Diversity and Inclusion in Financial Planning with John Eing
Release Date: 01/11/2021
The Power of Optionality: How to Create Financial Flexibility
Work Your Wealth Podcast
Welcome back to Work Your Wealth. This is the first full episode of the relaunch, and we are starting with something that does not get talked about enough in financial planning circles: optionality. Not as a buzzword. As a strategy. If you are in your 30s, 40s, or 50s, juggling a career at peak earning years alongside kids, aging parents, and a household that does not run itself, you have likely felt the weight of a life that offers very few exits. This episode is about changing that. Mary Beth breaks down what financial optionality actually means, why the invisible load gets heavier when...
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Work Your Wealth - The Relaunch
Work Your Wealth Podcast
After four and a half years away, Mary Beth is back. In this relaunch episode she shares where she's been: from merging her first firm to becoming Co-CEO of a $3.5 billion RIA, and why she walked away from all of it to build something smaller, more intentional, and more aligned with the work that got her into this industry in the first place. This isn't a reinvention. It's a return. You'll hear what's coming for the podcast, what Mary Beth has learned after two decades of watching women navigate their finances, and why the hard part is almost never the math. If you're new here, welcome. If...
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How the Pandemic is Disproportionately Impacting Women
Work Your Wealth Podcast
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: The issues women have been facing over the past 18 months Examples of how women have been disproportionately impacted during the pandemic Where women started in the labor force compared to where we are today The impact of the 19th amendment on women in the workforce The long-term impact of the gender wage gap Comparing the changes men and women have faced as a result of COVID-19 The pressure that we perceived and now is being voiced by society due to the pandemic The average cost for childcare and how it relates to other expenses How the...
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5 Lessons Learned Over the Past Four Years
Work Your Wealth Podcast
One of the best parts of launching this podcast is to talk to others about money topics and addressing concerns they’ve had or seen. Today is an important episode in the direction of the Work Your Wealth podcast and where you might continue to find financial resources. Today I'm talking about 5 important lessons I’ve learned over the past four years through my journey with this podcast and what the future will hold for me and . HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: The timeline of the Work Your Wealth Podcast The reason behind launching the podcast and writing the...
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The Relationship You Want with Your Financial Advisor with Dasarte Yarnway
Work Your Wealth Podcast
Dasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative independent wealth management firm focused on helping millennials and seasoned investors design their best lives. Since the firm's inception, Berknell Financial Group has become one of the most notable millennial-led financial services organizations. In an industry that focuses on revenue and dollars-invested, Dasarte realized that a firm's value is created through how they could invest in their clients. Through this, The Wealth Bridge™ , Private Client Groups and Berknell Athletes were created....
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Diversity and Inclusion in Financial Planning with John Eing
Work Your Wealth Podcast
John Eing is a partner and financial advisor at Abacus Wealth Partners. As a financial advisor, John is passionate about simplifying and demystifying finances for his clients, and creating sound financial strategies allowing them to do what they love most. He is also a member of the firm’s M&A team and investment committee. Prior to joining Abacus, John was the Controller of Wells Fargo's $30B asset-based lending group. He holds an Executive MBA from the Anderson School of Management at UCLA, a BA in Economics from UC Berkeley, is a Certified Public Accountant,...
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Are You Better or Worse off Financially in 2020?
Work Your Wealth Podcast
Are You Better or Worse off Financially In 2020? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come across from readers and clients throughout my career. Today I’m answering the above question. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: Why the end of the year is my favorite time of year for clients Questions I consistently receive as the year is closing out A way to gauge if you are better or worse...
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The 5 Big Financial Planning Concerns You're Forgetting as an Entrepreneur with Ariel Ward
Work Your Wealth Podcast
Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of 2019, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professionals understand their financial lives and make better decisions with their money. She enjoys working with clients in the aviation industry to make the most of their employee benefits and map out a plan for personal...
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Living a Financially Intentional Life with Naseema McElroy
Work Your Wealth Podcast
Naseema is the founder of Financially Intentional, a platform about personal finance and living life intentionally. She discusses how taking control of her finances has enabled her to overcome bankruptcy, divorce, and break the cycle of living paycheck to paycheck. She shares her lessons along her path to help others benefit from the freedoms of financial independence. Outside of encouraging people to get their financial act together, Naseema is a mother and Labor and Delivery Nurse. Though making six figures for years, she struggled with money. Finally realizing she couldn't out-earn her...
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What Do I Do After I Max Out my 401k with Ariel Ward
Work Your Wealth Podcast
Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of 2019, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professionals understand their financial lives and make better decisions with their money. She enjoys working with clients in the aviation industry to make the most of their employee benefits and map out a plan for personal...
info_outlineJohn Eing is a partner and financial advisor at Abacus Wealth Partners. As a financial advisor, John is passionate about simplifying and demystifying finances for his clients, and creating sound financial strategies allowing them to do what they love most. He is also a member of the firm’s M&A team and investment committee. Prior to joining Abacus, John was the Controller of Wells Fargo's $30B asset-based lending group. He holds an Executive MBA from the Anderson School of Management at UCLA, a BA in Economics from UC Berkeley, is a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER™.
In his free time, John and his wife, Andrea, enjoy spending time with their two children Nathan (8) and Mia (4). In his free, free time John is an avid fan of the Los Angeles Lakers.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
- How Abacus Wealth Partners is focusing on diversity, equity and inclusion
- Why you should do everything that makes you feel uncomfortable in business
- The difference between diversity and inclusion
- The path that led John to financial planning and Abacus Wealth Partners
- How to provide a space to openly discuss diversity, equity and inclusion in the work environment
- The benefits seen at Abacus with the cultural lunch and learns
- Diversity gaps in the financial industry
- How understanding your client’s cultural background can make you a better advisor
- A hurdle for financial education across different nationalities
- How to turn the diversity, equity and inclusion conversation into action
- Why personal finance must be taught in schools
- What progress might look like when expanding diversity in the financial industry
LINKS WE MENTIONED ON THE SHOW:
- Economic vs Financial Planning Education Survey
- Save More Tomorrow by Shlomo Benartzi
- The Digital Nervous System by Bill Gates
GET SOCIAL WITH JOHN AND LET HIM KNOW YOU HEARD ABOUT HIM HERE