You have been saving for years. Maxing out your 401(k), watching the balance climb, doing what you were told to do. And somewhere along the way a quiet question started forming: is this actually enough? And do I actually know how this turns out? The uncertainty is rarely about the number. It is about not…
Most of us have heard the term financial plan thrown around. Maybe you’ve nodded along, assumed it meant some thick document full of charts, and wondered if you actually needed one or where you’d even start. That vagueness is what this episode is here to clear up. Mary Beth walks through what financial planning actually…
Most of us have a version of this story. You set a cash goal. You hit it. You feel better for about a week. Then the number starts to feel small, so you move the target. You hit that one too. And somehow, the nervous system still does not fully exhale. It looks responsible from…
Welcome back to the Work Your Wealth Podcast. This is the first full episode of the relaunch, and we are starting with something that does not get talked about enough in financial planning circles: optionality. Not as a buzzword. As a strategy. If you are in your 30s, 40s, or 50s, juggling a career at…
After four and a half years away, Mary Beth is back. In this relaunch episode she shares where she’s been: from merging her first firm to becoming Co-CEO of a $3.5 billion RIA, and why she walked away from all of it to build something smaller, more intentional, and more aligned with the work that…
