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...

In today's episode Mary Beth and Neela dive into 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, this episode offers actionable insights and personal anecdotes. The hosts discuss societal pressures on young men during their "grind years," emphasizing the value of...

Today's episode features a special guest who brings a wealth of experience both professionally and personally. Kathryn Peyton, a CERTIFIED FINANCIAL PLANNER™ with Abacus Wealth Partners since 2016, joins us to share her invaluable insights on managing the role of an executor. We'll dive into Kathryn's personal journey, where she combines her professional expertise with real-life experiences, such as caring for her agin...

In this episode, we discuss money lessons for our daughters and explore the crucial role of financial awareness, the importance of self-reliance, and the evolving financial roles of women in society. We'll share personal anecdotes, discuss historical contexts, and emphasize the importance of modeling positive financial behaviors for the next generation. We believe that money isn't just a tool for daily transactions—it'...

In today's episode, we explore the often-misunderstood topic of prenuptial agreements (prenups). Joining us today is our esteemed guest, Terri Steen, an experienced family law attorney and mediator who has been practicing family law in Los Angeles since 2009. We'll explore the phases of prenuptial agreements, their impact on communication and empathy in relationships, and what makes for successful prenup negotiations. ...

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 client...

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 knowl...

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 fi...

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...

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 sh...

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 informati...

Today, we bring on Kate Barron-Alicante, 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...

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. Ma...

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 t...

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 ...

In today's episode, Mary Beth Storjohann, CFP® and Neela Neela Hummel, CFP® dive into common misconceptions and hidden truths about retirement planning. They unpack quotes and beliefs about retirement, investing, and saving, providing clarity on important financial concepts that directly impact your retirement future. Tune in to see if you know which of these sayings are true and which ones are lies!

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In today’s episode, Mary Beth Storjohann, CFP® and Neela Neela Hummel, CFP® explore the concept of financial freedom and how to know if you're on track to achieve it. They discuss the different interpretations of financial freedom, retirement planning, the FIRE movement (Financial Independence, Retire Early), the impact of savings and investment on achieving financial freedom, and the importance of having a diversified...

On this episode of If Money Were Easy, Mary Beth Storjohann and Neela Hummel unpack the emotional fabric of financial planning through the lens of a journey both personal and common - infertility. Together, they explore the emotional and financial complexities of fertility treatments, the importance of setting a budget, the different financing options available, and how to navigate the intersection of monetary investme...

Today we dive into the nuances of personal finance, challenge financial stereotypes, and explore how they might be influencing your relationship. In this episode, Mary Beth Storjohann and Neela Hummel discuss the common stereotypes around money management within relationships and share their personal experiences about how these assumptions have played out in their lives. They tackle a variety of themes from the ingrain...