Work Your Wealth - The Relaunch episode artwork

EPISODE · Feb 28, 2026 · 9 MIN

Work Your Wealth - The Relaunch

from 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 you've been waiting, thank you. Either way, this one's for you. New episodes dropping April 2026. Hit follow so you don't miss them. Questions or topics you want covered? Send them to [email protected].

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Work Your Wealth - The Relaunch

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This episode is 9 minutes long.

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This episode was published on February 28, 2026.

What is this episode about?

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...

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