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 […] The post Episode 121: The Relationship You Want with Your Financial Advisor with Dasarte Yarnway appeared first on Workable Wealth.
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 […] The post Episode 120: Diversity and Inclusion in Financial Planning with John Eing appeared first on Workable Wealth.
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 […] The post Episode 119: Are You Better or Worse off Financially in 2020? appeared first on Workable Wealth.
This week I sat down again with Beth Greulich, CFP® to talk through how to financially plan for your kids to go to college and some tricks along the way. Beth is a Certified Financial Planner™, Certified Divorce Financial Analyst, and Partner at Abacus. After a career in market research, she took some time off […] The post Episode 111: College Planning for Your Kids with Beth Greulich appeared first on Workable Wealth.
This week I sat down again with Wende Headley, CFP® to talk through some financial planning needs for women and some of the hurdles we tend to face. Wende is a Certified Financial Planner™, Certified Divorce Financial Analyst, and Partner at Abacus. She leads the firm-wide Women & Money initiative, which provides resources and education […] The post Episode 110: Financial Planning Needs for Women with Wende Headley appeared first on Workable Wealth.
This week I sat down again with Ariel Ward, CFP® to talk about how to become a millionaire and some of the small steps you can be taking now to help you down the road. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the […] The post Episode 106: How to Become a Millionaire with Ariel Ward appeared first on Workable Wealth.
This week I sat down again with Ariel Ward, CFP® to talk about how to know if you can afford for one parent to stay home. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus Wealth Partners with me as a […] The post Episode 102: How to Know if You Can Afford for One Parent to Stay Home appeared first on Workable Wealth.
What Should Your Net Worth Be? One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I’ll be taking time to address how we approached the […] The post Episode 101: What Should Your Net Worth Be? appeared first on Workable Wealth.
One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I’ll be taking time to address how we approached the different money situations and the results […] The post Episode 100: How Practicing Gratitude Can Impact Your Finances appeared first on Workable Wealth.
Are You Better or Worse off Financially This Year? 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 […] The post Episode 99: Are You Better or Worse off Financially This Year? appeared first on Workable Wealth.
This week I sat down fellow financial planner and Abacus financial advisor Emily Benedetto to talk about decisions millennials make around their money. Though she has always had a penchant for numbers, she took a bit of an interesting route to becoming a CFP but now loves every minute of it. If she had her […] The post Episode 98: Millennials & Money with Emily Benedetto appeared first on Workable Wealth.
This week I sat down Angela Greaser to talk what it’s like running a business with your significant other. Angela is a strategic operations consultant and co-founder of All The Ops. Led by Angela and her husband Dan, All The Ops helps business owners structure efficient teams and systems to skyrocket their profitability and claim […] The post Episode 97: Running a Business as a Couple with Angela Greaser appeared first on Workable Wealth.
This week I sat down again with Ariel Ward, CFP® to talk about things to think about before buying a home. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I […] The post Episode 96: Is Now a Good Time to Invest with Ariel Ward appeared first on Workable Wealth.
This week I sat down business coach, writer, designer and pocaster Ilana Burk to talk about tiny living and how this style of living could affect your finances. Illana helps people find and create thriving livelihoods centered around their life’s work. She’s host of the Good Business Podcast and owner of Your Life’s Workshop. With […]The post Episode 95: The Financial Impacts of Tiny Living with Ilana Burk appeared first on Workable Wealth.
This week I sat down with financial planner Scott Frank chat about life planning – what it is and how it helps in using your money as a tool to achieve the life you want. Scott is the founder of Stone Steps Financial, a firm created to help professionals and families understand their financial lives […]The post Episode 94: The Benefits of Life Planning with Scott Frank appeared first on Workable Wealth.
This week I sat down with fellow Financial Planner and Abacus partner Neela Hummel to discuss what we see in breadwinning women. Neela is passionate about women taking their finances to the next level. Women are increasingly out-earning and in control of more money than their male counterparts, yet many company policies and financial services […]The post Episode 93: Understanding Breadwinning Women with Neela Hummel appeared first on Workable Wealth.
This week I sat down again with Ariel Ward, CFP® to talk about things to think about before buying a home. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I […]The post Episode 91. What to Consider Before Buying a Home with Ariel Ward appeared first on Workable Wealth.
This week I sat down with Katie Krimitsos to discuss traits she sees in successful business owners. Katie Krimitsos is a mom, wife, adventurer, podcaster, business coach, seeker and change maker. She’s committed to brightening the light of women around the world through her Biz Women Rock community, which supports Women Entrepreneurs, and through the […]The post Episode 89: Defining Success with Katie Krimitsos appeared first on Workable Wealth.
This week I had changed things up a bit and became the interviewee! I invited my husband Brian on to chat about how we decided to sell my business. Selling my business was no easy decision. There were months of discussions, months of debate and a lot figuring out what we wanted in life. On […]The post Episode 88: Business Transitions as an Entrepreneur: How We Decided to Merge Workable Wealth appeared first on Workable Wealth.
This week I sat down with author and fellow Certified Financial Planner, Laura Mattia to talk about the importance of financial literacy for women. Laura Mattia, Ph.D., MBA, CFP, CDFA, is the author of Gender On Wall Street: Uncovering Opportunities for Women in Financial Services. With over 30 years of financial leadership experience, Laura has […]The post Episode 87: Women Should Be Financially Involved with Laura Mattia appeared first on Workable Wealth.