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 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.
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)
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
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
Stay up-to-date with the latest episodes! Subscribe in iTunes today.
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