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 IN 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...