HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: The issues women have been facing over the past 18 months Examples of how women have been disproportionately impacted during the pandemic Where women started in the labor force compared to where we a

5 Lessons Learned Over the Past Four Years

Feb 15th, 2021 19m 15s

One of the best parts of launching this podcast is to talk to others about money topics and addressing concerns they’ve had or seen. Today is an important episode in the direction of the Work Your Wealth podcast and where you might continue to

The Relationship You Want with Your Financial Advisor with Dasarte Yarnway

Jan 25th, 2021 29m 57s

Dasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative independent wealth management firm focused on helping millennials and seasoned investors design their best lives. Since the firm's inception, Berknell

Diversity and Inclusion in Financial Planning with John Eing

Jan 11th, 2021 40m 15s

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 th

Are You Better or Worse off Financially in 2020?

Dec 14th, 2020 15m 48s

Are You Better or Worse off Financially In 2020? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time

The 5 Big Financial Planning Concerns You're Forgetting as an Entrepreneur with Ariel Ward

Nov 30th, 2020 25m 36s

Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of 2019, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience

Living a Financially Intentional Life with Naseema McElroy

Nov 16th, 2020 29m 30s

Naseema is the founder of Financially Intentional, a platform about personal finance and living life intentionally. She discusses how taking control of her finances has enabled her to overcome bankruptcy, divorce, and break the cycle of living

What Do I Do After I Max Out my 401k with Ariel Ward

Nov 2nd, 2020 19m 30s

Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson

Oct 19th, 2020 34m 36s

As both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive financial planning to LGBTQ entrepreneurs who run mission-driven businesses. Entrepreneurs hold a special place in his heart. He spent a decade defending them

Self-Care & The Pursuit of Peace (of Mind) with Joy Lere

Oct 5th, 2020 37m 43s

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

Align Your Career With Your Goals

Sep 21st, 2020 23m 5s

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

Time for a Summer Break

Jun 29th, 2020 5m 57s

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 will continue though! We will be back in the fall to provide you with some more great content, some amazing guests and additi

College Planning for Your Kids with Beth Greulich

Jun 15th, 2020 34m 41s

This week I sat down again with Beth Greulich, CFP® to talk through how to financially plan for your kids to go to college and some tricks along the way. Beth is a Certified Financial Planner™, Certified Divorce Financial Analyst, and Partner a

Financial Planning Needs for Women with Wende Headley

Jun 1st, 2020 30m 59s

This week I sat down again with Wende Headley, CFP® to talk through some financial planning needs for women and some of the hurdles we tend to face. Wende is a Certified Financial Planner™, Certified Divorce Financial Analyst, and Partner at A

Giving Yourself Permission in Your Career with Wende Headley

May 18th, 2020 39m 13s

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 Divo

How to Invest Intentionally with Lindsey Woodward

May 4th, 2020 29m 45s

This week I sat down again with Lindsey Woodward, CFP® to talk about how to align your money with your values by investing intentionally. Lindsey is a financial advisor at Abacus Wealth Partners, which provides fee-only, comprehensive financia

How to Handle Employee Stock Options with Laura Morganelli

Apr 20th, 2020 24m 32s

This week I sat down with Laura Morganelli, CFP® to talk about how to handle employee stock options and some of the things to be aware of if and when you decide to exercise those options. Laura joined Abacus Wealth Partners in 2015. With over 7

How to Become a Millionaire with Ariel Ward

Apr 6th, 2020 28m 40s

This week I sat down again with Ariel Ward, CFP® to talk about how to become a millionaire and some of the small steps you can be taking now to help you down the road. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and i

Managing the Unprecedented

Mar 23rd, 2020 23m 10s

Planning for Retirement with Roger Whitney

Mar 9th, 2020 35m 7s

This week I sat down with fellow CFP® Roger Whitney to discuss planning for retirement, some dos and don’ts and baby steps along the way to set you up for success. Roger Whitney, CFP®, CIMA®, CPWA®, AIF® is a cofounder of WWK Wealth Advisors an

Bookkeeping Strategies and Business with Greg Higdon

Feb 24th, 2020 27m 16s

This week I sat down with bookkeeper, Greg Higdon to discuss the importance of having a bookkeeper and what working with one can do for your business. Greg Higdon is the Founder of Grow the Books, a bookkeeping company for small businesses. Wit

How to Know if You Can Afford for One Parent to Stay Home

Feb 10th, 2020 29m 47s

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 home. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus

What Should Your Net Worth Be?

Jan 27th, 2020 22m 56s

What Should Your Net Worth Be? 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 e

How Practicing Gratitude Can Impact Your Finances

Jan 13th, 2020 25m 56s

Are You Better or Worse off Financially This Year?

Dec 16th, 2019 15m 52s

Are You Better or Worse off Financially This Year? 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 thes