Unbudgeting and Entrepreneurship With Mary Beth Storjohann

Wednesday, October 02, 2019

Worth Knowing/Unbudgeting and Entrepreneurship With Mary Beth Storjohann

Unbudgeting and Entrepreneurship With Mary Beth Storjohann


Today’s guest is Mary Beth Storjohann. She’s a CFP® and Founder of Workable Wealth is not your typical financial planner. With over 14 years of experience in the financial services industry, she works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with entrepreneurial women and couples in their 30s – 50s across the country, helping them make smart, educated choices with their money.

Mary Beth initially became interested in finances because even though she had hardworking parents, there was a lack of financial education in the household as she grew up. After taking a receptionist position at a financial planning firm while in college, she grew to love the industry, changed her major, and hasn’t looked back since.

As both a financial planner and entrepreneur, Mary Beth has some great advice to share..

In this episode, we discuss:

  • The connection between money and independence
  • ​The difference between building a business to run until you’re done with it versus building a business that you can sell
  • ​How she determined that it was right to merge with another planning firm
  • ​Why she works with a financial planner even though she is one
  • ​What her biggest financial mistake was and why she doesn’t regret it
  • ​How to budget in a way that creates freedom with your spending

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Lauryn Williams

Hi, I'm Lauryn

Certified Financial Planner

Welcome to the Worth Listening podcast and blog where we focus on having positive and productive conversations about money.

Interested in being a guest on our show? Email us today at podcast@worth-winning.com. We'd love to hear from you!

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