How will you actually know if you can retire? Here’s three tips to get you closer. #Retirement abacuswealth.com/can-i-afford-t…

Clients ask me what are the main ways to stay protected from cybercrime and identity theft? This is what I tell them. #CyberSecurity abacuswealth.com/cybercrime-is-…

You probably need disability insurance. Make sure you know what that is, why you need it, and how it works. #DisabilityInsurance abacuswealth.com/disability-ins…

It’s possible to be a socially conscious consumer and make an impact with your investing, you may just need a little nudge to start. #MoneyAndValues abacuswealth.com/top-3-ways-to-…

Considering a prenup? In today's episode, Terry Steen sheds light on postnuptial agreements, legal obligations, and financial planning for couples. Tune in to navigate your marital finances smoothly and prevent legal conflicts down the road. podcasts.apple.com/us/podcast/if-…

Pop quiz: Do you know the different advantages of a 401(k) vs. an IRA? Did your brain just shut down thinking about it? Here’s a simple way to understand the differences so you can have a much clearer retirement future. #Retirement abacuswealth.com/401k-vs-ira-ho…

The significance of maintaining respect for elderly loved ones while planning for their future cannot be overstated. Jana Davis, CFP® discusses fostering open conversations while honoring wisdom, dignity, and financial needs. Listen here: podcasts.apple.com/us/podcast/if-…

Thinking about getting a prenup? In this episode, Terry Steen sheds light on these agreements, the legal obligations, and planning for couples. Learn how to navigate your marital finances smoothly and avoid some potential legal conflicts down the road! podcasts.apple.com/us/podcast/if-…

Need help finding a financial advisor who understands the unique needs of the LGBTQ+ community? Here are some simple but essential things to know to make your search successful. #LGBTQFinancialAdvisor abacuswealth.com/lgbtq-how-to-f…

A Roth IRA can really expand your child’s future. Your whole family might even bond over compound interest! No? Just my family? #PersonalFinance abacuswealth.com/should-i-open-…

On this episode Mary Beth Storjohann and I share thoughts on fostering financial independence and empowerment in our daughters. Tune in for ideas and actionable insights. #Parenting #ParentingTips #WomenAndMoney podcasts.apple.com/us/podcast/mon…

Make sure you manage your business’ finances properly by taking these essential steps. Don’t jeopardize your hard work! #Entrepreneurs abacuswealth.com/5-ways-busines…

Kathryn Peyton joins us to discuss how to balance responsibilities as you navigate the aging process with a loved one. Her personal experience offers insight into the value of early planning, and tending to both financial and emotional investments. podcasts.apple.com/us/podcast/if-…

I’m proud to be co-CEO of a company like Abacus Wealth Partners that's a founding B Corp member. Curious about what a B Corp is? I’m excited to share! #BCorp abacuswealth.com/what-it-means-…

Women are powerful investors (data doesn’t lie!) - Learn why. abacuswealth.com/the-top-5-trai…

Society places unique pressures on young men. In our latest episode, Mary Beth Storjohann and I explore how balancing self-awareness, patience, and changing gender norms can equip our sons for a well-rounded financial future. Tune in here: podcasts.apple.com/us/podcast/if-…

I think everyone should be able to negotiate their salary like a pro. Here’s a simple guide to empowering yourself. #ProfessionalTips abacuswealth.com/how-to-negotia…

In our 40s, Mary Beth and I are learning to balance practical financial goals with real life desires. From luxury travel to understanding the importance of an emergency fund, we're sharing our experiences and advice on this week's episode. podcasts.apple.com/us/podcast/if-…

We're ending Season 2 of the podcast with @abacuswealth co-founder Spencer Sherman! He joined us for a thoughtful conversation about the potential impacts of gratitude on both financial well-being, and the richness of your daily life. Tune in here: podcasts.apple.com/us/podcast/if-…

The Palisades fire has impacted our community deeply - my parents are evacuated, friends & clients have lost homes. When everything feels out of control, here are the financial steps you can take right now. abacuswealth.com/los-angeles-wi…