Living Richly with Curo

Episode 52 | DMV Real Estate with Tracey Barrett

🤝 Welcome to Episode 52 of Living Richly with Curo!
 
🏡 In this week’s episode, we explore the evolving DMV real estate market with expert Tracy Barrett. She breaks down key housing trends, from interest rates and inventory to pricing shifts and emotional factors in buying and selling.
 
💡 We also dive into how life events like divorce, downsizing, and retirement are shaping home decisions—and why mindset and gratitude matter. If you're considering a move this year, don’t miss Tracy’s insights and practical tips for navigating the market.
 
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 #RealEstateTips #RealEstate #Realtor #PersonalFinance #MarketTrends #HomeBuying

Episode 51 | Self-Care is Not Selfish

🤝 Welcome to Episode 51 of Living Richly with Curo!
 
 🌱 Taking care of yourself isn’t a luxury, it’s essential. In this week’s episode, we unpack how self-care is not selfish. We explore setting boundaries, preventing burnout, practicing intentional rest, and more. ✨
 
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 #selfcare #meditation #burnout #discipline

Episode 50 | Our Money Journeys

🤝 Welcome to Episode 50 of Living Richly with Curo!
 
🎉We’re getting personal for our 50th episode! 
 
Anne and Atricia open up about their money journeys—sharing their biggest money mistakes, early lessons about saving, and how childhood shaped their financial values. 
 
💡 Learn about building healthy habits, managing income creep, and the importance of giving—and more.
 
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 #MoneyJourney #FinancialWellness #FinancialFreedom

Episode 49 | Cybersecurity Essentials With Mike McCabe

🤝 Welcome to Episode 49 of Living Richly with Curo!
 
💻 🔐 Cybersecurity isn’t just a tech issue—it’s a life issue. 
 
In this episode, Anne and Atricia sit down with cloud security expert Michael McCabe to discuss modern online threats, how to protect your digital identity, and why cyber hygiene matters more than ever. They cover password managers, social media risks, fraud prevention tactics—and more. 🔒📱🛡️
 
Check out Cloud Security Partners:
 
Website: https://cloudsecuritypartners.com/
LinkedIn: https://www.linkedin.com/company/cloud-security-partners/
 
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 #Cybersecurity #OnlineSafety #Internet #Hacks

Episode 48 | Leadership and Strategy With Dr. John Hillen

🤝 Welcome to Episode 48 of Living Richly with Curo!
 
In this week’s episode of Living Richly with Curo, we’re joined by the Honorable Dr John Hillen, a highly accomplished CEO of several companies, Board Chairman, former US Assistant Secretary of State, and an award-winning professor who teaches at Duke University, George Mason University, and Hampden-Sydney College. 
 
He has a unique com­bination of strategic leadership experience in business, government, the military, and higher education. He is the author of several books in addition to The Strategy Dialogues, includ­ing co-author (with Mark Nevins) of the highly acclaimed “What Happens Now? Reinvent Yourself as a Leader Before Your Business Outruns You”, and has published countless articles on strategy in publications such as Forbes, The New York Times, and The Wall Street Journal.
 
Join us for a powerful conversation on the future of leadership and strategy. We unpack the evolving role of leaders in an AI-driven world, the importance of building strategic muscles, and why execution is often the missing piece in great plans. Tune in for insights on leadership growth, organizational success, team alignment, and more.
 
Dr Hillen’s book: https://a.co/d/9abqcFv
Dr Hillen’s website: https://johnhillen.com/ 
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 #Leadership #StrategicThinking #BusinessSuccess

Episode 47 | Financial Spring Cleaning

🤝 Welcome to Episode 47 of Living Richly with Curo!
 
🌼 Spring is here… and it’s the perfect time to declutter your financial life! 
 
🧹  In this episode, Anne and Atricia walk through 5 simple steps for financial spring cleaning: updating your spending plan, building your cash reserves, reviewing insurance coverage—and more. 
 
💰 Whether you're catching up on savings or finally organizing that “financial closet,” this one’s 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 #SpringCleaning #PersonalFinance #Budget #Debt

Episode 46 | Lessons in Leadership & Life With Meg Carpenter

🤝 Welcome to Episode 46 of Living Richly with Curo!
 
In this episode, we sit down with Meg Carpenter, CEO of Ficomm Partners, to discuss the realities of entrepreneurship, the evolving role of marketing in financial services, and how to navigate work-life balance as a leader. 
 
Whether you're a financial advisor, business owner, or someone looking for insights on building a strong brand, this conversation is packed with value!
 
Ficomm's website: https://ficommpartners.com/
 
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 #Entrepreneur #Marketing

Episode 45 | Smart Tax Strategies with "Tax Goddess" CPA Shauna Wekherlien

Welcome to Episode 45 of Living Richly with Curo!
 
🚨 Tax season is here—are you making the most of your deductions? 
 
This week, we sat down with Shauna A. Wekherlien, CPA, MTax, CTC, CTS. Shauna, known as “The Tax Goddess,” is a top 1% US tax strategist specializing in helping business owners, entrepreneurs, and high-income earners reduce their tax burden legally. 
 
Founder of Tax Goddess Business Services, PC in 2004, she leads a global team dedicated to simplifying tax strategies and maximizing savings. Shauna’s Strategic Tax Coaching (STC) program boasts an average client tax rate of 6.92%, with her team saving clients almost $1.9 billion in taxes. A sought-after educator, speaker, and bestselling author, she has been featured in Forbes, Entrepreneur, CNN, CBS, and NBC, among others.
 
With expertise in tax structures, cash flow management, real estate transactions, and wealth transfer strategies, Shauna continues to break tax barriers and empower others to take control of their financial future.
 
Resources mentioned:
 
- Tax Goddess Website: https://taxgoddess103f9.referralrock.com/l/ANNEMCCABE09/
 
- Shauna’s Book, “The 6% Life”: https://a.co/d/88kjI8H
 
- Cujo’s Book about Leadership: https://www.amazon.com/Debrief-Win-Accountable-Leadership-Debrief-Focused/dp/1732929807
 
- Cujo’s Website/Program: https://robertteschner.com/ 
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 #Taxes #WealthBuilding

Episode 44 | 5 Ways to Deal with Market Volatility

🤝 Welcome to Episode 44 of Living Richly with Curo!
 
🎧 In this episode, Anne and Atricia discuss the nature of market volatility and provide five practical strategies to navigate turbulent times in the market. 
 
📝 The episode covers the importance of understanding volatility, maintaining sufficient cash reserves, revisiting long-term plans, avoiding emotional decisions, and working with a trusted advisor.
 
✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!
 
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

Episode 43 | AI, Automation, and Tax Strategies with CPA Brian Wendroff

🤝 Welcome to Episode 43 of Living Richly with Curo!
 
Our guest, Brian Wendroff, CPA, is a recognized leader in the DC metro accounting community and the visionary founder of Wendroff & Associates, CPA, established in 2006.
 
💼 Known as the "Entrepreneur's CPA," Brian has pioneered the integration of AI and automation into tax and financial management, redefining traditional accounting with innovative solutions that deliver operational efficiencies and real-time insights.
 
His commitment to business growth and strategic problem-solving extends beyond tax season, helping clients reach new heights year-round.
 
🎓 A graduate of George Mason University, Brian is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. His expertise has led him to serve on Intuit’s QuickBooks Online Advisory Board, and he is frequently invited to speak to professional organizations and educational institutions about best practices in business taxes and accounting.
 
📰 Brian’s standout contributions to the accounting industry have earned him numerous accolades, including being named "Top Financial Advisor" by the Washingtonian, one of the "Top Financial Professionals" in Northern Virginia Magazine, and consistently leading the "Best CPA Firm in Arlington" as recognized by Arlington Magazine.
 
🔑 In this episode, Brian shares key insights on tax-saving strategies, automation for efficiency, and essential financial steps for business owners—and more! Whether you're launching a new venture or optimizing an existing one, these practical tips can help you make smarter financial decisions.
 
🔗 Resources Mentioned:
 
Product Hunt: https://www.producthunt.com/
Zapier: https://zapier.com/
 
👤 Connect with Brian Wendroff & Wendroff CPA:
 
Website: https://www.wendroffcpa.com/
LinkedIn: https://www.linkedin.com/company/wendroff-&-associates-cpa/
Facebook: https://www.facebook.com/wendroffcpa
YouTube: https://www.youtube.com/@wendroffassociatescpa
 
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 #Entrepreneurship #SmallBusiness #Taxes #Automation