Episode 18: How to Choose the Right Financial Planner with Alan Moore
This week I sat down with another financial planner, entrepreneur and educator, Alan Moore, to talk about the things you don’t know to ask (but should) of any financial planner you work with.
Alan Moore, MS, CFP® is the co-founder of the XY Planning Network and is the Champion of NextGen at Abacus Wealth Partners, a fee-only RIA and financial planning firm managing over $1.5 billion AUM. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, and by Wealth Management as one of a “The 10 to Watch in 2015″. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
What the next generation of financial planning looks like
What a Fiduciary is and what it means to “act in your best interest”
Questions to ask a financial planner before working with them
How to determine if a Financial Planner is the right Financial Planner for YOU
The issues you might face in finding a financial planner that is a fit for you and how to overcome them
Considerations for putting a value on financial planning advice for your situation
The organizations that exist to advocate for you as a consumer
Episode 03: The Art of Negotiation with Erica Gellerman
This week I was so exited to talk with Erica Gellerman, a Career Consultant and Chief Curator of The Worth Project.
Erica Gellerman is a career consultant and advisor who helps women find their worth in the workplace. Having spent 10 years honing her skills with great companies (PwC, P&G, Amazon), she’s now helping other women transition into careers they love, gain the confidence to speak up and ask for more, and see the value in their work. She shares information and advice on her website, The Worth Project, through her weekly Forbes Column, The Salary Chronicles, and as the Finance Editor for The Everygirl. She has her MBA from Duke University, is a CPA, and is currently an expat living in London with her husband and her little dog, Hattie.
WHAT YOU’LL LEARN FROM THIS EPISODE:
The number one thing you need to do before walking into a negotiation
Why negotiation is a collaboration
Steps to take in eliminating your anxiety around negotiation
When most of the work happens in a negotiation
What to tools to take into your negotiation with you
How a skills assessment can help you pivot in your career without taking a pay cut
Episode 01: Welcome to the Work Your Wealth Podcast
Welcome to the first episode of the Work Your Wealth Podcast, a weekly podcast for those wanting to make smarter choices with their money.
Featuring expert interviews with leading authors, business owners and professionals, the Work Your Wealth Podcast 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.
I’m your host, Mary Beth Storjohann. I’m a CERTIFIED FINANCIAL PLANNER™, the Founder of Workable Wealth, where I serve as a financial planner and accountability partner in working to help clients in their 20s-40s across the country make smart, educated choices with their money.
I’ve been named as a “Top 40 Under 40” financial planner by Investment News, one of “10 young Advisors to Watch” by Financial Advisor Magazine, and one of “10 of the Best Personal Finance Experts on Twitter.” I frequently appear on NBC as a financial expert and my expertise has been featured in Glamour, Women’s Health, Brides, The Wall Street Journal, CNBC, Forbes, and more. You can connect with me via Instagram, on Facebook, or via Twitter.
In this inaugural episode of the Work Your Wealth Podcast, I talk about why I created this show, share a bit about my background, and explain who this podcast is for and what you can expect each time you join me here.
WHAT YOU’LL LEARN FROM THIS EPISODE:
Introduction to me, Mary Beth Storjohann and the Work Your Wealth Podcast.
How I ended up in a career as a Financial Planner and started Workable Wealth.