Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

What should you look for on a college campus tour, and how do you know if a school is truly the right fit?For many families, visiting colleges is one of the most exciting parts of the college application process. It can also feel overwhelming. With so much information available online, it can be difficult to know what actually matters when evaluating a school. Beyond rankings and reputation, how can students and parents confidently determine whether a college is the right fit?In this episode, Abbey Henderson is joined by Zach Ogie, Senior College Counselor at AcceptU and former admissions officer, to share practical strategies for making the most of college campus tours. Drawing on years of admissions experience and thousands of application reviews, Zach explains how students can prepare before visiting campus, what to pay attention to during tours, and why finding the right fit often has more to do with personal priorities than prestige. He also discusses how parents can support the process without taking over, helping students build confidence as they make one of the biggest decisions of their academic journey.Abbey and Zach discuss:How do you know if a college is the right fit? Looking beyond rankings to evaluate academics, campus culture, and location.What should you do before a college campus tour? Using virtual information sessions and research to prepare.What should students pay attention to during a campus visit? Tips for taking notes, asking questions, and comparing schools.How many college tours should you take? Why visiting multiple campuses can lead to better decisions.What role should parents play in the college search? Supporting students while encouraging independence.And more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Zach Ogie: LinkedIn: Zach OgieLinkedIn: AcceptUWebsite: AcceptUAbout our Guest:Zach Ogie is a Senior College Counselor at AcceptU, where he helps students in grades 9 through 12 navigate the college admissions process, from building a college list to submitting applications. Before joining AcceptU, Zach worked in college admissions, serving as a campus tour guide and admissions interviewer at his alma mater, Chapman University, and later as an admissions officer at Rice University. Having reviewed thousands of college applications, he brings firsthand insight into what colleges look for and helps families make informed decisions throughout the college search process. 

What if the biggest thing standing between you and the life you want isn't your circumstances, but the way you're thinking about them?In this episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, sits down with executive coach and leadership development expert Sean Hubbard, founder of DECLARE IT! Inc, to explore the powerful role mindset plays in shaping our outcomes, relationships, leadership, and overall wellbeing.Sean shares how a personal experience with organizational dysfunction led him to build a coaching practice focused on helping people take ownership of the results they create in their lives. Together, Abbey and Sean unpack how our perceptions, emotions, and habitual thought patterns influence everything from leadership and relationships to financial decisions and personal growth.Abbey and Sean discuss:Why leadership begins with taking 100% responsibility for the outcomes in your lifeHow mindset influences the five levers of wealth: finances, health, relationships, time, and personal growthThe hidden cost of suppressing emotions and avoiding discomfortWhy anxiety isn't necessarily the problem, and how it can point us toward meaningful growthAnd more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Sean Hubbard: LinkedIn: Sean HubbardLinkedIn: Declare It!DECLARE IT!About our Guest:Sean Hubbard is an executive coach, leadership facilitator, and the founder of Declare It, a leadership development company that helps individuals, teams, and organizations expand their capacity to create meaningful results.After leaving a company he deeply loved and witnessing firsthand how leadership challenges and unresolved conflict can undermine even strong organizations, Sean dedicated his career to helping people better understand themselves and the impact they have on the world around them.Through coaching, facilitation, and leadership development programs, Sean helps clients strengthen self-awareness, take ownership of their outcomes, navigate change, and lead with greater intention. His work focuses on mindset, emotional intelligence, personal responsibility, and the connection between how we show up and the results we create.Sean works with leaders across a variety of industries and is passionate about helping people move from reacting to circumstances to consciously creating the lives, relationships, and organizations they want to build.

What if the reason certain money habits feel so hard to change has less to do with strategy and more to do with how you’re wired?In this episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, sits down with Douglas Lynam, author, TEDx speaker, and investment advisor, to explore how personality patterns and early-life experiences shape how we earn, spend, save, and give.Abbey and Doug discuss:Doug’s unconventional journey from Marine to Benedictine monk to financial advisor, and how it shaped his perspective on moneyWhy many financial struggles are actually behavioral struggles in disguiseAn introduction to the Enneagram and how it helps uncover underlying money patternsHow childhood experiences and conditioning influence financial decision-makingAnd more!Resources:Taming Your Money Monsters by Douglas LynamFrom Monk to Money Manager by Douglas LynamHow monastic wisdom can help your finances | Doug Lynam | TEDxBismarck Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Douglas Lynam: Website: DougLynam.comLinkedIn: Course Management Investment AdvisorsLinkedIn: Douglas LynamYouTube: @douglaslynam1503About our Guest:Douglas Lynam is an investment advisor, author, and speaker known for his work at the intersection of psychology, spirituality, and financial planning.Before entering the financial world, Doug spent 20 years as a Benedictine monk, where he helped lead his community through financial challenges and discovered how closely money struggles are tied to deeper emotional and behavioral patterns.Today, he helps individuals better understand their relationship with money through frameworks like the Enneagram, offering a more human and self-aware approach to building wealth. He is the author of Taming Your Money Monsters and From Monk to Money Manager, and his work has been featured in outlets such as The New York Times and CNBC.

What if one of the biggest decisions shaping your future is something you rarely think of as “planning” at all?In this episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, sits down with Ryan Frederick, author of Right Place, Right Time and founder of HERE, to explore how where you live shapes your health, lifestyle, and overall quality of life.Abbey and Ryan discuss: What “place planning” means, and why it goes beyond real estate decisionsHow your environment influences your health, habits, and longevityThe connection between where you live and your relationships, community, and support systemWhy the idea of a “forever home” may not hold upHow rising costs, lifestyle changes, and unexpected life transitions can shift what the “right place” looks likeWhy many people say they want to age in place, but few plan for what that actually requiresHow to start thinking more intentionally about where you live at every stage of lifeAnd more!Resources:Right Place, Right Time by Ryan FrederickConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Ryan Frederick: Website: Here.lifeWebsite: ryanfrederick.lifeLinkedIn: Ryan FrederickAbout Our Guest:Ryan Frederick is the #1 expert in the world on Place Planning -- the leading authority on how place, environment, and where you live shape quality of life, health, and longevity.‍Ryan Frederick is an internationally recognized thought leader, speaker, and innovator specializing in the intersection of place and healthy longevity, with nearly 20 years in the field. He has worked with organizations ranging from Fortune 500 companies to global institutional investors to leading health systems to housing developers and operators.Ryan’s work has been cited in numerous outlets, including CBS News, Washington Post, Forbes, and many other media outlets. He is on the Advisory Council for the Stanford Center on Longevity. He is a graduate of Princeton University and Stanford Business School.

We all carry money stories. Some are empowering. Most are inherited. And far too many are quietly shaping our decisions from our bank accounts to our relationships without us ever noticing.In this candid and emotionally intelligent conversation, Abbey welcomes Erika Wasserman, one of only 100 certified financial therapists in the U.S., to help us unpack the why behind our money behaviors and learn how to rewrite outdated scripts.Whether you're navigating big life changes, trying to set boundaries with adult children, or simply ready to stop avoiding your financial truth, this episode offers tools to build confidence, clarity, and calm around money.What to expect:How childhood shapes your financial beliefs (and how to change them)Why “talking about money” is still so taboo and how to make it easierThe role of boundaries in spending, giving, and self-worthSmall but powerful habits to build a healthier money relationshipAnd more!Resources:Your Financial Therapist Packages“Conversations with Your Financial Therapist” by Erika WassermanShop Financial Therapy Conversation CardsConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Erika Wasserman:Your Financial TherapistLinkedIn: Your Financial TherapistLinkedIn: Erika Wasserman, CFTYouTube: Your Financial TherapistAbout Our Guest:Erika Wasserman, the visionary CEO and founder of Your Financial Therapist, established the company in 2019 with a mission to transform how people view and manage their financial lives. As a Certified Financial Therapist (CFT-I™)—a prestigious certification held by fewer than 70 professionals worldwide—Erika blends her expertise in finance and international economics with her passion for empowering individuals, couples, and organizations to rethink their relationship with money.She is also the creator of the innovative Let’s Talk Finances: Financial Wellness Conversation Cards. This unique tool features 50 thought-provoking questions designed to spark meaningful conversations about money, fostering financial clarity and emotional connection.Erika’s academic credentials include a Bachelor of Business Administration (BBA) from the University of Florida and a Graduate Certificate in Financial Therapy from Kansas State University. Her work reflects a deep commitment to financial well-being, making her a trusted expert in financial therapy.

When you're sleep-deprived and juggling diaper duty, estate planning might not be the first thing on your mind, but it should be. In this candid and empowering episode, Abbey sits down with Nina Dow, estate attorney and partner at Bowditch, to unpack what every new parent needs to know about planning for the unthinkable, so they can focus on building a joyful life.Nina’s warm, no-nonsense style makes the intimidating process feel doable. From naming guardians to deciding whether you need a trust, this episode is full of practical advice that could make all the difference for your children if the unexpected ever happens.Here’s what to expect from this episode:Why new parents need more than just a will—and what a trust can doHow to choose guardians (and what happens if you don’t)The surprising power of a “side letter” to share your values and wishesTips for starting these tough conversations with your spouseAnd more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Nina Dow:LinkedIn: Nina T. DowBowditch AttorneysAbout Nina Dow:Nina Dow is a Partner in the firm’s Estate, Financial & Tax Planning practice area. Extremely passionate about her work, she strives to empower clients by helping them understand the law. Nina is a practical minded problem solver with a preference for simplicity whenever feasible. She focuses her practice on planning to minimize transfer taxes, including estate and tax planning that involves charitable giving, business succession planning, the representation of corporate and individual fiduciaries, and planning for individuals with special needs.In addition to helping clients create an estate plan, Nina’s tax practice involves working closely with families to prepare state and federal estate tax returns following the death of a loved one. Her creative and strategic approach to estate taxation brings the best results possible for estate and trust beneficiaries. Nina also thrives on handling the complexity of estate administration in a timely fashion. Sensitive to the experience related to the loss of a family member, she settles the deceased’s affairs in a way that prevents added stress for clients.Outside of the office, Nina is active in leadership roles in the legal profession. She is a co-founder and board member of the Arab American Bar Association of Massachusetts and serves on the organization’s Mentorship Committee. She is also co-chair of the Tax, Trusts and Estates Section of the Worcester County Bar Association and serves on the Executive Committee of the Estate and Business Planning Council of Worcester County.For her dedication to mentoring younger attorneys, especially women, the Women’s Bar Association named Nina an Emerging Women Leaders in the Law Honoree in 2024.

Grief isn’t just something we survive; it’s something we live through, grow with, and often misunderstand.In this profoundly moving episode of Wealth Beyond Riches, Abbey sits down with grief educator, coach, and nurse Erin Wright to reframe what it means to “grieve well.” From unspoken cultural expectations to somatic awareness, this episode explores how grief shows up not just after death, but in the quieter losses like identity shifts, divorce, caregiving, and even personal reinvention.Erin shares how holding space, without rushing to fix, can be one of the most profound gifts we offer others and ourselves.What to expect:The surprising ways grief impacts everyday lifeWhy grief isn't something to "get over" and what to do insteadHow to hold space for others without oversteppingTools for navigating loss with compassion, body awareness, and graceAnd more!Resources:“It’s OK That You’re Not OK” by Megan DevineGrief.comDavid Kessler’s Grief Education & Support GroupsCo-Active Coach TrainingConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Erin Wright:Erin Wright CoachesInstagram: @erinwrightcoachingLinkedIn: Erin Wright, RN, CPCC, PCCAbout Our Guest:Erin Wright is a certified professional coach, registered nurse, and David Kessler Certified Grief Educator.She helps individuals and families explore, navigate, and make choices around a wide variety of end-of-life and grief challenges. These choices result in highly empowered decisions reflecting her clients’ unique values for what it means to die and grieve well.Her work as a professional coach is informed by 30 years of leadership and clinical experience in palliative and hospice care settings.Her clients vary from individuals and families impacted by end-of-life and grief, to work teams seeking to better support colleagues in the midst of their grieving process.She has a passion for this work and is on a mission to support coaches, death doulas, spiritual healers, and others who want to bring the skills and qualities of coaching to people they serve in the end-of-life and grief space.

What happens when a farm’s entire harvest is donated to fight hunger?In this moving and mission-driven episode of Wealth Beyond Riches, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, sits down with Jennifer Johnson, Executive Director of Gaining Ground, a nonprofit farm that donates 100% of its organically grown produce to hunger relief organizations in Massachusetts.Together, they explore what it really takes to address food insecurity, not just through charity, but through dignity, community, and regenerative land stewardship.Jennifer shares the surprising ways Gaining Ground engages volunteers, empowers teens, and stays rooted in values even as demand skyrockets. If you've ever wondered how to give more meaningfully, or how small, consistent acts of generosity can transform entire communities, this conversation will stay with you.What to expect in this episode:A behind-the-scenes look at Gaining Ground’s unique “give it all away” modelHow food justice and environmental care go hand in handThe emotional impact of volunteering with purposeWhy giving doesn’t require a trust fund, just intentionAnd more!ResourcesProject BreadConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Jennifer Johnson:LinkedIn: Jennifer JohnsonGaining GroundAbout Our Guest:Jennifer is passionate about equitable access to healthy food and the healing power of nature. She’s found her dream job at Gaining Ground and loves working with Gaining Ground’s staff, board, volunteers, and partners to grow food and grow community. She earned a degree in communications from Boston University and completed the in-residence Business for Impact program at Georgetown University. Jennifer began her career in marketing communications before pivoting to non-profit development and management. Outside of work, you’ll most likely find her making soup, sharing her love of Dolly Parton, or sitting around a campfire with friends and family. She lives with her family in Concord and enjoys reading, running, hiking, gardening, and kayaking.

Summer’s here–and it’s the perfect time to hit pause, breathe, and set the stage for a season of joy, purpose, and financial resilience.In this uplifting episode of Wealth Beyond Riches, Abbey Henderson invites you to create a "Summer Reset" with five simple, intentional habits designed to boost your financial foundation while infusing more fun and meaning into your days.From reconnecting with your “why” and picking a theme word, to automating a small savings habit, decluttering your digital life, and scheduling a summer money date (yes, ice cream is encouraged)—these micro-shifts help you align your spending with what truly matters, not just what’s trending.What you’ll discover:5 easy-to-implement habits for a more intentional, joyful summerWhy small changes now can lead to lasting financial resilienceHow to align money decisions with your valuesA simple framework to keep it fun, light, and realisticAnd more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

What does it mean to live your legacy, not just leave one behind?In this heartfelt episode of Wealth Beyond Riches, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, invites listeners to rethink the traditional definition of legacy. Rather than something reserved for after we’re gone, Abbey shares how legacy can be an intentional, everyday expression of your values, woven into how you show up for your family, community, and future self.Rooted in her signature Five Levers: Finances, Health, Mindset, Relationships, and Time, Abbey guides listeners toward designing a more aligned, impactful life now, not someday.In this episode, you’ll learn:How to define and begin building your living legacyWhy a 100th birthday toast may be more powerful than a eulogyCreative ways to involve your family in values-based decision-makingPractical strategies for aligning your time and money with what matters mostAnd more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

Is the market making you want to panic-sell everything and hide? Take a deep breath—Abbey’s got you.In this episode, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, discusses the emotional side of investing during turbulent times. She explains why market swings are normal and how to keep your cool (and your financial plan) intact.Key conversation points in this release include:Volatility is part of the process: Market shifts are expected. Use this time to build resilience [07:59]Recency bias can trip you up: Just because the dip feels dramatic doesn’t mean it’s rare [12:25]Good habits matter: Set up smart financial systems during calm periods to rely on in chaos [26:05]Focus on alignment, not just returns: A plan that reflects your values will hold up when markets don’t [28:19]And more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

What's your strategy for staying calm when the market takes a roller-coaster ride?Panic and sell? Or sit back and relax until it recovers? Join Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, as she offers her professional guidance on navigating market volatility with composure and clarity. She offers practical steps and personal anecdotes to help you weather financial storms while aligning with your core values. Abbey also highlights how time horizons and diversified portfolios play a crucial role in financial planning during uncertain times. Tune in and learn about diverse strategies, such as tax loss harvesting and Roth conversions, that can turn lemons into lemonade for your investment strategies!Key discussion points include:Calming techniques for market anxiety [05:18]Inspired actions that align with your values [12:06]Rethinking your financial time horizon and diversification [17:12]Taking advantage of market lows: Tips and strategies [23:55]Leveraging tax strategies like Roth conversions [28:22]And more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

What do you think is the number one issue that couples face? Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, is sitting down to tackle the often-overlooked topic of financial communication in relationships. She discusses how couples can better communicate about money, share personal anecdotes, and discuss practical ways to handle financial matters together. Want to know when the best time is to start these conversations? Tune in as Abbey shares insights from relationship professionals and offers tips for setting the stage for open and productive financial dialogues.Abbey discusses:The importance of starting financial conversations early in a relationship [02:11] Strategies for having effective money talks, inspired by John and Julie Gottman's research [05:10] Fun and engaging ways to explore values and financial goals together [13:11] Techniques for maintaining a light and curious approach to discussing finances [19:16]Setting ground rules for difficult financial discussions [20:57]And more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

What does it truly mean to align your resources with your values? Let’s explore how prenuptial agreements can play a crucial role in securing not just financial assets, but personal values and relational dynamics.Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, chats with Courtney Greenberg, a partner specializing in family law at Rubin and Rudman. Together, they unravel the complexities and misconceptions surrounding prenups, shedding light on their real-world applications beyond the celebrity headlines. From crafting an agreement to how it influences estate planning, Abbey and Courtney make a case for the prenup's practical use in both predicted and unforeseen circumstances.Abbey and Courtney discuss:Understanding prenuptial agreements [03:15]Alternative assets such as crypto and startups [05:04]The emotional dynamics of prenups [08:12]Practical steps in creating a prenup [11:18]Enforceability and coordination with estate plans [19:22]Financial implications and legal considerations [24:01]And more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Courtney Greenberg:LinkedIn: Courtney GreenbergRubin and Rudman LLP: Attorneys at [email protected] Our Guest:Courtney Greenberg is a Partner in Rubin and Rudman’s Family Law and Litigation departments. She has extensive experience guiding and advising clients through the legalities of emotionally charged situations, such as divorce, modifications and contempt matters, child custody, child support, alimony, removal cases, paternity actions, as well as the appointment of guardianships. She supports her clients and advocates on their behalf both in the courtroom, as well as with the assistance of alternative dispute resolution, where appropriate.Additionally, Courtney is skilled in drawing up complex and thoughtful prenuptial and postnuptial agreements aimed at protecting generational wealth, future inheritances and premarital assets. Courtney also enjoys helping clients through momentous occasions by implementing legal safeguards for alternative family-building methods, including donor and surrogacy agreements and pre-birth parental adjudication.Courtney is a compassionate and dedicated attorney who understands the often difficult situations her clients face. She educates them on the legal aspects of their cases with sensitivity and honesty, empowering them to make well-informed decisions. She is committed to protecting her clients’ interests and those of their loved ones.Outside of her work at Rubin and Rudman and when not spending time with her husband and young children, she plays an active role in overseeing the Greater Boston Legal Services’ Associate Drive which focuses on raising funds for victims of domestic violence who fall significantly under the federal poverty line.

Are you ready to start 2025 with a financial game plan tailored just for you?Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, dives into the top five financial planning to-dos for kicking off 2025 on the right foot – whether you're fresh out of college or gearing towards retirement. She explores why automating your finances can save you more than just time, shares tips on how to ensure every dollar counts, and discusses the importance of checking in with your credit and estate plans. Plus, Abbey reveals how minor adjustments today can lead to major lifestyle upgrades tomorrow. This is a must-listen for anyone ready to take ownership of their financial journey!Key discussion points include:Automate your savings and bill payments to reduce stress and stay on track [03:48]Don't leave money on the table—learn how to maximize your 401k and other benefits [08:16]Review and rebalance your investments for long-term success [12:56]Check your credit report for errors and opportunities to improve [16:50]Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

What role does meditation play in financial stability?This week, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, unpacks the surprising link between meditation and sound financial decision-making. They dive into the holistic approach that encompasses finances, mindset, and personal growth, using meditation as a tool to navigate life's complexities and make strategic choices. With lighthearted banter and practical tips, Abbey shares insights from her personal habit of guided meditation and how this practice can transform your financial journey and everyday life.Key episode discussions include:The value of meditation during turbulent times Guided meditation and its benefits for mental focus Abbey’s personal meditation journey and its influence on her role as a financial advisor Detailed approaches to making meditation a daily habit Explanation of how meditation aids in better financial decisionsIntroduction to a body scan meditation practiceAnd more!Resources:Insight Timer“Atomic Habits” by James ClearConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

What does planning for a fulfilling future look like? Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, connects with Joan Harris, founder of Symphony Care Management. They explore practical strategies for managing the present and preparing for the future, especially concerning aging well.In this insightful discussion, Joan Harris unpacks her unique Aging GPS program designed to proactively assist older adults in aligning their time, finances, health, relationships, and mindset with a fulfilling vision for the future. They also shed light on common misconceptions about Medicare and financial planning for long-term care.Key discussion points include:The importance of early planning and the Aging GPS approach Navigating the spectrum of retirement living options Understanding the role of advocates in medical settingsDebunking myths about financial requirements for elder care Encouraging family involvement without sacrificing personal lives And more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Joan Harris:Symphony Care Management, LLC.LinkedIn: Joan Harris, LSW, MBA, CMCFacebook: Symphony Care ManagementAbout Joan Harris:After graduating from Boston College, Joan started her 40-year career in elder care as a Case Manager for a Massachusetts state-funded Area Agency on Aging. This fundamental and valuable experience helping vulnerable seniors to remain in their homes avoiding premature institutionalization, training in case work as well as protective services ignited her lifelong passion for working to benefit the lives of older adults and their families.Joan has a dedicated focus on working with adults over 60 who have complex life issues, mental health challenges and Alzheimer’s Disease and related disorders. As a highly skilled Social Worker, she advocates for her clients, mediates family dynamics, and empowers her clients to participate in their decision making. She provides coaching and creative strategies to support her clients’ care partners with a focus on meeting the client’s goals. Her varied experience as a Discharge Planner in a hospital, marketing sub-acute services in a skilled nursing facility, and marketing retirement and assisted living communities.Respected by her peers, she served on the Board of Directors for The New England Chapter of the Aging Life Care Association from 2017 through 2023 serving as president in 2018. Joan was awarded the highest designation in her association, a Fellow of the Leadership Academy currently given to only 34 out of 1700 Nationally Certified Care Managers across the country. This title requires Joan to continue her dedication to the education about elder care in the community at large and mentorship of newer colleagues.Joan enjoys spending time outdoors with her family, seeing what will grow in her garden, and traveling to new destinations.

Have you ever thought about leaving a secure job to chase something more meaningful?Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, chats with Kimberly Napier about her transformative journey from a corporate career to becoming a thriving executive coach and author. Starting with Kimberly's deep roots in the corporate world, armed with a bachelor's and MBA from Babson College and a significant tenure at Nielsen and Forbes Consulting, learn how unexpected life events inspired her to redefine success and fulfillment!Conversation highlights include:Kimberly’s pivotal corporate exit and how personal tragedy ignited a new pathThe transformative power of positive psychology in Kimberly’s life and careerHow trusting intuition can fuel courage and changeBalancing personal and professional life as an entrepreneur with purpose And more!Resources:“Elevated: Take Your Life to the Next Level” by Kimberly Napier“Know What You Want Next” by Kimberly NapierApple Podcasts: Elevate Your ExtraordinaryApple Podcasts: Manifesting Mastery PodcastLinktr.ee: Kimberly_napierConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Kimberly Napier:Kimberly Napier WebsiteFacebook: Kimberly NapierLinkedIn: Kimberly NapierInstagram: @kimberly_napierAbout Kimberly Napier:Kimberly Napier is a certified life & business coach, professional speaker, and intuitive who helps professional women create a life and business they love with meaning and fulfillment. Kimberly found her path and calling as a life coach after a tragic wake-up call that propelled her to design a new life for herself and her girls. Prior to coaching, Kimberly led a successful corporate twenty-two-year career in marketing and market research consulting, where she helped shape the “purpose” behind some of the most iconic consumer brands. Now, she leverages her expertise to guide women to unleash their purpose in the world. Through her celebrated DARE Process for Change, Kimberly has helped hundreds of women cultivate the clarity and courage to live personally and professionally empowered on their terms. In addition to her coaching practice, Kimberly leads global retreats and online courses and spearheads an Online Mastermind for Women Entrepreneurs. She is the author of the book "Know What You Want Next: Break Free of the ‘I Don’t Know’ Trap and Love Your Life Again," and is the co-host of the Podcast, Manifesting Mastery. Kimberly has an MBA from Babson College, is certified in positive psychology, and is a PCC, Professional Certified Coach with The International Coaching Federation.

Have you ever felt the pull to pursue a dream that seems radically different from your current career?  Tune in as Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, sits down with Marcia Irwin, who reshaped her life by embracing a new chapter in the performing arts after a successful career in finance. Listen to their discussion on how financial stability, a supportive community, and a positive mindset can empower a major career shift. Get inspired to take your own leap of faith with Marcia’s personal insights!Key conversations include:Aligning a career with personal passions can lead to increased fulfillment and satisfactionWhy financial planning is crucial in facilitating a smooth career transitionHow a strong support network plays a vital role during significant life changesThe power of positive self-talk and mindset reframing to help overcome fears and uncertainties during new venturesAnd more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Marcia Irwin:LinkedIn: Marcia (Cillan) Irwin, CFAhttps://www.westonfriendly.orgAbout Marcia Irwin:Marcia Irwin is a CFA Charterholder and a graduate of Georgetown University and the Wharton School of Business.  She is a proud mother of two high schoolers and recently left the Investment Industry having spent over 30 years as a Senior Client Portfolio Manager in the Global Equities space at Wellington Management, Manulife Investment Management, and Fiera Capital.  As a retiree, she has jumped right into her next chapter pursuing a long-time passion of hers of performing.  

Imagine a later-life romance that brings not just love but also the risk of financial exploitation.Abbey Henderson is joined by Lisa Cukier, a partner at Rubin and Rudman and a highly regarded professional in family law, trust, and estates. Drawing from her extensive legal experience and background in social work, Lisa sheds light on the growing dangers of financial abuse in late-life relationships. As cognitive decline takes hold, individuals may become more vulnerable to undue influence, opening the door to exploitation from new romantic partners, caregivers, or even family members.Key Highlights:Unpack the emotional and financial risks in late-life relationships involving wealthSpot red flags of financial exploitation, including sudden shifts in financial behavior or new people making decisionsNavigate legal options: When to involve probate court or elder protective servicesUnderstand the critical role of family members, advisors, and fiduciaries in safeguarding against financial abuseLearn how proactive planning and open communication can prevent future legal battles and financial lossAnd much more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Lisa M. Cukier: LinkedIn: Lisa M. CukierRubin and Rudman [email protected] Our Guest:Lisa Cukier is a partner at Rubin and Rudman, specializing in family law, litigation, and trust and estate issues. She has been recognized on the Massachusetts Super Lawyers list for 19 years and is a member of the Massachusetts Lawyers Weekly Circle of Excellence. With her background as a social worker, Lisa brings a unique, empathetic approach to her legal work, particularly in navigating complex family and financial dynamics.

Imagine a financial plan that doesn’t just tally your wealth but aligns with your deepest values.Abbey Henderson welcomes George Kinder, a pioneer in the life planning movement, who reveals how focusing on clients' core values and aspirations builds genuinely meaningful relationships—far beyond the numbers.George introduces his Three Questions Exercise, a powerful tool that invites individuals to envision life with unlimited resources, limited time, and only 24 hours left. This introspective process aligns financial strategies with true life goals, helping people achieve fulfillment faster.Key Highlights:Discover the power of life planning as a transformational approach to financial advisory workExperience George Kinder’s Three Questions Exercise to uncover clients' true desires and life goalsLearn how life planning accelerates clients’ achievements and eliminates regretsExplore The Three Domains of Freedom—personal freedom, purposeful life planning, and societal responsibilityUnderstand George’s advocacy for fiduciary standards prioritizing truth, democracy, and environmental care across sectorsGet insights into future initiatives promoting a global “fiduciary society” through conferences and collaborationsAnd much more!Resources:Books by George KinderConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with George Kinder: GeorgeKinder.comKinder Institute of Life PlanningAbout Our Guest:George Kinder, the Father of the Life Planning movement, has transformed financial advice for over 35 years. A Harvard graduate, he founded the Kinder Institute of Life Planning and has trained thousands of professionals worldwide in client-centered financial planning.Author of seven books, including The Seven Stages of Money Maturity, Kinder blends mindfulness and finance, emphasizing freedom and personal growth. His recent work, Reflections on Spectacle Pond, offers weekly meditative insights and is available via Substack.Recognized for his impact, Kinder has received numerous industry awards and is a dynamic speaker, presenting globally at major institutions. He splits his time between Massachusetts, London, and Hana, Hawaii, continuing his mission to integrate mindfulness into financial life planning.

Behind every animal rescue is a story of passion, perseverance, and purpose. This one’s no different.In this heartfelt episode, host Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, sits down with Liz Jefferis, the Executive Director of Baypath Humane Society, about the incredible work they’re doing to rescue, rehome, and rehabilitate animals in need. Liz shares her journey from a career in financial services to leading one of Massachusetts’ most impactful animal shelters, driven by her love for animals and a desire to make a difference.Together, they explore the growing challenges facing animal welfare, particularly during the COVID-19 pandemic, and how Baypath has adapted to increased pet surrenders and limited veterinary services. Liz also addresses common misconceptions about funding for local shelters, highlighting how community donations and partnerships are vital for their survival.This episode is a must-listen for anyone passionate about animal welfare and community-driven philanthropy. Learn about Baypath’s long-term vision, including its ambitious capital campaign to build a state-of-the-art facility, and discover how you can make an impact.Key Highlights:Liz Jefferis’s inspiring career shift from finance to nonprofit animal rescueBaypath Humane Society’s expanding mission, from local shelter to national rescue effortsHow COVID-19 affected pet care and surrender rates, and Baypath’s resilient responseThe truth behind local humane society funding and the need for grassroots supportBaypath’s ongoing capital campaign to build a new facility for better medical careSimple ways you can get involved: fostering, adopting, or volunteering to save animalsAnd much more!Resources:Building Baypath’s FutureConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Liz Jefferis: LinkedIn: Elizabeth JefferisWebsite - Baypath Humane Society of HopkintonAbout Liz Jefferis:Liz oversees the shelter’s operations and collaborates with the board and committee members on development initiatives and strategic planning. She holds a degree in economics from Smith College and has extensive experience in animal welfare, having volunteered at shelters in Colorado and Florida before joining Baypath Humane Society. She started volunteering at Baypath in 2010. After a year of volunteering, Liz left her career in financial services to join Baypath as a full-time assistant manager in 2011 and was promoted to Executive Director in 2014.In her role, Liz works closely with the board on strategic planning, fundraising, financial oversight, governance, and program development to ensure the organization’s long-term success and sustainability. In terms of the operation, she has led the expansion of Baypath’s community, behavior, and medical programs, including the Baypath Educates program for children, a pilot surgical program with VCA Animal Hospitals, and a pet pantry partnership with Project Just Because. Additionally, Liz has improved standard operating procedures, including implementing several software upgrades and integrations.She has two cats and three dogs, including a senior deaf pitbull and a senior blind poodle!

There are too many different societal and economic pressures that come up when you think about home ownership. You could see it as a necessary life investment, you may be trying to start a family, or you could have reached the point in life where you are ready to put roots down in one location to be closer to the homes of friends and family.Are you thinking about buying your first home? In this episode, host Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, dives into the emotional and financial intricacies of purchasing your first home, as well as how to avoid making quick decisions that are tied to emotions.Abbey also discusses the importance of aligning your purchasing decisions with your personal values and long-term financial goals, making a point to unpack and discuss the hidden costs of homeownership like property taxes and maintenance. This episode is a must-listen for first-time homebuyers and anyone curious about the deeper financial implications of owning a home.Key discussions: Understanding the emotional and financial complexities of buying your first home and determining if buying is the right move at the current timeLearning about the hidden costs beyond the mortgage payment, such as taxes and maintenanceDiscovering why it’s essential to align your home-buying decision with your personal values and long-term life goals such as starting a family or leaving money for your childrenTips on managing your finances effectively when considering homeownership, including the significance of having a substantial emergency fundAnd more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

How can you make your donations more meaningful and fulfilling? What steps can you take to align your giving with your values and passions?Discover how to transform your charitable giving from a scattered approach to a strategic, impactful journey.This week, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, chats with Katie Collins, Founder & Principal of Pathway Philanthropic Solutions, on transforming your charitable giving from a scattershot approach to a strategic and fulfilling endeavor. Katie's unique journey spans roles in fundraising, grant making, and wealth management, offering invaluable insights into making your philanthropy more intentional and impactful. Whether you're already giving to multiple causes or just starting, this episode will guide you on becoming a more informed and effective donor.Together, they discuss: The concept of “peanut butter philanthropy” and its implicationsTransitioning from reactive to strategic philanthropyHow to identify and focus on your core values and motivationsTips for involving and educating the next generation in philanthropyPractical resources and tools to enhance your charitable givingAnd more!Resources:Youth in Philanthropy (YIP) - Community Foundation for MetroWestCenter for High Impact Philanthropy (CHIP) - University of PennsylvaniaConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Katie Collins: LinkedIn: Katie CollinsWebsite - Pathway Philanthropic [email protected] About Katie Collins:Katie Collins brings a unique background and experience to her work, having sat on all sides of the table with a career spanning across fundraising, grantmaking, and wealth management. A self-proclaimed “philanthropy nerd,” Katie’s path to this career started in high school and college where the mission of both schools incorporated compassion and helping others. Leading with honesty, humility, and a sense of humor, Katie has established extensive relationships within the philanthropic landscape over the past two decades. She remains in contact daily with her community, leading to an evergreen knowledge of the space which only further strengthens the work she undertakes for her clients.Outside of her work at Pathway Philanthropic, you can find Katie on the sidelines of sports fields and hockey rinks most evenings and weekends cheering on her three children. You may also find Katie

Financial transitions are challenging, but with the right guidance they can be opportunities for positive growth and transformation.How do you manage a financial windfall or a major life change? What tools and strategies can help you navigate these transitions effectively?This week on Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, is joined by Susan Bradley, CFP®, CeFT®, the Founder of the Sudden Money® Institute (SMI), to dive into the complexities and emotional aspects of financial transitions. With Susan's vast experience and insights, they uncover practical strategies for managing substantial financial changes, whether due to inheritance, retirement, or unexpected windfalls. Abbey and Susan discuss: The stages of financial transitions and how to navigate each oneThe significance of pausing and taking perspective during financial changesThe science behind how our brains react to financial stress and how to manage these reactionsThe importance of having a Certified Financial Transitionist to guide you through major life changesAnd more!Resources:Sudden Money: Managing a Financial WindfallConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Susan Bradley:LinkedIn: Susan BradleyWebsite: Sudden Money InstituteAbout Susan Bradley:Susan Bradley, CFP®, CeFT®, is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation (and the Financial Transitionist® Institute, which now delivers the advanced CeFT® training). For 23 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change. She has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.”

Navigating the process of college applications and admissions can be a daunting process and a source of a lot of stress for students and parents alike.Host Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, is joined this week by Stephen Friedfeld, co-founder and COO of AcceptU, to explore ways to find the perfect college fit for your child and give you the tools and knowledge to make an informed decision without the stress of uncertainty.Stephen shares his extensive experience in college admissions and provides actionable advice for those looking to start applications. You'll learn about the changing landscape of college admissions, strategies to reduce stress, and how to identify the right academic and social fit for you or your child’s college journey.Abbey and Stephen discuss: Insights on how college admissions have evolved over the yearsTips for reducing stress during the researching and application processThe importance of finding not only an academic fit for the student, but one that is socially fitting for them as wellHow AcceptU's unique approach to admissions consulting is supporting familiesAnd more!Resources:“Where You Go Is Not Who You'll Be” by Frank Bruni“Who Gets In and Why” by Jeffrey SelingoConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Stephen Friedfeld:LinkedIn: Stephen FriedfeldWebsite: [email protected] About Our Guest:Stephen is the co-founder and COO of AcceptU. He received a BA from Cornell University, an MA from Columbia University Teachers College, and a Ph.D. from Rice University. Prior to founding AcceptU, Stephen was an Assistant Dean of admissions at Cornell for four years and an Associate Dean of graduate admissions at Princeton University for six years. Stephen is an IECA Associate Member.

Empowering women financially can transform entire communities, and the numbers prove it!This week on Wealth Beyond Riches, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, sits down with Danielle Piskadlo, Executive Director at Women’s Money Matters, to explore the vital role of financial empowerment for women and the community impact of their organization. Learn about the unique model and approach of Women's Money Matters, the systemic barriers women continue to face, and how mentorship and financial literacy can uplift women and their families.Abbey and Danielle discuss: Spotlight on Women's Money Matters, formerly Budget Buddies, and its financial empowerment programs for women and girlsThe systemic barriers to financial stability that disproportionately affect women, especially women of colorInsight into how Women's Money Matters uses small group settings and one-on-one mentorship to foster financial well-beingVolunteer opportunities and how you can contribute to the financial literacy and empowerment of womenAnd more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Danielle Piskadlo:LinkedIn: Danielle PiskadloWebsite: Women’s Money MattersAbout Our Guest:Danielle Piskadlo has been the Executive Director of Women’s Money Matters (WMM) since 2019 and has been an enthusiastic volunteer and supporter of WMM in a variety of capacities since 2016. Prior to joining WMM, Danielle was part of the Center for Financial Inclusion at Accion, where she was an advocate for women’s financial empowerment and inclusion internationally through microfinance, impact investing, and executive leadership. Danielle has spent time living in Perth, Beijing, Hyderabad, and San Diego and is a travel enthusiast who has visited over 35 countries. She moved to MA to study public administration at the Kennedy School at Harvard and international business at the Fletcher School at Tufts. Danielle worked at her family-owned auto shop in VT growing up while running, hiking, skiing, and playing ice hockey- all activities she continues to enjoy today. She lives in Acton with her partner, Dan, two sons, and fur baby, Wally. Danielle spends most of her free time with a good book.

How are service dogs trained to transform lives while staying loyal to their mission?In this episode of Wealth Beyond Riches, host Abbey Henderson, CFP® sits down with Cathy Zemaitis, Chief Development and Programs Officer at NEADS, to dive into the incredible work and impact of this world-class service dog nonprofit. Discover how NEADS supports individuals with physical disabilities and developmental challenges through its meticulously bred and trained service dogs, while also highlighting the organization's major partnerships, ongoing projects, and advocacy efforts against fake service dogs.Cathy discusses:An introduction to NEADS and its mission since 1976Insights into NEADS' comprehensive service dog training programsThe current and upcoming projects, including a veterinary clinicAdvocacy work and challenges posed by fake service dogsAnd more!Head over to NEADS.org if you are interested in becoming a NEADS service dog raiser!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Cathy Zemaitis: LinkedIn: Cathy ZemaitisWebsite: NEADS World Class Service Dogshttps://malegislature.gov/Bills/193/H1481About Our Guest:Cathy Zemaitis joined NEADS in 2012. As the Chief Development and Program Officer, she has the honor of working with donors, supporters, vendors and an amazing staff to secure funding for NEADS’ present and future. “I am constantly amazed and humbled by the people who make it possible for us to bring our dogs to those who truly need them. It is because of their generosity that we are able to do what we do best…raise, train and match World Class Service Dogs.”

Aging doesn’t need to be a daunting subject.While many people choose to avoid the topic of estate planning and retirement, healthy conversations and proper planning are cornerstones to aging with health and grace.In this episode, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, chats with Sam Van Kalkeren, Director of Aging Services at O'Connor Professional Group. Together they discuss the theme of aging healthily and proactively, shedding light on practical steps we can take to ensure our later years, and those of our loved ones, are lived with quality and dignity. Abbey and Sam discuss: Proactive measures for healthy aging and maintaining quality of lifeThe importance of exercise, diet, and a growth mindset in aging wellLegal and financial planning to safeguard your future wishes and autonomyTips and strategies for engaging in tough conversations about health and aging with loved onesAnd more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Sam Van Kalkeren: LinkedIn: Sam Van KalkerenO’Connor Professional [email protected] About Our Guest:Sam Van Kalkeren is a compassionate and highly skilled Master’s prepared Registered Nurse with a diverse background in healthcare, specializing in concierge care management, consulting, coaching, and expertise in mental health disorders, substance use disorders, neurocognitive disorders, and senior care. He has over 14 years of experience and is a Certified Dementia Practitioner and a Certified Alzheimer’s Disease and Dementia Care Trainer. By prioritizing individual needs and fostering strong client relationships, he ensures each person receives tailored and comprehensive care, going beyond the traditional healthcare model. Sam adeptly navigates the complexities of the healthcare system. Collaborating with a network of professionals, Sam orchestrates integrated care plans, empowering clients to participate actively in their health journey. The ability to streamline and personalize care is a testament to Sam's commitment to optimizing health outcomes.With a passion for consulting and coaching, Sam offers valuable insights and support to individuals facing mental health disorders, substance use disorders, and neurocognitive disorders. Sam's empathetic approach helps clients navigate challenges, develop coping strategies, and achieve meaningful progress on their wellness journey.Sam embodies the principles of compassion, advocacy, and client empowerment in every aspect of his work. Whether collaborating with healthcare teams, providing one-on-one coaching, or managing complex care scenarios, Sam remains devoted to positively impacting the lives of those he serves.

Estate planning is a crucial, yet often overlooked step in securing your legacy and ensuring your wishes are honored.How do you choose the right individuals to carry out your estate plan? What qualities should they possess, and how can you communicate your desires effectively?In this episode, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, explores the often-overlooked aspect of estate planning—choosing the right people for roles such as guardians, executors, and trustees. She emphasizes the importance of aligning these choices with your values and the need for clear communication. Abbey also provides practical tips for making these difficult decisions and the implications of naming individuals versus hiring professionals.Abbey discusses: Estate Planning Hesitation: Common reasons why clients delay or avoid estate planningSelecting Guardians and Executors: Factors to consider when choosing individuals for these rolesHealthcare Agents: The importance of location, assertiveness, and alignment with personal beliefsPowers of Attorney: Assessing potential conflicts of interest and the ability to manage financial affairsTrustees: The long-term commitment and the need for compatibility with beneficiariesDecision-Making Tips: Brainstorming without judgment and matching people to roles based on values and skillsAnd more!Resources:The Neuroscience of Change with Ursula Pottinga, CPCC, PCC (Wealth Beyond Riches Ep. 6) Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

Choosing an advisor who not only understands your financial goals but also resonates with your personal values is extremely important.In order to achieve that we need to know what qualities a financial advisor should possess in order for us to fully benefit from their services.This time on the Wealth Beyond Riches Podcast, Abbey Henderson, CFP® , CEO, Wealth Advisor & Coach, dives into the process of selecting a financial advisor that aligns with your personal goals and values. Abbey provides invaluable insights derived from her extensive experience, ensuring you are equipped to make informed decisions for your personal and financial future. Abbey discusses: The importance of choosing a Certified Financial Planner (CFP®) for comprehensive financial adviceThe differentiation between planning-focused and investment-focused advisors and why it mattersThe significance of personal attention in your advisor relationship and how to ensure you're not just another numberAligning your financial goals with an advisor who shares your values for a more fulfilling partnershipCommissions and fees to considerAnd more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

Are you ready to explore the world of philanthropy and make a positive impact on your community?In this episode of Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, dives into the power of philanthropy with Jay Kim, Executive Director at the Community Foundation for MetroWest. Discover how you can align your values with your impact, learn about the importance of giving back, and explore ways to get involved in creating positive change.They discuss: Jay’'s background and journey into philanthropyThe role of community foundations in improving livesHow to get started with philanthropy and Donor-Advised FundsChoosing organizations to support and the impact of your giftsAnd more!Resources:Website: Charity NavigatorWebsite: GuideStarConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Jay Kim:LinkedIn: Jay KimCommunity Foundation for MetroWestAbout Our Guest:Jay Kim is the Executive Director at the Foundation for MetroWest, a community foundation serving 30+ MetroWest communities. Under Jay’s leadership, the organization continues to expand its role as an important regional philanthropic hub with new impactful initiatives.Jay leads the team at the Foundation to change lives in MetroWest by identifying and responding to needs in the community based on a combination of data and collaboration with partners. He is responsible for the management and strategic direction of the organization.Prior to joining the Foundation, Jay led fundraising and development for nonprofit organizations in the Greater Boston area. He has worked at multiple community foundations leading various initiatives, and in corporate philanthropy at Target Corporation. Jay spent a few years at the Fannie Mae Foundation focusing on homelessness initiatives, and worked for Public Allies, a national AmeriCorps program. He began his career as a Corps Member at City Year Boston.Jay serves on the Board of Directors of Philanthropy Massachusetts, Third Sector New England and was previously a member of the Board of the Charles River Chamber of Commerce. His recognition and awards include Power 50: The Movement Makers, Boston Business Journal (2021) and 50 Most Influential Business People of Color, Charles River Chamber (2020).Jay has a Bachelor of Arts degree from Brandeis University and lives in Sherborn with his wife and two children. He is active in the community, including coaching youth sports. 

How can you prepare your partner for financial crises before it's too late?Learn the most crucial aspects today!This week, Abbey Henderson, CEO, Wealth Advisor & Coach, shares key insights on preparing your partner and family for financial challenges. It is important for each member of a family to know what is expected of them if the unexpected should happen. In this episode, Abbey focuses on the importance of team building, staying organized, and aligning important financial decisions with family values.Abbey discusses: Values, vision, and planning a partner's ideal situation in the event of a crisisThe importance of having a team of advisors in place before a crisisThe potential roles of family members and the impact of family dynamics on managing finances and estate planningThe role of a financial advisor in pre-crisis financial planning and support during and post-crisisThe importance of organizing financial documentsWhy to prepare an outline of cash flow to track income and expensesAnd more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

Financial literacy is a crucial skill that empowers individuals to make informed and effective decisions with their financial resources.Instilling this knowledge from a young age not only prepares children for the complexities of economic life but also lays the foundation for a future of financial independence and security.In this episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, dives into the importance of teaching children about finance, sharing personal childhood money memories and the impact they have on financial beliefs. She emphasizes the need for intentional financial education, aligning it with family values. Abbey also covers the challenges of digital transactions, budgeting, philanthropy, and the power of compounding interest for kids. Abbey discusses: Personal childhood money memories and the importance of teaching kids about financesThe significance of understanding and reflecting on personal beliefs about money to effectively teach kidsThe significance of aligning financial decisions with personal values and vision for the futureWays to introduce kids to philanthropy, such as charity gift cards and family philanthropy boardsOpening savings accounts, understanding banking, and introducing the concept of compounding interestTeaching about taxes, investing, and the importance of starting early with retirement savingsThe impact of college costs, student loans, and helping kids understand the trade-offs and implicationsAnd more!Resources:The Psychology of Money by Morgan HouselBlog: Family Philanthropy BoardsConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group5 Lever Friday Newsletter Sign Up

Is fear of the unknown keeping you in a job that no longer fulfills you? Welcome to 'Wealth Beyond Riches,' where host Abbey Henderson, CEO, Wealth Advisor & Coach, takes you on a journey of holistic personal growth and professional fulfillment. In this episode, we explore the transformative power of career transitions.Meet Martha Moreau, a former IBM executive who found her calling in life coaching after 25 years. Her venture, Surface Your Purpose, was born from a pivotal moment of self-realization. Martha's story is not just about leaving IBM; it's about embracing a path that truly aligns with her core values and personal aspirations.Key insights include:Martha's evolution of values and vision, and how aligning these with life changes leads to fulfillmentA new definition of leadership as a personal and global responsibility, highlighting the significance of one's impactNavigating career and life choices with responsibility, particularly during pivotal career shiftsOvercoming common fears such as salary loss and fear of failure that often accompany leaving a corporate jobMoving beyond professional identities to embrace self-recognition and self-loveThe crucial role of mindset in overcoming challenges and redefining one's career path, demonstrated through a client's inspiring switch from business development to bakery ownerThe power of self-awareness, courage, and the support of coaching and personal networks in facilitating changeAnd so much more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Martha Moreau:LinkedIn: Martha MoreauWebsite: Surface Your PurposeAbout Martha Moreau:Martha Moreau, a former IBM executive turned life transition coach, specializes in guiding long-time corporate professionals through transformative career changes. After nearly three decades in the corporate world and a serendipitous layoff, Martha embraced her true calling as a coach. Her own journey of self-discovery and liberation from a misaligned corporate identity fuels her passion for coaching.Through her practice, Surface Your Purpose, Martha empowers individuals to confront and overcome the fears associated with leaving their corporate roles. Her approach is deeply empathetic, relatable, and transformative. She assists clients in navigating their uncertainties, aligning their careers with personal values, and rewriting their life stories.Martha is known for her ability to inspire worthiness and happiness, helping her clients break free from self-limiting beliefs and embrace new, fulfilling paths. Her mantra is "If you want a new outcome, you will have to break the habit of being yourself, and reinvent a new self," emphasizing the importance of self-awareness and courage in life transitions.

Whether it is for our money, health, or relationships, change is inevitable, but not always easy. Our brains are wired to resist change and prefer familiarity, comfort, and certainty. However, change can also be an opportunity for growth, learning, and transformation. In this episode, Abbey Henderson, CEO, Wealth Advisor & Coach, sits down with Ursula Pottinga, Co-Founder, COO, and Lead Trainer at BEabove Leadership, to explore the neuroscience of change, exploring how our brains can create new pathways through effort and repetition. They also cover practical tips for making change easier.Ursula discusses: Her personal journey to becoming a coach and the connection between neuroscience and coaching The factors of neuroplasticityHow neural pathways in the brain are constructed and wired through repetitive thoughts and actionsThe importance of personal relevance in making change stickThe importance of individual differentiation and openness in a couple The impact of effective and ineffective statesTips for making change easierThe importance of support and relationships in making changesAnd more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Ursula Pottinga:LinkedIn: Ursula PottingaWebsite: Profound Growth About our Guest:Ursula Pottinga is a certified coach (CPCC, ICF credentialed PCC, and Master Neurotransformational Coach) with more than 20 years of experience living and working in Europe, Canada, Asia, and the US. She uses the practicality of classical coaching which explores the motivation and execution of goals, the alignment of values and obstacles to these goals and she combines them with a neuroscience view of human productivity, effectiveness, and change.The Co-Founder of BEabove Leadership and the Co-Designer of its groundbreaking Advanced Coaching Programs and webinars, she is a skillful workshop leader and mentor to experienced coaches with an expansive knowledge of how and why coaching works. She is also a Certified Relational Trauma and Neuroscience coach to bring about change and healing in organizations that have been impacted by relational trauma.She speaks internationally and has co-authored a number of books.

Money is often considered a taboo topic in many relationships, but avoiding it can lead to unnecessary stress and misunderstanding. That’s why it’s important to be organized and have positive and intentional money conversations with your significant other.What strategies do we have for this? Is creating a budget as difficult as it seems?In this episode, Abbey Henderson explores the topic of budgeting for couples and the importance of positive and intentional money conversations with your significant other. She dives into setting respectful "Playground Rules" for financial discussions, aligning values and visions to manage money joyfully, and navigating conflicts with understanding and effective communication. Additionally, Abbey also introduces practical budgeting tools to help you in your financial journey.Abbey discusses: How to start a conversation with positivity and appreciation to set a good tone for a budgeting discussionHow to ensure that a budget reflects the couple’s shared values and long-term visionHow to address differences in spending priorities and the importance of acknowledging each other’s point of viewHow to decide on a financial structure that works for the coupleThe importance of using technology to track expenses, including recommendations for budgeting apps and the need for consistent trackingAutomating financial tasks and habit stacking to make tracking expenses a more consistent practiceAnd more!Resources:Abaris Value CardsPlayground Rules DocumentWorksheet for a Spending Alignment PlanQuickenYNABThe Model of Authentic Wealth (Ep. 3) | Wealth Beyond Riches PodcastConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

It’s time to think about investing beyond the numbers! Value-based investing is a way of investing that focuses on aligning your financial goals with your values and beliefs, but does this approach affect our potential returns? Can we really make a difference in the world while growing our wealth?In this episode, Abbey Henderson, CEO, Wealth Advisor & Coach, sits down with Jessica Golson, Senior Vice President, Investments and Trading at Carson Group, to explore the concept of value-based investing and how it allows investors to align their portfolios with their personal values. They examine the evolution of this investment approach, debunk the myth that it compromises financial returns, and highlight the diverse investment choices available for supporting various social causes.Additionally, they touch on the influence investors can have through shareholder voting and the importance of personalized guidance in navigating value-based investing strategies.Jessica discusses: Her background and how she got into the world of investing and financeThe history and growth of value-based investing, as well as common beliefs about its impact on investment performanceThe growing availability of options for value-based investing Recommendations for self-reflection, seeking professional guidance, and understanding available choicesThe importance of risk assessmentAnd more!Resources:MSCI - WebsiteConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Jessica Golson: LinkedIn: Jessica GolsonX - Carson Investment ResearchAbout our guest:Jessica Golson received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking, and Investment Science, and minored in Management. In 2012, she received a Masters of Investment Management and Financial Analysis from Creighton University. She currently holds FINRA Series 7 and 66 security licenses.She brings over 10 years of industry experience striving to help advisors succeed. Since starting in the industry as an advisor she has since held influential roles in Trading, Performance, and Management. In her previous positions, she sought out opportunities for operational efficiencies and acted as a catalyst of change; improving many of the processes and procedures.Outside of work, Jessica soaks up every second she can with her husband Terrance, and their three amazing children, Wyatt, Jacob, and Adalynn.

Transcend your traditional notions of wealth!In this episode of Wealth Beyond Riches, Abbey Henderson, CFP® , CEO, Wealth Advisor & Coach, explores the Model of Authentic Wealth, a three-step process to personal development and growth. She talks about the importance of discovering our values and desired impact, dreaming and designing our vision, aligning our actions with our vision, celebrating our wins, and taking care of our health.Listen in to learn how you can redefine your relationship with wealth, embrace the potential of conscious giving, and witness the profound ripple effects of purposeful financial empowerment.Abbey discusses: The three-step process of the Model of Authentic WealthThe importance of understanding personal values and how they contribute to feeling fulfilledHow to use values as a filter for decision-makingHow to create a vision and implement impact statementsThe process of assessing alignment with the five levers (time, health, finances, relationships, and mindset) in order to design a life that aligns with valuesThe importance of celebrating accomplishmentsAnd more!Resources:Abaris Model of Authentic WealthAbaris Value CardsAbaris Lever Alignment WheelConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

What does it mean to be wealthy? Is it about having money and assets, or is there more to it? How can we plan our finances in a way that not only supports us through our lives, but also supports our values, goals, and well-being?In this sophomore episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach takes us on a journey through the story of Abaris Financial Group, explaining her shift towards a holistic approach to wealth planning, where she helps clients align their resources with their values. Abbey also walks us through the client journey, from gathering data and understanding values, to creating a comprehensive financial plan. Additionally, she highlights the importance of ongoing monitoring and offers community programs to support clients' overall well-being. Episode highlights: The history of Abaris Financial GroupHow and why Abbey transitioned from traditional wealth management to authentic wealth planningThe value of having a team approach at the firm, with multiple advisors working together to serve clients effectivelyVarious ways Abaris Financial Group helps clients achieve their visionThe book club and ongoing community programs offered by Abaris Financial GroupEmphasizing the importance of clients thinking about their vision for the future, beyond just retirement ageAnd more!Resources:Introducing Wealth Beyond Riches with Abbey Henderson (Ep. 1) (link to episode when live)Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

One of the most important aspects of personal development is finding a balance between the different areas of your life. But how do you achieve this balance? How do you align your financial goals with your life vision? How do you cultivate a positive mindset and healthy relationships? Introducing Wealth Beyond Riches with your host, Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group!In the inaugural episode, Abbey shares her dual role as a financial advisor and life coach, exploring the five key areas of life: finances, health, mindset, relationships, and time.She also emphasizes the importance of aligning financial plans with evolving life goals, shares her hobbies, and highlights her unique approach to financial planning.  Abbey discusses: Her background as a financial advisor and life coachHer approach to wealth advising, which includes a focus on authentic wealth and incorporating other resources like health, mindset, finances, relationships and timeHer evolving interests, from riding horses to boating, and her consistent love for activities like hiking, yoga, running, and paintingThe significance of having a clear vision and life plan when it comes to financial planningHow Abaris Financial Group is a B Corp and explains the evaluation process and the five pillars that B Corps are assessed onAnd more!Resources:You can subscribe to our newsletter here!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision.We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and time, offering a holistic approach to personal development and growth.Join us on this transformative journey as Abbey and her guests draw from years of experience to guide you in achieving your life goals while staying true to your values… but that’s not all. This podcast will equip you not just to build personal wealth, but also to understand how your prosperity can contribute to the betterment of the world around you. By exploring strategies for giving back and making a positive impact, we'll empower you to create a life of significance and leave a lasting legacy of positive change.