Welcome to the If Money Were Easy Podcast

Welcome to the If Money Were Easy podcast! Co-hosts Mary Beth Storjohann, CFP® and Neela Hummel, CFP® explore timely topics regarding your money, including the wins and losses they've personally experienced along the way. Show guests will include leading authors, business owners, professionals, and many of the in-house financial advisors here at Abacus Wealth Partners, all discussing how to grow your wealth, make an impact with your money, and expand what's possible with your finances. Tune in to the first episode to find out more about co-hosts Mary Beth and Neela, how they ended up in the financial industry, and the many lessons they have learned. For additional resources, information, and a full episode transcript, visit our website. What You'll Learn in This Episode: What to expect from listening to If Money Were Easy The impact of Mary Beth and Neela's backgrounds, and how it led them into the financial industry How Neela's background guides her approach in helping others with their finances Money messages Mary Beth received growing up and how it impacts her finances today The most challenging part of keeping your financial path pointing in the right direction The one question Mary Beth uses with clients to help determine financial success Why this podcast was created and what they hope you take away from it Where the podcast's name came from and why money isn't always easy The industry myth of how challenging money should be (and why it's a myth) What drives Abacus Wealth Partners and other guests you'll hear from Neela and Mary Beth share the best financial advice they've ever received Everyone makes money mistakes; find out the ones Mary Beth and Neela have personally experienced Resources Mentioned on the Show: Abacus Wealth Partners is a dynamic, deeply human financial planning and investment management firm with a passion for impact investing. Schedule a 15-minute call to find out if working with Abacus is a fit for you. Stay Connected: Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn. Connect with Mary Beth on Twitter, Instagram, and on LinkedIn. Connect with Neela on Twitter, Instagram, and on LinkedIn. See important disclosure information.