Oct 1, 2019
Today’s guest is Mary Beth Storjohann. She’s a CFP® and Founder of Workable Wealth is not your typical financial planner. With over 14 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 entrepreneurial women and couples in their 30s – 50s across the country, helping them make smart, educated choices with their money.
Mary Beth initially became interested in finances because even though she had hardworking parents, there was a lack of financial education in the household as she grew up. After taking a receptionist position at a financial planning firm while in college, she grew to love the industry, changed her major, and hasn’t looked back since.
As both a financial planner and entrepreneur, Mary Beth has some great advice to share.
In this episode we discuss:
- The connection between money and independence
- The difference between building a business to run until you’re done with it versus building a business that you can sell
- How she determined that it was right to merge with another planning firm
- Why she works with a financial planner even though she is one
- What her biggest financial mistake was and why she doesn’t regret it
- How to budget in a way that creates freedom with your spending
If you’re interested in learning more about Mary Beth, check out the following:
Work Your Wealth by Mary Beth Storjohann
If you’re interested in learning how to take control of your finances, schedule a FREE call with Lauryn Williams here.