If Money Were Easy

著者: Mary Beth Storjohann and Neela Hummel
  • サマリー

  • If Money Were Easy is a fun and honest podcast that explores how to expand what’s possible with your money. Expect to hear about money and values, growing your wealth, creating an impact, leadership, financial wins and (some losses), and more. Guided by your hosts, Mary Beth Storjohann and Neela Hummel, CERTIFIED FINANCIAL PLANNERS™ and Co-CEOs of Abacus Wealth Partners, you’ll learn from leading authors, business owners, coaches, and financial professionals. Our goal is that you walk away from each episode with at least one takeaway that you can implement on your financial journey.
    2023
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あらすじ・解説

If Money Were Easy is a fun and honest podcast that explores how to expand what’s possible with your money. Expect to hear about money and values, growing your wealth, creating an impact, leadership, financial wins and (some losses), and more. Guided by your hosts, Mary Beth Storjohann and Neela Hummel, CERTIFIED FINANCIAL PLANNERS™ and Co-CEOs of Abacus Wealth Partners, you’ll learn from leading authors, business owners, coaches, and financial professionals. Our goal is that you walk away from each episode with at least one takeaway that you can implement on your financial journey.
2023
エピソード
  • Money Lessons for Our Sons
    2024/11/20

    In today's episode Mary Beth and Neela dive into the unique financial and societal challenges that young men face today. From the significance of developing strong social and emotional skills to understanding the difference between investing and gambling, this episode offers actionable insights and personal anecdotes. The hosts discuss societal pressures on young men during their "grind years," emphasizing the value of patience and face-to-face social interactions. They share personal stories from their own experiences raising children, highlighting the importance of early financial education and emotional awareness. The conversation also touches on gender-specific financial teachings, the balance between societal expectations and personal values, and the importance of open communication in relationships. Tune in to learn how to cultivate these skills in your children, and how to help them grow up to be well-rounded and financially savvy individuals.

    For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.

    What You’ll Learn in this Episode:
    • Some of the social and emotional challenges that young men face today
    • Why those face-to-face interactions are so crucial in developing social skills
    • Comparing communication skills and regular exercise
    • The importance of teaching children about emotional awareness at a young age
    • Some societal norms that impact how men respond in relationships and around money
    • Understanding the financial aspect when choosing your life partner
    • Comparing and contrasting gambling and long-term investing
    • The one thing most people need when it comes to their finances in this fast-paced world
    • How your financial behaviors can impact and influence your children’s financial behaviors
    • Why it is critical to understand privilege and how to use it positively
    • How a lesson on gratitude can benefit your little ones

    Resources Mentioned on the Show:
    • Behind Many Powerful Women on Wall Street: A Doting ‘Househusband’ By Miriam Gottfried in The Wall Street Journal
    • Episode 55: Money Lessons for Our Daughters
    • Episode 56: Navigating Parents’ Aging & Financial Care: Lessons from A Personal Journey with Kathryn Peyton
    Stay Connected:
    • Connect with Mary Beth on Twitter, Instagram, and on LinkedIn
    • Connect with Neela on Twitter, Instagram, and on LinkedIn
    • Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn
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    32 分
  • Navigating Parents' Aging and Financial Care: Lessons from A Personal Journey with Kathryn Peyton
    2024/11/06

    Today's episode features a special guest who brings a wealth of experience both professionally and personally. Kathryn Peyton, a CERTIFIED FINANCIAL PLANNER™ with Abacus Wealth Partners since 2016, joins us to share her invaluable insights on managing the role of an executor. We'll dive into Kathryn's personal journey, where she combines her professional expertise with real-life experiences, such as caring for her aging mother. Kathryn will discuss the significance of car rides and open conversations with elder family members, the financial and emotional investment of being an executor, and insights on how to prepare for and manage this crucial role. Join us to explore how to navigate the complex yet rewarding responsibilities of being an executor with our esteemed guest, Kathryn Peyton.

    For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.

    What You’ll Learn in this Episode
    • The role of a geriatric care manager and the benefit it can have to your elder and you
    • A few ideas on how to balance personal and caregiving roles
    • How to foster open and meaningful conversations with your elders
    • How to create space and opportunities for elders so you can learn more about them and their wishes
    • The importance of having open communication when it comes to end-of-life desires and planning
    • A few tips on how to alleviate stress on the elder and on you as the executor
    • A few things you should keep in mind if you are named someone’s executor
    • The importance of having accounts designated as “pay on death”
    • The time commitment as an executor
    • What you can do to make your work as an executor streamlined before the person’s passing
    Resources Mentioned on the Show
    • Blogs written by Kathryn Peyton
    Stay Connected
    • Find Kathryn on LinkedIn and learn more about her by reading her bio.
    • Connect with Mary Beth on Twitter, Instagram, and on LinkedIn
    • Connect with Neela on Twitter, Instagram, and on LinkedIn
    • Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn
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    33 分
  • Money Lessons for Our Daughters
    2024/10/23

    In this episode, we discuss money lessons for our daughters and explore the crucial role of financial awareness, the importance of self-reliance, and the evolving financial roles of women in society. We'll share personal anecdotes, discuss historical contexts, and emphasize the importance of modeling positive financial behaviors for the next generation. We believe that money isn't just a tool for daily transactions—it's power. It's the key to independence, freedom, and making informed choices. Whether it's managing household finances, advocating for oneself, or navigating power dynamics in relationships, these lessons are vital for our daughters to learn early and understand deeply.

    For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.

    What You’ll Learn in this Episode:
    • The importance of understanding where your money goes and how to make it work for you
    • Why self-reliance is so importance when it comes to your finances
    • The reason we, as parents, need to model positive financial behaviors for our children
    • The misnomer regarding women and math and why gender bias in academia needs to be eliminated
    • How women advocating for other women can impact your finances
    • What conversations need to happen when couples have income differences
    • When planning for your future, have you thought about these things?
    • The best way to respond when you make a mistake
    • Why you must believe in your abilities and validate your own worth
    • How to advocate for change to make sure you have a seat at the table
    Resources Mentioned on the Show:
    • A Brief U.S. History of Women in Money and Finance by Josh Elledge
    • Marriage & Money: Is a Prenup Right for You? with Terry Steen on If Money Were Easy
    • The Rise of the Female Breadwinner: Key Planning Tips and Considerations by Alyssum Malone
    • Cher Interview on Dateline with Jane Pauley. NBC. 1996.
    Stay Connected:
    • Connect with Mary Beth on Twitter, Instagram, and on LinkedIn
    • Connect with Neela on Twitter, Instagram, and on LinkedIn
    • Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn
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    32 分

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