Episode

Episode 114: Self-Care & The Pursuit of Peace (of Mind) with Joy Lere

Career

Episode 114: Self-Care & The Pursuit of Peace (of Mind) with Joy Lere

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A sought-after clinician, consultant, speaker, and writer, Dr. Joy Lere is a psychologist who practices at the intersection of behavior and business, specializing in work on the merger of money, mind, and meaning. Her signature work fuses Freud, Frankl, and the world of finance. She partners with bright, impact-driven, motivated professionals motivated to develop richer,…

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Episode 113: Align Your Career With Your Values

Career

Episode 113: Align Your Career With Your Values

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One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I’ll be taking time to address how we approached the different money situations and the results…

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Episode 112: Time for a Summer Break

Financial Planning

Episode 112: Time for a Summer Break

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Summer is here and with all that is going on in the world I have decided to take a break from the podcast. The podcast will continue though! We will be back in the fall to provide you with some more great content, some amazing guests and additional tips on how you can continue to…

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Episode 111: College Planning for Your Kids with Beth Greulich

Family

Episode 111: College Planning for Your Kids with Beth Greulich

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This week I sat down again with Beth Greulich, CFP® to talk through how to financially plan for your kids to go to college and some tricks along the way. Beth is a Certified Financial Planner™, Certified Divorce Financial Analyst, and Partner at Abacus. After a career in market research, she took some time off…

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Episode 110: Financial Planning Needs for Women with Wende Headley

Financial Planning

Episode 110: Financial Planning Needs for Women with Wende Headley

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This week I sat down again with Wende Headley, CFP® to talk through some financial planning needs for women and some of the hurdles we tend to face. Wende is a Certified Financial Planner™, Certified Divorce Financial Analyst, and Partner at Abacus. She leads the firm-wide Women & Money initiative, which provides resources and education…

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Episode 109: Giving Yourself Permission in Your Career with Wende Headley

Career

Episode 109: Giving Yourself Permission in Your Career with Wende Headley

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This week I sat down again with Wende Headley, CFP® to talk about how to align your career with your values by giving yourself permission to make the pivots and changes you want to make. Wende is a Certified Financial Planner™, Certified Divorce Financial Analyst, and Partner at Abacus. She leads the firm-wide Women &…

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Episode 108: How to Invest Intentionally with Lindsey Woodward

Employee Benefits

Episode 108: How to Invest Intentionally with Lindsey Woodward

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This week I sat down with Lindsey Woodward, CFP® to talk about how to align your money with your values by investing intentionally. Lindsey is a financial advisor at Abacus Wealth Partners, which provides fee-only, comprehensive financial advice to help individuals, families and foundations. Lindsey is dedicated to helping the people she works with align…

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Episode 107: Navigating Your Employee Stock Options with Laura Morganelli

Employee Benefits

Episode 107: Navigating Your Employee Stock Options with Laura Morganelli

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This week I sat down with Laura Morganelli, CFP® to talk about how to handle employee stock options and some of the things to be aware of if and when you decide to exercise those options. Laura joined Abacus Wealth Partners in 2015. With over 7 years of experience in personal finance, her main goal…

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Episode 106: How to Become a Millionaire with Ariel Ward

Financial Planning

Episode 106: How to Become a Millionaire with Ariel Ward

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This week I sat down again with Ariel Ward, CFP® to talk about how to become a millionaire and some of the small steps you can be taking now to help you down the road. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the…

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Episode 105: Managing the Unprecedented

Family

Episode 105: Managing the Unprecedented

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One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I’ll be taking time to address how we approached the different money situations and the results…

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