Today on The Lively Show we are getting proactive with our money!

I’m talking with Mary Beth Storjohann, of Workable Wealth, about how we can best use our money in our 20′s, 30′s, and 40′s.

Mary Beth is a financial coach providing accountability to her clients, and has been featured in many major news outlets including The Wall Street Journal, Forbes, NBC, and MSN Money.

In the show, we discuss how to prepare financially for big life transitions like planning a wedding, buying a home, having a baby, or being self-employed full-time.

Plus, Mary Beth shares her advice for couples who have merged (or not merged) their finances.

This episode is perfect for anyone who is looking to become proactive about their money, wants to merge finances with a partner, or is self-employed.

IN THIS EPISODE YOU’LL FIND OUT ABOUT

 

• How Mary Beth became a financial planner and later decided to go on her own to work with Gen Y clients.

• The steps we should take to be proactive about big life transitions like planning a wedding, buying a home, or having a baby. 

• The conversations to have with your partner before deciding to get married.

• Mary Beth’s advice for couples who merge finances and those who don’t.

• The financial and legal steps to take when preparing to have a baby.

• The personal financial steps soon-to-be and full-time entrepreneurs should take.

• The biggest money habits we should change.

• What Mary Beth would tell someone just starting out on this journey.

 

SHOW NOTES

The Lively Show epsisode with Eric Williams about debt reduction

Bridal Bargains

Newlywed Money Bootcamp

Mint.com

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