Financial Planning

  • Episode 30: Our Money Story (the Good, the Bad & the Funny)

    lessons
    Ask Mary Beth
    Episode 30: Our Money Story (the Good, the Bad & the Funny)
    Loading
    /

    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 have…

  • Episode 18: How to Choose the Right Financial Planner with Alan Moore

    blog cover
    Financial Planning
    Episode 18: How to Choose the Right Financial Planner with Alan Moore
    Loading
    /

    This week I sat down with another financial planner, entrepreneur and educator, Alan Moore, to talk about the things you don’t know to ask (but should) of any financial planner you work with. Alan Moore, MS, CFP® is the co-founder of the XY Planning Network and is the Champion of NextGen at Abacus Wealth Partners,…