Living Richly with Curo

Episode 89 | Tax Loss Harvesting Myths: What Actually Works

In this episode of Living Richly with Curo, Anne and Atricia dive into the topic of tax loss harvesting, breaking down common myths and explaining how this strategy can fit into a broader financial plan. They emphasize the importance of working with professionals and making thoughtful investment decisions beyond just tax considerations.
 
Here’s what you’ll learn 👇
 
🔍 What tax loss harvesting means and where it applies 
🎯 Why it’s only for taxable accounts, not retirement accounts
💡 Common myths about who can use tax loss harvesting and its effects
📌  How to stay invested and avoid the wash sale rule
🤝 The value of working with financial and tax professionals
🔑 The importance of integrating tax strategies within your long-term goals
🌱 Real-life examples illustrating the strategy in action
🛑 Why not to harvest every dip or loss
 
Tune in to better understand tax loss harvesting and how it might be part of your financial toolkit while keeping your broader goals in focus.
 
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 #TaxLossHarvesting #FinancialPlanning #InvestingStrategies #WealthManagement #TaxSeason #FinancialEducation #InvestmentTips #KiroPrivateWealth #LongTermInvesting #TaxStrategy
 

Episode 88 | Confident, Successful, and Scared About Money? Let's Talk About It

In this episode of Living Richly with Curo, Anne and Atricia explore the common experience of feeling financial fear despite personal success. They delve into why high achievers often struggle with money anxiety and share practical strategies to build financial confidence and peace.
 
Here’s what you’ll learn 👇
 
🧠 Understanding the emotional connection to money
🧑‍🧑‍🧒‍🧒 How upbringing and intergenerational trauma influence finances
🖼️ Steps to reframe your money story and reduce fear
📝 Practical tips on tracking spending for clarity
🗣️ The power of naming feelings to ease money anxiety
⏩ Focus on momentum, not perfection, in financial actions
🎯 Visualization techniques to improve your relationship with money
💪 Building financial confidence as a learned skill
 
Tune in to gain a deeper understanding of your financial emotions and learn ways to move forward with confidence 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 #FinancialConfidence #MoneyMindset #WealthManagement #FinancialEducation #HighAchievers #MoneyAnxiety #PersonalFinance #LivingRichly #GrowthMindset #FinancialWellness
 

Episode 87 | What We Really Ask In Our First Meeting (And Why)!

In this episode of Living Richly with Curo, Anne and Atricia provide an inside look into the initial discovery session at Curo Private Wealth. They explore the importance of trust, understanding client goals, and how these early conversations set the foundation for meaningful financial planning.
 
Here’s what you’ll learn 👇
 
🔍 Why the first meeting is about more than numbers
🤝 Building trust through open and honest communication
🎯 How advisors explore your financial goals and personal values
🚩 Red flags to watch for during initial advisor meetings
🧾 When financial statements come into focus during the process
⏳ The importance of taking time before making decisions
👥 Why empathy and shared experiences matter in advisory relationships
 
Tune in to understand what really happens behind the scenes in a discovery session and how to find the right financial advisor 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 #FinancialPlanning #WealthManagement #FinancialAdvisor #ClientExperience #TrustInFinance #FinancialGoals #MoneyMindset #DiscoverySession #LivingRichly #FinancialJourney

Episode 86 | A 5-Step Process For Goal Setting In 2026

In this episode of Living Richly with Curo, Anne and Atricia guide you through a comprehensive 5-step goal-setting process to start 2026.
 
Here’s what you’ll learn 👇
 
🪞 The importance of reflecting on the past year before planning ahead
🔍 How to define a vivid personal and professional vision
📊 Setting SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals
🧱 Breaking big goals into manageable quarterly steps
👥 Building accountability systems to stay on track
💪 The power of choosing a theme word for the year
🎯 Tips for internalizing success and maintaining motivation
🔄 Flexibility and habit-building as keys to goal achievement
 
Tune in to start your year with purpose and practical strategies for lasting progress.
 
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 #GoalSetting #SMARTGoals #Accountability #NewYearPlanning #GoalReflection #VisionBoard #PersonalGrowth #FinancialPlanning #LivingRichlyWithCuro #YearlyGoals

Episode 85 | 5 Ways To Deal With Market Volatility

In this episode of Living Richly with Curo, Anne and Atricia discuss practical strategies for navigating market volatility. They explore why market fluctuations are normal and how to maintain a steady approach during uncertain times.
 
Here's what you'll learn 👇
 
📌 Why volatility is a healthy part of investing
🏦  The importance of holding sufficient cash reserves
📊 How to revisit and align with your long-term financial plan
🎯 Strategies to avoid emotional decision-making during downturns
🤝 The value of working with a trusted financial advisor
⏱️ Why market timing is extremely difficult
🧠 Understanding behavioral triggers behind panic selling
💡 How to embrace volatility as an opportunity for accumulation
 
Tune in to gain insights that help you stay grounded and confident during market swings.
 
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 #FinancialPlanning #WealthManagement #InvestingTips #LongTermInvesting #EmotionalInvesting #CashReserves #TrustedAdvisor #BehavioralFinance #LivingRichlyWithCuro

Episode 84 | 7 Smart Financial Moves To Consider Before Year End

In this episode of Living Richly with Curo, Anne and Atricia share seven essential financial moves to consider before the end of the year. From reviewing spending habits to maximizing tax-advantaged accounts, they provide practical steps to prepare for a strong financial start in 2026.
 
Here’s what they cover 👇
 
📝 Reviewing your 2025 spending and setting 2026 plans
🏦 Ensuring adequate cash reserves with competitive interest rates
🏛️ Maximizing contributions to retirement and health savings accounts
⚖️ Understanding tax loss and gain harvesting strategies
💊 Using flexible spending accounts (FSA) before year-end deadlines
🎁 Planning charitable giving with tax efficiency in mind
📃 Reviewing estate plans, insurance, and beneficiary designations
 
Stay informed and take proactive steps to close out the year thoughtfully and confidently.
 
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 #YearEndFinance #FinancialPlanning #CashReserves #TaxStrategies #RetirementPlanning #CharitableGiving #EstatePlanning #FlexibleSpending #LivingRichlyWithCuro #MoneyMoves
 

Episode 83 | Tax Goddess Part II

In this episode of Living Richly with Curo, Anne and Atricia welcome back Shauna, the Tax Goddess, to discuss key tax strategies and updates following the passage of the One Big Beautiful Bill (OBBBA). The conversation covers charitable giving changes, business structure considerations, tax pitfalls, and the importance of a trusted tax team.
 
Here’s what you’ll learn 👇
 
🌟 Impact of the One Big Beautiful Bill on charitable donations
📊 Business entity structuring and tax planning strategies
⚠️ Common tax missteps and how to avoid them
🛡️ Importance of aligning with a knowledgeable financial team
💡 How to balance present tax savings with future financial flexibility
⚖️ Navigating estate planning changes and gifting rules
🔍 Identifying risky tax strategies and ensuring legitimacy
🤖 Why AI is no substitute for an experienced tax professional
 
Join us to gain a clearer understanding of tax planning essentials and stay informed on recent changes with practical insights from an expert tax strategist.
 
___________________________________________________________________________
 
Catch up on Shauna's previous appearance on Living Richly: https://youtu.be/KhPzFUWtslg
 
___________________________________________________________________________
 
Shauna A. Wekherlien, CPA, MTax, CTC, CTS. Shauna, known as “The Tax Goddess," ( @TaxGoddess ) 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 over $2 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://taxgoddess.com/
- Shauna’s Book, “The 6% Life”: https://a.co/d/88kjI8H
 
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 #TaxStrategy #CharitableGiving #BusinessTaxPlanning #EstatePlanning #FinancialPlanning #TaxUpdates #WealthManagement #TaxTips #OBBBA #LivingRichly

Episode 82 | Flipping the Switch From Saver to Spender in Retirement

In this episode of Living Richly with Curo, Anne and Atricia explore the important mindset shift from saving diligently to comfortably spending in retirement. They outline a clear five-step process to help retirees gain confidence and clarity in managing their finances while enjoying their retirement years.
 
Here’s what you’ll learn 👇
 
🌟 How to know and clarify your safe spending number
📊 Creating a spending plan focused on lifestyle, experiences, and generosity
🔄 Automating your retirement income like a paycheck
💪 Practicing spending gradually to build confidence
📅 The importance of revisiting and adjusting your plan annually
👩‍👧 Insights on unique challenges women face in the transition
🤝 The value of community and support during financial changes
🧐 Simple wisdom about choosing straightforward financial actions over flashy ones
 
Tune in for expert guidance on transitioning smoothly to spending in retirement with intention 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 #RetirementPlanning #FinancialMindset #SpendingWisely #FinancialClarity #RetirementTips #WealthManagement #IntentionalSpending #MoneyMindset #FinancialFreedom #LivingRichly

Episode 81 | Rewriting Your Money Story

In this episode of Living Richly with Curo, Anne and Atricia explore the powerful influence of money mindsets on financial decisions and behaviors. They discuss how subconscious beliefs about money often shape actions and anxiety around wealth, especially among women.
 
Here's what you'll learn 👇
 
🧠  What a money mindset really means and how it forms
📰  How early life experiences shape your money story
💡 Common limiting beliefs that impact financial confidence
🔄 Strategies to rewrite unhelpful money narratives
✍️ A practical challenge to identify and transform your money beliefs
🌱 The importance of learning and taking small financial actions
❤️ The connection between self-worth and net worth
🤝 Encouragement to embrace gratitude during the holiday season
 
Gain clarity on your financial mindset and start changing the narrative to empower your money journey. Tune in for insights that go beyond numbers to your deeper relationship with money.
 
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 #MoneyMindset #FinancialConfidence #WealthBuilding #MoneyBeliefs #PersonalFinance #FinancialWellness #MindsetShift #WomenAndMoney #LivingRichly #FinancialEducation
 

Episode 80 | A Conversation with Jayne Di Vincenzo

In this episode of Living Richly with Curo, Anne and Atricia welcome their special guest and new member of Curo, Jayne Di Vincenzo, a seasoned financial advisor and entrepreneur. Together, they explore the personal and professional journeys of women in financial services and discuss the importance of relationship-driven advice.
 
Here’s what they discuss 👇
 
🌟 Jayne's entrepreneurial path and the evolution of her practice🤝 The power and rarity of women advisors connecting in the industry💡 Creative problem solving as a fulfilling aspect of financial advising📚 The value of mentorship and growing the next generation of advisors❤️ How personal relationships are central in client service👩‍💼 The meaningful impact financial advisors have beyond numbers🎯 Designing a business that aligns with personal values🌍 Similarities and journeys that led Anne and Atricia into the industry🎉 Insights on building long-term, trust-based client relationships🎤 What living richly means to accomplished women in finance
 
Tune in to gain insights on how passion, purpose, and persistence shape the rewarding career of financial advising and learn how these women lead with heart and expertise.
 
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 #WomenInFinance #FinancialAdvisors #Entrepreneurship #ClientRelationships #FinancialEducation #Mentorship #LivingRichly #WealthManagement #CareerGrowth