Financial Planning

  • Episode 123: How the Pandemic is Disproportionately Impacting Women

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    Career
    Episode 123: How the Pandemic is Disproportionately Impacting Women
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    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…

  • Episode 122: 5 Lessons Learned Over the Past Four Years

    Career
    Career
    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…

  • Episode 121: The Relationship You Want with Your Financial Advisor with Dasarte Yarnway

    financial
    Behavioral Finance
    Episode 121: The Relationship You Want with Your Financial Advisor with Dasarte Yarnway
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    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…

  • Episode 120: Diversity and Inclusion in Financial Planning with John Eing

    Behavioral Finance
    Behavioral Finance
    Episode 120: Diversity and Inclusion in Financial Planning with John Eing
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    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…

  • Episode 119: Are You Better or Worse off Financially in 2020?

    Financial Planning
    Financial Planning
    Episode 119: Are You Better or Worse off Financially in 2020?
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    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…

  • Episode 118: The 5 Big Financial Planning Concerns You’re Forgetting as an Entrepreneur with Ariel Ward

    entrepreneur
    Entrepreneurship
    Episode 118: The 5 Big Financial Planning Concerns You're Forgetting as an Entrepreneur with Ariel Ward
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    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…

  • Episode 117: Living a Financially Intentional Life with Naseema McElroy

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    Career
    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…

  • Episode 116: What Do I Do After I Max out my 401k with Ariel Ward

    entrepreneur
    Employee Benefits
    Episode 116: What Do I Do After I Max out my 401k with Ariel Ward
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    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…

  • Episode 115: Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson

    LGBTQ
    Behavioral Finance
    Episode 115: Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson
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    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…

  • Episode 113: Align Your Career With Your Values

    lessons
    Career
    Episode 113: Align Your Career With Your Values
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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…