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….
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…
This week I sat down with Student Loan Planner, Travis Hornsby to talk about student loan debt. Travis founded Student Loan Planner after helping his wife figure out her six figure med school loans and realizing that all their friends needed help too. He’s consulted on more than $250 million of student debt, which is…
HOW DO I PAY OFF DEBT AND STILL ENJOY LIFE? This week I sat down with PR & Online Marketing Strategist, Brittney Lynn. Brittney Lynn has almost 10 years of experience working in the online marketing industry and has a passion for helping others grow their brand through strategic PR. She’s also the host of…
HOW DO I BETTER UNDERSTAND MY PAYCHECK? 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…
WHAT IMPACTS MY MONEY MINDSET? This week I sat down with Author and Motivational Money Coach, Jen Hemphill. Jen Hemphill helps busy determined women who are content with their income but not their bank account. She helps them transform their finances from being overwhelming to bringing them financial confidence, control and freedom. She is a…
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…
SHOULD I BUILD A NETWORK TO ENHANCE MY CAREER? This week I sat down with CPA, financial influencer and networker extraordinaire, Philip “PT” Taylor. Philip is a CPA, husband and father of three. He created PTMoney.com back in 2007, and he founded FinCon, the annual marketing conference for financial influencers and professionals, in 2011. He…
