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 115: Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson
As both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive ...
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 psychologis...
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 mone...
Episode 112: Time for a Summer Break
Summer is here and with all that is going on in the world I have decided to take a break from the podcast. The podcast w...
Episode 111: College Planning for Your Kids with Beth Greulich
This week I sat down again with ...
Episode 110: Financial Planning Needs for Women with Wende Headley
This week I sat down again with ...
Episode 109: Giving Yourself Permission in Your Career with Wende Headley
This week I sat down again with ...
Episode 108: How to Invest Intentionally with Lindsey Woodward
This week I sat down with ...
Episode 107: Navigating Your Employee Stock Options with Laura Morganelli
This week I sat down with ...
Episode 106: How to Become a Millionaire with Ariel Ward
This week I sat down again with ...
Episode 105: Managing the Unprecedented
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
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
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
This week I sat down again with ...
Episode 101: What Should Your Net Worth Be?
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
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?
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
This week I sat down fellow financial planner and ...
Episode 97: Running a Business as a Couple with Angela Greaser
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
This week I sat down again with ...
Episode 95: The Financial Impacts of Tiny Living with Ilana Burk
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
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
This week I sat down with fellow Financial Planner and ...
Episode 92: Finding Balance as an Entrepreneur with Sarah Peck
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
This week I sat down again with ...
Episode 90: How to Expand Your Business with Jessica Rhodes
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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)
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
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
This week I sat down with CPA for Creatives, Amy Northard. Amy Northard...
Episode 27: How We Handle Money in Our Household
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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?
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
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?
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
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?
HOW DO I GET STARTED WITH INVESTING? RETIREMENT SAVINGS OR COLLEGE SAVINGS: WHICH COMES FIRS...
Episode 07: Finding Your Dream Career With Anna Runyan
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?
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
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
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
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
This week I had the incredible opportunity to talk with Adrienne Dorison of ...
Episode 01: Welcome to the Work Your Wealth Podcast
Welcome to the first episode of the Work Your Wealth Podcast, a weekly podcast for those wanting to make smart...
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