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_outlineIn today’s episode, Kahne Krause joins Mary Beth and Neela to talk about the power of female communities. They discuss the strength of solidarity in women’s lives, and understanding the power of investment strategy, particularly for women. They talk about the gender confidence gap and the unique challenges and opportunities women face in their financial lives. They also explore the transformative power of community in wealth and investing, and the importance of dialogue and reflection in building healthy relationships with money. Learn about the power of empathy and connection in building a fulfilling financial life.
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 impact Kahne has made leading client communities through Dimensional
- A reflection on women communities and how we can help each other
- The impact Women and Money is having on women advisors and clients
- Gender disparities and unconscious bias in finance
- Why wealth management in not just about the numbers
- Why advisors should look for those deeper conversations with clients
- The importance of empathy when talking about money
- A discussion about money, shame and basic human needs
- How the confidence code can be applied to wealth management as well
- The reason to look at the long-term plan when it comes to investing