Mary Beth Storjohann, CFP® and Founder of Workable Wealth is not your typical financial planner. With over 12 years of experience in the financial services industry she works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with individuals and couples in their 20s – 40s across the country, helping them make smart, educated choices with their money.

Her recent accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.”

In this episode we talk about expense ratios your investments might have, the financial goals you have right now, and are they really what you want, what is actually killing your budget, how you can make small changes to get towards your financial goals,  “financial frienemies”,  how to negotiate a higher salary, what “putting your money where your heart is” means, and when a neutral third party makes sense for your finances.

All this and so much more, ladies and gentlemen I am so excited to introduce you to Mary Beth Storjohann from WorkableWealth.com

RESOURCES MENTIONED:

Website: workablewealth.com

Work Your Wealth Book

Instagram: instagram.com/marybstorj

Work Your Wealth Podcast: http://workablewealth.com/wywpodcast/

#MONEYWIN

Allie– “Today I pulled the trigger and finished paying off ~$4k that I accumulated on a mileage credit card since moving cross cross in September. Thanks, tax return! Moving forward, nothing is going on that card that I can’t pay off monthly! Booyah!”  #Moneywin

Share your money wins by tagging me on Twitter (@whitneyhansenco) or Insta (@whitney_hansen_co) or the private Facebook Group and using tag #MoneyWin for a shout out and recognition you deserve!

FINAL THOUGHTS

This episode is brought to you by the 5 Day Money Challenge. Get your stuff together with money and increase your confidence in just 5 days. Go to whitneyhansen.com/moneychallenge to save your seat.

Leave a Reply

Your email address will not be published. Required fields are marked *