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Everyone's Talkin' Money

Overcoming Industry Stereotypes In Your Career with Mary Beth Storjohann + Ask Shannah

Everyone's Talkin' Money

Shari Rash

Business, Self-improvement, Education

4.6 • 631 Ratings

🗓️ 19 June 2018

⏱️ 44 minutes

🧾️ Download transcript

Summary

No matter what career you're in likely there are a few industry stereotypes that you have to overcome. Being a CERTIFIED FINANCIAL PLANNER is no different - especially being a female in this industry. Mary Beth Storjohann is a leader in the CFP® world, a podcaster, a mother and so much more and joining on Part 1 of this podcast episode to discuss how she's overcoming industry stereotypes and how you can as well. On This Podcast Episode: Mary Beth Storjohann, CFP® and Founder of Workable Wealth is an author, financial planner and accountability coach 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. She's joining me on Part 1 of this podcast episode to dish about career stereotypes that we've both faced and dishing about some of her favorite tips that women need to be aware of to build a strong financial future. You can check out Part 2 of this podcast on Work Your Wealth Podcast You can connect with her via Twitter @marybstorj, on Facebook, or via Instagram. Shout Out to Our Podcast Sponsors: Big thanks to Wing and Audible for sponsoring this podcast episode. Audible.com/mymoney to get started today! The book I mentioned was called One Up on Wall Street.  Wingalpha.com - SIGN UP and enter code MYMONEY to get $25 off your first phone bill! Thanks for Tuning In: Thanks for tuning in to listen to this episode of Millennial Money. You’re awesome and mean so much to us. Also, please leave an honest review for Millennial Money on iTunes! Ratings and reviews are extremely helpful and much appreciated! You’re awesome! Millennial Money is more than just a podcast, we’re all about family here. Join us each weekend for our Sunday Seven Email Club, where we’ll share bonus episodes, money tips, life hacks, exclusive music drops, travel deals, breakfast treats and a whole lotta’ fun! Have an Ask Shannah question, submit it here. Want More: Shannah on Twitter Shannah on Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

No matter what career you're in, we all have these stereotypes that exist in our industry.

0:05.8

For me, being a certified financial planner, really there's only 22 to 23% of us that are

0:11.1

female. And I think when you think of financial planner, you probably think of an older dude,

0:15.4

which is certainly something we're trying to debunk. And you probably also think of financial planner,

0:22.2

like, why would I need one of those? That's like a used car salesman. So there are all of these

0:26.5

different types of stereotypes. You have them in your career. I have them in mine. I'm

0:31.3

Shauna Compton Game. This is Millennium Money. And today we're talking, how do you overcome those

0:35.4

industry stereotypes with Marybeth Storjahan and a unique Ask Shauna question?

0:58.9

Millennia? Millennial Money with Shawna Compton Game

1:00.1

It will expand your brain

1:04.2

So we have a super fun ask Shauna question that was sent in by Sabrina.

1:18.4

And I have a feeling you might be in the same situation.

1:22.9

Maybe you're there right now.

1:24.2

Maybe you are seeing the light at the end of the tunnel and thinking,

1:29.6

you know, what do I do after I've achieved a lot of financial goals? So Sabrina says,

1:35.4

Hey, Shauna, thanks to the podcast, we've hit some major goals. We've paid off the last $20,000 in

1:41.8

student loans, started putting money in our 401k, got our credit card situated

1:46.6

so we're earning points each month, and finally have been budgeting, gulp, and watching our numbers

1:52.4

each month. As a result, we've been able to save $250 to $300 a month consistently for our emergency

1:58.5

fund, a trip we want to take to Germany later this year,

2:01.7

and so much more. It honestly feels so good. You always say on the podcast how we can use what's in

2:07.4

our bank account to make changes, and I never realized it actually could work until we started doing it.

...

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