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Today, we're diving into a topic that can make or break a business—tax planning for entrepreneurs. In this episode, we’re excited to have Tiffany Vaught join us. Tiffany is not just any CPA; she’s a Certified Exit Planning Advisor (CEPA®) for small business owners, the CEO of Incurio, LLP, and the co-founder of Something Artists. With her entrepreneurial spirit and extensive experience, Tiffany brings a wealth of knowledge about proactive financial planning and tax strategies that can help you navigate your business journey with confidence.
We'll discuss tax planning essentials—whether you're a sole proprietor or contemplating making an S Corp election, the significance of maintaining accurate records, and Tiffany’s insights on the IRS’s increasing use of AI for audits. We’ll also touch on how unique income streams and expenses, like those from influencers, or complex real estate investments, play into your tax planning. So, whether you're a seasoned entrepreneur, a solo consultant, or just starting out, join us!
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: How a CPA can help provide financial solutions in your business When to do your own accounting and when to hire a professional The importance of understanding basic accounting to facilitate planning and tax filings Why accurate and timely bookkeeping is crucial for business strategy and financial planning How frequently you should be checking your business books and why A key to long-term business stability The best way to improve cash flow management and mitigate unforeseen financial challenges How to shift your operations from hand-to-mouth to forward-looking financial health What you need to be strategic with cash flow management and acquiring lines of credit Understanding how entrepreneurs can avoid crises and optimize growth strategies Resources Mentioned on the Show: The Soul of Money: Reclaiming the Wealth of Our Inner Resources by Lynne Twist Stay Connected: Connect with Tiffany Vaught on LinkedIn, Twitter, and Instagram. Visit Encuriohq.com to learn more. Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn -
In today's episode, we tackle a significant question: Is Homeownership Still Part of the American Dream? It’s a complex topic, influenced by changing economic landscapes, psychological factors, and the ever-evolving housing market. We'll explore the benefits and challenges of homeownership, discuss current market conditions, and offer practical advice for those considering whether to own real estate as part of their financial journey. Tune in as we help you understand whether homeownership should still be a dream you aspire to—or if there are other paths to financial success worth considering.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: The evolution of homeownership as part of the American Dream Why older generations have benefited more from the housing market The impact high-interest rates are having on the housing market How supply and demand are sharping the housing market Discussing the question of whether you should buy or rent The current economic impact that is occurring across multiple industries because of the shift in the housing market How to balance a home down payment with your other financial goals Who you should consider having on your team if you are interested in buying a home and the impact a good team can have A few things to think about when looking at a house as a long-term investment Why it’s important to look to the future when thinking about becoming a potential homeowner Stay Connected: Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn -
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Raising kids takes a village. As the old saying goes, it really does take a community to support parents, especially in this day and age of over-scheduled lives and demanding careers. Having a tribe you can lean on makes all the difference. In this episode, Mary Beth and Neela get real about their own experiences relying on their village. They touch on topics such as the importance of building a community, learning how to ask for help, even when it’s uncomfortable, navigating the pressure to “do it all” as working moms, and how investing in your village pays dividends for your family and your career.
So let’s get ready for an honest conversation about needing your people to get through this wonderful, exhausting journey called parenting. Let's dive in!
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: Why building a supportive community is crucial for navigating parenthood Where to look for valuable support and resources The importance of asking for help and being vulnerable Individuals you can lean on for much-needed breaks How to attack parenthood through delegation The best way to navigate summer activities and camps for children Outside-the-box ways to invest in relationships and support each other The one word that can help avoid overcommitting and allow you to maintain a healthy life balance The encouragement you can provide your children to assist with additional support Why it’s important to cultivate a diverse and supportive community, for you, for your family, for your career and for your financial future Stay Connected: Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn -
Today, we’re joined by a special guest, Daria Victorov, who is a financial advisor at Abacus Wealth Partners, and specializes in working with young professionals in tech and those who have come into wealth at a young age. Join us as we dive into the topic of financial planning for young inheritors. We'll explore the unique challenges and opportunities faced by those who come into wealth early in life, and Daria will share her insights on how to navigate this complex journey. Whether you're a young inheritor yourself or simply curious about the financial dynamics of inherited wealth, this episode is packed with valuable information and practical advice.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: How Daria got into the niche of working with young inheritors The age demographic of a “young inheritor” and a few things they struggle with When inheritors typically come to seek guidance from a financial advisor The approach many inheritors take after inheriting wealth Why managing money is important for everyone, regardless of your income level The emotional and social struggles young inheritors face Why some young inheritors struggle with lifestyle adjustments Some of the initial responses financial advisors see with the inherited money How family dynamics play when it comes to inheritance and trusts and how an independent party can help navigate those family dynamics How long it can take some to create a build financial confidence Stay Connected: Connect with Daria via email at [email protected] or on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn -
In today's discussion, we're diving into the world of artificial intelligence and its implications for consumers. We’re joined by Gabe Brenner, a financial advisor at Abacus Wealth Partners, who shares his perspective on the integration of AI tools in financial planning and everyday life. Gabe will walk us through the potential and practical uses that AI holds, from boosting productivity to navigating complex information effortlessly, and even aiding in our creative ventures. We'll also discuss the dual nature of AI, covering both its benefits and potential risks, including AI-driven scams and the necessary precautions to protect ourselves against them. Gabe will share some of his recommended AI tools and his experiences with them. By the end of this episode, you'll have a clearer understanding of how to leverage AI effectively, its importance in our rapidly evolving technological landscape, and ways to safeguard yourself against its potential pitfalls!
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: Understanding the basics of AI tools and how they show up in the consumer market How to use AI for creative tasks effectively Leveraging some of the AI tools out there (and which one is best for different tasks) The impact AI is having on several careers and industries Gabe’s top 4 AI tools Why it’s important to verify the data obtained from AI Some of the potential risks and scams and how to implement security measures Some of the upcoming advancements in AI A few of the companies that are working to keep AI ethical and use it for good A discussion on how AI is being integrated into educational processes Why consumers should integrate AI into their daily tasks for better outcomes Resources Mentioned on the Show: Perplexity Claude Chat GPT-4o Gemini Stay Connected: Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn -
Today, we bring on Kate Barron-Alicante, Director of Impact and Financial Advisor at Abacus Wealth Partners. Kate is here to guide us on a journey to becoming conscious consumers and investors. She'll share her insights on aligning our spending and investment decisions with our deeply held values, making mindful choices that do more than just serve our immediate needs—they help to sustain the communities and the planet we care about. In this episode, Kate will walk us through her own experience and offer practical, personalized steps to initiate meaningful change. We'll explore the concept of B Corps, explore the importance of impact reports, and discuss the broader implications of our financial decisions, from everyday purchases to the banks we choose. By the end of our conversation, you'll have a better understanding of how to evaluate companies on their treatment of workers, environmental practices, and social impact—so you can make choices that reflect what matters most to you. So let’s jump in and get started!
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: What is meant by conscious consumerism Why we should pause, slow down, and be mindful of our spending decisions What Impact Spending is and how to maximize your conscious consumerism impact Where to start to build conscious consumer habits How to tailor your conscious consumer decisions based on your personal life Some criteria to use when searching for ethical companies B Corp explained and the impact these companies have How to read and analyze a company’s impact report Why you should focus on being 1% better on your conscious consumerism Other industries to include in your conscious consumer choices to leverage a collective impact in the world Resources Mentioned on the Show: B Corporation Find a B Corp Additional Resources: 2023 Abacus Impact Report Stay Connected: Connect with Kate Barron-Alicante on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn -
Today we’re exploring a topic that excites many and mystifies others:Credit Cards. Learn how to make your credit cards work for you! From understanding the perks to making sense of rewards, we’ll guide you through the ins and outs of maximizing your credit card benefits. Whether you're a seasoned cardholder or just starting out, this episode is packed with insights to help you leverage your credit cards effectively. Mary Beth and Neela give insight into how they use their credit cards to maximize the offered benefits. Let's jump right in and decode the credit cards and ways to be a strategic credit card holder.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: How to figure out the best credit card for you based on your lifestyle Understanding the different types of rewards and where they can fit into your plan The best way to balance annual fees and rewards How many credit cards should you have? If you are paired up, how to approach the credit card game with your significant other Some good practices to follow to avoid hits on your credit score A great way to maximize the benefits from the cards you currently have What positively and negatively impacts your credit score (and how it all works) A few tools and resources to use when exploring the credit card game The best way to utilize credit cards responsibly Stay Connected: Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn -
Today, Mary Beth is joined by Abacus advisor, Emily Benedetto to discuss financial planning for families with young kids. Emily brings a wealth of knowledge and practical advice for young parents grappling with the new financial responsibilities that come with expanding their family. Mary Beth and Emily discuss everything from managing emergency funds, life insurance, the importance of discussing money openly, to how to save for your children's future. Whether you're expecting your first child or navigating financial planning with little ones running around, this episode is packed with valuable insights.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: The reason having an emergency fund is a necessity, especially with young kids Some savings adjustments you can make to continue to focus on your financial goals and meet the needs of your littles Two things you should take care of within the first year child’s life How to manage the cost of childcare and other options to consider When right time is to be thinking about your kids’ college savings The importance of revisiting your financial plan once your child has been born Ways to make ends meet without breaking the bank Adjustments you can make to your financial decisions, so it doesn’t feel like you’ve pushed your financial goals aside for your kid The importance of having open discussions with your partner about money Resources Mentioned on the Show:How to Teach Your Children About Money with Gabe Brenner
Stay Connected: Reach out to Email at [email protected] or on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn -
In today's episode, Mary Beth and Neela demystify the world of investing. They explore the crucial differences between saving and investing, underscore the importance of starting early to take full advantage of compound interest, and explain why diversification is your best defense against market volatility. Whether you're a seasoned investor or just starting out, this episode will equip you with the knowledge to make wise investment decisions and set you on the path to financial security. Get ready to transform the way you think about money, as we break down complex financial concepts into easy-to-understand language. Let's dive into the basics of investing and learn how to let your money work for you!
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: The best way to leverage the power of compound interest and maximize wealth accumulation Inflation explained and how to outpace it Why diversification is so crucial to your financial success How to approach your emotions around investing The reason to focus on long term planning for your investments Sorting out the differences between saving and investing How to evaluate and understand your risk tolerance The best way to get started on your investment journey Stay Connected: Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn -
In today's episode, Mary Beth Storjohann, CFP® and Neela Neela Hummel, CFP® dive into common misconceptions and hidden truths about retirement planning. They unpack quotes and beliefs about retirement, investing, and saving, providing clarity on important financial concepts that directly impact your retirement future. Tune in to see if you know which of these sayings are true and which ones are lies!
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: Why you should examine your retirement plan before approaching retirement age Why it’s important to start early when saving and investing How to approach Social Security when it comes to retirement planning The truth about long-term healthcare costs and what to consider Why even saving a small amount consistently can help in the long run How to approach retirement if you are a small business owner The difference between saving and investing Tools to leverage for retirement planning Stay Connected: Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn -
In today’s episode, Mary Beth Storjohann, CFP® and Neela Neela Hummel, CFP® explore the concept of financial freedom and how to know if you're on track to achieve it. They discuss the different interpretations of financial freedom, retirement planning, the FIRE movement (Financial Independence, Retire Early), the impact of savings and investment on achieving financial freedom, and the importance of having a diversified financial portfolio. They also touch upon the psychological aspects related to money, the significance of tracking net worth and budgeting, and the use of online retirement planning calculators to gauge progress toward financial freedom. They emphasize the personalized nature of financial planning and the need for a holistic approach when considering factors such as expenses, income streams, assets, and tax allocation. Tune in as Mary Beth and Neela share their insights on achieving financial freedom and providing valuable advice to help you on your path to financial independence.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: Why being financially free means different things to different people How to define what financial freedom means for you Other definitions of being financially free besides retiring Why many people continue to work once they’ve reached financial freedom What the FIRE movement is and the sacrifices that come with it The 4% retirement rule and how to apply it to your life The importance of having a combination of assets when approaching retirement The tax implications if you are solely relying on your 401k during retirement The importance of tracking your net worth throughout your life The importance of a budget and understanding your household expenses as you approach retirement Stay Connected: Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn -
On this episode of If Money Were Easy, Mary Beth Storjohann and Neela Hummel unpack the emotional fabric of financial planning through the lens of a journey both personal and common - infertility. Together, they explore the emotional and financial complexities of fertility treatments, the importance of setting a budget, the different financing options available, and how to navigate the intersection of monetary investment and deeply personal choices within the journey of starting a family. Join the conversation and navigate these intricate waters with empathy and financial acumen on today’s episode.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: The importance of knowing what your insurance covers when it comes to fertility treatments Questions to ask when speaking with your insurance company about fertility treatments Why you need a budget when it comes to such an emotionally tolling topic The reason you shouldn’t accept the first offer when it comes to the price for the medications needed for fertility treatment How to go in with a plan so it doesn’t completely ruin your financial health Other financial options you can explore instead of just taking the first one presented to you by the fertility clinic Why you should consider the long-term financial implications when making your family plan The importance of discussion the extremes should the worst-case scenario happen Caring for your mental health and how to prepare How intertwined financial planning and infertility planning are and how to set yourself up to stay on track Resources Mentioned on the Show: Bunless Oven: Bring Hope to Your Trying-To-Conceive Tears by Sandi Sheehan Stronger Than Infertility by Heather Huhman Navigating Infertility and Finances in 10 Steps Stay Connected: Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn -
Today we dive into the nuances of personal finance, challenge financial stereotypes, and explore how they might be influencing your relationship. In this episode, Mary Beth Storjohann and Neela Hummel discuss the common stereotypes around money management within relationships and share their personal experiences about how these assumptions have played out in their lives. They tackle a variety of themes from the ingrained idea that 'money is a man's work,' to who should handle the investing, to the societal pressures and expectations when women are the breadwinners. Tune in for this candid, sometimes humorous, but insightful conversation and let’s reflect on the financial dynamics that can play out in relationships.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: Some of the financial stereotypes that exist as cultural norms or practices How some of these stereotypes show up in heterosexual relationships The challenges with one partner handling all of the finances Societal expectations for men and women when it comes to paying the bill How better financial outcomes can come when both partners are engaged financially The stereotype behind who handles investments and how studies have countered the societal expectation The struggle women face, especially as breadwinners in heterosexual relationships and the additional pressure society puts on them The importance of good communication and an equitable division of financial roles within a household Why many stereotypes around money should be challenged Resources Mentioned on the Show: The Gender Wage Gap and What to Do About It The Gender Wealth Gap and What to Do About It Fair Play by Eve Rodsky Financial Planning for Women Abacus Academy Stay Connected: Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn -
Today, Neela and Mary Beth delve into their personal journeys and the financial wisdom they've amassed since their early twenties. From Neela's credit card reckoning post-studying abroad to Mary Beth's strategic dance with student loans, they'll discuss the crucial early steps they wish they'd taken, like the timely kick-off of a Roth IRA and strategies for building personal wealth. Along the way, they'll tackle the gender gaps in entrepreneurship, unravel the mysteries of paychecks and taxes, and underscore the transformative power of smart saving strategies. With a lens on the past and an eye toward the future, they lay the groundwork for financial fluency and success. Tune in and equip yourself with the know-how to navigate your financial world with confidence.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: Some tips for all of us to help keep us financially on track and avoid the sidetracks How to address splitting the bill when going out with friends How to avoid the feeling of obligation if you are a higher earner How to start building your credit early (and how to continue to protect it) A few good financial habits that future you will be thankful for How to budget for events that come up that you want to attend If you have the support, how to lean on your family to make sure you stay on track financially One way to approach a career change, to include exploring entrepreneurship A few tips to take calculated risks in your career and in your finances How to establish a good financial foundation Additional Resources: Retirement Savings Strategies for Every Decade of Your Life 401(k) vs IRA: How to Save for Retirement Your Greatest Asset: Investing in Yourself for Career and Financial Growth How to Negotiate Your Salary Like a Pro Stay Connected: Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn -
In today’s episode, Kahne Krause joins Mary Beth and Neela to talk about the power of female communities. They discuss the strength of solidarity in women’s lives, and understanding the power of investment strategy, particularly for women. They talk about the gender confidence gap and the unique challenges and opportunities women face in their financial lives. They also explore the transformative power of community in wealth and investing, and the importance of dialogue and reflection in building healthy relationships with money. Learn about the power of empathy and connection in building a fulfilling financial life.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: The impact Kahne has made leading client communities through Dimensional A reflection on women communities and how we can help each other The impact Women and Money is having on women advisors and clients Gender disparities and unconscious bias in finance Why wealth management in not just about the numbers Why advisors should look for those deeper conversations with clients The importance of empathy when talking about money A discussion about money, shame and basic human needs How the confidence code can be applied to wealth management as well The reason to look at the long-term plan when it comes to investing Resources Mentioned on the Show:Dimensional
Stay Connected: Connect with Kahne on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn -
Join us today as hosts Mary Beth and Neela dive into the powerful role of the female consumer in today's economy. They discuss the significant impact women have on spending and how they are increasingly aligning their financial choices with their values. From supporting female-led content like the Barbie movie and Taylor Swift's tour to making solo travel and home purchases, women are taking charge of their spending decisions. The hosts also explore the concept of the "pink tax" and the importance of using our voices as consumers to demand better quality products. Join Mary Beth and Neela as they empower listeners to make informed financial choices and discuss the implications of the growing purchasing power of the female consumer.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: The influence women have with their purchasing power The increase women will continue to have over their discretionary spending and how it is impacting their mental health Why women are supporting women-created products The benefit women are seeing with aligning their money with their values Ways women can encourage companies to align their products with the values women are looking for A discussion of “the pink tax” Why women must use their voices to make change in this world Resources Mentioned on the Show: The Rising Purchasing Power of women: Facts and Statistics 2023: The Year of Women as Economic Powerhouses Bite Toothpaste Stay Connected: Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn -
Generosity isn't just about the dollars—it's the intention, impact, and legacy we build. In this episode, we’re exploring what’s at the heart of charitable giving. Mary Beth and Neela discuss the transformative power of donor-advised funds, and share their personal journeys of turning philanthropy into a family affair. They also untangle how to choose causes that align with values while making sure your financial house is in order first. No matter where you're starting, there's a path for you to make a difference. Listen in to hear about some of the ways you can expand what’s possible with your charitable giving and philanthropy.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: Different ways to give besides just donating money to charities Considerations to explore when determining the causes and charities you want to participate in A financial planner’s perspective when it comes to giving Mary Beth and Neela discuss how they each handle charitable giving in their families Questions to ask yourself when thinking about the impact you want to have through charitable giving Other ways to contribute besides financially The importance of putting on your own oxygen mask first How to measure the impact you have within a charitable organization How to tailor your charitable giving based on your life stage Incorporating charitable giving into your estate plan The positive impacts generosity has on mental, emotional and physical health How to vet an organization Tips for selecting a charity and other ways to allocate funds to charities Resources Mentioned on the Show: Subscribe to the Abacus Newsletter How We Gave Away $100,000 by Mary Beth Storjohann How to Use a Donor Advised Fund to Give to Charity How to Make the Most of Your Charitable Donations Charitable giving and creating an impact at Abacus’ Resource Generation Charity Navigator Stay Connected: Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn -
Today we are joined by Shruti Dhalwala, Vice President of Advisory at Acceleration Community of Companies where she co-leads public relations and strategy for the agency’s PepsiCo business. In this episode we will dive deep into the tapestry of financial communication and unravel the power dynamics that shape the narratives of business and personal branding. Shruti brings invaluable insight on the stories behind successful public relations, guiding us through the nuanced game of information in our hyper-connected world. She talks about owning your accomplishments, nurturing your teams, and prioritizing trust in every transaction. Whether you're leveraging your branding or navigating the latest market shake-up, it's about adding value and injecting humanity into every interaction. Join us today to listen to the amazing insight Shruti shares with us!
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: Some of the common misconceptions when it comes to public relations The human element of public relations The effect PR has on a brand and how that PR can make an impact The importance of telling stories that people can connect with The differences among genders when it comes to seeking attention and recognition The best way to move forward during the chaos and the mindset to have The impact of financial decisions when it comes to personal freedom As leaders, balancing action and inaction when it comes to sensitive topics The best way to connect with consumers and why you should focus on value Some of the challenges faced when controlling the message in a digital world What to do when a PR crisis arises Resources Mentioned on the Show: Start With Why by Simon Sinek Find Your Why by Simon Sinek Stay Connected: Connect with Shruti Dhalwala on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn -
On this episode of If Money Were Easy, Mary Beth and Neela are joined by their colleague and fellow partner at Abacus, Gabe Brenner, CFP® to discuss teaching children about the true value of money. They explore the hands-on "three jars method," also known as Spending, Saving, and Sharing Jars, navigating allowance, and the importance of allowing kids to make financial mistakes early in life. The three of them talk about the balance between autonomy and guidance, from tactile cash handling to digital banking savvy and discuss the importance of creating a space for kids to fail safely and how it can be a key to building their financial confidence. Tune in to learn some savvy money lessons you can incorporate into your child’s financial journey to adulthood.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: A few ideas on how to raise financially savvy children How to educate children about money without spoiling them The three jars method, also known as the spend, save, share approach The importance of encouraging your children to give some of their money away and the lasting effects it can have on them How to allow your children to have small financial failures to learn from The best way to approach an allowance and if it should be tied to chores A method to teach your children about interest and the benefits of saving How Gabe handled a clothing allowance for his daughters growing up What it looks like when your children reach driving age and some things to consider Stay Connected: Connect with Gabe on LinkedIn or reach out at [email protected] Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn -
Today, Mary Beth and Neela delve into the intricacies of the gender risk tax and the glass cliff phenomenon. They unpack these widespread challenges, delving into their repercussions for women in the corporate world and propose practical approaches to surmounting them. From dissecting the subtleties of risk assessment to unveiling the eye-opening statistics surrounding the glass cliff, Mary Beth and Neela illuminate the truths and offer guidance on how women can effectively navigate and prosper within these contexts. Tune in for empowering insights and a call to build a supportive network to pave the way for a more equitable future.
For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.
What You’ll Learn in this Episode: The financial stereotypes of women and where these stereotypes come from Why it is critical to build a trusted team, seek mentorship and self-promote What the gender risk tax looks like and how it impacts women The importance of balanced communications, embracing failure and learning from your mistakes The glass cliff phenomenon explained What a Harvard Business Review study showed on why women are more likely to lead struggling companies How to recognize the glass cliff and why we must have boundaries Resources Mentioned on the Show: A Free Solo in Heels: Corporate Risk Taking Among Women Executives and Directors The Gendered Consequences of Risk-Taking at Work: Are Women Averse to Risk or to Poor Consequences? Why Struggling Companies Promote Women: the Glass Cliff, Explained How Women End Up on the “Glass Cliff” Who Thinks Women Might Make Better CEOs? Stay Connected: Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn - Se mer
