Episode 100 | Looking Back, Looking Forward: Celebrating 100 Episodes

Episode 100 | Looking Back, Looking Forward: Celebrating 100 Episodes

In this episode of Living Richly with Curo, Anne and Atricia celebrate their 100th episode milestone with a special guest, Elsa Medhin, who flips the script to interview them. They discuss the podcast's origins, the importance of creating a safe space for women to talk about money, and how personal stories have strengthened their connection with listeners.   Here’s what you’ll learn 👇   💬 Creating comfortable money conversations for women 📌 The impact of sharing personal finance journeys 🎧 How podcasts serve as educational tools for clients 🌱 Encouraging confidence and permission to spend 💡 Overcoming limiting money beliefs and guilt 🧑‍🧑‍🧒‍🧒 Broadening the financial conversation for future generations 🤝 The importance of empathy in wealth management 🎯 Plans for future episodes and broadening the audience   Tune in to discover how vulnerability and education combine to empower women on their financial journeys.   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 #LivingRichlyWithCuro #FinancialEmpowerment #WomenAndMoney #FinancialPlanning #PodcastMilestone #MoneyConversations #EmpathyInFinance #PersonalFinanceStories #WealthManagement #FinancialEducation

Episode 99 | The Permission Slip You’ve Needed: Spending Money On Joy

In this episode of Living Richly with Curo, Anne and Atricia explore the often overlooked challenge of spending money on joy without guilt. They discuss common money stories, the psychological hurdles of spending, and practical ways to align spending with personal values.   Here's what you'll learn 👇   🧮 Why money guilt is more about stories than math 🎯 Identifying what truly brings you joy ⏱️ The value of buying back time 📝 How to integrate joyful spending into your financial plan ⚖️ Separating fun money from security money ⚠️ Common spending traps to avoid 💬 Real client stories and personal reflections 🪜 Small steps to build your spending confidence   Tune in to discover how intentional spending can enrich your life and bring genuine happiness.   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 #FinancialPlanning #MoneyMindset #SpendingWisely #JoyfulSpending #WealthManagement #PersonalFinance #MoneyStories #IntentionalSpending #FinancialWellness #LivingRichly

Episode 98 | The Mid-Year Financial Check-In: 5 Questions Smart Women Ask

We’re halfway through the year. If your January goals already feel like a distant memory, you’re in good company. In this episode of Living Richly with Curo, Anne and Atricia walk through a mid-year financial check-in built for smart, busy women, especially those navigating a major life transition. No guilt, no grading, just five honest questions worth sitting with before the year gets away from you. From cash flow and tax timing to the goals you may have quietly outgrown, this is the calm pause your financial life deserves. Grab a cup of coffee and listen in.   In this episode:   🧠  Why midyear is the smartest time to course-correct ⚠️  The transition question most women skip 🔄 Tax moves that still have room to work 🎯 Permission to change the goals you set in January 🔒 How to trade financial worry for calm and control   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 #MidYearCheckIn #FinancialPlanning #TaxStrategy #CashFlowManagement #FinancialGoals #WealthManagement #FinancialCalm #AccountabilityPartners

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