Work Your Wealth Podcast

This week I sat down with author and Chief Mammal, John Lanza to discuss how to teach your kids about money. John is the Chief Mammal of The Money Mammals and author of the new book for parents, The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids . A pioneer in youth money-smarts, John created the original Money Mammals DVD and has written three children's p...

This week I sat down with entrepreneur and author Paul Jarvis to discuss why you don't need to grow your business. Paul is a designer who likes writing (or vice versa) and has worked for himself since the 90s. He wrote a book called  Company of One  (Jan 15, 2019), published by Houghton Mifflin Harcourt. His  courses —Creative Class and Chimp Essentials—have been taken by more than 13,564 paying s...

This week I sat down with estate planning attorney, Nikki Semanchik to discuss what estate planning documents are a must and who should have them. Nikki is the Founding Attorney of Semanchik Law Group (SLG) , a business, nonprofit and estate planning firm located in San Diego. Nikki started SLG because she wanted to create a modern law firm that felt accessible to clients. As an entrepreneur herse...

This week I sat down with lawyer and entrepreneur, Autumn Witt Boyd to discuss how to start and scale a business. Autumn is an experienced lawyer who helps ambitious and creative business owners reach their big goals. Together with her team at The AWB Firm , Autumn guides online and e-commerce businesses as they grow. She has special expertise in copyright and trademark issues, and her firm offers...

What Can I Do to Reduce My Financial Anxiety and Concerns About Money? 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...

This week is the second of The Best of 2018 podcasts where I sat down with Deacon Hayes about how to retire early. Deacon was able to provide such great tips and tools for all those looking to work towards that financial freedom that I felt it had to be aired again as we approach the end of 2018. I've highlighted below just a few of the great takeaways from the episode but I also recommend heading...

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 money. There's a reason this episode was listened by so many people: making progress with money is important. Whether you're working towards a long-term goal like retirement, or saving up for that new item you've been wanting, you need to understand how to make your money work for...

What money moves should I be making before the end of the year? 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...

This week I sat down with business and life strategist, Kelly Higdon. Kelly helps entrepreneurs scale their businesses and get unstuck without it sucking their soul. She is the creator of Calibrate Your Year and loves helping entrepreneurs build businesses that fit into their life. HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE: How to stop your business from taking over your life Where to start to ch...

This week I sat down with business lawyer and passionate negotiator, Kwame Christian. Kwame is a business lawyer and the Director of the American Negotiation Institute. In this role, he conducts live negotiation and conflict resolution training sessions for organizations. Kwame's Tedx Talk, Finding Confidence in Conflict , was viewed over 24,000 times in less than 24 hours and was the most popular...

This week I sat down with one of Workable Wealth's very own Financial Planners, Ariel Ward, CFP®. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner. She has 10 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professionals in their 20s-40s understand their financial lives and make...

This week I sat down with Regional Director at Dimensional Fund Advisors, Kelly Klingaman. Kelly works with advisors from across the US on investment, messaging, and business development issues in order to sustain, improve, and grow their practice. She is also a frequent speaker for Dimensional's live video webcast content and virtual programs. Kelly graduated from the University of Texas at Austi...

This week I sat down with Consultant and Wish Route Founder, Jess Lynch. Jess Lynch grew up in the Boston area and has always had a love for business. She went to Babson College as an u'grad and met her now husband, Conor, on the third day of freshman orientation :) After graduating, she pursued her Masters in Accounting and her CPA. She then spent 4 years in Forensic Consulting, investigating cor...

Talking about money with your spouse can't always be easy, but it is crucial to your marriage. This week I sat down with Certified Financial Coach, Ericka Young. Ericka is the president and founder of Tailor-Made Budgets which she opened in 2005 after she and her husband Chris climbed their way out of nearly $100,000 in debt. She became a certified financial coach by Dave Ramsey's Lampo Group in 2...

5 Business Lessons I've Learned in 5 Years 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 talking about the 5 business lessons I've learned and sh...

This week I sat down with Student Loan Planner, Travis Hornsby to talk about student loan debt. Travis founded Student Loan Planner after helping his wife figure out her six figure med school loans and realizing that all their friends needed help too. He's consulted on more than $250 million of student debt, which is more than any one person in the country. He loves helping clients realize that fi...

WHAT SHOULD I DO WITH EXTRA CASH I'VE STORED UP? 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 and sharing some deta...

This week I sat down with Financial Writer & Online Marketing Specialist, Kali Roberge. Kali focuses on teaching others about mindful living through intentional spending. Kali's work has appeared on Business Insider, The Shriver Report, Investopedia, Credit Karma, and more. She also runs a marketing firm, Creative Advisor Marketing, to help financial advisors better communicate with their ideal cl...

HOW DO I TALK TO MY PARENTS ABOUT THEIR MONEY AND RETIREMENT? 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...

Do You Feel Like Career Stereotypes are Standing in Your Way? ***This is part 2 of a back-to-back podcast. To listen to part 1 visit Shannah's podcast at  Millennial Money Podcast .*** This week I sat down with CERTIFIED FINANCIAL PLANNER™, podcaster, lecturer, and award-winning financial strategist Shannah Game who is on a mission to revolutionize how millennials think, act, and feel about their...

HOW DO I PAY OFF DEBT AND STILL ENJOY LIFE? This week I sat down with PR & Online Marketing Strategist, Brittney Lynn. Brittney Lynn has almost 10 years of experience working in the online marketing industry and has a passion for helping others grow their brand through strategic PR. She's also the host of the Day in the Life podcast, which gives a glimpse into the daily lives of people from across...

HOW DO I BETTER UNDERSTAND MY PAYCHECK? 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 LEARN FROM...

CAN I TACKLE MY MORTGAGE ON MY SCHEDULE? This week I sat down with author and thrifty lifestyle blogger, Kim Anderson. Kim Anderson is the author of Live, Save, Spend, Repeat: The Life You Want with the Money You Have. She's also a thrifty lifestyle blogger, podcaster and Blogging Coach. She lives in North Carolina with her Youtuber husband, 6 year old son and adorably identical twin baby girls. H...

This week I sat down with financial expert and author, Deacon Hayes. Deacon Hayes is a financial expert and founder of Well Kept Wallet. He has been featured in many news publications including Yahoo Finance, US News & World Report, CNN Money and more. HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE: How Deacon paid off $52,000 of debt in 18 months and how that type of mentality could lead to a much ea...

WHAT IMPACTS MY MONEY MINDSET? This week I sat down with Author and Motivational Money Coach, Jen Hemphill. Jen Hemphill helps busy determined women who are content with their income but not their bank account. She helps them transform their finances from being overwhelming to bringing them financial confidence, control and freedom. She is a Motivational Money Coach, an AFC® (Accredited Financial...