Is Where You Live Still Supporting the Life You Want? with Ryan Frederick (Ep. 38)

How Your Personality Shapes Your Money Habits with Douglas Lynam (Ep. 39)

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 money * Why many financial struggles are actually behavioral struggles in disguise * An introduction to the Enneagram and how it helps uncover underlying money patterns * How childhood experiences and conditioning influence financial decision-making * And more! Resources: * Taming Your Money Monsters by Douglas Lynam [https://www.amazon.com/Taming-Your-Money-Monster-Enneagram/dp/0785223908] * From Monk to Money Manager by Douglas Lynam [https://www.amazon.com/Monk-Money-Manager-Financial-Wealthy-ebook/dp/B07DT6ZHWD] * How monastic wisdom can help your finances | Doug Lynam | TEDxBismarck  [https://youtu.be/fyaFb6KMZnY] Connect with Abbey Henderson:  * LinkedIn: Abbey Henderson [https://bit.ly/4ep8jiW] * Abbey@AbarisFinancialGroup.com  [Abbey@AbarisFinancialGroup.com] * Website: Abaris Financial Group [https://bit.ly/3N6VDBm] * Facebook: Abaris Financial Group [https://bit.ly/4enDmLP] * Facebook: Abbey Henderson: Trusted Financial Advisor & Coach [https://bit.ly/4eGoUhV] * Instagram: @trustedadvisor_coach [https://bit.ly/4gJtVIl] * LinkedIn: Abaris Financial Group [https://bit.ly/3Y7Miyn] * X (Twitter): Abaris Financial Group [https://bit.ly/4dJaPQ5] Connect with Douglas Lynam:  * Website: DougLynam.com [http://douglynam.com] * LinkedIn: Course Management Investment Advisors [https://www.linkedin.com/company/course-management-investment-advisors/about/] * LinkedIn: Douglas Lynam [https://www.linkedin.com/in/doug-lynam/] * YouTube: @douglaslynam1503 [https://www.youtube.com/@douglaslynam1503] About 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.

Is Where You Live Still Supporting the Life You Want? with Ryan Frederick (Ep. 38)

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 decisions * How your environment influences your health, habits, and longevity * The connection between where you live and your relationships, community, and support system * Why the idea of a “forever home” may not hold up * How rising costs, lifestyle changes, and unexpected life transitions can shift what the “right place” looks like * Why many people say they want to age in place, but few plan for what that actually requires * How to start thinking more intentionally about where you live at every stage of life * And more! Resources: * Right Place, Right Time by Ryan Frederick [https://a.co/d/05y1mz9F] Connect with Abbey Henderson:  * LinkedIn: Abbey Henderson [https://bit.ly/4ep8jiW] * Abbey@AbarisFinancialGroup.com  [Abbey@AbarisFinancialGroup.com] * Website: Abaris Financial Group [https://bit.ly/3N6VDBm] * Facebook: Abaris Financial Group [https://bit.ly/4enDmLP] * Facebook: Abbey Henderson: Trusted Financial Advisor & Coach [https://bit.ly/4eGoUhV] * Instagram: @trustedadvisor_coach [https://bit.ly/4gJtVIl] * LinkedIn: Abaris Financial Group [https://bit.ly/3Y7Miyn] * X (Twitter): Abaris Financial Group [https://bit.ly/4dJaPQ5] Connect with Ryan Frederick:  * Website: Here.life [https://www.here.life/] * Website: ryanfrederick.life [https://www.ryanfrederick.life/] * LinkedIn: Ryan Frederick [https://www.linkedin.com/in/ryanefrederick/] About 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.

The Money Stories We Don’t Talk About with Erika Wasserman (Ep. 37)

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 easier * The role of boundaries in spending, giving, and self-worth * Small but powerful habits to build a healthier money relationship * And more! Resources: * Your Financial Therapist Packages [https://yourfinancialtherapist.com/contact/] * “Conversations with Your Financial Therapist” by Erika Wasserman [https://www.amazon.com/Conversations-Your-Financial-Therapist-Stories/dp/1394303858] * Shop Financial Therapy Conversation Cards [https://yourfinancialtherapist.com/shop/] Connect with Abbey Henderson:  * LinkedIn: Abbey Henderson [https://bit.ly/4ep8jiW] * Abbey@AbarisFinancialGroup.com  [Abbey@AbarisFinancialGroup.com] * Website: Abaris Financial Group [https://bit.ly/3N6VDBm] * Facebook: Abaris Financial Group [https://bit.ly/4enDmLP] * Facebook: Abbey Henderson: Trusted Financial Advisor & Coach [https://bit.ly/4eGoUhV] * Instagram: @trustedadvisor_coach [https://bit.ly/4gJtVIl] * LinkedIn: Abaris Financial Group [https://bit.ly/3Y7Miyn] * X (Twitter): Abaris Financial Group [https://bit.ly/4dJaPQ5] Connect with Erika Wasserman: * Your Financial Therapist [https://yourfinancialtherapist.com/] * LinkedIn: Your Financial Therapist [https://www.linkedin.com/company/your-financial-therapist/] * LinkedIn: Erika Wasserman, CFT [https://www.linkedin.com/in/erikawasserman/] * YouTube: Your Financial Therapist [https://www.youtube.com/channel/UCCam5mLhzUv_7HIeDeiYtZA] About 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.

The New Parents’ Guide to Estate Planning with Nina Dow (Ep. 36)

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 do * How to choose guardians (and what happens if you don’t) * The surprising power of a “side letter” to share your values and wishes * Tips for starting these tough conversations with your spouse * And more! Connect with Abbey Henderson:  * LinkedIn: Abbey Henderson [https://bit.ly/4ep8jiW] * Abbey@AbarisFinancialGroup.com  [Abbey@AbarisFinancialGroup.com] * Website: Abaris Financial Group [https://bit.ly/3N6VDBm] * Facebook: Abaris Financial Group [https://bit.ly/4enDmLP] * Facebook: Abbey Henderson: Trusted Financial Advisor & Coach [https://bit.ly/4eGoUhV] * Instagram: @trustedadvisor_coach [https://bit.ly/4gJtVIl] * LinkedIn: Abaris Financial Group [https://bit.ly/3Y7Miyn] * X (Twitter): Abaris Financial Group [https://bit.ly/4dJaPQ5] Connect with Nina Dow: * LinkedIn: Nina T. Dow [https://www.linkedin.com/in/nina-t-dow-0143561/] * Bowditch Attorneys [https://www.bowditch.com/] About 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.

How to Process Loss and Heal Emotionally with Erin Wright (Ep. 35)

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 life * Why grief isn't something to "get over" and what to do instead * How to hold space for others without overstepping * Tools for navigating loss with compassion, body awareness, and grace * And more! Resources: * “It’s OK That You’re Not OK” by Megan Devine [https://www.amazon.com/Its-That-Youre-Not-Understand/dp/1622039076] * Grief.com [http://grief.com] * David Kessler’s Grief Education & Support Groups [https://www.davidkesslertraining.com/] * Co-Active Coach Training [https://coactive.com/coach-training/] Connect with Abbey Henderson:  * LinkedIn: Abbey Henderson [https://bit.ly/4ep8jiW] * Abbey@AbarisFinancialGroup.com  [Abbey@AbarisFinancialGroup.com] * Website: Abaris Financial Group [https://bit.ly/3N6VDBm] * Facebook: Abaris Financial Group [https://bit.ly/4enDmLP] * Facebook: Abbey Henderson: Trusted Financial Advisor & Coach [https://bit.ly/4eGoUhV] * Instagram: @trustedadvisor_coach [https://bit.ly/4gJtVIl] * LinkedIn: Abaris Financial Group [https://bit.ly/3Y7Miyn] * X (Twitter): Abaris Financial Group [https://bit.ly/4dJaPQ5] Connect with Erin Wright: * Erin Wright Coaches [https://www.erinwrightcoaches.com/] * Instagram: @erinwrightcoaching [https://www.instagram.com/erinwrightcoaching/] * LinkedIn: Erin Wright, RN, CPCC, PCC [https://www.linkedin.com/in/erin-wright-rn-cpcc-pcc-49b0608a?trk=public_post_feed-actor-name&original_referer=https%3A%2F%2Fwww.linkedin.com%2Fposts%2Ferin-wright-rn-cpcc-pcc-49b0608a_grief-coaching-co-activity-7295457690695139328-mo_1] About 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.