This week I sat down with fellow CFP® Roger Whitney to discuss planning for retirement, some dos and don’ts and baby steps along the way to set you up for success. Roger Whitney, CFP®, CIMA®, CPWA®, AIF® is a cofounder of WWK Wealth Advisors and host of the award-winning podcast The Retirement Answer Man. He…
This week I sat down with bookkeeper, Greg Higdon to discuss the importance of having a bookkeeper and what working with one can do for your business. Greg Higdon is the Founder of Grow the Books, a bookkeeping company for small businesses. With over 13 years of experience in education, he teaches his clients so…
This week I sat down again with Ariel Ward, CFP® to talk about how to know if you can afford for one parent to stay home. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus Wealth Partners with me as a…
What Should Your Net Worth Be? 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…
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…
Are You Better or Worse off Financially This Year? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come across from readers and…
This week I sat down fellow financial planner and Abacus financial advisor Emily Benedetto to talk about decisions millennials make around their money. Though she has always had a penchant for numbers, she took a bit of an interesting route to becoming a CFP but now loves every minute of it. If she had her…
This week I sat down Angela Greaser to talk what it’s like running a business with your significant other. Angela is a strategic operations consultant and co-founder of All The Ops. Led by Angela and her husband Dan, All The Ops helps business owners structure efficient teams and systems to skyrocket their profitability and claim…
This week I sat down again with Ariel Ward, CFP® to talk about things to think about before buying a home. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I…
This week I sat down business coach, writer, designer and pocaster Ilana Burk to talk about tiny living and how this style of living could affect your finances. Illana helps people find and create thriving livelihoods centered around their life’s work. She’s host of the Good Business Podcast and owner of Your Life’s Workshop. With…
