Episode 55: The Missing Facts from Traditional Money Advice with Jen Hemphill

April 9, 2018

This week I sat down with Author and Motivational Money Coach, Jen Hemphill. Jen Hemphill helps busy determined women...

Episode 54: How to Amplify Your Voice & Speak in Public with Angela Chee

March 26, 2018

This week I sat down with Media and Communication Coach, Angela Chee. Angela is a Media/On-Camera and Communication C...

Episode 53: What to Know About Infertility & Your Finances

March 12, 2018

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...

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

This week I sat down with author, publisher and speaker, Lara Casey. Lara Casey is a mom to three (one through the gi...

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

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...

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

This week I sat down with fellow CERTIFIED FINANCIAL PLANNER™ and blogger, Natalie Bacon. Natalie is a CERTIFIED FI...

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

This week I sat down with holistic nutrition consultant, Drew Follette. Drew is a certified holistic nutrition consul...

Episode 42: Productivity Hacks and Purposeful Living with Tonya Dalton

October 9, 2017

This week I sat down with Productivity Expert and founder of inkWELL Press, Tonya Dalton. Tonya is a productivity exp...

Episode 41: How to Teach Your Young Kids About Money

October 2, 2017

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...

Episode 40: Truth and Lies About Retirement Planning with Jude Boudreaux

September 25, 2017

This week I sat down with fellow financial planner and CFP®, Jude Boudreaux. Jude is a Partner with The Planning Cen...

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

This week I sat down with property & casualty insurance professional, Parker Cox. Parker is head of sales and mar...

Episode 35: The Retirement Accounts Available to You and Considerations for Each

August 14, 2017

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...

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

This week I sat down with CPA, financial influencer and networker extraordinaire, Philip “PT” Taylor. Philip is a...

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

This week I sat down with entrepreneur, blogger and podcaster, Pat Flynn. Pat is the crash test dummy of online busin...

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

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...

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

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...

Episode 24: Making Travel a Money Priority with Whitney Hansen

May 15, 2017

This week I sat down with the personal finance coach, Whitney Hansen. Whitney Hansen is a personal finance coach, ent...

Episode 23: Managing Your Cash Flow with Jen Hemphill

May 8, 2017

This week I sat down with the Motivational Money Coach, Jen Hemphill. Jen Hemphill helps busy determined women who ar...

Episode 22: The Financial Risks You Need to Protect with Mark Maurer

May 1, 2017

This week I sat down with the President & CEO of Low Load Insurance Services, Mark Maurer. Mark joined Low Load I...

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

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...

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

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...

Episode 13: The Laws of Wealth and Psychology of Money with Daniel Crosby

March 13, 2017

Podcast #13 is live! This week I had the chance to chat with Dr. Daniel Crosby, a behavioral finance expert. ...

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

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...

Episode 11: Finding Your MoneyZen and Excelling Financially with Manisha Thakor

March 6, 2017

Podcast #11 is live! This week I had the chance to chat with Manisha Thakor, CFA, CFP® ardent financial literacy adv...

Episode 10: What to Consider Before Accepting a Job Offer and Do I Really Need Life Insurance?

March 1, 2017

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...

Episode 09: The Business of Launching a Biz with Stephanie Burns

February 27, 2017

Podcast #9 is live! This week I had the chance to chat with Stephanie Burns, founder of Chic CEO. Stephanie is the...

Episode 08: Ask Mary Beth – How Do I Get Started With Investing and Retirement Savings or College Savings: Which Comes First?

February 22, 2017

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...

Episode 07: Finding Your Dream Career With Anna Runyan

February 20, 2017

This week I had the chance to chat with Anna Runyan, founder of Classy Career Girl. Anna is the Creator of Corporate ...

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

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all ...

Episode 05: From Smart Mom to Rich Mom with Kimberly Palmer

February 13, 2017

Podcast #5 is live! This week I had the chance to chat with Kimberly Palmer, author of Smart Mom, Rich Mom. Kimber...

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 www.ad...

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...