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Episode 16 | Financial Planning
WITH MARY BETH STORJOHANN
- Episode 16 | Financial Planning 00:00
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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.
Maureen Werrbach is a psychotherapist, group practice owner and group practice coach. Learn more about her coaching services here: LEARN MORE HERE
Transcript:
Maureen Werrbach
Thanks For Listening
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Resources
Here are the resources and guides we recommend based on this episode
*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.
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Meet your host
Maureen
Maureen Werrbach is a psychotherapist, group practice owner and group practice coach. Learn more about her coaching services here:
About
The show
The podcast is structured so that you get practice building tips in small doses, where an episode can be listened to (and a group practice building lesson can be learned) in a single car ride.
Episodes are structured into categories: coaching sessions where I coach a group practice owner on a specific topic, tips of the day by yours truly, real talk where you get to be a fly on the wall while an established group practice owner and I talk about the highs and lows of ownership, and trainings done by experts in the field.
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* The content of this post is intended to serve as general advice and information. It is not to be taken as legal advice and may not account for all rules and regulations in every jurisdiction. For legal advice, please contact an attorney.
