Podcast appearances and mentions of mary beth storjohann

Are you checking in with yourself and your mental health?We know Mental Health Awareness Month has been all about how we, as leaders, can support our employees. But let's flip the script for a moment: what about your own mental health? What's at risk when you're always operating at full throttle without a break?This week, we have a story you don't want to miss from Mary Beth Storjohann, Co-CEO of Abacus Wealth Partners.It's powerful to hear a woman who's achieved so much career success talk openly about mental health struggles. It reminds us that no matter where you are in your career, mental health is crucial.Mary Beth shares her journey of success in a male-dominated field, candidly discussing what led her to a mental health breaking point and how she bounced back with a fresh perspective on boundaries and protecting her peace.She also dives into the unique pressures on women in leadership and the impact we, as female leaders, can have on the people we lead.Tune in to hear Mary Beth's story and get inspired to prioritize your own mental health while leading with compassion and strength.About Mary Beth StorjohannMary Beth Storjohann is Co-CEO of Abacus Wealth Partners. She is a CERTIFIED FINANCIAL PLANNER™, author, and speaker with 19 years of experience in the financial services industry. She joined Abacus in 2019 as Chief Marketing Officer after successfully launching and growing her own RIA firm and in 2022 was appointed as Co-CEO.A believer that “actions speak louder than words,” Storjohann is known for sparking conversations and modeling change in the financial services industry by leaning into uncomfortable dialogue and decisions in order to leave the world and our industry in a better place. She is a fierce advocate for women, diversity, equity & inclusion, and making financial advice accessible to underserved populations and has been invited to speak at various industry and consumer-focused conferences about the work Abacus is doing in these areas. Mary Beth has been featured in major media outlets such as The Wall Street Journal, NBC, Glamour, NPR, The New York Times, Women's Health, Cosmopolitan, CNBC, Forbes, and more.Her accolades include the “Top 40 Under 40” by Investment News, being listed as a 2023 MO 100 Top Impact CEO by Big Path Capital, and she was named a Top Ten Most Influential Advisor by Investopedia – a list celebrating financial advisors making significant contributions to critical conversations about financial literacy and wealth management.Mary Beth lives in San Diego with her husband, a 5 & 7-year-old who are constantly demanding snacks, and two rescue dogs. Links MentionedFind Mary Beth and Abacus Wealth online: WEBSITE: https://abacuswealth.com/

A Guided Journey Through Life's Financial Landmarks Embark on an enlightening voyage with Episode 23 of the Inspired Money Podcast, titled "Navigating Financial Transitions: Life's Major Milestones." This pivotal episode delves into the financial intricacies of significant life events, providing a roadmap for managing these transitions with grace and strategic foresight. We've convened a panel of financial sages: Mary Beth Storjohann, Stephanie McCullough, Joe Saul-Sehy, and Josh Bannerman, who impart their wisdom on navigating the financial aspects of life's key milestones.

To truly provide optimal service, Mary Beth Storjohann and her team at Abacus Wealth Partners aim to forge emotional connections with clients. “How do you speak to what's on their hearts and minds?” she asks. “That's how you get to know about where your clients spend their time and what they're worried about.”  This more-emotional-than-financial approach is not new for Abacus, which was founded nearly 30 years ago by Buddhists seeking to incorporate religious principles into financial services. But the appeal is stronger than ever.  In this episode, Storjohann describes adapting client service to better connect with women and next-generation clients. She also shares how her firm seeks organic growth by expanding its network of entrepreneurial advisors to share skills and best practices for success.  For more, visit PracticeLab.

Abacus Wealth Partners was founded by two Buddhists in 1996 with the idea to incorporate their religious principles into financial services. Last year, they stepped away from the daily management of the firm, passing the reins to two women co-CEOs. The money-and-mindfulness ethos remains at the forefront of the firm's mission and values, says Mary Beth Storjohann, one of those co-CEOs. Like many financial advisors, Abacus seeks to help clients connect money with their life goals. But the firm also aims to help clients experience what it calls a “sense of enough here and now, not just in the future.” Abacus aims to show that a spiritual focus is not inconsistent with material success. The Southern California-based firm has about $3 billion in assets under management. For more, visit PracticeLab.

If one person can break the cycle of poverty and dysfunctional money management in their own family, then others can too. That ripple effect is what drove Anna N'Jie-Konte and  Keith Beverly to merge Dare to Dream Planning with GRID 202 to create a larger impact on the financial space.In this episode Carson's Jamie Hopkins,  Managing Partner of Wealth Solutions, and Carson's Ana Trujillo Limón, Carson's Director, Coaching, and Advisor Content, speak with Anna N'Jie-Konte, MBA, CFP®, President of Re-Envision Wealth, and Keith Beverly, CFA, CFP®, MBA, Chief Investment Officer of Re-Envision Wealth, about merging their firms, Dare to Dream Planning and GRID 202 into Re-Envision Wealth. They share what the process was like, the importance of consistent communication for other advisors who are looking to merge their firms, and passionately discuss their goal to close the racial wealth gap by growing a larger enterprise.Anna and Keith discuss: Their first money memoriesHow they got into their professions and came to own their own firmThe origin story of Anna and Keith's merge of Dare to Dream Planning and GRID 202 into Re-Envision WealthHow scaling their practice allows them to help more people and have a larger impact on the industryHow they're expanding their team to achieve their 2 main goals: close the racial wealth gap and grow a larger enterpriseWhat challenges they faced when they merged and how they overcame themTheir advice for other advisors who want to merge firmsAnd moreResources:Episode 154 of Kitces' Financial Advisor Success Podcast with Mary Beth Storjohann, co-CEO of AbacusConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Anna N'Jie-Konte:Re-Envision WealthLinkedIn: Anna N'Jie-KonteTwitter: @anjiekonteConnect with Keith Beverly:Re-Envision WealthLinkedIn: Keith BeverlyTwitter: @KeithBevCFA

After just three years at Abacus Wealth Partners, Mary Beth Storjohann was promoted into the co-CEO role of this $4 billion RIA. Here's the story of how she hit the ground running.

We chat with Marybeth Storjohann who is a Certified Financial Planner qand has been in the financial services business for 16+ years. She is the founder of Workable Wealth to provide financial education and empowerment to people in there 30s to 50s. She's also a partner and Chief Marketing Officer at Abicus Wealth Partners. We talk about her entrepreneurial ventures and partnership venture. She is passionate about teaching others about finances and shares her wisdom with us. Links in this Episode: https://workablewealth.com/ (https://workablewealth.com/) https://www.facebook.com/workablewealth (Facebook) Twitter: https://twitter.com/marybstorj (@marybstorj) Instagram: https://www.instagram.com/marybstorj/ (@marybstorj) The Big Ask Podcast is hosted by Nicole Matthews as inspired by her book https://www.amazon.com/Permission-Stop-Competing-Start-Creating/dp/1480811947 (Permission), to contact her or learn more about her work please use the links below: Instagram: https://www.instagram.com/msnicolematthews/?hl=en (@msnicolematthews) Instagram: https://www.instagram.com/bigaskpodcast/ (@bigaskpodcast) Twitter: https://twitter.com/henleyco?lang=en (@henleyco) https://www.facebook.com/MsNicoleMatthews (Facebook) http://www.nicolematthews.com (www.nicolematthews.com) http://www.thehenleycompany.com (www.thehenleycompany.com)

Mary Beth Storjohann, CFP®, is Founder of Workable Wealth, a platform providing financial education and empowerment to those in their 20s to 40s, as well as Partner and Chief Marketing Officer at Abacus Wealth Partners.    In this episode, she brings her expertise in marketing and younger investors to provide actionable tips to tap into, as she calls it “the most underutilized opportunity in this industry,” the next generation. Tune in for her insights on the value of getting in with clients while they’re young and how to attract and best work with younger clients. Plus, she and host Mike Woods discuss why she (and her clients) prefer virtual meetings and which marketing tactics are coming back and which are gone for good. Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.  

Hey friends! Today’s episode was actually recorded in March of 2020 and given the topic, we didn’t feel it was appropriate to air it when it was originally scheduled to be released. However, the story is really powerful and important so I wanted to share it with you and hope you gain the inspiration for how you can grow your business any way you want! Thinking about selling your business? Even if you’re still in the early stages of entrepreneurship or if you’ve been at it for quite some time, it’s never a bad idea to at least consider the thought of one day selling your company. That’s why I invited on a past guest, Mary Beth Storjohann of Workable Wealth. Mary Beth was on the podcast for episode 28 and we talked about money misconceptions and the importance of knowing your numbers in business… Well, that has all paid off for her and today we talked about what it was like to sell her business. She shares the nitty-gritty of the decision-making process, how she weighed out the pros and cons, concerns she had and what non-negotiables she made sure were included in the contract (like the ability to work remote and live in Italy for 3 months out of the year!)  We discussed how her definition of success has evolved from the early days of business to now. She shares how this process gave her a glimpse into who she was and what was most important to her and she ultimately shares her candid advice to those who may be thinking about selling their business one day (and why you absolutely need a lawyer to help you with the process).  ON TODAY’S EPISODE: How Mary Beth defined success in the early days of her business Mary Beth’s experience with being approached with inquiries of buying and merging Her initial reaction to Abacus expressing interest in purchasing her business The concerns that came up that made Mary Beth decline the merger  Being offered the role of the Chief Marketing Officer to revamp their marketing  Her fears and frustrations around letting go of Workable Wealth Weighing each layer of her decision on whether or not to do the merger The non-negotiables that Mary Beth insisted on having in the company merger Planning her dream life and putting it all in her merger contract Keeping her rights to be able to run Workable Wealth Lessons that she’s learned about herself through this process How Mary Beth defines success now  Her advice for something thinking about selling their own business RESOURCES: 028 | Money Misconceptions & Financial Accountability with Mary Beth Storjohann, Workable Wealth Year of Yes: How to Dance It Out, Stand In the Sun and Be Your Own PersonHow are brick & mortar shop owners navigating Covid-19? Interview Series   MEET MARY BETH:  Mary Beth Storjohann is a CERTIFIED FINANCIAL PLANNER(TM) and has been a partner and Chief Marketing Officer with Abacus since 2019, following the merger with her firm, Workable Wealth. With over 14 years of experience in the financial services industry, she works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with entrepreneurial women and couples in their 30s – 50s across the country, helping them make smart, educated choices with their money.   CONNECT WITH MARY BETH:   Website: https://abacuswealth.comBlog: https://workablewealth.com/blog/ Podcast: https://workablewealth.com/wywpodcast/ Facebook: @workablewealth Instagram: @marybstorj Twitter: @marybstorj   SLOW STEADY GROWTH ARE HOW STRONG BUSINESSES ARE BUILT Building a business is a long game, won with patience, fortitude, intentional decisions and passion.​ Inside Proof to Product LABS, you’ll receive the support, education and accountability to move your business towards your goals.   ​Join Proof to Product Labs, our 12-month group coaching program built specifically for product based business owners. SUBSCRIBE To subscribe on iOS, go to the iTunes page and subscribe to Proof to Product. On Android, you can listen using your favorite podcast app.  WRITE A REVIEW Writing a review on iTunes will help other product based business owners find Proof to Product as they are working to up level, scale, and build profitable and sustainable companies. FOLLOW PROOF TO PRODUCT Follow Proof to Product on Instagram for the latest updates. JOIN OUR EMAIL LIST If you'd like to receive more information about our upcoming episodes of Proof to Product including show notes and information about our guests, head over to www.prooftoproduct.com and sign up for our email list.   SHARE Be sure to share Proof to Product with all of the product based business owners that you know!  ABOUT PROOF TO PRODUCT: Proof to Product is hosted by Katie Hunt. Since 2011, Proof to Product has worked with thousands of product based businesses to help them up level, scale, and build profitable sustainable companies. You can find our show notes and additional resources at ProofToProduct.com. If you like what you heard today, please head over to Apple Podcast to leave a five star review and subscribe. Thanks so much for listening. We'll be back next week with a new episode!

Today In the Suite welcomes Mary Beth Storjohann, CFP® Founder of Workable Wealth and the Chief Marketing Officer at Abacus Wealth Partners. Mary Beth is an enterprising author, speaker, and financial coach who has made more than a living, but a beautiful life, out of her passion for educating and empowering women around money.Mary Beth’s own exposure to the financial planning industry began in college and she’s been pushing the industry forward ever since. Her first book, Work Your Wealth – 9 Steps to Making Smarter Choices with Your Money, is Mary Beth’s own blueprint of the exact money moves she teaches her clients in order to align finances with values. In this episode we learn the financial advice for both millennials and women of all ages; how firms can be consciously diverse; and Mary Beth’s timeless advice for those looking to go into financial planning.Join the conversation to hear more about:Abacus Wealth Partners’ comprehensive Covid-19 resources (5:49)The most important area of focus for all during the global pandemic (9:35)The importance of intentionality when it comes to financial decisions (21:59)Why Mary Beth focuses on educating women on money (24:00)How Millennials and Gen X’s can start their own financial planning businesses without big investments (29:21) How Abacus Wealth Partners approaches new client acquisition with diversity in mind (34:51)The top advice to ensure your firm is consciously diverse (37:47)The best way to start your second career in financial planning (40:20)What to keep in mind as you’re starting your own financial planning business (46:45)Mary Beth’s timeless piece of financial advice (53:02) The physical object that gives Mary Beth superhero strength (55:23)Referenced Materials Abacus Wealth Partners Website Abacus Wealth Partners COVID-19 Resources Page Workable Wealth Website Work Your Wealth Podcast on Apple Podcasts Work Your Wealth - 9 Steps to Making Smarter Choices with Your Money on Amazon

 Anjali Jariwala and Mary Beth Storjohann are working and parenting full-time from home during the pandemic. They’re both learning to say no more often. Learn how. https://fitadvisors.com/episode-39-running-a-business-from-home-with-kids

We had the opportunity to get on-screen with Mary Beth Storjohann, CFP® to talk about the Economic Injury Disaster Loan (EIDL) and the Payroll Protection Program, and what these programs can do for therapists in private practice. Information about relief opportunities is changing day-by-day, and some of the information provided here may be out of date already, but we hope this training can provide a helpful overview and some guidance.  This video was recorded on April 3rd at 11am PDT.

We had the opportunity to get on-screen with Mary Beth Storjohann, CFP® to talk about the Economic Injury Disaster Loan (EIDL) and the Payroll Protection Program, and what these programs can do for therapists in private practice.Information about relief opportunities is changing day-by-day, and some of the information provided here may be out of date already, but we hope this training can provide a helpful overview and some guidance. This video was recorded on April 3rd at 11am PDT.

I sat down with my financial planner, Mary Beth Storjohann today to talk about financial relief and resources for small businesses available through the CARES Act. Today we’re talking about the Economic Injury Disaster Loan (also called EIDL), the Paycheck Protection Program (also called PPP) and the Deferral of Payment of Payroll Taxes. This is an ever evolving situation right now, so Mary Beth is sharing the current details with us today, April 3rd.    Remember to stay calm, I know things feel stressful right now but there a a variety of options and forms of aid available to all of us.  I encourage you to reach out to your CPAs & financial planners to figure out which plans are best for you. And, if you decide to apply for PPP, apply with the bank that you’re currently doing your business banking with. Check the links below for more information: LINKS: EIDL:https://www.forbes.com/sites/brianthompson1/2020/03/29/getting-cash-for-your-small-business-through-the-cares-act/#c053e4d43a0a https://www.sba.gov/funding-programs/disaster-assistance Lender Match:https://www.sba.gov/funding-programs/loans Paycheck Protection Program (PPP) Info: Borrowershttps://www.sba.gov/funding-programs/loans/coronavirus-relief-options/paycheck-protection-program-ppp https://home.treasury.gov/system/files/136/PPP--Fact-Sheet.pdf https://www.uschamber.com/sites/default/files/023595_comm_corona_virus_smallbiz_loan_final.pdf https://www.sbc.senate.gov/public/_cache/files/2/9/29fc1ae7-879a-4de0-97d5-ab0a0cb558c8/1BC9E5AB74965E686FC6EBC019EC358F.the-small-business-owner-s-guide-to-the-cares-act-final-.pdf https://www.sba.gov/page/coronavirus-covid-19-small-business-guidance-loan-resources https://www.sba.gov/funding-programs/loans/paycheck-protection-program-ppp https://www.visualcapitalist.com/the-anatomy-of-the-2-trillion-covid-19-stimulus-bill/   Small Wins Lead to Big Wins Building a business is a long game, won with patience, fortitude, intentional decisions and passion.​ ​​Slow sustainable growth is how strong businesses are built and we want to help you get there. ​Join the wait list for Proof to Product Labs, our new group coaching experience coming soon! SUBSCRIBE To subscribe on iOS, go to the iTunes page and subscribe to Proof to Product. On Android, you can listen using your favorite podcast app.  WRITE A REVIEW Writing a review on iTunes will help other product based business owners find Proof to Product as they are working to up level, scale, and build profitable and sustainable companies. FOLLOW PROOF TO PRODUCT Follow Proof to Product on Instagram for the latest updates. JOIN OUR EMAIL LIST If you'd like to receive more information about our upcoming episodes of Proof to Product including show notes and information about our guests, head over to www.prooftoproduct.com and sign up for our email list.   SHARE Be sure to share Proof to Product with all of the product based business owners that you know!    ABOUT PROOF TO PRODUCT: Proof to Product is hosted by Katie Hunt. Since 2011, Proof to Product has worked with thousands of product based businesses to help them up level, scale, and build profitable sustainable companies. You can find our show notes and additional resources at ProofToProduct.com. If you like what you heard today, please head over to Apple Podcast to leave a five star review and subscribe. Thanks so much for listening. We'll be back next week with a new episode!  

Mary Beth Storjohann is the Chief Marketing Officer for Abacus Wealth Partners, an independent RIA that oversees nearly $2.6 billion in assets under management for almost 1,700 clients. After joining us for episode 61 nearly two years ago, today she is back for a second time to discuss the major changes she has made since then. Listen in as we discuss why Mary Beth decided to sell her own firm to take on a marketing leadership role in an even larger firm, as well as what this new role entails. You’ll learn how Mary Beth determined avatars for the firm's marketing, how she allocates her marketing budget, and what she believes every firm can do to better their marketing. For show notes and more visit: https://www.kitces.com/154   

In this episode, Mary Beth Storjohann speaks to Master Builders about her experience with financial anxiety and how she helps women work their wealth. Don't miss it! #YouAreYoungMoney

Today’s guest is Mary Beth Storjohann. She’s a CFP® and Founder of Workable Wealth is not your typical financial planner. With over 14 years of experience in the financial services industry, she works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with entrepreneurial women and couples in their 30s – 50s across the country, helping them make smart, educated choices with their money. Mary Beth initially became interested in finances because even though she had hardworking parents, there was a lack of financial education in the household as she grew up. After taking a receptionist position at a financial planning firm while in college, she grew to love the industry, changed her major, and hasn’t looked back since.  As both a financial planner and entrepreneur, Mary Beth has some great advice to share. In this episode we discuss: The connection between money and independence The difference between building a business to run until you’re done with it versus building a business that you can sell How she determined that it was right to merge with another planning firm Why she works with a financial planner even though she is one What her biggest financial mistake was and why she doesn’t regret it How to budget in a way that creates freedom with your spending If you’re interested in learning more about Mary Beth, check out the following: Workablewealth.com Work Your Wealth by Mary Beth Storjohann The Work Your Wealth podcast If you’re interested in learning how to take control of your finances, schedule a FREE call with Lauryn Williams here.

Many times people see just the dollars and cents side of money, but there is so much more behind each person’s money script. You have certain beliefs and ideas about your money for a variety of different reasons. In today’s Money Checkup, I chat with fellow Certified Financial Planner®, Mary Beth Storjohann on some of the questions we see quite often when it comes to money and hiring a financial planner to navigate money issues. We dive into what to look for in a CFP®, questions you should be asking your potential financial planner and more! Tune in and learn how to determine which financial planner is the right FIT for you. Mary Beth Storjohann, CFP® works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with individuals and couples across the country, helping them make smart, educated choices with their money. She is the Founder of Workable Wealth, a platform that provides financial education and empowerment to those in their 20s – 50s, and is the Chief Marketing Officer at Abacus Wealth Partners, a fee-only, independent firm that is a change-maker in the financial planning world with a focus on diversity and inclusion, impact & socially responsible investing, and making financial planning accessible. What We Will Cover Questions that come up around hiring a financial planner Barriers people put up for not hiring a financial planner How to address the emotional side of money How a financial planner can provide a safe space to talk about your money Important items to look for when searching for a financial planner Fiduciary explained and why your financial advisor should be in this category Fee-only versus fee-based financial planners A few things to consider when finding the right fit for your financial planner How comfort and the ability to relate can be crucial for picking your financial planner Why your financial planner shouldn’t be afraid to have the tough conversations with you Why you may not get the sample plan you ask for when interviewing a financial planner The questions you SHOULD be asking instead The peace of mind a financial planner can bring to your life The fees discussed and the value that you get Why fees will be different when comparing financial planners Different options to pay your financial planner to make it work best for you The challenges and pitfalls you might run into down the “do it yourself” route  Getting Connected With Mary Beth Mary Beth's Website Facebook Instagram Mary Beth’s Email Click here if you want to read the transcript instead! Why You Should Hire a Financial Planner with Mary Beth Storjohann

Marybeth shows us how she persuades clients in their initial meetings to work with her and make smart financial decisions. Request a Custom Workshop For Your Company Vist Mary Beth's Website Keywords: negotiation, negotiate, persuasion, influence, leadership, psychology, sales, compassionate curiosity, mindful, mindfulness, emotions, self awareness, emotional intelligence, career, interviews, informational interviews, job search, job readiness, networking, discounts, conflict, difficult people, psychology, emotion, emotions, argue, argument, debate, negotiation, negotiate, influence, persuasion, leadership, parenting, psychology, sociology, social dynamics, entrepreneurship, small business, salary, sales, law, lawyer, law school, mba, human resources, HR, talent management, talent development, nonprofit management, supply chain, procurement, sales, buyers, buying, procure, business negotiation, Chris Voss, Never split the difference, getting to yes, collaboration, negotiation genius, art of the deal, real estate negotiation, financial planner, financial planning, CPA

Marybeth shows us how she persuades clients in their initial meetings to work with her and make smart financial decisions. Request a Custom Workshop For Your CompanyVist Mary Beth's WebsiteKeywords: negotiation, negotiate, persuasion, influence, leadership, psychology, sales, compassionate curiosity, mindful, mindfulness, emotions, self awareness, emotional intelligence, career, interviews, informational interviews, job search, job readiness, networking, discounts, conflict, difficult people, psychology, emotion, emotions, argue, argument, debate, negotiation, negotiate, influence, persuasion, leadership, parenting, psychology, sociology, social dynamics, entrepreneurship, small business, salary, sales, law, lawyer, law school, mba, human resources, HR, talent management, talent development, nonprofit management, supply chain, procurement, sales, buyers, buying, procure, business negotiation, Chris Voss, Never split the difference, getting to yes, collaboration, negotiation genius, art of the deal, real estate negotiation, financial planner, financial planning, CPA

No matter what career you're in likely there are a few industry stereotypes that you have to overcome. Being a CERTIFIED FINANCIAL PLANNER is no different - especially being a female in this industry. Mary Beth Storjohann is a leader in the CFP® world, a podcaster, a mother and so much more and joining on Part 1 of this podcast episode to discuss how she's overcoming industry stereotypes and how you can as well.On This Podcast Episode:Mary Beth Storjohann, CFP® and Founder of Workable Wealth is an author, financial planner and accountability coach working to help clients in their 20s-40s across the country make smart, educated choices with their money. Her recent accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.” She frequently appears on NBC as a financial expert and her expertise has been featured in The Wall Street Journal, CNBC, Forbes and more.She's joining me on Part 1 of this podcast episode to dish about career stereotypes that we've both faced and dishing about some of her favorite tips that women need to be aware of to build a strong financial future.You can check out Part 2 of this podcast on Work Your Wealth PodcastYou can connect with her via Twitter @marybstorj, on Facebook, or via Instagram.Shout Out to Our Podcast Sponsors:Big thanks to Wing and Audible for sponsoring this podcast episode.Audible.com/mymoney to get started today! The book I mentioned was called One Up on Wall Street. Wingalpha.com - SIGN UP and enter code MYMONEY to get $25 off your first phone bill!Thanks for Tuning In:Thanks for tuning in to listen to this episode of Millennial Money. You’re awesome and mean so much to us.Also, please leave an honest review for Millennial Money on iTunes! Ratings and reviews are extremely helpful and much appreciated! You’re awesome!Millennial Money is more than just a podcast, we’re all about family here. Join us each weekend for our Sunday Seven Email Club, where we’ll share bonus episodes, money tips, life hacks, exclusive music drops, travel deals, breakfast treats and a whole lotta’ fun!Have an Ask Shannah question, submit it here.Want More:Shannah on TwitterShannah on Instagram

Today’s guest is the founder of Workable Wealth, a virtual financial planning firm that has built more than $200,000 in recurring financial planning fees in just its first four years. As if that weren’t impressive enough, Mary Beth Storjohann built the firm while also raising two small children—now two and a half years and three months old. In this episode, Mary Beth shares details about her personal journey to success, including valuable insight on a subject that hasn’t been touched on much in this podcast: the very real challenge of balancing life at home with young children while also starting and/or running an advisory firm. Listen in to hear how she managed client relationships and her marketing and growth momentum through her maternity leave, as well as her advice for female advisors on handling the balancing act of starting your own firm when you also want to start a family. For show notes and more visit: https://www.kitces.com/61 

Mary Beth Storjohann, founder of Workable Wealth, shares her experience of doing business in a highly regulated industry and the challenges of self-publishing a book. Listen and learn: The one thing you should consider hiring out from the start when doing business in a highly regulated industry Which responsibility will fall to you whether you go traditional or self-publish your book How taking a workflow audit can help make sure your client contracts cover everything Why leaning on a group of competitors for advice isn’t always a bad thing KEY TAKEAWAY: DIY can get you pretty far in business and in publishing. But knowing when to bring in legal help can make the difference between reaching your goal or falling short. Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live). This podcast is information, not legal advice specific to your situation.

Mary Beth Storjohann of Workable Wealth  is an author, financial planner and accountability coach working to help clients in their 20s-40s make smart, educated decisions with their money.  I met Mary Beth at a conference last year and was so impressed how she spoke about money from a place of confidence and power.  We were honored to have her speak at our Paper Camp+ conference and I’m excited for you to listen to this episode. Today we’re talking about money misconceptions and fears, common reasons people seek out a financial planner and why it’s important for you to know your numbers!   ON TODAY’S EPISODE: A misconception that business owners tend to have about money Mary Beth’s core client base Helping her clients with both professional and personal finances due to the intersection of both The importance of reassessing where your business is often Her role with her clients Her philosophy on keeping overhead expenses down The importance of being aware of and managing subscriptions Having a goal when you are reviewing your spending What SMART goals are and how to utilize them Not comparing yourself to other people’s highlight reels Listening to constructive criticism but not allowing it to take you off course What you should be focusing on The importance of accountability when working towards your financial goals Having two numbers in mind when setting your goals Creating structure around pro bono work What’s next for Mary Beth & Workable Wealth KEY TAKE-AWAYS: “A lot of people think that they'll never have financial success, financial clarity, or financial peace, and that's a huge misconception, because although it does take work ... there's no magic pill ... it's just really about taking small steps.” - Mary Beth Storjohann   “You want to reevaluate where your business is at and what your goals are for yourself on a consistent basis.” - Mary Beth Storjohann   “I like the numbers, I am in the numbers, but I still need somebody else to bounce ideas off of and to help hold me accountable for getting things done.” - Mary Beth Storjohann   “Let's not make that investment until you are certain that this new side project is actually up and running and worth it." - Mary Beth Storjohann   “Instead of paying this subscription $50, pay yourself $50 because you deserve to be paid more.”- Mary Beth Storjohann   “We're cutting back so that you can meet your personal goals, not just to be frivolous.”- Mary Beth Storjohann   “There's lots of goals, and so before you dive into reviewing your spending, one of the things that is important is having that goal around what you're looking for.” - Mary Beth Storjohann     “Focus on what your net revenue is. What are you taking home?”- Mary Beth Storjohann     “At the end of the day, what everybody else is doing doesn't matter. It's not going to affect your bottom line; it's not going to affect your retirement savings.”- Mary Beth Storjohann     “It's important to remind people that there's different seasons in life; that number may be changing; the goals may be changing; but it's just important to constantly be considering them and thinking about them.” -  Katie Hunt   “This is a business, and you want it to be successful, and you want it to sustain your goals and your lifestyle and your family, and without you getting paid, you're really just creating stress and taking yourself even further away from those things that matter to you on the personal side.” - Mary Beth Storjohann   CONNECT: Book: Work Your Wealth: Nine Steps to Making Smarter Choices with Your Money Podcast: Work Your Wealth Website: http://workablewealth.com Facebook: https://www.facebook.com/workablewealth/ Instagram: https://www.instagram.com/marybstorj/ Twitter: https://twitter.com/marybstorj   JOIN THE TSBC FAMILY: Do you want to scale your business and add new revenue streams?  Are you ready to get a handle on your cash flow and tuck money away for retirement?   Maybe you are interested in increasing your visibility and fine-tuning your marketing outreach?  Perhaps you have a team that you want to nurture or need help building your team? Our newest on demand program, Paper Camp+ can help you with all of these things and more.  The program includes 5 keynote presentations and 2 panels from a wide range of business experts.  You can watch what you need, when you need it most and revisit the videos as often as you’d like.   This course was built for anyone running a product based business, and extends way beyond the paper industry.  Enroll at www.tradeshowcamp.com/pcplus   ABOUT PROOF TO PRODUCT: Proof to Product is brought to you by Tradeshow Bootcamp and hosted by Katie Hunt. Since 2011, TSBC has worked with hundreds of product based businesses to help them up level, scale, and build profitable sustainable companies. You can find our show notes and additional resources at ProofToProduct.com. If you like what you heard today, please head over to Apple Podcast to leave a five star review and subscribe. Thanks so much for listening. We'll be back next week with a new episode!

In an industry mainly focused on older wealth and retirement planning, Mary Beth Storjohann went a different route. Not only did she see the significant need to get younger people and families planning earlier, she realized early on that she had a passion for this market and decided to go for it. As a Certified Financial Planner and founder of Workable Wealth, Mary Beth used her skills and experience to build a business that helps a really underserved market. She discusses the challenges of building her practice and business as a young woman and mom in the industry, and how being different has actually benefitted her practice. Mary Beth also shares how seeking help from advisors, coaches, and study groups has made her and her practice stronger. Find show notes and more information at: staywealthysandiego.com/8 DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in the rendering legal, financial, or other professional services.

Having a financial plan and Mary Beth Storjohann is a passionate Certified Financial Planner who loves to educate her audience and I'm so glad we have her with us today on this episode! Mary Beth Storjohann, CFP® and Founder of Workable Wealth is an author, financial planner and accountability coach working to help clients in their 20s-40s across the country make smart, educated choices with their money. Her recent accolades include the “Top 40 Under 40” by Investment News, “10 Young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.” She frequently appears on NBC as a financial expert and her expertise has been featured in The Wall Street Journal, CNBC, Forbes and more. IN THIS EPISODE 1:18 Mary Beth's dad worked at a local mall and they would have famous people and events and one weekend they had the batmobile so they took it for a cruise. 2:56 The reason why there is confusion around financial planners is that there are not many regulations on who calls themselves a financial planner. 3:46 You want to work with someone who is a CFP - Certified Financial Planner who will help you look at your cash flow, how to pay down your debt, education planning and how much life insurance you need. They look at your values and goals and create a plan to live a life you love. 5:36 If you are looking into a financial planner, ask someone who is going to invest your money, ask how they get paid. If they are commission based, be careful. 6:22 Mary Beth will create a plan for her clients, teach them how to invest their money and she also invests the money for them. She has been in the industry for 10 years and her biggest thing is educating her clients about their options and she wants them to feel empowered around their money. She wants to make sure that her clients are confident that they are in control of their money. 9:00 Her family declared bankruptcy and money was a controversial topic in their household. She grew up with a lot of anxiety around money. When her parents were buying her a car, she had a panic attack around the fact that her parents were buying her a car but couldn't pay for her college. Her mindset was one of scarcity and in college, she would squirrel away her money. Having her own business and being in the financial business, she still has anxiety around the money. She and her husband hired a financial planner and that has helped her let go of controlling her money. 17:30 If you're in a place to hire help, if you have goals and if you're having issues keeping yourself accountable. If you have kids, do you have life insurance, if you have bills to pay, you should not be saving for college yet. Big life events or questions are a great place for getting a financial planner. If you're someone who is in a ton of debt, there are courses like Dave Ramsey. If you're someone who has a 401K, then you can get help figuring out your money. If you have cash and you want to buy a house but need help figuring out how much you can afford. Mindset is one thing, but you have to do the tangible work to figure out where your money is actually going. 22:30 The biggest thing if you're in a place where you're struggling and you need an accountability partner, that's where you want to get started. The creative online entrepreneur world, there is so much fear and anxiety and seeing what other people do. What you're seeing online is all fake. No one is perfect and everyone has their money issues. 23:48 I have two ways of handling clients. I either make a plan and we work on a few things at a time. I also start with those people who come to me and their stuff is all over the place. Try to do one thing each day and that's a step to celebrate. Create a rough budget for yourself. Go to Mint.com and let it create your budget for you. 25:12 When I work with clients, we spend 4-6 weeks of a plan together. We don't do it all at once and get them set up with a bookkeeper or a CPA. I don't have them do things all at once. They work at 2-3 things a month. We measure big progress ever six months. 27:17 You have to train your mind to say no to something. You take baby steps. 28:18 Saving your money and using the course you've already invested in is an important step to getting ahead in your business. There are mindset changes and you should celebrate them. 28:51 When I started college, I started out studying International Business and wanting to move abroad to Italy. When I was selling cell phones, I decided I needed an office job. By that time I'd switched my major to accounting and I'd gotten a receptionist at a CPA firm. I saw financial planners working, people coming in with anxiety and leaving with less anxiety. Something clicked inside of me and I switched my major and I was one of the youngest CFPs in the country. 31:22 Even as a young woman in a predominantly white male job, this is a case of no one will look out for you like you will look out for you either in your finances or your money. I've built my career by looking out for myself. I've almost left a few places because of the sexism and ageism that I faced. 33:10 Where I am right now is that it's all about relationships. Instead of looking for clients who have millions of dollars, what if I find regular people who can get to a million dollars. I have genuine relationships with my clients and my clients become friends. It's so cool I can celebrate with my clients and I love those relationships. 37:44 When you're wanting to work with someone, decide if you want to work virtually or locally. You want to go with someone who is a fee-only financial planner. You want someone who doesn't make a commission because they're getting a cut of what they're selling you. When you meet with me, there's a 30-minute conversation and I ask what their goals or questions are. You can expect 15-20 minutes talking about and your current situation and finances, goals and what the future looks like. You should expect someone to tell you how you work with clients and then have time to ask questions. What type of clients do you work with, what type of experience do you have, how much access do we have, how often can we expect to hear from you, do you have a team we will also hear from you, and ask if they'll act in your best interest. When you meet with me, there's a 30-minute conversation and I ask what their goals or questions are. You can expect 15-20 minutes talking about and your current situation and finances, goals and what the future looks like. You should expect someone to tell you how you work with clients and then have time to ask questions. What type of clients do you work with, what type of experience do you have, how much access do we have, how often can we expect to hear from you, do you have a team we will also hear from you, and ask if they'll act in your best interest and how they're compensated. Ask what how they plan and how they'll hold you accountable. 46:41 Income factor isn't a factor, I look at the income level to see if they can afford me. If I'm not sure if they can, I have a template email that shows where my fees and if they can't afford me then I refer them to others who charge less. No matter who books a consultation with me, I always get back to them. I only work with those who want to do a continuing relationship with me. 51:15 It starting by figuring out what's important to you and what your goals are. [bctt tweet="Financial planning and wealth is starting by figuring out what's important to you and what your goals are." username="tonyarineer"] KEY TAKEAWAYS You want to work with a Certified Financial Planner who will help you look at your cash flow, how to pay down your debt, education planning and how much life insurance you need. No one is perfect and everyone has their money issues. Mary Beth will create a plan for her clients, teach them how to invest their money and she also invests the money for them. There are mindset changes and you should celebrate this. I've built my career by looking out for myself. Where I am right now is that it's all about relationships. How to find a CFP for yourself. EPISODE RESOURCES National Association of Fee Only Financial Planners Financial Planning Association 7 Steps to Financial Freedom by Tony Robbins Free Money Mindset Training- just in case you're ready to take your profit power to the next level! Hang out with us inside our free Facebook Community- where every day is a party! CONTINUE THE PARTY WITH MARY BETH Workable Wealth website Twitter Instagram Facebook

Mary Beth Storjohann, author of Work Your Wealth, helps millennials wrap their heads around financial basics. Joe and Al discuss a proposal to cut the corporate tax rate by taxing 401(k) gains, and spotting an IRS phone scam. Also, answers to questions on LLC vs. S-corp income, deductions for traditional IRAs, and taking a personal loan for the downpayment on investment property. Also, Big Al lists 6 steps to get SUPER rich.

The post Episode 90: Smart Money Moves For Wedding Professionals With Mary Beth Storjohann appeared first on Evolve Your Wedding Business - Wedding Business Marketing & Strategy.

Welcome to the first episode of the Work Your Wealth Podcast, a weekly podcast for those wanting to make smarter choices with their money. Featuring expert interviews with leading authors, business owners and professionals, the Work Your Wealth Podcast will give you the education, confidence and clarity around your finances that you deserve. If you’re ready to use your money to live a life you love, this show is for you. I’m your host, Mary Beth Storjohann. I’m a CERTIFIED FINANCIAL PLANNER™, the Founder of Workable Wealth, where I serve as a financial planner and accountability partner in working to help clients in their 20s-40s across the country make smart, educated choices with their money. I’m also an author and the inspiration for this show came from my book, Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money, which launched in March 2016. I’ve been named as a “Top 40 Under 40” financial planner by Investment News, one of “10 young Advisors to Watch” by Financial Advisor Magazine, and one of “10 of the Best Personal Finance Experts on Twitter.” I frequently appear on NBC as a financial expert and my expertise has been featured in Glamour, Women’s Health, Brides, The Wall Street Journal, CNBC, Forbes, and more. You can connect with me via Instagram, on Facebook, or via Twitter. In this inaugural episode of the Work Your Wealth Podcast, I talk about why I created this show, share a bit about my background, and explain who this podcast is for and what you can expect each time you join me here. WHAT YOU’LL LEARN FROM THIS EPISODE: Introduction to me, Mary Beth Storjohann and the Work Your Wealth Podcast. How I ended up in a career as a Financial Planner and started Workable Wealth. Who the Work Your Wealth Podcast is for. What you won’t find on this podcast. What you can expect from this show. LINKS AND RESOURCES FEATURED ON THE SHOW: Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money Workable Wealth Have a money question you want me to answer? Submit one here.

In this episode, I'm talking to Mary Beth Storjohann - a certified financial planner - about what we need to be thinking about to make sure we're headed win the right financial direction.  To learn more, visit the show notes at www.annettestepanian.com/podcast/14

#51: Today's guest is Mary Beth Storjohann, CFP®, Founder of Workable Wealth, and author of the book Work Your Wealth. As I was reading through her book, one thing stuck out to me: the financial frenemies we all have, and how to deal with them in a constructive way.
 What's a financial frenemy? They're the people in your life that are sabotaging your efforts to improve your net worth. Sometimes they're friends, sometimes they're family, and other times, they might just be people that have no business asking about your financial situation in the first place. 
 Whoever they are, we've all known one at some point or another.
 In fact, I bet one of these sounds familiar:
 1. The Entitled Frenemy: "Can you spot me? I'll get you next time!" 2. The Budget-Buster: "You deserve it, you should buy it!" 3. The One-Upper: "You got a $1,000 bonus? Nice. I got a $10,000 bonus." 4. The Priers: "How much do you make?" "How much did you spend on that?" 5. The Green-Eyed Monster: "Must be nice that you can afford such a big house." 6. The FOMO Frenemy: "You can spend your money just this once!" Navigating conversations with these financial frenemies can be tough, but Mary Beth has some awesome advice on how to do it and not feel bad about your words.
 Even though it might sound scary, honesty is the best policy.
 While saying, "I don't feel comfortable answering that" means enduring a few moments of awkwardness, the alternative is answering truthfully and proceeding to wonder if your "friends" are judging you...every single time you interact with them.
 Finally, we need to realize that what they're saying isn't a reflection on us - it's a reflection on them. If they're jealous, feel the need to one-up you, or discourage you from your financial goals, that's on them, not you.
 Mary Beth offers other great tips on how to deal with financial frenemies in this episode, and we even role-played a scenario to give you a script to follow.
 Resources Mentioned: • Workable Wealth
 • “Work Your Wealth" on Amazon • Mary Beth's Twitter & Instagram
 Enjoy! -- Paula

Our families can demand a lot from us. Naturally, they expect love, attention, and support. But sometimes, they also ask for things that are far more tangible, like money. Loaning a relative money with the expectation to be repaid can be an awkward situation, especially if you're not sure how to approach it — Do I make them sign a contract? Should we establish a repayment schedule? What if they never repay me? To answer these questions (and more), Business Insider consulted two financial planners. Both cautioned against loaning money to family, but if you’re considering it, here are six rules they recommend following. Put everything in writing. "Put the parameters in place — time frame, interest rate, and when payments need to start," says Mary Beth Storjohann, a certified financial planner and CEO and founder of  Workable Wealth (http://workablewealth.com/) . "I think getting it in writing makes it more tangible, but still with family, you have to be willing to enforce that." She added that it's important to have a conversation about what will happen if payments are missed. Alan Moore, a certified financial planner and cofounder of the  XY Planning Network (http://www.xyplanningnetwork.com/) , even suggests putting together a legal contract involving an attorney. "Treat this as you would any other loan," he said. Don't leave anything out and don't make any assumptions, Moore said. Storjohann suggests consulting the  charge you taxes for the interest (https://www.nationalfamilymortgage.com/afr-rates/)  you could have collected, even if you didn't — and hold your borrower accountable. Consider what will happen if they don't pay you back. Storjohann asks: If you see your family member taking vacations or making frivolous purchases, but failing to make loan payments, how will you feel and how will you handle it?  Ideally, you should have an open and honest conversation early on about what will happen in the event that the terms you agreed upon aren't met, according to Moore. "All parties need to be aware of the consequences should that happen, so it isn't a surprise," Moore says. Know that your relationship will change. Money is often a divisive and awkward topic, especially in personal relationships. "Loaning money to family members is more than just a financial decision — it's also an emotional one," Moore says. "Loaning money to someone across the Thanksgiving table from you can cause major issues, sometimes without you realizing it." "It turns your relationships from sibling to lender, and when there is an issue (or even if there is not), it can make you seem like you're holding the money over them even when you don't intend to," he said, advising that it's imperative not to mention the payments outside of predetermined times. "Even off-hand comments across the room like, 'Sure hoping to get that first payment soon!' can ruin a relationship." Learn how to say no respectfully. Just because someone you love is asking for money doesn't mean you have to comply. Whether you genuinely don't have the cash to loan, or you're just avoiding a potentially sticky situation, Storjohann offers advice for rejecting a family member's request: "I think the biggest thing is to say, 'I understand the place you're coming from, but I have personal family financial goals that we're working toward right now, and I want to make sure I'm on track for those, and unfortunately there isn't any extra wiggle room to make these things happen.'" Make it a gift instead. Both Storjohann and Moore ultimately advise gifting money rather than loaning it, if you can afford it. You can even call it a "pay it forward" gift, Moore says. "Tell them you are giving them the money knowing they need it, but that you don't want to sour your relationship over it," he said. "Tell them the terms of the loan are [that] they gift the same amount to someone else in need." by: Tanza...

Mary Beth Storjohann is a CFP® who founded Workable Wealth. She's shaking up the traditional views of financial planning by leveraging technology to help people make smart, educated choices with their money. She recently was named among the "Top 40 Under 40" by Investment News and "10 Young Advisors to Watch" by Financial Advisor Magazine. She's a sought after speaker, author and financial coach. She may sound familiar to you because she frequently appears on NBC as a financial expert and has been quoted in the Wall Street Journal, Forbes among other major news outlets. In this interview, we’re going to learn how Mary Beth is specifically helping millennials with their financial challenges, especially those who are strapped with a lot of student loan debt. We talk about her own personal relationship with money and the financial challenges she face as a kid. Mary Beth, on top of being an entrepreneur, mom and a wife, she is a military spouse. We talk about that because I think that does add another layer of financial complexity to her life. Plus, how is her family managing their own money? For more information visit www.somoneypodcast.com. 

www.jenhemphill.comWhen smarts and determination come together you have Mary Beth Storjohann. Mary Beth started working at just 15 years old and as her journey unfolded she saw a huge hole in a population that was not being served. She became a Certified Financial Planner and has accomplished so much no only in her career but with the population she serves. She's very savvy and talks money in a simple, enjoyable way! What you'll learn about in today's episode:  Why she started working when she was 15 years old and didn't look back How she “broke the rules” in the financial services industry and proved the field wrong What her take is on how much of a money cushion you should have when you retire How to choose the best financial vehicle for your long term savings strategy

www.jenhemphill.com When smarts and determination come together you have Mary Beth Storjohann.   Mary Beth started working at just 15 years old and as her journey unfolded she saw a huge hole in a population that was not being served.  She became a Certified Financial Planner and has accomplished so much no only in her career but with the population she serves.   She’s very savvy and talks money in a simple, enjoyable way!   What you'll learn about in today's episode:   Why she started working when she was 15 years old and didn’t look back How she “broke the rules” in the financial services industry and proved the field wrong What her take is on how much of a money cushion you should have when you retire How to choose the best financial vehicle for your long term savings strategy

www.jenhemphill.com When smarts and determination come together you have Mary Beth Storjohann.   Mary Beth started working at just 15 years old and as her journey unfolded she saw a huge hole in a population that was not being served.  She became a Certified Financial Planner and has accomplished so much no only in her career but with the population she serves.   She’s very savvy and talks money in a simple, enjoyable way!   What you'll learn about in today's episode:   Why she started working when she was 15 years old and didn’t look back How she “broke the rules” in the financial services industry and proved the field wrong What her take is on how much of a money cushion you should have when you retire How to choose the best financial vehicle for your long term savings strategy

Mary Beth Storjohann, CFP® is the Founder of Workable Wealth and is an author, speaker, and financial coach. With over 12 years of experience in the financial services industry she applies a fun, albeit no-nonsense approach in working with individuals and couples in their 20s – 40s across the country, helping them make smart, educated choices with their money.  Mary Beth makes frequent appearances on NBC as a financial expert and has been featured in major media outlets such as U.S. News & World Report, The Wall Street Journal, Glamour, Women's Health, Yahoo!Finance and Forbes. Her first book, Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money cuts through the fancy lingo, breaks down complicated topics and provides clear-cut guidance on the money moves you can make to improve your financial situation right now. To connect with Mary Beth, head over to www.workablewealth.com or find her on twitter @marybstorj. You can find Work Your Wealth here on Amazon.  Work Your Wealth FB Group.    If you're interested in Connected - doors close TONIGHT {March 31st at midnight EDT}. 

Mary Beth is an author, speaker, and financial coach, and is the founder of Workable Wealth, where she helps people make smart, educated choices with their money. Mary Beth makes frequent appearances on NBC as a financial expert and is a contributor to major media outlets such as U.S. News & World Report, The Wall Street Journal, and Forbes. In her book, Work Your Wealth, she provides clear guidance on how to immediately improve your financial situation.

In this week's episode, we had the pleasure to welcome a Wealth & Finance Guru that majored in Money; Mary-Beth Storjohan. She founded Workable Wealth on a mission to empower the millennial generation to get on the right financial track by helping them make smart, educated decisions with their money.  We learned that her approach is distinctively fun and educational and helps entrepreneurial women (among others) get organized and gain confidence in their financial lives.  As a financial expert, Mary Beth has appeared on NBC multiple times and has been quoted in the Wall Street Journal, Forbes, Investment News, Yahoo! Finance, MSN Money, and various other media outlets. Mary Beth is an active member of the Financial Planning Association and NexGen Financial Planner community. She has a passion for helping those in need and has previously been named as one of  San Diego’s 25 in their 20’s and as one of the city’s  2014 Young Influentials. In addition, she was named as one of the industry’s 40 Under 40 for 2015 by Investment News. What you can learn from Mary-Beth's 9 steps to a workable wealth: Why Your Goals AREN'T Working for You The Best Online Tools to Track and Manage Your Spending and Savings How to Analyze Your Financial Health Why You Need to Plan for the Unexpected Now How and Why to Invest in Yourself Learn more at www.workablewealth.com

Mary Beth Storjohann will be one of the speakers at PV3 in March 2016. Learn more about PV3 at permaculturevoices.com/pv3. My guest today, Mary Beth Storjohann, is a certified financial planner and is the Founder of Workable Wealth, specializing in financial planning for Gen Y. She works as a writer, speaker and financial coach with individuals and couples in their 20s and 30s across the country to help them to make smart, educated decisions with their money. I brought her on today to talk about financial planning, when it comes entrepreneurship. Something she knows a lot about as both financial planner, and an entrepreneur herself. Like many of you, she is young, married, and has a daughter, and she start her business on the side. In other words, she gets it. Learn more at permaculturevoices.com/marybeth

In BONUS Episode 25 of Beat Infertility, we interview certified financial planner and infertility survivor Mary Beth Storjohann about financial planning for infertility. Infertility coach Heather Huhman helps warriors like you make scientifically-based, well-informed decisions about your next steps. To schedule your free 30-minute call, go to https://beatinfertility.co/hope.

In BONUS Episode 25 of Beat Infertility, we interview certified financial planner and infertility survivor Mary Beth Storjohann about financial planning for infertility.

Maybe you have your tax planning, retirement, disability coverage, and cash flow all figured out. But if you don't, this is for you. This is to encourage you to start learning, even in baby steps. I (Kelly) used to find this stuff intimidating. So I've reached out for support, and every year, it gets better. I don't feel so fearful, and I know what's currently going on in my business while I'm reaching new personal and professional financial goals. This podcast is all about the common missteps therapists make in private practice and what they can do to ensure a stable financial future. Thanks to Mary Beth Storjohann, CFP, Founder of Workable Wealth, for this interview. Mary Beth also provides support in our Bootcamp, and we appreciate her so much! P.S. Pardon our appearance -- it was super hot!

Maybe you have your tax planning, retirement, disability coverage and cash flow all figured out. But if you don't, this is for you. This is to encourage you to start learning, even in baby steps. I (Kelly) used to find this stuff intimidating. So I've reached out for support and every year, it gets better. I don't feel so fearful and I know what is currently going on in my business while I am reaching new personal and professional financial goals. This podcast is all about the common misteps therapists make in private practice and what they can do to ensure a stable financial future. Thanks to Mary Beth Storjohann, CFP, Founder of Workable Wealth for this interview. Mary Beth also provides support in our bootcamp as well and we appreciate her so much!Ps. Pardon our appearance - it was super hot!

Mary Beth is shaking up traditional views of financial planning by leveraging technology to work with GenY-ers across the country. Her goal? To help them make smart choices with their money. She is a Certified Financial Planner and the Founder of Workable Wealth. Her expertise has been featured in The Wall Street Journal, CNBC, Forbes and more.

Today’s guest is at the top of the short list of people we knew we had to talk to when starting XYPN Radio. Mary Beth Storjohann is the founder of Workable Wealth, a financial planning firm based out of San Diego, CA. Mary Beth is a total rock star. She has had a really fast-paced career and she is a business owner who actually just had a baby. On this episode, we go through her incredible journey of starting out as a receptionist in a financial planning firm in college and less than ten years later founding her firm, before she turned 30. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/10

Mary Beth Storjohann is a leading innovator in the financial world amongst Gen Y's and is here today to share her Top 3 Tips for Gen Y’s! The Top 3 for Entrepreneurs is a weekly podcast created for any business owner looking to get inspired, motivated and moving by asking successful entrepreneurs to share their Top 3 best tips.  Stephanie Burns, founder of Chic-CEO.com, a global resource for female entrepreneurs, interviews today's most impressive entrepreneurs to talk about their challenges and the top 3 things they want you to know in order to be successful. www.chic-ceo.com/top3podcast

Mary Beth spent more than a decade in the financial planning industry before deciding she'd had enough of the corporate world and made the indiepreneur leap. Now, she works for herself, shaking up the traditional views of that industry by focusing specifically on GenYers, helping them make smart choices with their money. As always, I had a great time talking to Mary Beth. Enjoy the show. More About Mary Beth @marybstorjWorkableWealth.com

Click Here for Show Notes:   Mary Beth is shaking up traditional views of financial planning by leveraging technology to work with GenYers across the country to help them make smart choices with their money. She is a Certified Financial Planner™ and Founder of Workable Wealth. She works as a writer, speaker and financial coach to arm her clients with the necessary tools and resources needed to set them up for financial success. Her writing and expertise has been featured in various industry publications on a local and national level including Wall Street Journal, Forbes, CNBC, Yahoo Finance, and more and she is frequently featured as a money expert on NBC. Inside This Episode Motivational Quote   Must Read Book   Productivity Tool/Tip mint.com lessannoyingcrm.com Other Resources zippy courses Ep 131: Think and Grow Rich for Women author Sharon Lechter Connect with Mary Beth workablewealth.com Twitter Facebook LinkedIn Google+ Thank you so much for listening.  If you enjoyed the episode, please consider subscribing in iTunes  and Stitcher and leaving a rating and or review.  This helps us continue to be featured in New & Noteworthy so that more people can find us. Click here to join the Biz Chix community

Visit EOFire.com for complete show notes of every Podcast episode. Mary Beth is shaking up traditional views of financial planning by leveraging technology to work with GenY-ers across the country. Her goal? To help them make smart choices with their money. She is a Certified Financial Planner and the Founder of Workable Wealth. Her expertise has been featured in The Wall Street Journal, CNBC, Forbes and more.

#106: In this session of The Smart Passive Income, I’m happy to welcome Mary Beth Storjohann from WorkableWealth.com to the show! Mary Beth and I met last year at The Financial Blogger Conference, and ever since then I’ve been extremely impressed with her approach to her work and making a name for herself in the very competitive space of personal finance. Podcast show notes available here: https://www.smartpassiveincome.com/session106

#106: In this session of The Smart Passive Income, I’m happy to welcome Mary Beth Storjohann from WorkableWealth.com to the show! Mary Beth and I met last year at The Financial Blogger Conference, and ever since then I’ve been extremely impressed with her approach to her work and making a name for herself in the very competitive space of personal finance. Podcast show notes available here: https://www.smartpassiveincome.com/session106