Living Richly with Curo

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

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
 

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!
 
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More Information About Suzy and Her Coaching:
 
Website: https://suzyrosenstein.com/
Email: info@suzyrosenstein.com
 
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✉️ 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
 

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!
 
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More Information about Kathleen & Spherion:
 
💼 LinkedIn: https://www.linkedin.com/in/kathleen-geneva-0b54782a5/
🌐 Website: https://www.spherion.com/
📧 Email: kathleengeneva@spherion.com
 
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✉️ 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

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

Episode 91 | Estate Planning, Taxes & Charitable Giving with Cassie Kincaid

In this episode of Living Richly with Curo, Anne and Atricia are joined by guest Cassie Kincaid of Troxell Leigh P.C. to dive into the essentials of estate planning, emphasizing thoughtful, comprehensive preparation beyond just wills. The discussion also covers how to handle estate administration challenges and incorporate charitable giving effectively.
 
Here's what you'll learn 👇
 
📄 Key estate planning documents including powers of attorney and trusts
⚖️ The importance of selecting the right fiduciaries and avoiding emotional decisions
💡 How aligning assets and beneficiary designations prevents costly complications
👶 Strategies for protecting minor and special needs beneficiaries
🎁 Tax-efficient charitable giving options like donor advised funds and charitable trusts
🔍 Navigating estate administration pitfalls and reducing unnecessary taxes
🌿 Planning considerations for blended families and disability situations
🔄 The role of ongoing review and communication in successful planning
 
Tune in for practical insights to help ensure your legacy aligns with your intentions and protects your loved ones.
 
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 #EstatePlanning #LegacyPlanning #FinancialPlanning #Trusts #Wills #CharitableGiving #FiduciaryDuties #BlendedFamilies #DisabilityPlanning #WealthManagement
 
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Resources for Cassie:
 
Website: https://tllawpc.com/
Phone Number: (703) 777-4000
 

Episode 90 | Navigating Widowhood: Building Your Financial Team & the Questions to Ask

In this episode of Living Richly with Curo, Anne and Atricia discuss the financial and emotional challenges faced by women who have recently lost a spouse. They explore how to build a trusted professional team and ask the right questions to feel supported during this transition.
 
Here’s what you’ll learn 👇
 
📝 How to reestablish your financial plan after loss
🏛️ The role of estate planning attorneys
📊 Understanding changes in tax filing status
❓ Key questions to ask financial advisors, attorneys, and CPAs
👥 The importance of a collaborative and trustworthy financial team
⏳ Timing considerations for financial and tax decisions
💡 How intuition plays a role in selecting professionals
⚠️ Avoiding common mistakes when building your financial team
 
This episode offers practical guidance for moving forward with confidence and creating a strong support system for your financial future.
 
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 #WidowFinancialPlanning #EstatePlanning #TaxStrategies #FinancialAdvisors #WomenAndFinance #WealthManagement #GriefAndMoney #LivingRichly #FinancialEmpowerment #FinancialPlanningTips
 

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