HeyJaredWork Your Wealth Podcast
The Work Your Wealth Podcast, presented by author, CERTIFIED FINANCIAL PLANNER(TM), and money guru Mary Beth Storjohann is teaching you how to make smarter choices with your money.
- Indexed episodes, last 90 days
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- Jul 27, 2026
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The Mid-Year Check-In Most Business Owners Skip (opens the original)
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The 8 things I have every small business client check before the year is half over. I'm a CFP® who works with small business owners, and every June and July, I sit down with clients for the same conversation: not about revenue, which they always know cold, but about everything underneath it. Cash reserve. Insurance. What happens to the business if they're the one who's out for six weeks. In this episode, I walk through the eight questions I have every client answer at the halfway mark of the yea
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