Episode 122: 5 Lessons Learned Over the Past Four Years

Episode 122: 5 Lessons Learned Over the Past Four Years

Work Your Wealth
Episode 122: 5 Lessons Learned Over the Past Four Years
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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:

  • 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:

LET’S CONNECT!

ENJOY THE SHOW?

Episode 117: Living a Financially Intentional Life with Naseema McElroy

Episode 117: Living a Financially Intentional Life with Naseema McElroy

Work Your Wealth
Episode 117: Living a Financially Intentional Life with Naseema McElroy
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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 finance
  • The misconception many people have about finances
  • Where to start in order to become more financially intentional
  • 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:

GET SOCIAL WITH NASEEMA AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 114: Self-Care & The Pursuit of Peace (of Mind) with Joy Lere

Episode 114: Self-Care & The Pursuit of Peace (of Mind) with Joy Lere

Work Your Wealth
Episode 114: Self-Care & The Pursuit of Peace (of Mind) with Joy Lere
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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 entered 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:

GET SOCIAL WITH JOY AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 113: Align Your Career With Your Values

Episode 113: Align Your Career With Your Values

Work Your Wealth
Episode 113: Align Your Career With Your Values
/

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
  • Tools we built after the transition
  • What Workable Wealth has evolved 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:

LET’S CONNECT!

ENJOY THE SHOW?

Episode 109: Giving Yourself Permission in Your Career with Wende Headley

Episode 109: Giving Yourself Permission in Your Career with Wende Headley

Work Your Wealth
Episode 109: Giving Yourself Permission in Your Career with Wende Headley
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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 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 Tax Aide volunteer for low-income seniors.

She earned an MBA from Harvard University, a BA in Economics and French from the University of Michigan, and a Certificate in Financial Planning from UCLA.

She enjoys spending quality time with her husband and children. Whenever possible, you might find her skiing, running, doing a triathlon, volunteering at her kids’ school, or attempting to get that next book read for her Book Club.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • Challenges that dual career couples face
  • The career and family decisions that led Wende to becoming a financial planner
  • The transitional challenges of full time employee to full time stay-at-home parent and then back to full time employee again
  • An insight into discussions Wende had with her husband before the transition
  • How communication played a critical role in each career shift
  • What it took to become comfortable with all of the changes
  • The best way to view your life and career to allow yourself to breathe
  • Wende does this to reduce the “noise” in her life
  • A great place to start if you’re struggling to give yourself permission in your life and career
  • What a values conversation with yourself or your spouse can do for your life
  • How often you should check in with life goals for you and your spouse
  • What conversations to have with little ones while going through career transitions
  • Why it’s important for you and your partner to support each other when discussing career moves to your children
  • The most impactful way to create empowerment around your money
  • The benefits of understanding your own risk factor
  • The comfort of having a financial plan B or plan C

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH WENDE AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 97: Running a Business as a Couple with Angela Greaser

Episode 97: Running a Business as a Couple with Angela Greaser

Work Your Wealth
Episode 97: Running a Business as a Couple with Angela Greaser
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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

GET SOCIAL WITH ANGELA AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 93: Understanding Breadwinning Women with Neela Hummel

Episode 93: Understanding Breadwinning Women with Neela Hummel

Work Your Wealth
Episode 93: Understanding Breadwinning Women with Neela Hummel
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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 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 breadwinners, decision-makers, and young inheritors.

Neela is a partner with Abacus Wealth Partners. Since 2009, Neela has helped grow a firm that values and supports women through flexible policies, career advancement, and equal pay for equal work. As a consequence, 50% of Abacus’ advisors are women, in an industry were 20% is the norm. Neela was named as Investment News’ “40 Under 40” for financial advisors in 2016 and is a graduate of UC Berkeley.

Neela lives in Los Angeles with her wonderful husband, two adorable children, and two rescue dogs. She is an avid traveler and foodie, taking any opportunity to visit a new country, try a new restaurant, or hone her language skills (she peaks both Spanish and Italian).

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • Neela’s background and her path to Abacus Wealth Partners
  • The biggest challenge breadwinning women tend to face
  • The financial opportunities that benefit breadwinning women over men
  • Other factors to consider besides the dollars and cents when looking at your finances
  • Why outsourcing can be a crucial tool for breadwinning women
  • What it looks like for Neela being the breadwinner in her family
  • Why you should use a financial planner when talking finances with your significant other
  • Why you must separate out money for your financial goals
  • Why so many women are asking what is their enough
  • The benefits of being a breadwinning woman (or having one in your life)
  • The impact breadwinning women will have on future generations
  • What a family needs to be financially successful, regardless of who is the breadwinner

GET SOCIAL WITH NEELA AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 92: Finding Balance as an Entrepreneur with Sarah Peck

Episode 92: Finding Balance as an Entrepreneur with Sarah Peck

Work Your Wealth
Episode 92: Finding Balance as an Entrepreneur with Sarah Peck
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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 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 Combinator backed One Month, Inc, a company that teaches people to code in 30 days, and prior, as a writing and communications consultant.

She’s a 20-time All-American swimmer who successfully swam the Escape from Alcatraz nine separate times, once wearing only a swim cap and goggles to raise $33k for charity: water. To date, she’s written for more than 75 different web publications and and has delivered speeches and workshops at Penn, UVA, Berkeley, Harvard, Year of the X, Craft & Commerce, WDS, and more. One recent viral essay, The Art of Asking, has been used across tech companies and product teams to train teams in clear communications. She’s currently writing a memoir of her experience working in the tech startup world while she was pregnant with her first kid.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • How Sarah got into the startup world and what drives her
  • A big issue women run into when getting ahead in their careers
  • The common thread Sarah sees throughout her audience
  • If it’s possible to balance all that life throws at you
  • The connection between being a mess and a masterpiece
  • The naked truth about how Sarah raised $30K for charity
  • Going from scraping by to feeling financially secure
  • The real questions to ask yourself when evaluating the type of work you are doing
  • Where the idea for Startup Pregnant came from
  • The financial agreement Sarah and her partner made while navigating startups
  • How to enjoy parental leave for beyond the infant stage
  • The importance of being intentional when crafting and building a business
  • A big research mistake people make when starting a business
  • How growing slow can be a really good thing for your business

LINKS WE MENTIONED ON THE SHOW

GET SOCIAL WITH SARAH AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 90: How to Expand Your Business with Jessica Rhodes

Episode 90: How to Expand Your Business with Jessica Rhodes

Work Your Wealth
Episode 90: How to Expand Your Business with Jessica Rhodes
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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 Virgin, Perry Marshall, other authors you may know, and numerous PR agencies who hire them for their podcasting savvy and booking skills.

Jessica started podcasting in 2014 with the launch of Rock The Podcast and also has co-hosted several other shows including The Podcast Producers and Womensplaining.

She is the acclaimed author of Interview Connections: How to #RockThePodcast From Both Sides of the Mic and has been a featured speaker at Podcast Movement, Podfest Multimedia Expo, and Dream Business Academy. She is married and is the mom of two kids, Nathan and Lucy.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • The “blue ocean” Jessica discovered with podcast booking
  • Business transformations that occurred from launch to today
  • How to set pricing for your business
  • Knowing when it’s okay to continue to increase pricing for your services
  • Why Jessica shifted her business model from contractors to employees
  • How employees worked better for her business model
  • The biggest struggle she faced when getting her business started
  • The financial approach she took when launching her business
  • Balancing business goals and personal goals
  • The background of bringing on Margy Feldhuhn as co-owner
  • Building a business without ads and marketing
  • Using your referral network to grow your business
  • How proactively asking for referrals can positively impact your business
  • Other avenues to market a business through your network
  • How to keep an eye on your business numbers when there is more than one owner

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH JESSICA AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?