Savings

  • Episode 106: How to Become a Millionaire with Ariel Ward

    entrepreneur
    Financial Planning
    Episode 106: How to Become a Millionaire with Ariel Ward
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    This week I sat down again with Ariel Ward, CFP® to talk about how to become a millionaire and some of the small steps you can be taking now to help you down the road. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the…

  • Episode 104: Rocking Retirement with Roger Whitney

    retirement
    Financial Planning
    Episode 104: Rocking Retirement with Roger Whitney
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    This week I sat down with fellow CFP® Roger Whitney to discuss planning for retirement, some dos and don’ts and baby steps along the way to set you up for success. Roger Whitney, CFP®, CIMA®, CPWA®, AIF® is a cofounder of WWK Wealth Advisors and host of the award-winning podcast The Retirement Answer Man. He…

  • Episode 103: Bookkeeping Strategies and Business with Greg Higdon

    bookkeeping
    Budgeting
    Episode 103: Bookkeeping Strategies and Business with Greg Higdon
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    This week I sat down with bookkeeper, Greg Higdon to discuss the importance of having a bookkeeper and what working with one can do for your business. Greg Higdon is the Founder of Grow the Books, a bookkeeping company for small businesses. With over 13 years of experience in education, he teaches his clients so…

  • Episode 91. What to Consider Before Buying a Home with Ariel Ward

    entrepreneur
    Goal Planning
    Episode 91. What to Consider Before Buying a Home with Ariel Ward
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    This week I sat down again with Ariel Ward, CFP® to talk about things to think about before buying a home. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I…

  • Episode 59: Paying Off Debt While Still Living the Life You Love with Brittney Lynn

    brittney lynn blog cover
    Budgeting
    Episode 59: Paying Off Debt While Still Living the Life You Love with Brittney Lynn
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    HOW DO I PAY OFF DEBT AND STILL ENJOY LIFE? This week I sat down with PR & Online Marketing Strategist, Brittney Lynn. Brittney Lynn has almost 10 years of experience working in the online marketing industry and has a passion for helping others grow their brand through strategic PR. She’s also the host of…

  • Episode 31: Traits & Characteristics of the Financially Savvy with Joe Saul-Sehy

    blog cover
    Leadership
    Episode 31: Traits & Characteristics of the Financially Savvy with Joe Saul-Sehy
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    This week I sat down with award winning podcaster, Joe Saul-Sehy. Joe Saul-Sehy is the creator and co-host of the award winning Stacking Benjamins podcast. Kiplinger magazine called Stacking Benjamins the best personal finance podcast of 2016. The Academy of Podcasters has nominated Stacking Benjamins for their Best Business Podcast award, to be given out…

  • Episode 14: How Much You Should Really be Saving and What to Know When Selecting a Credit Card

    lessons
    Ask Mary Beth
    Episode 14: How Much You Should Really be Saving and What to Know When Selecting a Credit Card
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    I’ve had the same credit card for as long as I can remember. I’m hearing a lot about rewards programs and the need to maximize my options. What should I know when I’m shopping for a credit card? I’m in my late 30s and I feel like I’m doing okay with savings, but I’m not…