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Work Your Wealth PodcastAuthor: Mary Beth Storjohann
You're smart, you're capable, and money still feels harder than it should. Work Your Wealth is where honest, practical conversations about money actually happen: about careers, relationships, transitions, equity, caregiving, and what it takes to feel genuinely solid financially. Hosted by CERTIFIED FINANCIAL PLANNER and Allora Wealth founder Mary Beth Storjohann. New episodes dropping April 2026! Follow now so you don't miss it. Language: en Genres: Business, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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The Mid-Year Check-In Most Business Owners Skip
Episode 6
Monday, 27 July, 2026
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 year: reading your P&L for what surprises you, cutting expenses that made sense a year ago and don't anymore, checking your cash reserve in real months of coverage, getting your estimated taxes actually aligned, making sure your insurance still matches the business you have now, building a continuity plan, checking your retirement contributions, and revisiting what you're actually paying yourself. None of this needs to happen in one sitting. But if it's been a while since you looked past the top line, this is the conversation to have with yourself before the year runs out of runway. LINKS: Allora Wealth Connect with Mary Beth on LinkedIn or Instagram What's Your Money Style?
