Work Your Wealth Podcast

You've been saving for years. The balance is there. And you still can't fully picture how it becomes a paycheck. That gap is not about how much you have saved. It is about how you have built it. In this episode, Mary Beth Storjohann, CFP and founder of Allora Wealth, breaks down the three retirement buckets every high earner needs to understand:tax-deferred, tax-free, and taxable, and explains why...

The term "financial plan" gets thrown around a lot, but what does it actually mean? In this episode, Mary Beth breaks down the concept of financial planning from the ground up — what it is, what prompts people to seek one out, and what the process really looks like. You'll learn: The life transitions and moments of complexity that most commonly lead people to a financial planner The difference bet...

You have been contributing to your retirement accounts. You negotiated your last salary. You are not starting from zero. And yet there are questions in your financial life that have not been fully answered.  In this episode, Mary Beth walks through 10 financial questions every woman at this stage should be able to answer. Not just the basics. The ones that matter when your income is high, your lif...

There is a version of hoarding cash that looks completely responsible. The emergency fund is fully funded. The sinking funds are organized. The high-yield savings account is earning a little something every month. And still, the number never quite settles the nervous system. In this episode, Mary Beth gets honest about the psychology of cash: why we hold it, what it is really doing for us, and whe...

Welcome back to Work Your Wealth. This is the first full episode of the relaunch, and we are starting with something that does not get talked about enough in financial planning circles: optionality. Not as a buzzword. As a strategy. If you are in your 30s, 40s, or 50s, juggling a career at peak earning years alongside kids, aging parents, and a household that does not run itself, you have likely f...

After four and a half years away, Mary Beth is back. In this relaunch episode she shares where she's been: from merging her first firm to becoming Co-CEO of a $3.5 billion RIA, and why she walked away from all of it to build something smaller, more intentional, and more aligned with the work that got her into this industry in the first place. This isn't a reinvention. It's a return. You'll hear wh...

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 are today The impact of the 19th amendment on women in the workforce The long-term impact of the gender wage gap Comparing the changes men and women have face...

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 find financial resources. Today I'm talking about 5 important lessons I've learned over the past four years through my journey with this podcast and what th...

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 Financial Group has become one of the most notable millennial-led financial services organizations. In an industry that focuses on revenue and dollars-inve...

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 they love most.  He is also a member of the firm's M&A team and investment committee.  Prior to joining Abacus, John was the Controller of Wells Fargo's $30B...

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 to address and answer questions I've come across from readers and clients throughout my career. Today I'm answering the above question. HERE'S WHAT YOU'LL L...

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 in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professionals understand their...

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 paycheck to paycheck. She shares her lessons along her path to help others benefit from the freedoms of financial independence. Outside of encouraging peopl...

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 in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professionals understand their...

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 against the IRS as a tax attorney and has become one himself as an advisor. HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE: How Brian evolved from a tax attorn...

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, Frankl, and the world of finance. She partners with bright, impact-driven, motivated professionals motivated to develop richer, more resonant lives. With...

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 address how we approached the different money situations and the results of our decisions. Today I'm talking about what has happened since the merger with A...

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 additional tips on how you can continue to work your wealth! Until then, continue to go back listen to the over 100 episodes we've logged so far and reach out if...

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 at Abacus .  After a career in market research, she took some time off to raise a family. As she considered what to do next, she was driven by the memory of...

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 Abacus .  She leads the firm-wide Women & Money initiative, which provides resources and education about the broad range of financial issues faced by women....

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 Divorce Financial Analyst, and Partner at Abacus .  She leads the firm-wide Women & Money initiative, which provides resources and education about the broad ra...

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 financial advice to help individuals, families and foundations. Lindsey is dedicated to helping the people she works with align their money with their goals and v...

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 years of experience in personal finance, her main goal is to bring a sense of peace in people's financial lives. She recognizes that financial planning and...

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 in March of this year, 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 yea...

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 address how we approached the different money situations and the results of our decisions. Today I'm talking about the what we are doing as we stay home due...