THIS IS THE SHOW WHERE WE TALK ABOUT FINANCIAL TOPICS AND SITUATIONS THAT YOU CARE ABOUT.
No jargon, only real talk.
THE WORK YOUR WEALTH PODCAST
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Episode 105: Managing the Unprecedented
March 23, 2020 One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our hous...
Episode 104: Rocking Retirement with Roger Whitney
March 9, 2020 This week I sat down with fellow CFP® Roger Whitney to discuss planning for retirement, some dos and don’ts and baby ...
Episode 103: Bookkeeping Strategies and Business with Greg Higdon
February 24, 2020 This week I sat down with bookkeeper, Greg Higdon to discuss the importance of having a bookkeeper and what working with...
Episode 102: How to Know if You Can Afford for One Parent to Stay Home
February 10, 2020 This week I sat down again with Ariel Ward, CFP® to talk about how to know if you can afford for one parent to stay hom...
Episode 101: What Should Your Net Worth Be?
January 27, 2020 What Should Your Net Worth Be? One of the fun parts of being a financial planner is getting to discu...
Episode 100: How Practicing Gratitude Can Impact Your Finances
January 13, 2020 One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our hous...
Episode 99: Are You Better or Worse off Financially This Year?
December 16, 2019 Are You Better or Worse off Financially This Year? One of the fun parts of being a financial planner...
Episode 98: Millennials & Money with Emily Benedetto
December 2, 2019 This week I sat down fellow financial planner and Abacus financial advisor Emily Benedetto to talk about decisions mille...
Episode 97: Running a Business as a Couple with Angela Greaser
November 18, 2019 This week I sat down Angela Greaser to talk what it’s like running a business with your significant other. Angela i...
Episode 96: Is Now a Good Time to Invest with Ariel Ward
November 4, 2019 This week I sat down again with Ariel Ward, CFP® to talk about things to think about before buying a home. Ariel War...
Episode 95: The Financial Impacts of Tiny Living with Ilana Burk
October 21, 2019 This week I sat down business coach, writer, designer and pocaster Ilana Burk to talk about tiny living and how this sty...
Episode 94: The Benefits of Life Planning with Scott Frank
October 7, 2019 This week I sat down with financial planner Scott Frank chat about life planning - what it is and how it helps in using ...
Episode 93: Understanding Breadwinning Women with Neela Hummel
September 23, 2019 This week I sat down with fellow Financial Planner and Abacus partner Neela Hummel to discuss what we see in breadwinnin...
Episode 92: Finding Balance as an Entrepreneur with Sarah Peck
September 9, 2019 This week I sat down with Sarah Peck to discuss the work life balance, especially as a female in the entrepreneur world....
Episode 91. What to Consider Before Buying a Home with Ariel Ward
August 26, 2019 This week I sat down again with Ariel Ward, CFP® to talk about things to think about before buying a home. Ariel War...
Episode 90: How to Expand Your Business with Jessica Rhodes
August 12, 2019 This week I had sat down with Jessica Rhodes to discuss how she launched and scaled her business in the very new industr...
Episode 89: Defining Success with Katie Krimitsos
July 29, 2019 This week I sat down with Katie Krimitsos to discuss traits she sees in successful business owners. Katie Krimitsos i...
Episode 88: Business Transitions as an Entrepreneur: How We Decided to Merge Workable Wealth
July 15, 2019 This week I had changed things up a bit and became the interviewee! I invited my husband Brian on to chat about how we d...
Episode 87: Women Should Be Financially Involved with Laura Mattia
July 1, 2019 This week I sat down with author and fellow Certified Financial Planner, Laura Mattia to talk about the importance of fi...
Episode 86: Olympian to Money Master with Lauryn Williams
June 17, 2019 This week I sat down with Olympian and financial planner Lauryn Williams to discuss how to master money topics, specific...
Episode 85: Finding the Right Financial Advisor for You with Anjali Jariwala
June 3, 2019 This week I sat down with fellow financial planner and CPA, Anjali Jariwala to discuss how to figure out how to find the...
Episode 84: Overcoming Money Blocks through Brainspotting with Beth Medina
May 20, 2019 This week I sat down with Licensed Mental Health Counselor and Certified Brainspotting Consultant Beth Medina to discuss...
Episode 83: The 5 Best Money Moves We’ve Made in 2019
May 6, 2019 What money moves have we made so far this year? One of the fun parts of being a financial planner is...
Episode 82: Facing Your Money Fears & Figuring Out Your Finances with Melanie Lockert
April 22, 2019 This week I sat down with blogger and author Melanie Lockert to discuss the struggles people face when it comes to debt....
Episode 81: Creating a Reverse Bucket List and Celebrating Your Wins
April 8, 2019 What’s on your reverse bucket list? Taking time to celebrate wins is an important step in growing ...
Episode 80: Breaking Financial Behavioral Biases with Daniel Crosby
March 25, 2019 This week I sat down with psychologist and behavioral finance expert, Dr. Daniel Crosby to discuss the behavioral side o...
Episode 79: Teaching Your Kids About Money with John Lanza
March 11, 2019 This week I sat down with author and Chief Mammal, John Lanza to discuss how to teach your kids about money. John is ...
Episode 78: Discovering Your ‘Enough’ with Paul Jarvis
February 25, 2019 This week I sat down with entrepreneur and author Paul Jarvis to discuss why you don’t need to grow your business. ...
Episode 77: Planning For the Unexpected with Nikki Semanchik
February 11, 2019 This week I sat down with estate planning attorney, Nikki Semanchik to discuss what estate planning documents are a must...
Episode 76: How to Start and Scale a Business with Autumn Witt Boyd
January 28, 2019 This week I sat down with lawyer and entrepreneur, Autumn Witt Boyd to discuss how to start and scale a business. Aut...
Episode 75: How to Manage Your Financial Anxiety
January 14, 2019 What Can I Do to Reduce My Financial Anxiety and Concerns About Money? One of the fun parts of being...
Episode 74: (Best of 2018) Retire Early with Deacon Hayes
December 31, 2018 This week is the second of The Best of 2018 podcasts where I sat down with Deacon Hayes about how to retire early. De...
Episode 73: (Best of 2018) Making Progress with Your Money
December 17, 2018 This week is the first of two of The Best of 2018 podcasts and in this one I talk about how to make progress with your m...
Episode 72: 30 Money Moves to Make in 30 Days
December 3, 2018 What money moves should I be making before the end of the year? One of the fun parts of being a fina...
Episode 71: How to Get Unstuck with Kelly Higdon
November 19, 2018 This week I sat down with business and life strategist, Kelly Higdon. Kelly helps entrepreneurs scale their businesse...
Episode 70: How to Negotiate Like a Boss with Kwame Christian
November 5, 2018 This week I sat down with business lawyer and passionate negotiator (and negotiation expert), Kwame Christian. Kwame ...
Episode 69: Top Investment Mistakes You Could Be Making with Ariel Ward
October 22, 2018 Investment mistakes can have a long lasting effect on your financial well-being and is something we want to help you avo...
Episode 68: The Power of Story in Teaching Investments with Kelly Klingaman
October 8, 2018 This week I sat down with Regional Director at Dimensional Fund Advisors, Kelly Klingaman on investments. Kelly works...
Episode 67: The Power of Accountability with Jess Lynch
September 24, 2018 This week I sat down with Consultant and Wish Route Founder, Jess Lynch. Jess Lynch grew up in the Boston area and ha...
Episode 66: How to Talk Money with Your Spouse with Ericka Young
September 10, 2018 Talking about money with your spouse can't always be easy, but it is crucial to your marriage. This week I sat down with...
Episode 65: 5 Business Lessons in 5 Years
August 27, 2018 5 Business Lessons I’ve Learned in 5 Years One of the fun parts of being a financial planner is ge...
Episode 64: Paying Down Six-Figures of Student Loan Debt with Travis Hornsby
August 13, 2018 This week I sat down with Student Loan Planner, Travis Hornsby to talk about student loan debt. Travis founded Studen...
Episode 63: What to Do With Extra Cash
July 30, 2018 WHAT SHOULD I DO WITH EXTRA CASH I'VE STORED UP? One of the fun parts of being a financial planner i...
Episode 62: Being Your Authentic Self with Kali Roberge
July 16, 2018 This week I sat down with Financial Writer & Online Marketing Specialist, Kali Roberge. Kali focuses on teaching ...
Episode 61: Money Questions You Should Be Asking Your Parents
July 2, 2018 HOW DO I TALK TO MY PARENTS ABOUT THEIR MONEY AND RETIREMENT? One of the fun parts of being a financ...
Episode 60: Overcoming Industry Stereotypes in Your Career with Shannah Game
June 18, 2018 Do You Feel Like Career Stereotypes are Standing in Your Way? ***This is part 2 of a back-to-back po...
Episode 59: Paying Off Debt While Still Living the Life You Love with Brittney Lynn
June 4, 2018 HOW DO I PAY OFF DEBT AND STILL ENJOY LIFE? This week I sat down with PR & Online Marketing Stra...
Episode 58: Analyze Your Paycheck Like a Financial Planner
May 21, 2018 HOW DO I BETTER UNDERSTAND MY PAYCHECK? One of the fun parts of being a financial planner is getting...
Episode 57: Paying off Your Mortgage in 2 Years on One Income with Kim Anderson
May 7, 2018 CAN I TACKLE MY MORTGAGE ON MY SCHEDULE? This week I sat down with author and thrifty lifestyle blog...
Episode 56: How to Retire Early with Deacon Hayes
April 23, 2018 This week I sat down with financial expert and author, Deacon Hayes. Deacon Hayes is a financial expert and founder o...
Episode 55: The Missing Facts from Traditional Money Advice with Jen Hemphill
April 9, 2018 WHAT IMPACTS MY MONEY MINDSET? This week I sat down with Author and Motivational Money Coach, Jen He...
Episode 54: How to Amplify Your Voice & Speak in Public with Angela Chee
March 26, 2018 WHY AM I SO AFRAID OF PUBLIC SPEAKING? This week I sat down with Media and Communication Coach, Ange...
Episode 53: What to Know About Infertility & Your Finances
March 12, 2018 WHAT SHOULD I CONSIDER ABOUT INFERTILITY TREATMENTS AND MY FINANCES? One of the fun parts of being a...
Episode 52: What’s Law Got to Do With It with Annette Stepanian
February 26, 2018 This week I sat down with attorney and business strategist, Annette Stepanian. Annette Stepanian is an attorney and b...
Episode 51: Cultivating What Matters with Lara Casey
February 12, 2018 WHY IS IT IMPORTANT TO GOAL PLAN WHEN GROWING A BUSINESS? This week I sat down with author, publishe...
Episode 50: How the New Tax Reform Will Impact Your Finances with Josh Bauerle
January 29, 2018 This week I sat down with CPA, Josh Bauerle. Josh is a CPA an the founder of CPA on Fire, a tax and accounting firm t...
Episode 49: Shifting Your Money Mindset with Tonya Rineer
January 15, 2018 This week I sat down with Money Mindset Maven, Tonya Rineer. Tonya Rineer is a Speaker, Podcast Host and Money Mindse...
Episode 48: Want to Make Progress With Your Money? Do this First.
January 1, 2018 HOW DO I ACTUALLY MAKE PROGRESS WITH MY MONEY THIS YEAR INSTEAD OF SETTING GOALS I NEVER REACH? One ...
Episode 47: When to Lead and When to Let Go with Katie Hunt
December 18, 2017 This week I sat down with business strategist, Katie Hunt. Katie Hunt is the founder of Tradeshow Bootcamp, host of t...
Episode 46: 10 Student Loan Mistakes You May be Making with Natalie Bacon
December 4, 2017 AM I HANDLING MY STUDENT LOANS CORRECTLY? This week I sat down with fellow CERTIFIED FINANCIAL PLANN...
Episode 45: Tax Planning Hacks and Getting On Track with John McCarthy
November 20, 2017 This week I sat down with CPA and Tax Professional, John McCarthy. John is a CPA and founder of McCarthy Tax Preparat...
Episode 44: How to Financially Transition from Married to Single Life (and Not Run Out of Money) with Laurie Itkin
November 6, 2017 This week I sat down with Financial Advisor and Certified Divorce Financial Analyst, Laurie Itkin. Laurie Itkin is a ...
Episode 43: Balancing Your Health and Wealth with Drew Follette
October 23, 2017 HOW DO I FOCUS ON MY HEALTH AND BUILD WEALTH AT THE SAME TIME? This week I sat down with holistic nu...
Episode 42: Productivity Hacks and Purposeful Living with Tonya Dalton
October 9, 2017 CAN PRODUCTIVITY HELP ME TO LIVE ON PURPOSE? This week I sat down with Productivity Expert and found...
Episode 41: How to Teach Your Young Kids About Money
October 2, 2017 HOW DO YOU TEACH YOUR YOUNG KIDS ABOUT MONEY? One of the fun parts of being a financial planner is g...
Episode 40: Truth and Lies About Retirement Planning with Jude Boudreaux
September 25, 2017 WHAT DO I REALLY NEED TO KNOW ABOUT RETIREMENT PLANNING? This week I sat down with fellow financial ...
Episode 39: How We Handle Business Finances in Our Marriage (and What You Should Do)
September 18, 2017 One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...
Episode 38: How to Create a More Profitable Business with Natalie Eckdahl
September 11, 2017 This week I sat down with Business Strategist, Natalie Eckdahl. Natalie Eckdahl is a Business Strategist and High Per...
Episode 37: A Brief Financial Pep Talk
August 28, 2017 In today's episode I'm recapping a recent blog post I wrote giving you the pep talk you may need around your money. If y...
Episode 36: How to Protect Your Wealth with Parker Cox
August 21, 2017 ARE THERE WAYS TO PROTECT THE WEALTH I AM BUILDING? This week I sat down with property & casualt...
Episode 35: The Retirement Accounts Available to You and Considerations for Each
August 14, 2017 HOW DO I KNOW WHAT RETIREMENT ACCOUNTS ARE AVAILABLE TO ME AND WHICH ONE(S) SHOULD I TAKE ADVANTAGE OF?...
Episode 34: How to Become the Leader of Your Own Life with Amanda Flisher
August 7, 2017 This week I sat down with Self-Leadership coach, Amanda Flisher. As a Self-Leadership Coach, Amanda works with indivi...
Episode 33: How to Build and Leverage a World Class Network with Philip “PT” Taylor
July 24, 2017 SHOULD I BUILD A NETWORK TO ENHANCE MY CAREER? This week I sat down with CPA, financial influencer...
Episode 32: How to Stop Being a Broke Millennial with Erin Lowry
July 17, 2017 This week I sat down with millennial money expert and author, Erin Lowry. Erin Lowry is a millennial personal finance...
Episode 31: Traits & Characteristics of the Financially Savvy with Joe Saul-Sehy
July 10, 2017 This week I sat down with award winning podcaster, Joe Saul-Sehy. Joe Saul-Sehy is the creator and co-host of the awa...
Episode 30: Our Money Story (the Good, the Bad & the Funny)
June 26, 2017 One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...
Episode 29: How to Think Bigger and Create Change in the World with Pat Flynn
June 19, 2017 HOW DO I FIT DONATIONS INTO MY FINANCIAL JOURNEY? This week I sat down with entrepreneur, blogger an...
Episode 28: Tackling Your Business Taxes with Amy Northard
June 12, 2017 This week I sat down with CPA for Creatives, Amy Northard. Amy Northard...
Episode 27: How We Handle Money in Our Household
June 5, 2017 HOW DO YOU HANDLY MONEY IN YOUR HOUSEHOLD? One of the fun parts of being a financial planner is gett...
Episode 26: How to Pay off $147,000 in Debt with Jackie Beck
May 30, 2017 This week I sat down with debt freedom expert, Jackie Beck. Jackie Beck is the creator of the app store hit Pay Off ...
Episode 25: How to Handle Tough Money Conversations
May 22, 2017 WHAT KIND OF AWKWARD/UNCOMFORTABLE MONEY CONVERSATIONS AND COMMENTS SHOULD I BE ON THE LOOKOUT FOR WITH FRIEND A...
Episode 24: Making Travel a Money Priority with Whitney Hansen
May 15, 2017 HOW CAN I MAKE TRAVEL AS ONE OF MY MONEY GOALS? This week I sat down with the personal finance coach...
Episode 23: Managing Your Cash Flow with Jen Hemphill
May 8, 2017 I'M HAVING TROUBLE MANAGING MY CASH FLOW. WHY? This week I sat down with the Motivational Money Coac...
Episode 22: The Financial Risks You Need to Protect with Mark Maurer
May 1, 2017 HOW CAN INSURANCE HELP ME? This week I sat down with the President & CEO of Low Load Insurance S...
Episode 21: How to Tackle Your Student Loans with Jay Fleischman
April 24, 2017 This week I sat down with consumer protection lawyer and student loan expert, Jay Fleischman. Jay has been a consumer...
Episode 20: How to Become Financially Successful with Barbara Stanny
April 17, 2017 This week I sat down with bestselling author, speaker and money coach, Barbara Stanny. Barbara Stanny is a leading a...
Episode 19: Maximizing Your Benefits & Team Leadership Skills with Ashley Cox
April 10, 2017 This week I sat down with human resources pro and founder of sproutHR, Ashley Cox. Ashley Cox is the HR Partner for C...
Episode 18: How to Choose the Right Financial Planner with Alan Moore
April 3, 2017 This week I sat down with another financial planner, entrepreneur and educator, Alan Moore, to talk about the thi...
Episode 17: Conquering Your Inner Critic with Reina Pomeroy
March 27, 2017 This week I had the chance to chat with life and business success coach, Reina Pomeroy. Reina Pomeroy is the founder ...
Episode 16: The Top Money Mistakes Entrepreneurs Make and How to Stop Feeling Guilty About Money
March 22, 2017 What are some of the top money mistakes you see entrepreneurs make with their money that I should avoid?...
Episode 15: How to Start Investing in Rental Properties with Paula Pant
March 20, 2017 This week I had the chance to chat with Paula Pant about all things rental real estate. Paula Pant is a self-proclaim...
Episode 14: How Much You Should Really be Saving and What to Know When Selecting a Credit Card
March 15, 2017 I've had the same credit card for as long as I can remember. I'm hearing a lot about rewards programs and the ne...
Episode 13: The Laws of Wealth and Psychology of Money with Daniel Crosby
March 13, 2017 DO MY THOUGHTS AROUND MONEY AFFECT MY SPENDING HABITS? This week I had the chance to chat with Dr. D...
Episode 12: Ask Mary Beth: Am I Sitting on Too Much Cash and How Do I Know How Much Mortgage I Can Afford?
March 8, 2017 AM I SITTING ON TOO MUCH CASH? HOW DO I REALLY KNOW HOW MUCH MORTGAGE I CAN AFFORD?...
Episode 11: Finding Your MoneyZen and Excelling Financially with Manisha Thakor
March 6, 2017 This week I had the chance to chat with Manisha Thakor, CFA, CFP® ardent financial literacy advocate for women. Mani...
Episode 10: What to Consider Before Accepting a Job Offer and Do I Really Need Life Insurance?
March 1, 2017 I'M IN THE MARKET FOR A NEW JOB. WHAT DO I CONSIDER BEFORE SAYING "YES" TO AN OFFER? DO I ...
Episode 09: The Business of Launching a Biz with Stephanie Burns
February 27, 2017 This week I had the chance to chat with Stephanie Burns, founder of Chic CEO. Stephanie is the founder of Chic CEO. C...
Episode 08: Ask Mary Beth – How Do I Get Started With Investing and Retirement Savings or College Savings: Which Comes First?
February 22, 2017 HOW DO I GET STARTED WITH INVESTING? RETIREMENT SAVINGS OR COLLEGE SAVINGS: WHICH COMES FIRS...
Episode 07: Finding Your Dream Career With Anna Runyan
February 20, 2017 I WANT TO MAKE A CAREER CHANGE. WHERE DO I START? This week I had the chance to chat with Anna Runya...
Episode 06: Ask Mary Beth – How Many Bank Accounts You Need and Should You Buy a Home When You Have Student Loans?
February 15, 2017 HOW MANY BANK ACCOUNTS DO I NEED? SHOULD I PURCHASE A HOME IF I HAVE STUDENT LOANS?...
Episode 05: From Smart Mom to Rich Mom with Kimberly Palmer
February 13, 2017 This week I had the chance to chat with Kimberly Palmer, author of Smart Mom, Rich Mom. Kimberly Palmer is the author...
Episode 04: 7 Money Beliefs Holding You Back
February 5, 2017 You may not want to get touch- feely with your finances, but when it comes to beliefs and the stories we tell ourselves...
Episode 03: The Art of Negotiation with Erica Gellerman
February 5, 2017 This week I was so exited to talk with Erica Gellerman, a Career Consultant and Chief Curator of The Worth Project. E...
Episode 02: Master Your Career & Debt With Adrienne Dorison
February 5, 2017 This week I had the incredible opportunity to talk with Adrienne Dorison of ...
Episode 01: Welcome to the Work Your Wealth Podcast
February 5, 2017 Welcome to the first episode of the Work Your Wealth Podcast, a weekly podcast for those wanting to make smart...
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