Episode

Episode 44: How to Financially Transition from Married to Single Life (and Not Run Out of Money) with Laurie Itkin

Divorce

Episode 44: How to Financially Transition from Married to Single Life (and Not Run Out of Money) with Laurie Itkin

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This week I sat down with Financial Advisor and Certified Divorce Financial Analyst, Laurie Itkin. Laurie Itkin is a financial advisor and certified divorce financial analyst who specializes in helping women transition financially from married to single life. She is passionate about increasing the financial literacy of under-served populations and provides pro-bono financial planning through…

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Episode 43: Balancing Your Health and Wealth with Drew Follette

Budgeting

Episode 43: Balancing Your Health and Wealth with Drew Follette

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HOW DO I FOCUS ON MY HEALTH AND BUILD WEALTH AT THE SAME TIME? This week I sat down with holistic nutrition consultant, Drew Follette. Drew is a certified holistic nutrition consultant helping clients improve their health through whole-foods nutrition. She works one-on-one with those who struggle with hormone imbalances, digestive issues, autoimmune, and other…

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Episode 42: Productivity Hacks and Purposeful Living with Tonya Dalton

Entrepreneurship

Episode 42: Productivity Hacks and Purposeful Living with Tonya Dalton

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CAN PRODUCTIVITY HELP ME TO LIVE ON PURPOSE? This week I sat down with Productivity Expert and founder of inkWELL Press, Tonya Dalton. Tonya is a productivity expert who started her first business in 2009 working out of her dining room juggling two small kids. By 2011, she had grown the business to the point…

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Episode 41: How to Teach Your Young Kids About Money

Work Your Wealth

Episode 41: How to Teach Your Young Kids About Money

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HOW DO YOU TEACH YOUR YOUNG KIDS ABOUT MONEY? 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…

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Episode 40: Truth and Lies About Retirement Planning with Jude Boudreaux

Goal Planning

Episode 40: Truth and Lies About Retirement Planning with Jude Boudreaux

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WHAT DO I REALLY NEED TO KNOW ABOUT RETIREMENT PLANNING? This week I sat down with fellow financial planner and CFP®, Jude Boudreaux. Jude is a Partner with The Planning Center. Previously he founded Upperline Financial Planning in 2010, and has been involved in the planning industry for 17 years. His personal mission is to…

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Episode 39: How We Handle Business Finances in Our Marriage (and What You Should Do)

Ask Mary Beth

Episode 39: How We Handle Business Finances in Our Marriage (and What You Should Do)

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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 welcomed…

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Episode 38: How to Create a More Profitable Business with Natalie Eckdahl

Business Planning

Episode 38: How to Create a More Profitable Business with Natalie Eckdahl

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This week I sat down with Business Strategist, Natalie Eckdahl. Natalie Eckdahl is a Business Strategist and High Performance Coach who helps high-achieving women entrepreneurs across industries and time zones build, grow and scale their business while avoiding overwhelm. She’s the Founder of the BizChix Community and Podcast, and has been recognized as “One of…

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Episode 37: A Brief Financial Pep Talk

Behavioral Finance

Episode 37: A Brief Financial Pep Talk

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In today’s episode I’m recapping a recent blog post I wrote giving you the pep talk you may need around your money. If you’re in need of a loving (and brief) kick-in-the-pants around your finances, this is for you! LINKS MENTIONED ON THE SHOW: Schedule a free 30-minute consultation with me Work Your Wealth: 9…

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Episode 36: How to Protect Your Wealth with Parker Cox

Financial Planning

Episode 36: How to Protect Your Wealth with Parker Cox

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ARE THERE WAYS TO PROTECT THE WEALTH I AM BUILDING? This week I sat down with property & casualty insurance professional, Parker Cox. Parker is head of sales and marketing for KM Insurance Services, an independent insurance agency that has been serving San Diego for nearly 40 years. He’s passionate about insurance, not because of…

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Episode 35: The Retirement Accounts Available to You and Considerations for Each

Ask Mary Beth

Episode 35: The Retirement Accounts Available to You and Considerations for Each

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HOW DO I KNOW WHAT RETIREMENT ACCOUNTS ARE AVAILABLE TO ME AND WHICH ONE(S) SHOULD I TAKE ADVANTAGE OF? 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…

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