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

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

Work Your Wealth
Episode 120: 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:

GET SOCIAL WITH JOHN AND LET HIM KNOW YOU HEARD ABOUT HIM 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
/

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
/

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 98: Millennials & Money with Emily Benedetto

Episode 98: Millennials & Money with Emily Benedetto

Work Your Wealth
Episode 98: Millennials & Money with Emily Benedetto
/

This week I sat down fellow financial planner and Abacus financial advisor Emily Benedetto to talk about decisions millennials make around their money.

Though she has always had a penchant for numbers, she took a bit of an interesting route to becoming a CFP but now loves every minute of it. If she had her druthers she’d be living on a farm and working as a farmer/financial planner. She’s married, has 5 siblings, love reading, horses, and helping folks systematize their money lives.

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

  • How Emily got into financial planning and what convinced her to become a CFP®
  • The inner discovery she made by deciding to work at Abacus Wealth Partners
  • When your inner voice tells you “You can’t” how to get to “You can!”
  • Why it’s important to face the things you are afraid of
  • Emily’s timeline of getting to Abacus
  • How money relationships can evolve overtime
  • The importance of taking control of your finances
  • Two different approaches to managing savings goals
  • Which archetype category do you fall into?
  • The impact that is made going from a saver to an investor
  • Emily’s other passion besides financial planning
  • Future savings bucket to consider as you grow in your career

LINKS WE MENTIONED ON THE SHOW

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

ENJOY THE SHOW?