Episode 97 | What We Tell Clients To Do Before Touching Inherited Money

Episode 97 | What We Tell Clients To Do Before Touching Inherited Money

In this episode of Living Richly with Curo, Anne and Atricia explore the sensitive and complex topic of inheritance. They discuss what clients should consider before accessing inherited money and common pitfalls to avoid.   Here’s what you’ll learn 👇   ⏳ Why giving yourself 90 days before making decisions matters 📝 How to inventory inherited assets properly 🪜 Understanding tax implications like the step-up in basis 🔑 The importance of keeping inherited assets separate 👥 Building the right professional team for guidance 🚫 Common mistakes such as rushing life changes or gifting prematurely 🔒 Privacy tips around inheritance information 💡 Strategic considerations for spousal vs. non-spousal IRA beneficiaries   This episode provides actionable insights to empower thoughtful financial decisions during a complicated time. Tune in to navigate inheritance with clarity and confidence.   Live richly!   ✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #InheritancePlanning #WealthTransfer #FinancialPlanning #EstatePlanning #TaxStrategy #HighYieldSavings #InheritedIRA #FinancialAdvice #WomenAndWealth #LivingRichlyWithCuro

Episode 96 | The Money Messages Your Mother Never Told You

The money messages we inherited from our mothers are still shaping financial decisions decades later, even for the most successful, high-earning women.    In this episode, Curo Private Wealth advisors Anne McCabe and Atricia Roberts unpack the unspoken financial scripts most women grew up with, from "don't worry your pretty head about it" to "saving is enough," and explore what those messages have quietly cost us.    They share five generational money beliefs worth rewriting in 2026, honor what our mothers got right, and offer a practical path to passing something stronger down to the next generation. If you've ever caught your mother's voice in your head when you open your statements, this conversation is for you.   Live richly!   ✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #LivingRichly #FinancialConfidence #WomenAndFinance #MoneyMindset #GenerationalWealth #FinancialPlanning #MoneyTalks #EmpowerWomen #FinancialEducation #Motherhood

Episode 95 | So You're Getting a Divorce? Should You Really Keep the House?

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 podcast@curoprivatewealth.com, 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

Episode 94 | Reinventing Yourself After 50: What's Possible When You Align Your Life & Money

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: info@suzyrosenstein.com [info@suzyrosenstein.com]   ___________________________________________________________________________   ✉️ Send your questions to podcast@curoprivatewealth.com, 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

Episode 93 | From Stay At Home Mom To CEO: Kathleen’s Journey To Entrepreneurship

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: kathleengeneva@spherion.com   ___________________________________________________________________________   ✉️ Send your questions to podcast@curoprivatewealth.com, 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