If Money Were Easy
While not always an easy conversation to have, talking and preparing for the death of a loved one is incredibly important. On this week’s episode, we’re joined by Jana Davis, a financial advisor at Abacus Wealth Partners, who specializes in working with octogenarians and people in their later chapters of life. Jana’s approach to financial planning is rooted in empathy and radical candor, making sure that elderly clients are treated with the respect and dignity they deserve. Today, we'll be diving into the importance of having open and honest conversations with our aging family members,...
info_outline Tax Planning for Entrepreneurs with Tiffany VaughtIf Money Were Easy
Today, we're diving into a topic that can make or break a business—tax planning for entrepreneurs. In this episode, we’re excited to have Tiffany Vaught join us. Tiffany is not just any CPA; she’s a Certified Exit Planning Advisor (CEPA®) for small business owners, the CEO of Incurio, LLP, and the co-founder of Something Artists. With her entrepreneurial spirit and extensive experience, Tiffany brings a wealth of knowledge about proactive financial planning and tax strategies that can help you navigate your business journey with confidence. We'll discuss tax planning...
info_outline Is Homeownership Still Part of the American DreamIf Money Were Easy
In today's episode, we tackle a significant question: Is Homeownership Still Part of the American Dream? It’s a complex topic, influenced by changing economic landscapes, psychological factors, and the ever-evolving housing market. We'll explore the benefits and challenges of homeownership, discuss current market conditions, and offer practical advice for those considering whether to own real estate as part of their financial journey. Tune in as we help you understand whether homeownership should still be a dream you aspire to—or if there are other paths to financial success worth...
info_outline Why You Need a Village to Get Through ParenthoodIf Money Were Easy
Raising kids takes a village. As the old saying goes, it really does take a community to support parents, especially in this day and age of over-scheduled lives and demanding careers. Having a tribe you can lean on makes all the difference. In this episode, Mary Beth and Neela get real about their own experiences relying on their village. They touch on topics such as the importance of building a community, learning how to ask for help, even when it’s uncomfortable, navigating the pressure to “do it all” as working moms, and how investing in your village pays dividends for your family and...
info_outline Financial Planning for Inheritors with Daria VictorovIf Money Were Easy
Today, we’re joined by a special guest, Daria Victorov, who is a financial advisor at Abacus Wealth Partners, and specializes in working with young professionals in tech and those who have come into wealth at a young age. Join us as we dive into the topic of financial planning for young inheritors. We'll explore the unique challenges and opportunities faced by those who come into wealth early in life, and Daria will share her insights on how to navigate this complex journey. Whether you're a young inheritor yourself or simply curious about the financial dynamics of inherited wealth, this...
info_outline The AI Tools You Should Know About As a Consumer with Gabe BrennerIf Money Were Easy
In today's discussion, we're diving into the world of artificial intelligence and its implications for consumers. We’re joined by Gabe Brenner, a financial advisor at Abacus Wealth Partners, who shares his perspective on the integration of AI tools in financial planning and everyday life. Gabe will walk us through the potential and practical uses that AI holds, from boosting productivity to navigating complex information effortlessly, and even aiding in our creative ventures. We'll also discuss the dual nature of AI, covering both its benefits and potential risks, including AI-driven scams...
info_outline How to Be a Conscious Consumer and Investor with Kate Barron-AlicanteIf Money Were Easy
Today, we bring on , Director of Impact and Financial Advisor at Abacus Wealth Partners. Kate is here to guide us on a journey to becoming conscious consumers and investors. She'll share her insights on aligning our spending and investment decisions with our deeply held values, making mindful choices that do more than just serve our immediate needs—they help to sustain the communities and the planet we care about. In this episode, Kate will walk us through her own experience and offer practical, personalized steps to initiate meaningful change. We'll explore the concept of B Corps, explore...
info_outline Winning the Credit Card Game: Making Sense of PerksIf Money Were Easy
Today we’re exploring a topic that excites many and mystifies others:Credit Cards. Learn how to make your credit cards work for you! From understanding the perks to making sense of rewards, we’ll guide you through the ins and outs of maximizing your credit card benefits. Whether you're a seasoned cardholder or just starting out, this episode is packed with insights to help you leverage your credit cards effectively. Mary Beth and Neela give insight into how they use their credit cards to maximize the offered benefits. Let's jump right in and decode the credit cards and ways to be a...
info_outline Financial Planning for Families with Young Kids with Emily BenedettoIf Money Were Easy
Today, Mary Beth is joined by Abacus advisor, Emily Benedetto to discuss financial planning for families with young kids. Emily brings a wealth of knowledge and practical advice for young parents grappling with the new financial responsibilities that come with expanding their family. Mary Beth and Emily discuss everything from managing emergency funds, life insurance, the importance of discussing money openly, to how to save for your children's future. Whether you're expecting your first child or navigating financial planning with little ones running around, this episode is packed with...
info_outline Investing 101: Wall Street without the JargonIf Money Were Easy
In today's episode, Mary Beth and Neela demystify the world of investing. They explore the crucial differences between saving and investing, underscore the importance of starting early to take full advantage of compound interest, and explain why diversification is your best defense against market volatility. Whether you're a seasoned investor or just starting out, this episode will equip you with the knowledge to make wise investment decisions and set you on the path to financial security. Get ready to transform the way you think about money, as we break down complex financial concepts into...
info_outlineToday we're diving into an important topic, one that's often overlooked: the strength of your financial boundaries. We'll discuss the benefits of separate health insurance and retirement plans for dual-income couples, the significance of aligning your spending with your personal values, and the influence of societal pressure on our financial decisions. We'll also delve into big costs, like housing, transportation, childcare, and health insurance. Additionally, we'll address the complex task of planning for intergenerational care and financial responsibilities while highlighting the importance of setting boundaries.
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:
- Setting boundaries in a variety of areas of your life
- The financial consequences that occur for women when neglecting self-care
- One of the biggest challenges when setting boundaries
- How to navigate priorities to mirror your boundaries
- How a wealth divide among family members can make boundaries a challenge
- The importance of having a financial planner to discuss finances with your partner
- How to have healthy relationships and healthy boundaries with your partner
- The balance dual income couples need to find with careers, family support, finances and household dynamics
- Why you and your partner should examine and discuss spending habits
- Society has a lot of expectations of us; are they always what we want?
- The reason it is critical to choose yourself over what society tells you
- The results that will come when you do the self-reflection and the work
Resources Mentioned on the Show:
- Set Boundaries, Find Peace: A Guide to Reclaiming Yourself by Nedra Tawwab
- Nedra Glover Tawwab website
- Depression in women: Understanding the gender gap
- Researchers study anxiety differences between females and males
- Mint.com
- Hacking Your Finances: Five Mint.com Problems and Their Solutions
- Michael Kitces
- Real Self-Care: A Transformative Program for Redefining Wellness (Crystals, Cleanses, and Bubble Baths Not Included)