466: Mary Beth Storjohann, Founder of Workable Wealth
So Money with Farnoosh Torabi
Farnoosh Torabi
4.7 • 2K Ratings
🗓️ 7 September 2016
⏱️ 34 minutes
🧾️ Download transcript
Summary
Mary Beth Storjohann is a CFP® who founded Workable Wealth. She's shaking up the traditional views of financial planning by leveraging technology to help people make smart, educated choices with their money. She recently was named among the "Top 40 Under 40" by Investment News and "10 Young Advisors to Watch" by Financial Advisor Magazine. She's a sought after speaker, author and financial coach. She may sound familiar to you because she frequently appears on NBC as a financial expert and has been quoted in the Wall Street Journal, Forbes among other major news outlets. In this interview, we’re going to learn how Mary Beth is specifically helping millennials with their financial challenges, especially those who are strapped with a lot of student loan debt. We talk about her own personal relationship with money and the financial challenges she face as a kid. Mary Beth, on top of being an entrepreneur, mom and a wife, she is a military spouse. We talk about that because I think that does add another layer of financial complexity to her life. Plus, how is her family managing their own money? For more information visit www.somoneypodcast.com.
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Transcript
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| 0:00.0 | So Money Money |
| 0:00.5 | Eso Money Eustorja Han, financial planner. |
| 0:05.4 | You're listening to So Money, |
| 0:08.8 | with award-winning Money Guru Farnush Karabi. |
| 0:11.8 | Each day, get a 30 minute dose of financial inspiration from the world's top business minds, authors, influencers, and from Farnoos yourself. |
| 0:20.0 | Looking for ways to save on gas or double your double coupons? |
| 0:25.0 | Sorry, you're in the wrong place. |
| 0:27.0 | Seeking profound ways to live a richer, happier life. |
| 0:30.0 | Welcome to So Money. |
| 0:33.0 | You're listening to So Money, You're listening to So Money, everyone. Welcome back. |
| 0:36.0 | I'm your host, Farnish Terabi. |
| 0:38.0 | Thanks so much for joining me. |
| 0:39.0 | We have the perfect guest on today. |
| 0:41.0 | She is a certified financial planner who specializes in |
| 0:44.8 | millennial money management. Marybeth Storjahan is the founder of |
| 0:49.2 | workable wealth.com. She's a certified financial planner with over a decade of experience and she is |
| 0:55.4 | shaking up the traditional views of financial planning. She's leveraging |
| 1:00.0 | technology to help people make smart, educated choices with their money. |
| 1:04.0 | She's a virtual financial planner so you can work with her from virtually anywhere. |
| 1:08.0 | And she's quite affordable. |
| 1:10.0 | She'll talk more about her business in a moment, but just a little bit more about Mary Beth. |
| 1:13.7 | She was recently named among the top 40 under 40 by Investment News and 10 young advisors to watch |
... |
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