Disaster-Proof Your Finances: What to Do Before Crisis Hits with Susan Olson
If Money Were Easy
When a natural disaster strikes, the emotional and financial toll can be overwhelming, especially if you're unprepared. In this episode, Mary Beth and Neela are joined by Abacus financial advisor Susan Olson, CFP®, who shares practical steps you can take to safeguard your finances. Drawing from her experience working with clients impacted by wildfires, Susan breaks down what you can do before disaster hits, from reviewing your insurance coverage and documenting your belongings, to building an emergency fund and creating an evacuation plan. If you’ve been meaning to prepare but don’t know...
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Wealth and Shame: The Discomfort of Having Money
If Money Were Easy
Why doesn’t having money necessarily feel good? In this episode, Mary Beth and Neela explore the complex emotions tied to wealth—whether it's guilt over having more, shame around not having enough, or discomfort with financial privilege. They unpack how money can affect identity, belonging, and relationships, and share tools to help you reframe your money story, build financial confidence, and align your wealth with your values. For additional resources, information, and a full transcript of the episode, . To access our podcast disclosure information, . What You’ll Learn in this...
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The Golden Bachelorette: Skipping Marriage for Love and Financial Independence
If Money Were Easy
When love blooms later in life, so do important money questions. In this episode of If Money Were Easy, Mary Beth and Neela discuss the financial realities of dating, cohabiting, and marrying after 40. Inspired by the idea of the "Golden Bachelorette," they explore how second (or third) chapters can bring new challenges and new opportunities for building strong financial foundations. From prenups and estate plans to blending families, tune in for thoughtful insights and real-world examples you might use to open your heart while also protecting your finances. Whether you’re entering a...
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Insurance 101: Demystifying Life and Disability Policies with Mark Maurer
If Money Were Easy
When it comes to financial planning, insurance is an important piece of the puzzle. In this episode of If Money Were Easy, Mary Beth and Neela are joined by Mark Maurer, CFP®, President and CEO of Low Load Insurance Services (LLIS), to break down the complexities of disability and life insurance and shed light on what to consider when deciding what plan might be appropriate for you. They discuss why so many people tend to avoid thinking about insurance, the psychological barriers that can keep people from planning ahead, the potential differences between group and individual insurance...
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How to Pick a Financial Advisor That’s Right for You
If Money Were Easy
Selecting a financial advisor can be a process, especially given the wide range of titles, credentials, and compensation models in the industry. In this episode, co-hosts and CERTIFIED FINANCIAL PLANNER® professionals Mary Beth Storjohann and Neela Hummel outline the factors to consider when choosing an advisor who aligns with your financial goals and values. They explore the distinctions between various advisor designations, with a focus on the importance of working with a CERTIFIED FINANCIAL PLANNER® professional. They also cover the concept of fiduciary responsibility—why it matters,...
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How Do Interest Rates Influence Your Money?
If Money Were Easy
What happens to your money when interest rates go up or down? Join Mary Beth and Neela as they dive into the complex world of interest rates and the different ways they can impact your finances – from mortgages and savings accounts, to credit cards and business loans. They explore how the Federal Reserve's adjustments influence both the economy and individual financial decisions, and offer some historical context – such as the period following the 2008 financial crisis – to highlight how those lessons can still apply today. Tune in for practical advice on how to navigate a changing...
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New Year, Same You: Approach 2025 With Compassion
If Money Were Easy
How can you step into 2025 with compassion — and maybe even a little ease — in a world full of uncertainties? In this Season 3 kickoff episode, hosts Mary Beth Storjohann and Neela Hummel share thoughtful strategies for navigating both financial and emotional transitions as the new year gains momentum. Focusing on presence and personal values, they explore the benefits of setting realistic, meaningful intentions instead of rigid resolutions and highlight the power of small yet impactful financial moves — like adjusting 401(k) contributions and reviewing expenses. They also offer insights...
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Season 3 Coming March 19th!
If Money Were Easy
If Money Were Easy is back! Season 3 begins on March 19th, and we couldn’t be more excited. Not only can you expect more of the honest money (and life) discussions we can’t get enough of, but Season 3 has a new look and will be posted as video episodes on YouTube if you want some visuals with your finance banter. Make sure you're following the show wherever you’re listening so you don’t miss any updates. And don’t forget to sign up for the If Money Were Easy newsletter to get extra insights, deep dives, behind-the-scenes content, and opportunities to ask your own questions...
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The Power of Gratitude in This Season with Spencer Sherman
If Money Were Easy
In this episode special guest, Spencer Sherman, a celebrated financial advisor, author, and co-founder of Abacus Wealth Partners, shares his insights on integrating mindfulness into money management. Spencer explains that practicing gratitude can help with decision-making by reducing the tendency to ruminate over negative experiences. He discusses human survival wiring, which naturally directs attention to potential threats, leading people to dwell on negatives like critical emails or market losses. Throughout the discussion, various practical examples of incorporating mindfulness are...
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We're 40. Here's What We're Looking Forward to Financially Over the Next Decade
If Money Were Easy
Today’s episode dives into the financial aspirations and strategies for the next ten years as both hosts reflect on reaching the milestone age of 40. They explore the importance of investing in community and relationships beyond family ties, the excitement of aging with close friends, and nurturing valuable relationships despite busy schedules. They also address common financial anxieties, the concept of feeling behind financially, and provide practical tips on financial planning. Join Mary Beth and Neela as they blend thoughtful financial advice with personal anecdotes, offering a look into...
info_outlineWhat are 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, Mary Beth and Neela offer 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