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Episode 34: How to Become the Leader of Your Own Life with Amanda Flisher

Leadership

Episode 34: How to Become the Leader of Your Own Life with Amanda Flisher

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This week I sat down with Self-Leadership coach, Amanda Flisher. As a Self-Leadership Coach, Amanda works with individuals to dig deeper, move past learned beliefs and values, and to uncover their own unique value system. She guides them through making better choices, better goals, and ultimately having more satisfaction in their achievements. Amanda holds an…

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Episode 33: How to Build and Leverage a World Class Network with Philip “PT” Taylor

Career

Episode 33: How to Build and Leverage a World Class Network with Philip “PT” Taylor

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SHOULD I BUILD A NETWORK TO ENHANCE MY CAREER? This week I sat down with CPA, financial influencer and networker extraordinaire, Philip “PT” Taylor. Philip is a CPA, husband and father of three. He created PTMoney.com back in 2007, and he founded FinCon, the annual marketing conference for financial influencers and professionals, in 2011. He…

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Episode 32: How to Stop Being a Broke Millennial with Erin Lowry

Behavioral Finance

Episode 32: How to Stop Being a Broke Millennial with Erin Lowry

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This week I sat down with millennial money expert and author, Erin Lowry. Erin Lowry is a millennial personal finance expert and the founder of BrokeMillennial.com. She’s also the author of “BROKE MILLENNIAL: Stop Scraping by and Get Your Financial Life Together.” Lowry has contributed to Forbes, Business Insider, New York Magazine’s The Cut and…

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Episode 31: Traits & Characteristics of the Financially Savvy with Joe Saul-Sehy

Leadership

Episode 31: Traits & Characteristics of the Financially Savvy with Joe Saul-Sehy

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This week I sat down with award winning podcaster, Joe Saul-Sehy. Joe Saul-Sehy is the creator and co-host of the award winning Stacking Benjamins podcast. Kiplinger magazine called Stacking Benjamins the best personal finance podcast of 2016. The Academy of Podcasters has nominated Stacking Benjamins for their Best Business Podcast award, to be given out…

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Episode 30: Our Money Story (the Good, the Bad & the Funny)

Ask Mary Beth

Episode 30: Our Money Story (the Good, the Bad & the Funny)

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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. On today’s episode, I have…

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Episode 29: How to Think Bigger and Create Change in the World with Pat Flynn

Giving Back

Episode 29: How to Think Bigger and Create Change in the World with Pat Flynn

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HOW DO I FIT DONATIONS INTO MY FINANCIAL JOURNEY? This week I sat down with entrepreneur, blogger and podcaster, Pat Flynn. Pat is the crash test dummy of online business. He experiments to find out what works, and what doesn’t online. He’s a dad and a husband, and the proud owner of SmartPassiveIncome.com, a website dedicated…

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Episode 28: Tackling Your Business Taxes with Amy Northard

Entrepreneurship

Episode 28: Tackling Your Business Taxes with Amy Northard

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This week I sat down with CPA for Creatives, Amy Northard. Amy Northard, CPA provides tax preparation and bookkeeping services to creative small business owners. After graduation from Indiana University, and then passing the Certified Public Accountant’s exam, Amy began working at a small/mid-sized accounting firm, primarily with small businesses and personal taxes. Although she…

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Episode 27: How We Handle Money in Our Household

Ask Mary Beth

Episode 27: How We Handle Money in Our Household

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HOW DO YOU HANDLY MONEY IN YOUR HOUSEHOLD? 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…

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Episode 26: How to Pay off $147,000 in Debt with Jackie Beck

Credit Cards

Episode 26: How to Pay off $147,000 in Debt with Jackie Beck

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This week I sat down with debt freedom expert, Jackie Beck. Jackie Beck is the creator of the app store hit Pay Off Debt, an app thats helped more than 46,000 people use a debt snowball to break free from debt. She and her husband paid off over $147,000 in debt, including their house. HERE’S WHAT…

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Episode 25: How to Handle Tough Money Conversations

Ask Mary Beth

Episode 25: How to Handle Tough Money Conversations

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WHAT KIND OF AWKWARD/UNCOMFORTABLE MONEY CONVERSATIONS AND COMMENTS SHOULD I BE ON THE LOOKOUT FOR WITH FRIEND AND FAIMLY AND HOW SHOULD I HANDLE THEM? 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…

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