Episode 16 09 May, 2017

Financial Planning

Financial Planning

00:00
00:00
  • Episode 16 | Financial Planning 00:00

Today I talk to my financial planner, MaryBeth Storjohann, CFP.

Marybeth Storjohann, CFP, is the owner of Workable Wealth, a financial planning company working with professional and entrepreneurial women as well as young couples and families. She’s the author of the book Work Your Wealth, and the host of her podcast by the same name, Work Your Wealth. She’s appeared numerous media sources, including the Wall Street Journal, Forbes, NBC, Women’s Health, Self, US News Report and is a trailblazer in her field.

In this episode we talk about:

-How much you should save in your business savings account–> and what things should be included in your savings account.
-The biggest financial mistake practice owners make in business–> You probably are making this mistake!
-Why you need disability insurance
-Why your salary should be included in your expense savings account–> Wowza! This was news to me too!
-Why you need a financial planner–> Of course, I can’t agree more, which is why I have MaryBeth at my side!

Loved hearing what MaryBeth had to say? See her guest blog from last year here!

Find Marybeth at www.workablewealth.com.


Episode 16 | Financial Planning
Maureen Werrbach Hermann is a psychotherapist, group practice owner and group practice coach. Learn more about her coaching services here: LEARN MORE HERE

Post Views: 1003

Transcript: MARY BETH STORJOHANN

Thanks For Listening

Thanks for listening to The Group Practice Exchange podcast. Like what you heard? Give us five stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners with monthly office hours, live webinars, and a library of trainings ready for you to dive into. See you next week.

Resources

Here are the resources and guides we recommend based on this episode
Therapy Notes

Therapy Notes

*Need a good EHR for your group practice? TherapyNotes is it. I’ve been using it for years in my own group practice, and it does really well when it comes to having the features group practice owners need. Try it out for FREE for 2 months by clicking here.

* I am an affiliate for some of the businesses I recommend. These are companies that I use in my own group practice, and make recommendations based off of my experience with them. When you use some of these companies through my links, I receive compensation, which helps me continue to offer great free information on my podcast, blog, Facebook group, and website.
Scroll to Top