This week is the second of The Best of 2018 podcasts where I sat down with Deacon Hayes about how to retire early. Deacon was able to provide such great tips and tools for all those looking to work towards that financial freedom that I felt it had to be aired again as we approach…
This week is the first of two of The Best of 2018 podcasts and in this one I talk about how to make progress with your money. There’s a reason this episode was listened by so many people: making progress with money is important. Whether you’re working towards a long-term goal like retirement, or saving…
What money moves should I be making before the end of the 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…
This week I sat down with business and life strategist, Kelly Higdon. Kelly helps entrepreneurs scale their businesses and get unstuck without it sucking their soul. She is the creator of Calibrate Your Year and loves helping entrepreneurs build businesses that fit into their life. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: How to stop…
This week I sat down with business lawyer and passionate negotiator (and negotiation expert), Kwame Christian. Kwame is a business lawyer and the Director of the American Negotiation Institute. In this role, he conducts live negotiation and conflict resolution training sessions for organizations. Kwame’s Tedx Talk, Finding Confidence in Conflict, was viewed over 24,000 times…
Investment mistakes can have a long lasting effect on your financial well-being and is something we want to help you avoid! This week I sat down with one of Workable Wealth’s very own Financial Planners, Ariel Ward, CFP®. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner. She has 10 years of…
This week I sat down with Regional Director at Dimensional Fund Advisors, Kelly Klingaman on investments. Kelly works with advisors from across the US on investment, messaging, and business development issues in order to sustain, improve, and grow their practice. She is also a frequent speaker for Dimensional’s live video webcast content and virtual programs….
This week I sat down with Consultant and Wish Route Founder, Jess Lynch. Jess Lynch grew up in the Boston area and has always had a love for business. She went to Babson College as an u’grad and met her now husband, Conor, on the third day of freshman orientation 🙂 After graduating, she pursued…
Talking about money with your spouse can’t always be easy, but it is crucial to your marriage. This week I sat down with Certified Financial Coach, Ericka Young. Ericka is the president and founder of Tailor-Made Budgets which she opened in 2005 after she and her husband Chris climbed their way out of nearly $100,000…
5 Business Lessons I’ve Learned in 5 Years 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…
