Living Richly with Curo

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
 

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
 

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

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
 

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

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
 

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
 
___________________________________________________________________________
 
✉️ 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
 

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

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

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