Preparing for the Death of a Loved One with Jana Davis
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,...
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Tax Planning for Entrepreneurs with Tiffany Vaught
If 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...
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Is Homeownership Still Part of the American Dream
If 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...
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Why You Need a Village to Get Through Parenthood
If 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...
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Financial Planning for Inheritors with Daria Victorov
If 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...
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The AI Tools You Should Know About As a Consumer with Gabe Brenner
If 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...
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How to Be a Conscious Consumer and Investor with Kate Barron-Alicante
If 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...
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Winning the Credit Card Game: Making Sense of Perks
If 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...
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Financial Planning for Families with Young Kids with Emily Benedetto
If 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...
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Investing 101: Wall Street without the Jargon
If 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, Neela and Mary Beth delve into their personal journeys and the financial wisdom they've amassed since their early twenties. From Neela's credit card reckoning post-studying abroad to Mary Beth's strategic dance with student loans, they'll discuss the crucial early steps they wish they'd taken, like the timely kick-off of a Roth IRA and strategies for building personal wealth. Along the way, they'll tackle the gender gaps in entrepreneurship, unravel the mysteries of paychecks and taxes, and underscore the transformative power of smart saving strategies. With a lens on the past and an eye toward the future, they lay the groundwork for financial fluency and success. Tune in and equip yourself with the know-how to navigate your financial world with confidence.
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 tips for all of us to help keep us financially on track and avoid the sidetracks
- How to address splitting the bill when going out with friends
- How to avoid the feeling of obligation if you are a higher earner
- How to start building your credit early (and how to continue to protect it)
- A few good financial habits that future you will be thankful for
- How to budget for events that come up that you want to attend
- If you have the support, how to lean on your family to make sure you stay on track financially
- One way to approach a career change, to include exploring entrepreneurship
- A few tips to take calculated risks in your career and in your finances
- How to establish a good financial foundation
Additional Resources:
- Retirement Savings Strategies for Every Decade of Your Life
- 401(k) vs IRA: How to Save for Retirement
- Your Greatest Asset: Investing in Yourself for Career and Financial Growth
- How to Negotiate Your Salary Like a Pro