Podcasts about 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/

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.

My name is Andrew Walmsley and your listening to episode 152 of photography insights. This is the show that interviews people from the photography world. It's funny how my previous guests can influence my decisions over future shows. Kat Reichert was someone I became friends with, so when she recommend Lena Storjohann I reached out straight away. Lena's work falls under the Lomography field, it's full of colour and alternative thinking. We began talking as she attended the Experimental photography festival in Barcelona. Well it turns out she took part and had a workshop on multiple exposure. You can see how this type of work suits Lena, as she thinks differently about using film - wait till you hear about exposing both sides of the film (EBS). Her fun continues by using 35mm film canisters for pinhole work! So in this one we discuss: - macro & contrast - still life - double exposure - ebs - solargraphy - pin hole -roundabouts - peanut cans - washi film - film soups Links Lomography - https://www.lomography.de/homes/lalouve Instagram - https://www.instagram.com/lalouvephotography/ Friends of the show Steve at Chroma creates modular cameras in medium and large format variety. Find out more at https://chroma.camera For all your c41 developing needs - https://filmdev.co.uk/ Great and affordable zines from Static Age - https://www.staticage.co.uk/ Shoutout Please don't forget to checkout the latest work by the f8 documentary team. Get your zine for only £9 at https://fistfulofbooks.com/product/f-8-documentary-volume-five/ I have writing again too, so put a small article and report together about my experience. This one is about my guided tour around RAF Nocton and shooting some film. Lots of history, fun and some nice images! Check it out here - https://phlogger.co.uk/shooting-abandoned-buildings-using-medium-format-without-a-meter/ --- Send in a voice message: https://anchor.fm/photography-insights/message

Bi “Wi snackt Platt” geiht dat dütmol üm dat Online-Wöörbook Plattmakers.de, de Alzheimer-Sellschop Hamborg un Uwe Storjohann.

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   

The role of a supportive partner or spouse is extremely valuable to an entrepreneur and the success of their business and family. Mary Beth and Brian Storjohann join us on the show to share their inspiring journey through building a business, career changes, children and more. The pair have some really great tips on communication, optimism, work ethic and the various things that have helped them along the way. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/141

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 

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.

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.

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...

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