Living Richly with Curo

Keeping the marital home in a divorce feels like the right move for many women, but the financial reality is more complicated than it appears. In this episode of Living Richly with Curo, Curo Private Wealth advisors Anne McCabe and Atricia Roberts walk through the true cost of keeping the house after divorce, including mortgage qualification, hidden expenses, capital gains tax implications, and what you may be giving up in retirement assets. They also explore why letting go can be the most financially empowering decision you make, and how women who chose to start fresh found greater financial freedom and confidence on the other side.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #DivorcePlanning #FinancialPlanning #WomenAndFinance #HomeOwnership #DivorceDecisions #TaxPlanning #EmotionalFinance #WealthManagement #LivingRichly #FinancialEmpowerment  

In this episode of Living Richly with Curo, Anne and Atricia welcome Suzy Rosenstein, a master certified life coach who helps women in their fifties and sixties embrace midlife transitions with confidence and purpose. Together, they explore the challenges and opportunities women face when reinventing themselves and navigating financial mindset shifts.   Here’s what you’ll learn 👇   👩‍💼 Stories of women reinventing their careers and businesses in midlife 🧠 How money mindsets shaped by early scarcity can impact decisions 🌱 The importance of self-confidence and investing in personal growth 📱 Overcoming fears around technology and visibility in today’s world 💡 Practical steps to take the "next best step" without needing guarantees 🎯 Powerful perspectives on failure as a learning tool 🎙️ Why authentic storytelling helps women connect and feel less alone ☀️ Embracing aging as a privilege and opportunity for intentional living   Tune in to discover how to shift your mindset and confidently lead your next chapter in life.   Live richly!   ___________________________________________________________________________   More Information About Suzy and Her Coaching:   Website: https://suzyrosenstein.com/ Email: [email protected]   ___________________________________________________________________________   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #MidlifeReinvention #WomenInBusiness #FinancialMindset #LifeTransitions #AgingGracefully #PersonalGrowth #ConfidenceBuilding #CoachingForWomen #NextChapter  

In this episode of Living Richly with Curo, Anne and Atricia welcome Kathleen Geneva, a successful entrepreneur and CEO, to share her inspiring journey of reinvention and resilience after significant personal loss. Kathleen discusses the challenges and triumphs of returning to the workforce and building thriving businesses.   Here’s what you’ll learn 👇   🧠  The power of mindset and confidence in reinventing yourself 📞 How a simple phone call led to a life-changing business opportunity 👩‍👧‍👦 Balancing motherhood, loss, and a new career path 🏆 The importance of purpose and community impact 💡 Tips for women re-entering the workforce and gaining confidence 🤝 Building and leading a supportive team of powerful women 🎯 Strategies to stay forward-looking through challenging times 🔑 The role of persistence and lifelong learning in entrepreneurship   Join us to hear Kathleen’s uplifting story and gain insights on overcoming obstacles while living with purpose and joy.   Live richly!   ___________________________________________________________________________   More Information about Kathleen & Spherion:   💼 LinkedIn: https://www.linkedin.com/in/kathleen-geneva-0b54782a5/ 🌐 Website: https://www.spherion.com/ 📧 Email: [email protected]   ___________________________________________________________________________   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #LivingRichly #Entrepreneurship #WomenInBusiness #MindsetMatters #LifeReinvention #PurposeDriven #WorkLifeBalance #WomenEmpowerment #BusinessLeadership #Resilience

In this episode of Living Richly with Curo, Anne and Atricia explore how to navigate market volatility during uncertain times. They discuss the reasons behind market fluctuations, the importance of staying grounded, and common mistakes to avoid.   Here’s what you’ll learn 👇   📰 How geopolitical events impact markets 📌 Why volatility is a normal part of investing ⏳ The value of time in the market over timing the market ⚠️  The risks of panic selling and market timing 💡 Strategies to stay grounded during market dips 🔑  Importance of portfolio diversification and asset allocation 🎥 How media coverage can influence investor emotions 🎯 Staying focused on long-term financial goals 🧘‍♀️ Emotional discipline as a key to investing success   Tune in to gain clarity and confidence in managing your investments through market ups and downs.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #MarketVolatility #InvestingStrategies #FinancialPlanning #LongTermInvesting #PortfolioManagement #StayGrounded #InvestmentTips #WealthManagement #FinancialGoals #LivingRichly

In this episode of Living Richly with Curo, Anne and Atricia are joined by guest Cassie Kincaid of Troxell Leigh P.C. to dive into the essentials of estate planning, emphasizing thoughtful, comprehensive preparation beyond just wills. The discussion also covers how to handle estate administration challenges and incorporate charitable giving effectively.   Here's what you'll learn 👇   📄 Key estate planning documents including powers of attorney and trusts ⚖️ The importance of selecting the right fiduciaries and avoiding emotional decisions 💡 How aligning assets and beneficiary designations prevents costly complications 👶 Strategies for protecting minor and special needs beneficiaries 🎁 Tax-efficient charitable giving options like donor advised funds and charitable trusts 🔍 Navigating estate administration pitfalls and reducing unnecessary taxes 🌿 Planning considerations for blended families and disability situations 🔄 The role of ongoing review and communication in successful planning   Tune in for practical insights to help ensure your legacy aligns with your intentions and protects your loved ones.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #EstatePlanning #LegacyPlanning #FinancialPlanning #Trusts #Wills #CharitableGiving #FiduciaryDuties #BlendedFamilies #DisabilityPlanning #WealthManagement   ___________________________________________________________________________   Resources for Cassie:   Website: https://tllawpc.com/ Phone Number: (703) 777-4000  

In this episode of Living Richly with Curo, Anne and Atricia discuss the financial and emotional challenges faced by women who have recently lost a spouse. They explore how to build a trusted professional team and ask the right questions to feel supported during this transition.   Here’s what you’ll learn 👇   📝 How to reestablish your financial plan after loss 🏛️ The role of estate planning attorneys 📊 Understanding changes in tax filing status ❓ Key questions to ask financial advisors, attorneys, and CPAs 👥 The importance of a collaborative and trustworthy financial team ⏳ Timing considerations for financial and tax decisions 💡 How intuition plays a role in selecting professionals ⚠️ Avoiding common mistakes when building your financial team   This episode offers practical guidance for moving forward with confidence and creating a strong support system for your financial future.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #WidowFinancialPlanning #EstatePlanning #TaxStrategies #FinancialAdvisors #WomenAndFinance #WealthManagement #GriefAndMoney #LivingRichly #FinancialEmpowerment #FinancialPlanningTips  

In this episode of Living Richly with Curo, Anne and Atricia dive into the topic of tax loss harvesting, breaking down common myths and explaining how this strategy can fit into a broader financial plan. They emphasize the importance of working with professionals and making thoughtful investment decisions beyond just tax considerations.   Here’s what you’ll learn 👇   🔍 What tax loss harvesting means and where it applies  🎯 Why it’s only for taxable accounts, not retirement accounts 💡 Common myths about who can use tax loss harvesting and its effects 📌  How to stay invested and avoid the wash sale rule 🤝 The value of working with financial and tax professionals 🔑 The importance of integrating tax strategies within your long-term goals 🌱 Real-life examples illustrating the strategy in action 🛑 Why not to harvest every dip or loss   Tune in to better understand tax loss harvesting and how it might be part of your financial toolkit while keeping your broader goals in focus.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #TaxLossHarvesting #FinancialPlanning #InvestingStrategies #WealthManagement #TaxSeason #FinancialEducation #InvestmentTips #KiroPrivateWealth #LongTermInvesting #TaxStrategy  

In this episode of Living Richly with Curo, Anne and Atricia explore the common experience of feeling financial fear despite personal success. They delve into why high achievers often struggle with money anxiety and share practical strategies to build financial confidence and peace.   Here’s what you’ll learn 👇   🧠 Understanding the emotional connection to money 🧑‍🧑‍🧒‍🧒 How upbringing and intergenerational trauma influence finances 🖼️ Steps to reframe your money story and reduce fear 📝 Practical tips on tracking spending for clarity 🗣️ The power of naming feelings to ease money anxiety ⏩ Focus on momentum, not perfection, in financial actions 🎯 Visualization techniques to improve your relationship with money 💪 Building financial confidence as a learned skill   Tune in to gain a deeper understanding of your financial emotions and learn ways to move forward with confidence and control.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #FinancialConfidence #MoneyMindset #WealthManagement #FinancialEducation #HighAchievers #MoneyAnxiety #PersonalFinance #LivingRichly #GrowthMindset #FinancialWellness  

In this episode of Living Richly with Curo, Anne and Atricia provide an inside look into the initial discovery session at Curo Private Wealth. They explore the importance of trust, understanding client goals, and how these early conversations set the foundation for meaningful financial planning.   Here’s what you’ll learn 👇   🔍 Why the first meeting is about more than numbers 🤝 Building trust through open and honest communication 🎯 How advisors explore your financial goals and personal values 🚩 Red flags to watch for during initial advisor meetings 🧾 When financial statements come into focus during the process ⏳ The importance of taking time before making decisions 👥 Why empathy and shared experiences matter in advisory relationships   Tune in to understand what really happens behind the scenes in a discovery session and how to find the right financial advisor for you.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #FinancialPlanning #WealthManagement #FinancialAdvisor #ClientExperience #TrustInFinance #FinancialGoals #MoneyMindset #DiscoverySession #LivingRichly #FinancialJourney

In this episode of Living Richly with Curo, Anne and Atricia guide you through a comprehensive 5-step goal-setting process to start 2026.   Here’s what you’ll learn 👇   🪞 The importance of reflecting on the past year before planning ahead 🔍 How to define a vivid personal and professional vision 📊 Setting SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals 🧱 Breaking big goals into manageable quarterly steps 👥 Building accountability systems to stay on track 💪 The power of choosing a theme word for the year 🎯 Tips for internalizing success and maintaining motivation 🔄 Flexibility and habit-building as keys to goal achievement   Tune in to start your year with purpose and practical strategies for lasting progress.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #GoalSetting #SMARTGoals #Accountability #NewYearPlanning #GoalReflection #VisionBoard #PersonalGrowth #FinancialPlanning #LivingRichlyWithCuro #YearlyGoals

In this episode of Living Richly with Curo, Anne and Atricia discuss practical strategies for navigating market volatility. They explore why market fluctuations are normal and how to maintain a steady approach during uncertain times.   Here's what you'll learn 👇   📌 Why volatility is a healthy part of investing 🏦  The importance of holding sufficient cash reserves 📊 How to revisit and align with your long-term financial plan 🎯 Strategies to avoid emotional decision-making during downturns 🤝 The value of working with a trusted financial advisor ⏱️ Why market timing is extremely difficult 🧠 Understanding behavioral triggers behind panic selling 💡 How to embrace volatility as an opportunity for accumulation   Tune in to gain insights that help you stay grounded and confident during market swings.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #MarketVolatility #FinancialPlanning #WealthManagement #InvestingTips #LongTermInvesting #EmotionalInvesting #CashReserves #TrustedAdvisor #BehavioralFinance #LivingRichlyWithCuro

In this episode of Living Richly with Curo, Anne and Atricia share seven essential financial moves to consider before the end of the year. From reviewing spending habits to maximizing tax-advantaged accounts, they provide practical steps to prepare for a strong financial start in 2026.   Here’s what they cover 👇   📝 Reviewing your 2025 spending and setting 2026 plans 🏦 Ensuring adequate cash reserves with competitive interest rates 🏛️ Maximizing contributions to retirement and health savings accounts ⚖️ Understanding tax loss and gain harvesting strategies 💊 Using flexible spending accounts (FSA) before year-end deadlines 🎁 Planning charitable giving with tax efficiency in mind 📃 Reviewing estate plans, insurance, and beneficiary designations   Stay informed and take proactive steps to close out the year thoughtfully and confidently.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #YearEndFinance #FinancialPlanning #CashReserves #TaxStrategies #RetirementPlanning #CharitableGiving #EstatePlanning #FlexibleSpending #LivingRichlyWithCuro #MoneyMoves  

In this episode of Living Richly with Curo, Anne and Atricia welcome back Shauna, the Tax Goddess, to discuss key tax strategies and updates following the passage of the One Big Beautiful Bill (OBBBA). The conversation covers charitable giving changes, business structure considerations, tax pitfalls, and the importance of a trusted tax team.   Here’s what you’ll learn 👇   🌟 Impact of the One Big Beautiful Bill on charitable donations 📊 Business entity structuring and tax planning strategies ⚠️ Common tax missteps and how to avoid them 🛡️ Importance of aligning with a knowledgeable financial team 💡 How to balance present tax savings with future financial flexibility ⚖️ Navigating estate planning changes and gifting rules 🔍 Identifying risky tax strategies and ensuring legitimacy 🤖 Why AI is no substitute for an experienced tax professional   Join us to gain a clearer understanding of tax planning essentials and stay informed on recent changes with practical insights from an expert tax strategist.   ___________________________________________________________________________   Catch up on Shauna's previous appearance on Living Richly: https://youtu.be/KhPzFUWtslg   ___________________________________________________________________________   Shauna A. Wekherlien, CPA, MTax, CTC, CTS. Shauna, known as “The Tax Goddess," ( @TaxGoddess ) is a top 1% US tax strategist specializing in helping business owners, entrepreneurs, and high-income earners reduce their tax burden legally.    Founder of Tax Goddess Business Services, PC in 2004, she leads a global team dedicated to simplifying tax strategies and maximizing savings. Shauna’s Strategic Tax Coaching (STC) program boasts an average client tax rate of 6.92%, with her team saving clients over $2 billion in taxes. A sought-after educator, speaker, and bestselling author, she has been featured in Forbes, Entrepreneur, CNN, CBS, and NBC, among others.   With expertise in tax structures, cash flow management, real estate transactions, and wealth transfer strategies, Shauna continues to break tax barriers and empower others to take control of their financial future.   📚  Resources mentioned:   - Tax Goddess Website: https://taxgoddess.com/ - Shauna’s Book, “The 6% Life”: https://a.co/d/88kjI8H   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #TaxStrategy #CharitableGiving #BusinessTaxPlanning #EstatePlanning #FinancialPlanning #TaxUpdates #WealthManagement #TaxTips #OBBBA #LivingRichly

In this episode of Living Richly with Curo, Anne and Atricia explore the important mindset shift from saving diligently to comfortably spending in retirement. They outline a clear five-step process to help retirees gain confidence and clarity in managing their finances while enjoying their retirement years.   Here’s what you’ll learn 👇   🌟 How to know and clarify your safe spending number 📊 Creating a spending plan focused on lifestyle, experiences, and generosity 🔄 Automating your retirement income like a paycheck 💪 Practicing spending gradually to build confidence 📅 The importance of revisiting and adjusting your plan annually 👩‍👧 Insights on unique challenges women face in the transition 🤝 The value of community and support during financial changes 🧐 Simple wisdom about choosing straightforward financial actions over flashy ones   Tune in for expert guidance on transitioning smoothly to spending in retirement with intention and confidence.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #RetirementPlanning #FinancialMindset #SpendingWisely #FinancialClarity #RetirementTips #WealthManagement #IntentionalSpending #MoneyMindset #FinancialFreedom #LivingRichly

In this episode of Living Richly with Curo, Anne and Atricia explore the powerful influence of money mindsets on financial decisions and behaviors. They discuss how subconscious beliefs about money often shape actions and anxiety around wealth, especially among women.   Here's what you'll learn 👇   🧠  What a money mindset really means and how it forms 📰  How early life experiences shape your money story 💡 Common limiting beliefs that impact financial confidence 🔄 Strategies to rewrite unhelpful money narratives ✍️ A practical challenge to identify and transform your money beliefs 🌱 The importance of learning and taking small financial actions ❤️ The connection between self-worth and net worth 🤝 Encouragement to embrace gratitude during the holiday season   Gain clarity on your financial mindset and start changing the narrative to empower your money journey. Tune in for insights that go beyond numbers to your deeper relationship with money.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #MoneyMindset #FinancialConfidence #WealthBuilding #MoneyBeliefs #PersonalFinance #FinancialWellness #MindsetShift #WomenAndMoney #LivingRichly #FinancialEducation  

In this episode of Living Richly with Curo, Anne and Atricia welcome their special guest and new member of Curo, Jayne Di Vincenzo, a seasoned financial advisor and entrepreneur. Together, they explore the personal and professional journeys of women in financial services and discuss the importance of relationship-driven advice.   Here’s what they discuss 👇   🌟 Jayne's entrepreneurial path and the evolution of her practice 🤝 The power and rarity of women advisors connecting in the industry 💡 Creative problem solving as a fulfilling aspect of financial advising 📚 The value of mentorship and growing the next generation of advisors ❤️ How personal relationships are central in client service 👩‍💼 The meaningful impact financial advisors have beyond numbers 🎯 Designing a business that aligns with personal values 🌍 Similarities and journeys that led Anne and Atricia into the industry 🎉 Insights on building long-term, trust-based client relationships 🎤 What living richly means to accomplished women in finance   Tune in to gain insights on how passion, purpose, and persistence shape the rewarding career of financial advising and learn how these women lead with heart and expertise.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #FinancialPlanning #WomenInFinance #FinancialAdvisors #Entrepreneurship #ClientRelationships #FinancialEducation #Mentorship #LivingRichly #WealthManagement #CareerGrowth

In this episode of Living Richly with Curo, Anne and Atricia discuss proactive year-end tax strategies to consider before 2026 arrives. They explore key concepts including harvesting capital gains and losses, maximizing retirement contributions, and the benefits of Roth IRA conversions.   Here's what they cover 👇   📅 Important deadlines to implement tax strategies for 2025 📉 How harvesting investment losses can offset gains 🟢 Taking advantage of 0% capital gains rates in lower income years 💼 Maximizing 401(k) and retirement plan contributions before year-end 🔄 Key considerations and benefits of Roth IRA conversions 🏛️ Highlights of recent tax law changes impacting deductions 🎁 Bonus tip on charitable giving before new 2026 deduction rules 🧮 Why working with a trusted financial professional is important   Stay informed on these strategies to help navigate tax planning efficiently as the year closes out. Tune in for practical insights to consider with your financial goals.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #TaxPlanning #YearEndFinance #RothIRAConversion #RetirementPlanning #CapitalGains #TaxStrategies #FinancialPlanning #CharitableGiving #LivingRichlyWithCuro #WealthManagement

In this episode of Living Richly with Curo, Anne and Atricia discuss the fundamental principles of long-term investing success. They emphasize the importance of participating in the economy's growth through cost-effective equity ownership and maintaining patience to harness the power of compounding.   Here's what we cover 👇   📊 Participation in long-term economic growth through diversified equity 💡 Importance of cost-effective investment choices including fees and taxes ⏳ Staying invested during market ups and downs for compounding benefits 🚫 Avoiding behavioral mistakes like trying to time the market or fleeing to cash 🔍 Why broad diversification goes beyond just a few popular stocks 🤝 The value of professional investment management as portfolios grow 📝 Setting clear investment time horizons and personal financial goals 🛑 The risks of missing the best market days due to market timing 🔄 Market volatility analogy: flying through turbulence and staying the course 📚 Reflections on patience, consistency, and enduring challenges in investing   This episode offers timeless investment insights to help you remain steady and focused on your long-term financial journey. Tune in and empower yourself to make thoughtful investment decisions.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #LongTermInvesting #FinancialPlanning #InvestmentStrategy #MarketVolatility #Diversification #WealthManagement #StayInvested #FinancialEducation #InvestingPrinciples #CompoundInterest

In this episode of Living Richly with Curo, Anne and Atricia welcome Zander Cochran to discuss what he believers are three of the most important economic indicators investors should watch. Zander shares insights on the yield curve, labor market trends, and equity valuations while comparing the current market to historical periods like the dot-com bubble.   Here's what we cover 👇   📊 The significance of the 10-year vs. 3-month Treasury yield spread 💼 Understanding weekly unemployment claims and labor market health 🪞 How the forward P/E ratio of the S&P 500 reflects investor confidence 🖥️ Comparing today’s market concentration to the 2000 tech bubble 🤖 The role of AI and technology in current market dynamics ⏱️ The importance of time in the market over timing the market   Tune in to gain a clearer perspective on key economic signals and how they relate to broader market conditions.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #EconomicIndicators #YieldCurve #LaborMarket #SP500Valuation #InvestingInsights #FinancialEducation #MarketTrends #LivingRichlyWithCuro #WealthManagement #AIandFinance

In this episode of Living Richly with Curo, Anne and Atricia explore how financial goals evolve through different decades of life. They provide guidance on setting intentional goals for your twenties, thirties, forties, fifties, and sixties to help build a solid financial foundation and plan for future flexibility.   Here's what we cover 👇   📝 Financial priorities for each decade from 20s to 60s 🚨 Building emergency funds and effective budgeting 🔒 Protecting assets and establishing estate plans 📈 Approaching retirement with a balanced investment strategy 🎯 Aligning spending with personal values and goals 🏡 Saving for major purchases like homes and education 📊 Understanding the transition from accumulation to income planning 💼 Preparing for work optional lifestyle and career changes 🛡️ Considering long-term care and Roth conversions 🌟 Embracing retirement as a new chapter for growth and fulfillment   Tune in to discover how aligning your financial goals with your life stage can create confidence and clarity for your future.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #FinancialPlanning #RetirementPlanning #BudgetingTips #EmergencyFund #EstatePlanning #WorkOptional #LongTermCare #RothIRA

In this episode of Living Richly with Curo, Anne and Atricia discuss the ongoing government shutdown and explore what it could mean for your finances and investment portfolio. They break down the key economic implications and offer insight on how to stay prepared during uncertain times.   Here's what they cover 👇   🔍 The impact of furloughed and unpaid federal workers on consumer spending 📊 How the shutdown interrupts critical economic data like jobs reports and inflation ⚖️ The potential effects on Federal Reserve policy and interest rates 📉 Understanding the economic soft patch and job market challenges 💡 Why having cash reserves is crucial during periods of political and economic uncertainty 📝 What lower interest rates might mean for stocks in the current environment 💬 The importance of long-term planning and staying focused despite market noise   Stay informed and proactive by tuning in to this episode for a valuable perspective on managing your money during a government shutdown.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #GovernmentShutdown #EconomicImpact #FederalReserve #FinancialPlanning #InvestmentStrategy #CashReserves #LaborMarket #MarketVolatility #LongTermPlanning #EconomicData

Welcome back to Living Richly with Curo! In this episode, Anne and Atricia tackle one of the buzziest and most confusing topics in finance: cryptocurrency. From Bitcoin and Ethereum to “crypto bros” and blockchain, they break down the basics, highlight the risks, and share practical takeaways on whether crypto belongs in your financial picture.   What you’ll learn 👇   🪙 What crypto actually is and how blockchain works 📢 Why crypto gets so much attention (potential growth, independence, and new tech) ⚠️ The risks: volatility, lack of regulation, scams, and no underlying company value 🎲 Why crypto should be treated like “Vegas money” for most investors 📌 Why Bitcoin and Ethereum are the most established options vs. meme coins 🏦 How ETFs have made access to crypto simpler for curious investors 🔑 Key takeaways: true wealth is built with clarity, consistency, and confidence. Not FOMO   Whether you’re crypto-curious, skeptical, or somewhere in between, this episode will give you context and confidence to think about digital assets responsibly.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #CryptoExplained #BitcoinBasics #BlockchainTechnology #DigitalAssets #CryptoRisks

Welcome back to Living Richly with Curo! In this episode, Anne and Atricia sit down with Mike and Kim Anderson, founders of Blended Family Breakthrough, to talk about the financial and relational dynamics of blended families. From building trust to navigating money conversations, this episode is full of real-world wisdom for families in transition.   What you’ll learn 👇   👨‍👩‍👧 How Mike and Kim turned their own blended family struggles into tools for helping others 💬 Why transparency and communication are key to building trust in blended households 💡 Practical tips for handling finances when child support, inheritances, or estate planning complicate matters 🔍 Why parents and stepparents see stepchildren through different “lenses” (love vs. responsibility) 🎯 The role of values in shaping money decisions for kids, both young and grown 🔑 Advice for newly formed blended families to avoid “easy wrong turns” 🌟 What living richly really means: hope, connection, and creating memories   Whether you’re part of a blended family yourself or simply want to better understand the financial and emotional dynamics, this conversation offers insight, encouragement, and practical takeaways. Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! ___________________________________________________________________________   More information about Mike, Kim, and Blended Family Breakthrough:   Website: https://www.blendedfamilybreakthrough.com/ Blended Family Breakthrough Quiz: https://form.typeform.com/to/DSz44d52   YouTube: https://www.youtube.com/@blendedfamilybreakthrough  Facebook: https://www.facebook.com/blendedfamilybreakthrough Instagram: https://www.instagram.com/blendedfamilybreakthrough/ #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #BlendedFamilies #FamilyFinance #FinancialPodcast #WealthPodcast #MoneyValues #ParentingTips #FamilyConnections

Welcome back to Living Richly with Curo! In this episode, Anne and Atricia dive into one of the most anticipated economic stories of the year: the Fed’s first rate cut of the cycle.    Together, they break down what history can teach us, what might be different this time, and why expectations matter as much as the cut itself.   What you’ll learn 👇   🏦 What a Fed rate cut cycle means and why it matters 📊 Key takeaways from the last 10 cutting cycles since 1982 ❄️ Why averages can be misleading (yes, even with markets) 📉 How recessions have historically shifted outcomes 🔑 Factors that make this environment unique: high valuations, inflation, labor market trends, and global pressures 🗣️ Why the Fed’s comments may matter just as much as the cut itself   💬 This is a thoughtful conversation designed to give context, clarity, and a little “cocktail party fodder” around a headline topic. Whether you follow markets closely or just want to understand how rate changes connect to the bigger economic story, this episode is for you.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #FedRateCut #EconomicUpdate #FinancePodcast #MarketInsights #WealthPodcast #LaborMarket #EconomicCycle #FinanceEducation #PersonalFinancePodcast #LivingRichly

What’s really going on in the job market, and can we even trust the headlines?    In this episode of Living Richly with Curo, Anne and Atricia break down how unemployment numbers are calculated, why the recent 911,000 job revision matters, and what it actually says about the economy right now.   Here’s what we cover 👇   🔄 Why BLS jobs data often gets revised months later 🏡 The difference between the household and establishment surveys 🧮 How unemployment is calculated—and what it leaves out 📋 What “underemployed” means and why it’s not reflected in job numbers 🧾 How data collection may be outdated in today’s economy 📣 Why this matters for understanding economic trends—not just the news   This is a great explainer if you’ve ever wondered where the job numbers come from, how to interpret them, or what they don’t tell us. Stay informed with smart, jargon-free insights that help you see through the noise.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #JobMarketExplained #EconomicTrends #UnemploymentRate #FinancialLiteracy #LivingRichly #PersonalFinanceTips #EconomicUpdate #DataDeepDive #SmartMoneyMoves #CuroPrivateWealth

Feeling overwhelmed by personal finance? Start small. In this episode of Living Richly with Curo, Anne and Atricia share 12 simple, high-impact money habits anyone can start today. No budgeting spreadsheets or finance degrees required.   These aren’t abstract theories. They’re tactical, realistic habits designed for real life. Whether you're trying to gain more control, save automatically, or just stop impulse shopping on Instagram, you’ll find easy wins in this episode.   Here’s what you’ll learn 👇   ☕ Why checking your bank accounts daily builds control and prevents fraud 🔁 How automating even $25 in savings can jumpstart your financial confidence ⏳ A 24-hour rule to curb impulse spending (especially on social media) 🧾 The subscription audit challenge: Cancel one each month ⏱️ The 1% retirement tweak that adds up over time 🎉 Guilt-free fun: How to build a “fun money” budget that actually works 💬 How to hold a monthly “money date” with yourself or your partner 💌 Practicing gratitude before spending (hello, abundance mindset) 🏖️ Naming savings accounts for big goals makes them easier to reach 🔍 Why reviewing your credit report annually can protect your wallet 📬 How unsubscribing from marketing emails protects your budget ✨ Visualization trick: Connect to your future self to make better decisions today   Just pick ONE habit. Start today. Then watch the results compound.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #MoneyHabits #FinancialWellness #BudgetingTips #SmartSpending #MindfulMoney #SavingSimplified #AbundanceMindset #FinanceForLife #DailyMoneyTips #LivingRichly

👶 In this episode of Living Richly with Curo, we dive into how expensive it is to raise children in today’s America and what families can do about it. From housing and childcare to food and healthcare, every dollar adds up.    🎯 But with thoughtful planning and practical strategies, it’s possible to raise a family without sacrificing your future.   Here’s what you’ll learn 👇    🏠 Why housing takes up 32% of child-related expenses  🧒 The average cost of raising one child: over $300,000  💼 Why many families are choosing to live on one income  🍼 Creative savings hacks like swapping childcare and buying secondhand  💬 Real stories from clients deciding between career and childcare  📊 Budgeting tips to manage food, transportation, and medical costs  💡 How to “practice” living with a child before the baby arrives  🏦 Why emergency funds and tax-advantaged accounts are essential  🎓 The importance of not neglecting your own retirement  👨‍👩‍👦‍👦 A candid take on the emotional and financial realities of parenthood   🎧 Whether you're planning a family or already in the thick of it, this episode offers helpful insights and honest advice to keep your finances in balance.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #CostOfParenting #FamilyFinance #RaisingKidsToday #RetirementPlanning #FinancialWellness #BudgetingTips #BackToSchool2025 #ModernParenting #ChildcareCosts  

In this episode, we explore the latest research on women and wealth and the powerful trends shaping their financial futures.   Anne and Atricia dive into three new studies from Fidelity, UBS, and Ellevest to break down:   📊 Why 61% of women expect to be better off financially in 2025 🧾 The rise of gradual retirement and how work is evolving for women 💳 The financial confidence that comes with having a plan (and how 68% of women now have one) 🩺 Why healthcare costs are a major concern and how HSAs fit into the conversation 👩‍👧‍👦 The toll caregiving takes, and why women are still 3x more likely to retire early to care for others 🏦 What the Great Wealth Transfer means for women and why it’s such a game-changer 💪 The confidence boost that comes from expected inheritances 💼 Why most women still aren’t working with an adviso 💬 How conversations (or the lack thereof) around money are still shaping outcomes    Whether you're preparing for retirement, thinking about a future inheritance, or looking to take more control of your financial life, this conversation is for you. Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #WomenAndWealth #Caregiving #WealthTransfer #RetirementStrategy #FinancialConfidence #WomenInvestors #HSA

This week on Living Richly with Curo, we unpack one of the biggest headlines in personal finance: how a new executive order could allow private equity into your retirement plan. What does this mean for you? We're breaking it down in simple terms.   Here’s what you’ll learn 👇    🔍 What private equity and private investments actually are  📆 Why illiquidity and long time horizons matter in retirement planning  💼 The pros: diversification, potential returns, and institutional access  ⚠️ The cons: higher fees, less transparency, and fiduciary risks  🤔 How this might show up in your 401(k) through target-date funds  ❓ What questions to ask before considering any allocation  🔄 Why this change might not be as altruistic as it seems  🧠 How education and proper training could protect investors   Whether you're a young professional or a near-retiree, this episode will help you approach new financial trends with clarity and caution.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #PrivateEquity #401kInvesting #FinancialEducation #RetirementPlanning #WealthManagement #AlternativeInvestments #LongTermStrategy #MoneyMatters #FiduciaryDuty #InvestmentRisks

Life rarely goes according to plan, and that’s exactly why flexible financial strategies matter.   In this episode of Living Richly with Curo, Anne and Atricia share real client stories and creative planning solutions for those moments when Plan A falls apart.    📝 From unexpected real estate timelines to surprise capital calls, you’ll learn how smart borrowing strategies—like securities-backed lines of credit (SBLOCs), interest-only bank loans, and even life insurance loans—can help fund major financial goals without derailing long-term plans.   💡 Whether you’re buying a second home, making a capital contribution, or funding a one-time opportunity, this episode is packed with actionable insights financial advisors use every day.   Here’s what you’ll learn 👇    🔄 Why flexibility is one of the most underrated tools in a financial plan  🏘️ How to use securities-backed lines of credit (SBLOCs) without overexposing yourself to risk  🧾 How permanent life insurance policies can provide liquidity—if you know how to leverage them  🪣 The importance of having non-retirement investment buckets for optionality  🤝 Why having trusted financial partners helps you pivot without blowing up your plan   If you're preparing for a major life transition, or just want to make smarter decisions about your financial resources, this episode will show you how to stay nimble, strategic, and calm when the unexpected hits.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #SmartBorrowing #WealthStrategy #PersonalFinanceTips #MoneyMoves #LiquidityPlanning #FinancialWellness #CreativeFinancing

Ever wondered how the latest One Big Beautiful Bill Act (OBBBA) tax law changes could impact your finances?   In this newest episode of our OBBBA coverage, we break down the most important updates that affect homeowners, parents, business owners, and anyone with student loans. We keep it clear, concise, and easy to understand, without the tax jargon!   Here’s what you’ll learn:   🏡 Mortgage Interest Rules: What’s now permanently deductible and what isn’t 🎓 Student Loan Updates: Permanent tax-free employer payments and student loan forgiveness (cancellation of debt) exclusions 👶 New Trump Accounts: Tax-advantaged savings for kids under 8 📚 529 Plan Expansion: More eligible K-12 and credentialing expenses ❤️ Charitable Deduction Changes: New rules for itemizers and non-itemizers 💼 Small Business Perks: Permanent QBI deductions and higher stock exclusions   If you want to stay informed about tax law changes without getting lost in the details, this episode is for you.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #TaxPlanning #PersonalFinance #MoneyTips #FinancialPlanning #BusinessOwners #StudentLoans #529Plans #TaxUpdates #MortgageTips #SideHustle

🏛️ The One Big Beautiful Act is now officially law, and this week we continue the conversation with a second round of updates that matter for your 2025 financial planning. From estate taxes to auto loan deductions, we’re unpacking what’s temporary, what’s “permanent,” and what it all really means for everyday Americans.   In this episode, Anne and Atricia walk through the most relevant changes and offer perspective on how to stay proactive and informed in a shifting tax environment.   Here’s what we cover 👇   🧓 Higher standard deductions—including new boosts for seniors   🧾 Child tax credit increase, now indexed to inflation   🚗 Auto loan interest deductions—who qualifies and why it’s complicated   🍽️ Deductions for tips and overtime income: how they work   🏡 Expanded estate and lifetime gift tax exemption   ⚠️ Why “permanent” doesn’t really mean forever—and what to watch for in 2028   🧠 The mindset shift every taxpayer needs for long-term planning Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #PersonalFinanceTips #OneBigBeautifulBill #Trump #FinancialPlanning #Taxes #MoneyEducation #StandardDeduction

In this episode of Living Richly with Curo, Anne and Atricia tackle a critical but often overlooked topic—how single women can proactively plan for long-term care. With 90% of women expected to be solely responsible for their finances at some point, it’s not just about aging, it’s about empowerment, flexibility, and protecting your future independence.   They break down practical steps, essential documents, and key considerations that go far beyond just money—touching on support systems, home choices, and mindset shifts. Whether you’re single now or may be later, this conversation could dramatically shape your long-term well-being.   Here’s what we cover 👇   📊 What long-term care really means—and what it costs   🧾 The 4-part framework for smart planning: legal, financial, housing, and support   🏥 Why Medicare doesn’t cover what most people assume it does   🔎 The right time to consider long-term care insurance—and how hybrid policies work   🏠 How to evaluate if your current home is fit for aging in place   👭 Building a support system that fits your values and lifestyle   🧠 How to overcome the “I’m healthy, I don’t need this” mindset   ✅ 5 specific actions you can take today to start planning   This isn’t just a financial conversation—it’s a life planning conversation. The sooner you begin, the more peace of mind and flexibility you’ll have.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #LongTermCare #FinancialPlanningForWomen #RetirementStrategy #EmpoweredWomen  #HealthcareCosts #EstatePlanning

This is Part 2 of a two-part series with Sharon Pope. Start with Part 1 for the full story: https://youtu.be/_8_a7LG16Z0   In this powerful second half of our conversation with bestselling author and relationship coach Sharon Pope, we go deeper into how emotional health, communication, and personal clarity influence every area of life—including your financial future.   Sharon walks us through the myths women believe about love, how to recognize disconnection in your marriage, and what reclaiming your voice really looks like in midlife. If you're navigating a major decision, stuck in the “comfortable discomfort,” or just craving clarity, this episode is for you.   In Part 2, we cover 👇    🔥 Why desire fades—and how to revive it   🧠 The hidden brain science of love and disconnection   👶 How children shift everything in a relationship   🛑 Why “we’re just in a rough patch” can be dangerous   🧩 3 signs it’s time to seek clarity in your marriage   📝 The power of structured conversations with your partner   💬 How to communicate with clarity, not criticism   💪 Reclaiming your voice—and how it ripples into finances, career, and confidence   📚 Sharon’s top recommended reads for empowered women   🌱 What “living richly” really means when life feels misaligned   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   ___________________________________________________________________________   Listen at the Links Below ⬇️   🍎 https://apple.co/48vupOH    🎧 https://spoti.fi/3YtkVyR   ___________________________________________________________________________ GET SHARON’S BOOK "Stay or Go: How to Find the Confidence & Clarity You Need to Either Fix the Struggles in Your Marriage or Move Forward without Regret" https://stayorgobook.com/   LINKS/ SOCIALS Website - https://www.sharonpope.com The Loving Truth Podcast - Top 5% podcast with 25K+ downloads per month: https://podcasts.apple.com/us/podcast/the-loving-truth/id1665995762 Facebook - https://www.facebook.com/SharonPopeCoach Instagram - https://www.instagram.comhttps//www.instagram.com//sharonpopecoach/ TikTok - http://tiktok.com/@sharonpopecoach YouTube - http://bit.ly/SharonPopeOnYouTube LinkedIn - https://www.linkedin.com/in/sharon-pope-0705b28/   PUBLISHED PIECES Modern Love, NYT: Keeping the Boardroom Out of the Bedroom – https://nyti.ms/4kyqYem HuffPost: Women Can be Both Soft and Strong in Our Relationships – https://bit.ly/3IBv4VF Mindbodygreen.com: 20 Ways to Build Intimacy in Your Marriage – https://bit.ly/4m5CIX9   POPULAR ARTICLES Women Leave Mentally Years Before They Leave Physically – https://bit.ly/4lPIEDr The Mature Marriage – https://bit.ly/3GBkf5u Why 2nd & 3rd Marriages End at Such a Staggering Rate – https://bit.ly/4leDnFq   ___________________________________________________________________________   📲 Check Out Our Other Social Media Pages:   Facebook: https://www.facebook.com/CuroPrivateWealth/ Instagram: https://www.instagram.com/curoprivatewealth/ LinkedIn: https://www.linkedin.com/company/curo-private-wealth/   ___________________________________________________________________________   📌 Related Hashtags:   #FinancialWellness #MoneyMindset #SmartMoneyMoves #FinancialFreedom #PersonalFinanceTips #WealthBuilding #MoneyTalks #IntentionalLiving #LifeAndMoney #FinancialEducation #MoneyGoals #PlanWithPurpose #FinancialJourney #MoneyMatters #RealTalkFinance #FinancialConfidence #EmpoweredMoney #FinanceWithHeart #ModernWealth #MoneyAndMeaning #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #EmotionalWealth #MarriageAndMoney #ClarityInRelationships #MidlifeEmpowerment #ReclaimYourVoice #WomenAndFinance #DesireVsDisconnection #IntentionalLiving #PersonalGrowthJourney   ___________________________________________________________________________   📌 Related Terms:   marriage and clarity, midlife transformation, personal growth podcast, Sharon Pope interview, desire vs love, women and finances, emotional wealth, communication in marriage, relationship advice podcast, reclaiming your voice, living richly podcast, marriage counseling, structure in relationships, women in midlife, financial mindset, self-awareness tools, coaching for women, intentional living, emotional intelligence, boundaries and communication

In this special two-part series of Living Richly with Curo, Anne and Atricia sit down with certified Master Life Coach and bestselling author Sharon Pope to unpack one of life’s hardest questions: should you stay in your relationship—or is it time to move on?   This episode isn’t just about relationships, it’s about self-reflection, confidence, and building a life that aligns with your values and financial future. Whether you're in the thick of a major life decision or simply re-evaluating what truly fulfills you, this conversation offers practical, grounded wisdom with zero pressure or judgment.   In Part 1, we cover 👇   💡 The emotional cost of indecision, and how to break free from it   🔄 Why so many women stay in “comfortable discomfort” for years   🧭 How inner clarity creates outer confidence (and better financial choices)   💔 What keeps women stuck in unhappy marriages, and how to move forward   🧠 The role of mindset in both relationships and financial decision-making   💬 Real talk about success, failure, and rewriting your personal story   📚 Sharon’s journey from corporate exec to bestselling relationship expert   If you’ve ever felt stuck in a decision or questioned how to move forward, this episode is a must-watch. And don’t miss Part 2, where we go even deeper into navigating transition with purpose. Live richly!   Listen at the Links Below ⬇️   🍎 https://apple.co/48vupOH    🎧 https://spoti.fi/3YtkVyR   ___________________________________________________________________________   GET SHARON’S BOOK "Stay or Go: How to Find the Confidence & Clarity You Need to Either Fix the Struggles in Your Marriage or Move Forward without Regret" https://stayorgobook.com/   LINKS/ SOCIALS Website - https://www.sharonpope.com The Loving Truth Podcast - Top 5% podcast with 25K+ downloads per month: https://podcasts.apple.com/us/podcast/the-loving-truth/id1665995762 Facebook - https://www.facebook.com/SharonPopeCoach Instagram - https://www.instagram.comhttps//www.instagram.com//sharonpopecoach/ TikTok - http://tiktok.com/@sharonpopecoach YouTube - http://bit.ly/SharonPopeOnYouTube LinkedIn - https://www.linkedin.com/in/sharon-pope-0705b28/   PUBLISHED PIECES Modern Love, NYT: Keeping the Boardroom Out of the Bedroom – https://nyti.ms/4kyqYem HuffPost: Women Can be Both Soft and Strong in Our Relationships – https://bit.ly/3IBv4VF Mindbodygreen.com: 20 Ways to Build Intimacy in Your Marriage – https://bit.ly/4m5CIX9   POPULAR ARTICLES Women Leave Mentally Years Before They Leave Physically – https://bit.ly/4lPIEDr The Mature Marriage – https://bit.ly/3GBkf5u Why 2nd & 3rd Marriages End at Such a Staggering Rate – https://bit.ly/4leDnFq   ___________________________________________________________________________   📲 Check Out Our Other Social Media Pages:   Facebook: https://www.facebook.com/CuroPrivateWealth/ Instagram: https://www.instagram.com/curoprivatewealth/ LinkedIn: https://www.linkedin.com/company/curo-private-wealth/   ___________________________________________________________________________   📌 Related Hashtags:   #FinancialWellness #MoneyMindset #SmartMoneyMoves #FinancialFreedom #PersonalFinanceTips #WealthBuilding #MoneyTalks #IntentionalLiving #LifeAndMoney #FinancialEducation #MoneyGoals #PlanWithPurpose #FinancialJourney #MoneyMatters #RealTalkFinance #FinancialConfidence #EmpoweredMoney #FinanceWithHeart #ModernWealth #MoneyAndMeaning #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #EmotionalWealth #MarriageAndMoney #ClarityInRelationships #MidlifeEmpowerment #ReclaimYourVoice #WomenAndFinance #DesireVsDisconnection #IntentionalLiving #PersonalGrowthJourney   ___________________________________________________________________________   📌 Related Terms:   marriage and clarity, midlife transformation, personal growth podcast, Sharon Pope interview, desire vs love, women and finances, emotional wealth, communication in marriage, relationship advice podcast, reclaiming your voice, living richly podcast, marriage counseling, structure in relationships, women in midlife, financial mindset, self-awareness tools, coaching for women, intentional living, emotional intelligence, boundaries and communication  

In this episode of Living Richly with Curo, Anne and Atricia address a very timely concern: how should investors respond to conflicts in the Middle East, inflation pressure, and rising oil prices?    🗞️ If the news has you questioning your portfolio, this episode will help you take a breath and refocus on what matters.   Here's what we cover 👇    🛢️ Why the Strait of Hormuz matters to global energy and oil prices   💣 The potential market effects of ongoing Middle East tensions   📉 How supply shocks could drive inflation back up   📊 Why a disciplined, diversified strategy works in volatile markets   🧠 The dangers of emotional, short-term investment decisions   💬 What history teaches us about market recovery after geopolitical conflict   💡 When you should revisit your portfolio—and when you shouldn’t   🚫 Why “do nothing” can sometimes be the smartest move   💪 Staying grounded: What you can control in uncertain times   With real-world examples and grounded guidance, this episode helps investors avoid reactionary mistakes and stay focused on their long-term plan.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Israel #Iran #Volatility #FinancialDiscipline #GeopoliticsAndMarkets #PersonalFinance #Oil #LongTermInvesting

Think you're ready for retirement? In this episode of Living Richly with Curo, Anne and Atricia walk you through a 5-question retirement literacy quiz—and the results from a national study might surprise you. Most Americans scored 2 out of 5. Can you do better?   You’ll not only get the answers, but real-life context and planning tips to help you prepare smarter for a long, healthy retirement.   Here’s what we cover 👇   🏥 Why most people drastically underestimate health care costs in retirement 💸 The truth about 401(k) matches and why they’re free money 🧠 How life expectancy impacts long-term financial planning ⏳ The shocking percentage of people who will need long-term care 📊 Why Medicare only covers a portion—and what that means for your budget 🧾 Social Security myths that could derail your income planning 🔁 How inflation, required minimum distributions, and supplemental premiums affect your retirement   🎧 Whether you're five years from retirement or just starting to plan, this episode gives you a quick and powerful gut check on what you know—and what you need to know.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #RetirementPlanning #FinancialEducation #MedicareCosts #LongTermCare #401kTips #SocialSecurityFacts #RetirementQuiz #MoneyTips

In this episode of Living Richly with Curo, Anne and Atricia tackle one of the most emotionally complex areas of personal finance: managing money in blended families.    👥 Whether you’re remarried, repartnered, or navigating a relationship later in life, financial conversations are non-negotiable.   Here’s what you’ll learn 👇   💬 The #1 rule for financial success in blended families: talk early, talk often 💵 What to discuss: income, debt, alimony, child support, and shared expenses 🏡 How to structure accounts using the “yours, mine, ours” model 📄 Why documentation—legal or informal—is essential for clarity and fairness 🧾 Estate planning musts: trusts, wills, and why updating beneficiaries matters 👧 Including kids in the financial picture (yes, even teens!) ⚖️ How to define what’s fair, not just equal, in your financial life together 🧠 Real client stories, red flags to avoid, and tips from Anne’s personal experience   If you’re in a blended family—or planning for one—this episode is packed with practical guidance and powerful mindset shifts to help you build a shared financial future with confidence. Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #BlendedFamily #MoneyConversations #EstatePlanning #FinancialWellness #FamilyFinance 

🏁 Is retirement really the finish line—or just the next transition?    In this episode, Anne and Atricia break down the concept of downshifting as a powerful alternative to traditional retirement. Whether you're a high-achieving professional or a business owner, this conversation offers both practical and emotional guidance on making work optional without losing purpose.   Here's what you'll learn 👇   💡 What is downshifting? How it differs from full retirement 🧠 Emotional challenges that come with suddenly stopping work 💸 How part-time work helps delay Social Security and ease financial stress 🤝 The importance of social connection, mental stimulation, and identity 📊 Why downshifting can make your portfolio last longer 🏥 Health insurance benefits when downshifting before Medicare 🛠️ Actionable tips for business owners, employees, and retirees 🧘 How mindset shifts and meditation play a role in life transitions Whether you’re years away from retirement or already in the planning stage, this episode is packed with insights to help you transition with confidence.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Downshifting #RetirementPlanning #FinancialWellness #WorkLifeBalance #SocialSecurity #FinancialFreedom #Retirement

📄 How will the “One Big Beautiful Bill” impact your taxes, savings, and student loans?   In this episode of Living Richly with Curo, Anne and Atricia unpack the key parts of this 1,000+ page bill—so you don’t have to.    Here's what we cover:   🏛️ Why income and estate tax cuts from 2017 may become permanent 👵 New changes to the standard deduction—especially for seniors 🏋️ Big updates to HSAs, including expanded medical expenses like gym memberships 💸 A potential $4 trillion increase in the national deficit 🎓 The latest on student loans, SALT deductions, and estate tax exemption changes 🧾 How small businesses could benefit from increased deductions and R&D write-offs 🍼 What Trump Savings Accounts are—and how they might shape kids’ futures   We also weigh in on what might change as the bill hits the Senate, and what that means for real people planning ahead in 2024.   👂 Tune in for strategic insights, clear breakdowns, and a few laughs along the way.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #FinancialPlanning #MoneyTalk #TaxUpdate2024 #PersonalFinanceTips #SmallBusinessSupport #EstatePlanning #StudentLoans #InvestSmart #MoneyMoves #FamilyFinance

How can you help your kids start building credit the right way? 🧠💳   In this episode of Living Richly with Curo, Anne and Atricia dive into smart, practical ways parents can set their young adult children up for long-term financial success. Whether your child is heading to college or starting their first job, this conversation is packed with real talk and real tips. 👇   ✨ What you’ll learn:   📈 How credit scores actually work (and what impacts them most) 🚫 Why co-signing isn’t always the best idea 👥 The pros and cons of adding your child as an authorized user 💳 When to consider a starter card or secured card 🗓️ How to time credit moves during life transitions   Anne and Atricia share personal stories, industry insights, and clear steps that will help you guide your kids through this crucial stage of adulting with confidence.   If you’ve ever wondered: How do I help my kid build credit without putting my own finances at risk—or theirs?” this episode is for you. 💥   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #BuildCredit #TeenMoney #FinancialLiteracy #CreditTips #ParentingTeens #SmartMoneyMoves #MoneyMatters #YoungInvestors #MoneyEducation #Adulting101

☀️✈️ Summer travel doesn't have to derail your financial goals!    In this episode of Living Richly with Curo, Anne and Atricia break down smart money moves to help you take the trip—without the post-vacation regret. From setting a travel spending plan to booking smarter flights and maximizing your credit card perks, we cover 7 practical tips for traveling well and spending wisely. 💸   💡 We also share our favorite ways to build in flexibility, create a buffer, and rethink the total cost of a trip so you can enjoy your time away and stay on track financially.     🗺️ Bonus: hear the top budget-friendly destinations for 2025 and our secret weapon for affordable luxury experiences.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #SmartTravelTips #SummerOnABudget #PersonalFinance #VacationPlanning #TravelWithIntention

🤝 Welcome to Episode 53 of Living Richly with Curo!   📉 Is a recession coming—and if so, how should you prepare?    On this week’s episode of Living Richly with Curo, Anne and Atricia break down what a recession really is, what history tells us about them, and how to strengthen your financial foundation before a downturn hits.   🚨 We cover why having an emergency fund is critical, how to manage high-interest debt, and the mindset shift needed to stay grounded during economic uncertainty. 💡    Whether you're hearing about "vibecessions" or watching GDP headlines, this episode will help you cut through the noise and focus on what you can control. Solid, calm, real-world financial planning advice—without the panic. 🙌   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #FinancialPlanning #EmergencyFund #Recession #MindsetMatters #SmartMoneyMoves

🤝 Welcome to Episode 52 of Living Richly with Curo!   🏡 In this week’s episode, we explore the evolving DMV real estate market with expert Tracy Barrett. She breaks down key housing trends, from interest rates and inventory to pricing shifts and emotional factors in buying and selling.   💡 We also dive into how life events like divorce, downsizing, and retirement are shaping home decisions—and why mindset and gratitude matter. If you're considering a move this year, don’t miss Tracy’s insights and practical tips for navigating the market.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #RealEstateTips #RealEstate #Realtor #PersonalFinance #MarketTrends #HomeBuying

🤝 Welcome to Episode 51 of Living Richly with Curo!    🌱 Taking care of yourself isn’t a luxury, it’s essential. In this week’s episode, we unpack how self-care is not selfish. We explore setting boundaries, preventing burnout, practicing intentional rest, and more. ✨   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #selfcare #meditation #burnout #discipline

🤝 Welcome to Episode 50 of Living Richly with Curo!   🎉We’re getting personal for our 50th episode!    Anne and Atricia open up about their money journeys—sharing their biggest money mistakes, early lessons about saving, and how childhood shaped their financial values.    💡 Learn about building healthy habits, managing income creep, and the importance of giving—and more.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #MoneyJourney #FinancialWellness #FinancialFreedom

🤝 Welcome to Episode 49 of Living Richly with Curo!   💻 🔐 Cybersecurity isn’t just a tech issue—it’s a life issue.    In this episode, Anne and Atricia sit down with cloud security expert Michael McCabe to discuss modern online threats, how to protect your digital identity, and why cyber hygiene matters more than ever. They cover password managers, social media risks, fraud prevention tactics—and more. 🔒📱🛡️   Check out Cloud Security Partners:   Website: https://cloudsecuritypartners.com/ LinkedIn: https://www.linkedin.com/company/cloud-security-partners/   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Cybersecurity #OnlineSafety #Internet #Hacks

🤝 Welcome to Episode 48 of Living Richly with Curo!   In this week’s episode of Living Richly with Curo, we’re joined by the Honorable Dr John Hillen, a highly accomplished CEO of several companies, Board Chairman, former US Assistant Secretary of State, and an award-winning professor who teaches at Duke University, George Mason University, and Hampden-Sydney College.    He has a unique com­bination of strategic leadership experience in business, government, the military, and higher education. He is the author of several books in addition to The Strategy Dialogues, includ­ing co-author (with Mark Nevins) of the highly acclaimed “What Happens Now? Reinvent Yourself as a Leader Before Your Business Outruns You”, and has published countless articles on strategy in publications such as Forbes, The New York Times, and The Wall Street Journal.   Join us for a powerful conversation on the future of leadership and strategy. We unpack the evolving role of leaders in an AI-driven world, the importance of building strategic muscles, and why execution is often the missing piece in great plans. Tune in for insights on leadership growth, organizational success, team alignment, and more.   Dr Hillen’s book: https://a.co/d/9abqcFv Dr Hillen’s website: https://johnhillen.com/  Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Leadership #StrategicThinking #BusinessSuccess

🤝 Welcome to Episode 47 of Living Richly with Curo!   🌼 Spring is here… and it’s the perfect time to declutter your financial life!    🧹  In this episode, Anne and Atricia walk through 5 simple steps for financial spring cleaning: updating your spending plan, building your cash reserves, reviewing insurance coverage—and more.    💰 Whether you're catching up on savings or finally organizing that “financial closet,” this one’s for you.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #SpringCleaning #PersonalFinance #Budget #Debt

🤝 Welcome to Episode 46 of Living Richly with Curo!   In this episode, we sit down with Meg Carpenter, CEO of Ficomm Partners, to discuss the realities of entrepreneurship, the evolving role of marketing in financial services, and how to navigate work-life balance as a leader.    Whether you're a financial advisor, business owner, or someone looking for insights on building a strong brand, this conversation is packed with value!   Ficomm's website: https://ficommpartners.com/   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Entrepreneur #Marketing