the Creative Empire podcast » Building Creative Businesses into Empires

89: Financial Planning for the Heart-Centered Boss, with Mary Beth Storjohann

Joining Reina and Christina for this episode of the Creative Empire Podcast is author, financial planner, and podcaster Mary Beth Storjohann. Diving deep into the topic of financial planning, Mary Beth shares advice + actionable tips for business owners during this episode. This isn’t your typical financial planning conversation- the trio focus on a more heart-centered approach.

Show Highlights:

  • How Mary Beth educates her clients
  • How being smart with money means different things + how to figure out what it means to you
  • What advice Mary Beth has for people who are trying to figure out what their goals are for different parts of their lives
  • What some things are that someone could do maybe today financially to start to see results
  • What Mary Beth recommends in terms of how people save for taxes
  • How to deal with money mindset issues head on
  • How to feel more okay with handing over your books over to a bookkeeper
  • What the difference between fee only versus commission based financial planners + why to work with one over the other
  • What steps a person could take before needing to work with a financial planner
  • What topics Mary Beth’s book and podcast touch on
  • How to deal with your personal marriage (or partner) finances
  • What business money mindset is concerning to Mary Beth + what to do instead
  • Why having a part-time job might be a good thing for your business

Show Notes:

Mary Beth’s Bio:

Mary Beth Storjohann, CFP® and Founder of Workable Wealth is an author, financial planner and accountability partner working to help clients in their 20s-40s across the country make smart, educated choices with their money. Her recent accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.” She frequently appears on NBC as a financial expert and her expertise has been featured in The Wall Street Journal, CNBC, Forbes and more.

Mary Beth’s Social Handles:

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