Billede af showet Living Richly with Curo

Living Richly with Curo

Podcast af Curo Private Wealth

engelsk

Videnskab & teknologi

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Læs mere Living Richly with Curo

Join the leaders of Curo Private Wealth, Anne McCabe and Atricia Roberts, as they explore what it means to live a rich life. They will provide insights on their area of expertise: financial planning and investment management. As women in a male-dominated industry, they also have stories to share, tips to provide and some jokes to tell from their careers as financial advisors. They are women who are dedicated to empowering women to live the life of their dreams.Curo Private Wealth is an independent financial planning and investment management firm with offices in Reston, Virginia and Rockville, Maryland and serving clients across the United States. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Curo Private Wealth, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: www.kestrafinancial.com/disclosures

Alle episoder

94 episoder

episode Episode 96 | The Money Messages Your Mother Never Told You cover

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

19. maj 2026 - 30 min
episode Episode 95 | So You're Getting a Divorce? Should You Really Keep the House? cover

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

5. maj 2026 - 33 min
episode Episode 94 | Reinventing Yourself After 50: What's Possible When You Align Your Life & Money cover

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

21. apr. 2026 - 47 min
episode Episode 93 | From Stay At Home Mom To CEO: Kathleen’s Journey To Entrepreneurship cover

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

6. apr. 2026 - 27 min
episode Episode 92 | Nervous About The Markets? Here's How To Think About It cover

Episode 92 | Nervous About The Markets? Here's How To Think About It

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

23. mar. 2026 - 26 min
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