique challenges athletes face with financial decisions Who the real hero is in the advisor-client relationship and why LINKS WE MENTIONED ON THE SHOW:
    Investopedia Top 100 Financial Advisors 2020 Books By Dasarte Yarnway Young Money Podcast GET SOCIAL WITH DASARTE AND LET HIM KNOW YOU HEARD ABOUT HIM HERE
    Website Twitter Instagram

    • 29 min
    Diversity and Inclusion in Financial Planning with John Eing

    Diversity and Inclusion in Financial Planning with John Eing

    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, 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 UCLA, a BA in Economics from UC Berkeley, is a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER™.
    In his free time, John and his wife, Andrea, enjoy spending time with their two children Nathan (8) and Mia (4).  In his free, free time John is an avid fan of the Los Angeles Lakers.
    HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
    How Abacus Wealth Partners is focusing on diversity, equity and inclusion Why you should do everything that makes you feel uncomfortable in business The difference between diversity and inclusion The path that led John to financial planning and Abacus Wealth Partners How to provide a space to openly discuss diversity, equity and inclusion in the work environment The benefits seen at Abacus with the cultural lunch and learns Diversity gaps in the financial industry How understanding your client’s cultural background can make you a better advisor A hurdle for financial education across different nationalities How to turn the diversity, equity and inclusion conversation into action Why personal finance must be taught in schools What progress might look like when expanding diversity in the financial industry LINKS WE MENTIONED ON THE SHOW:
    Economic vs Financial Planning Education Survey Save More Tomorrow by Shlomo Benartzi The Digital Nervous System by Bill Gates GET SOCIAL WITH JOHN AND LET HIM KNOW YOU HEARD ABOUT HIM HERE
    Website Email Instagram LinkedIn Twitter Facebook

    • 40 min
    Are You Better or Worse off Financially in 2020?

    Are 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 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 Why employer benefits must be evaluated each year LINKS WE MENTIONED ON THE SHOW
    Abacus Wealth Partners Mary Beth LET’S CONNECT!
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    • 15 min
    The 5 Big Financial Planning Concerns You're Forgetting as an Entrepreneur with Ariel Ward

    The 5 Big Financial Planning Concerns You're Forgetting as an Entrepreneur 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:
    The most common financial concern seen with entrepreneurs The retirement plan options available to small business owners Items to be aware of if utilizing a SEP IRA Some of the numbers associated with an individual 401(k) The best plan to start with if you have employees  How much you should be saving into your retirement account  The type of insurance a small business owner should consider How a disability policy works and why you need it If you’re thinking group policy, here are some options as a small business owner Why you should have life insurance and who you are protecting The type of life insurance policy you should get What a keyman insurance policy will do for your business Reasons you should have a business continuity plan The two big ticket items we see people and business owners drag their feet on Why you should have professional liability insurance The benefits of utilizing a financial planner through all these decisions LINKS WE MENTIONED ON THE SHOW
    Freelancers Union Workable Wealth Blog post GET SOCIAL WITH ARIEL AND LET HER KNOW YOU HEARD ABOUT HER HERE
    Workable Wealth Website Ariel’s e-mail Instagram

    • 25 min
    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

Customer Reviews

4.9 out of 5
67 Ratings

67 Ratings

Ima listener ,

AWESOME

Mary Beth is an aweosme host and wealth of knowledge! I highly recommend the listen.

megan@podcastingyou ,

A Must Listen!

So glad I found this podcast! Mary Beth does such a good job of covering a variety of topics. She knows what she's talking about and it definiely shows! Would recommend this podcast to anyone!

Jakub[SOP] ,

Great podcast overall

Loved Mary Beth's episode with Autumn Witt Boyd on how to start and scale a business. I liked the part where she mentioned that keeping your job (part-time or freelance) while starting your own business helps you get that cash flow you need to build your business. That is exactly what I did too!

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