If Money Were Easy

AI and ChatGPT are red hot topics, with questions surrounding their effect on many industries, including finance. Mary Beth and Neela explore the current state of AI, how it is revolutionizing the business world and bringing automation and efficiency to financial planning. They weigh the pros and cons of these tools and touch upon the visible impact of AI – particularly in the education industry,...

On this episode of If Money Were Easy, Manisha Thakor takes listeners deep into the journey of self-discovery and emotional well-being, guiding them to find financial harmony and contentment in spite of what our complex world demands. Neela and Mary Beth explore with Manisha the importance of living an authentic life and taking time to recharge, as well as using that authentic self as a positive i...

On this episode of If Money Were Easy, Mary Beth Storjohann and Neela Hummel dive into the world of real estate and explore what it takes to become a real estate mogul. They share insight into the role real estate can play in a financial plan and how to maximize it. They address common myths about real estate investing, the benefits and risks of having real estate as part of your portfolio, the po...

On today's episode of If Money Were Easy, Mary Beth and Neela talk with Raena Boston, Co-founder of the Chamber of Mothers and thought leader in the women's and maternal rights space. Together, they discuss the impact of uniting mothers as advocates for change regarding childcare and paid leave. Raena shares eye-opening statistics about the stark difference in childcare investments between the Uni...

On this episode of If Money Were Easy, Mary Beth Storjohann and Neela Hummel take you behind the scenes of what co-leadership looks like and share their unique journey to becoming Co-CEOs of Abacus Wealth Partners. They explore balancing work and family life while also managing their time through delegation and outsourcing. They acknowledge the unconventional nature of their arrangement – discussi...

As an investor, you are part owner in the company you're invested in, and therefore have the platform to use your voice and advocate for change within that company. But how? Today, Abacus Wealth Partners Director of Impact, Kate Barron-Alicante joins Mary Beth Storjohann and Neela Hummel to discuss how investors can be active owners and engage with the companies they're invested in through shareho...

Have you ever wondered what influences the financial choices you make? Or why certain habits are so difficult to break? Or why reaching your financial goals seems so easy for some, but difficult for others? Today Mary Beth Storjohann and Neela Hummel talk with Brent Kessel to discuss the eight financial archetypes, The Caretaker, Innocent, Empire Builder, Pleasure Seeker, Guardian, Saver, Idealist...

How do financial professionals manage their own money? Do they practice what they preach or make mistakes like everyone else? On today's episode, Neela Hummel and Mary Beth Storjohann get candid about their personal finances, opening up about their strengths, weaknesses, successes, failures, and what they've learned in their careers about managing money as individuals, partners, and parents. They'...

If you're not careful, money can have an undesirable impact on your life, so it's important to remain mindful and intentional around your finances. But what does that look like exactly? And how do you achieve that when there are so many social challenges surrounding money? On this episode of If Money Were Easy, Mary Beth and Neela talk with Abacus Wealth Partners Co-Founder Spencer Sherman, MBA, C...

The transition from being married to the single life can be extremely difficult emotionally. Even more challenging, divorcing couples must untangle their finances. But what do you do if you feel finances aren't your strong suit? On today's episode, Mary Beth and Neela welcome Lara Lamb, CFP® to explore what you need to know about protecting your long-term finances during a divorce. Lara is the in-...

The gender wealth gap demonstrates how much change is still needed in today's business world. This topic is not discussed as frequently as the gender wage gap, but there is a direct correlation between the two. Building on foundational issues raised in our Gender Wage Gap podcast, the gender wealth gap is becoming more of a challenge for women. Listen today to hear Mary Beth Storjohann and Neela H...

The gender wage gap has always been a thing, but we want to know if it's getting smaller and what (if anything) is being done to close it? Will it be enough? What can companies do to help close this gap and what are some things you (as an employee) can also do? Tune in to today's podcast where co-hosts Mary Beth Storjohann, CFP® and Neela Hummel, CFP® discuss these questions and more. You'll hear...

Having a conversation about money with your parents can be challenging and uncomfortable. It's a discussion people often put off for far too long, but it's an essential conversation (or series of conversations), especially if your parents' plan is to lean on you financially down the road long after they've retired. So where do you begin? What questions do you ask to help you prepare for a better u...

So you want to invest your money, but you also want to invest in companies doing good things for the world. Can you do that? Absolutely! You can invest intentionally and help make a change for the better. But how? On this episode of If Money Were Easy, Mary Beth and Neela talk to Lindsey Woodward from Abacus Wealth Partners about ways to invest guided by your values, what your investment options a...

Women don't always have it easy when it comes to growing their wealth. Today on the If Money Were Easy podcast, co-hosts Mary Beth Storjohann, CFP® and Neela Hummel, CFP® address some of the unique financial challenges women face, how women can leverage their voices to take more control of their financial future, and explore strategies women can embrace in their 40s, 50s, 60s for growing and prote...

Being a breadwinning woman has its unique challenges. Today Mary Beth Storjohann and Neela Hummel talk about some of these challenges and how to address them. They also explore some of the societal pressures women face and how those can be amplified when you're the family breadwinner. You're not alone if you feel like you're juggling all these demands, so tune in to connect with other women's expe...

Welcome to the If Money Were Easy podcast! Co-hosts Mary Beth Storjohann, CFP® and Neela Hummel, CFP® explore timely topics regarding your money, including the wins and losses they've personally experienced along the way. Show guests will include leading authors, business owners, professionals, and many of the in-house financial advisors here at Abacus Wealth Partners , all discussing how to grow...