Living Richly with Curo

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

Episode 79 | 3 Tax Planning Strategies to Consider Before Year-End

In this episode of Living Richly with Curo, Anne and Atricia discuss proactive year-end tax strategies to consider before 2026 arrives. They explore key concepts including harvesting capital gains and losses, maximizing retirement contributions, and the benefits of Roth IRA conversions.
 
Here's what they cover 👇
 
📅 Important deadlines to implement tax strategies for 2025
📉 How harvesting investment losses can offset gains
🟢 Taking advantage of 0% capital gains rates in lower income years
💼 Maximizing 401(k) and retirement plan contributions before year-end
🔄 Key considerations and benefits of Roth IRA conversions
🏛️ Highlights of recent tax law changes impacting deductions
🎁 Bonus tip on charitable giving before new 2026 deduction rules
🧮 Why working with a trusted financial professional is important
 
Stay informed on these strategies to help navigate tax planning efficiently as the year closes out. Tune in for practical insights to consider with your financial goals.
 
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 #TaxPlanning #YearEndFinance #RothIRAConversion #RetirementPlanning #CapitalGains #TaxStrategies #FinancialPlanning #CharitableGiving #LivingRichlyWithCuro #WealthManagement

Episode 78 | The Big Secret to Long-Term Investment Success

In this episode of Living Richly with Curo, Anne and Atricia discuss the fundamental principles of long-term investing success. They emphasize the importance of participating in the economy's growth through cost-effective equity ownership and maintaining patience to harness the power of compounding.
 
Here's what we cover 👇
 
📊 Participation in long-term economic growth through diversified equity
💡 Importance of cost-effective investment choices including fees and taxes
⏳ Staying invested during market ups and downs for compounding benefits
🚫 Avoiding behavioral mistakes like trying to time the market or fleeing to cash
🔍 Why broad diversification goes beyond just a few popular stocks
🤝 The value of professional investment management as portfolios grow
📝 Setting clear investment time horizons and personal financial goals
🛑 The risks of missing the best market days due to market timing
🔄 Market volatility analogy: flying through turbulence and staying the course
📚 Reflections on patience, consistency, and enduring challenges in investing
 
This episode offers timeless investment insights to help you remain steady and focused on your long-term financial journey. Tune in and empower yourself to make thoughtful investment decisions.
 
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 #LongTermInvesting #FinancialPlanning #InvestmentStrategy #MarketVolatility #Diversification #WealthManagement #StayInvested #FinancialEducation #InvestingPrinciples #CompoundInterest

Episode 77 | The 3 Most Important Economic Indicators

In this episode of Living Richly with Curo, Anne and Atricia welcome Zander Cochran to discuss what he believers are three of the most important economic indicators investors should watch. Zander shares insights on the yield curve, labor market trends, and equity valuations while comparing the current market to historical periods like the dot-com bubble.
 
Here's what we cover 👇
 
📊 The significance of the 10-year vs. 3-month Treasury yield spread
💼 Understanding weekly unemployment claims and labor market health
🪞 How the forward P/E ratio of the S&P 500 reflects investor confidence
🖥️ Comparing today’s market concentration to the 2000 tech bubble
🤖 The role of AI and technology in current market dynamics
⏱️ The importance of time in the market over timing the market
 
Tune in to gain a clearer perspective on key economic signals and how they relate to broader market conditions.
 
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 #EconomicIndicators #YieldCurve #LaborMarket #SP500Valuation #InvestingInsights #FinancialEducation #MarketTrends #LivingRichlyWithCuro #WealthManagement #AIandFinance

Episode 76 | Financial Goals at Every Age

In this episode of Living Richly with Curo, Anne and Atricia explore how financial goals evolve through different decades of life. They provide guidance on setting intentional goals for your twenties, thirties, forties, fifties, and sixties to help build a solid financial foundation and plan for future flexibility.
 
Here's what we cover 👇
 
📝 Financial priorities for each decade from 20s to 60s
🚨 Building emergency funds and effective budgeting
🔒 Protecting assets and establishing estate plans
📈 Approaching retirement with a balanced investment strategy
🎯 Aligning spending with personal values and goals
🏡 Saving for major purchases like homes and education
📊 Understanding the transition from accumulation to income planning
💼 Preparing for work optional lifestyle and career changes
🛡️ Considering long-term care and Roth conversions
🌟 Embracing retirement as a new chapter for growth and fulfillment
 
Tune in to discover how aligning your financial goals with your life stage can create confidence and clarity for your 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 #FinancialPlanning #RetirementPlanning #BudgetingTips #EmergencyFund #EstatePlanning #WorkOptional #LongTermCare #RothIRA

Episode 75 | What the Government Shutdown Means for Your Portfolio

In this episode of Living Richly with Curo, Anne and Atricia discuss the ongoing government shutdown and explore what it could mean for your finances and investment portfolio. They break down the key economic implications and offer insight on how to stay prepared during uncertain times.
 
Here's what they cover 👇
 
🔍 The impact of furloughed and unpaid federal workers on consumer spending
📊 How the shutdown interrupts critical economic data like jobs reports and inflation
⚖️ The potential effects on Federal Reserve policy and interest rates
📉 Understanding the economic soft patch and job market challenges
💡 Why having cash reserves is crucial during periods of political and economic uncertainty
📝 What lower interest rates might mean for stocks in the current environment
💬 The importance of long-term planning and staying focused despite market noise
 
Stay informed and proactive by tuning in to this episode for a valuable perspective on managing your money during a government shutdown.
 
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 #GovernmentShutdown #EconomicImpact #FederalReserve #FinancialPlanning #InvestmentStrategy #CashReserves #LaborMarket #MarketVolatility #LongTermPlanning #EconomicData

Episode 74 | Crypto Explained: The Risk, Rewards, and Realities

Welcome back to Living Richly with Curo! In this episode, Anne and Atricia tackle one of the buzziest and most confusing topics in finance: cryptocurrency. From Bitcoin and Ethereum to “crypto bros” and blockchain, they break down the basics, highlight the risks, and share practical takeaways on whether crypto belongs in your financial picture.
 
What you’ll learn 👇
 
🪙 What crypto actually is and how blockchain works
📢 Why crypto gets so much attention (potential growth, independence, and new tech)
⚠️ The risks: volatility, lack of regulation, scams, and no underlying company value
🎲 Why crypto should be treated like “Vegas money” for most investors
📌 Why Bitcoin and Ethereum are the most established options vs. meme coins
🏦 How ETFs have made access to crypto simpler for curious investors
🔑 Key takeaways: true wealth is built with clarity, consistency, and confidence. Not FOMO
 
Whether you’re crypto-curious, skeptical, or somewhere in between, this episode will give you context and confidence to think about digital assets responsibly.
 
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 #CryptoExplained #BitcoinBasics #BlockchainTechnology #DigitalAssets #CryptoRisks

Episode 73 | Living Richly in Blended Families: Insights from Mike & Kim

Welcome back to Living Richly with Curo! In this episode, Anne and Atricia sit down with Mike and Kim Anderson, founders of Blended Family Breakthrough, to talk about the financial and relational dynamics of blended families. From building trust to navigating money conversations, this episode is full of real-world wisdom for families in transition.
 
What you’ll learn 👇
 
👨‍👩‍👧 How Mike and Kim turned their own blended family struggles into tools for helping others
💬 Why transparency and communication are key to building trust in blended households
💡 Practical tips for handling finances when child support, inheritances, or estate planning complicate matters
🔍 Why parents and stepparents see stepchildren through different “lenses” (love vs. responsibility)
🎯 The role of values in shaping money decisions for kids, both young and grown
🔑 Advice for newly formed blended families to avoid “easy wrong turns”
🌟 What living richly really means: hope, connection, and creating memories
 
Whether you’re part of a blended family yourself or simply want to better understand the financial and emotional dynamics, this conversation offers insight, encouragement, and practical takeaways.
Live richly!
 
✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!
___________________________________________________________________________
 
More information about Mike, Kim, and Blended Family Breakthrough:
 
Website: https://www.blendedfamilybreakthrough.com/
Blended Family Breakthrough Quiz: https://form.typeform.com/to/DSz44d52
 
YouTube: https://www.youtube.com/@blendedfamilybreakthrough 
Facebook: https://www.facebook.com/blendedfamilybreakthrough
Instagram: https://www.instagram.com/blendedfamilybreakthrough/
#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #BlendedFamilies #FamilyFinance #FinancialPodcast #WealthPodcast #MoneyValues #ParentingTips #FamilyConnections

Episode 72 | What Stocks Do After a Fed Rate Cut

Welcome back to Living Richly with Curo! In this episode, Anne and Atricia dive into one of the most anticipated economic stories of the year: the Fed’s first rate cut of the cycle. 
 
Together, they break down what history can teach us, what might be different this time, and why expectations matter as much as the cut itself.
 
What you’ll learn 👇
 
🏦 What a Fed rate cut cycle means and why it matters
📊 Key takeaways from the last 10 cutting cycles since 1982
❄️ Why averages can be misleading (yes, even with markets)
📉 How recessions have historically shifted outcomes
🔑 Factors that make this environment unique: high valuations, inflation, labor market trends, and global pressures
🗣️ Why the Fed’s comments may matter just as much as the cut itself
 
💬 This is a thoughtful conversation designed to give context, clarity, and a little “cocktail party fodder” around a headline topic. Whether you follow markets closely or just want to understand how rate changes connect to the bigger economic story, this episode 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 #FedRateCut #EconomicUpdate #FinancePodcast #MarketInsights #WealthPodcast #LaborMarket #EconomicCycle #FinanceEducation #PersonalFinancePodcast #LivingRichly

Episode 71 | How the BLS Calculates Jobs

What’s really going on in the job market, and can we even trust the headlines? 
 
In this episode of Living Richly with Curo, Anne and Atricia break down how unemployment numbers are calculated, why the recent 911,000 job revision matters, and what it actually says about the economy right now.
 
Here’s what we cover 👇
 
🔄 Why BLS jobs data often gets revised months later
🏡 The difference between the household and establishment surveys
🧮 How unemployment is calculated—and what it leaves out
📋 What “underemployed” means and why it’s not reflected in job numbers
🧾 How data collection may be outdated in today’s economy
📣 Why this matters for understanding economic trends—not just the news
 
This is a great explainer if you’ve ever wondered where the job numbers come from, how to interpret them, or what they don’t tell us. Stay informed with smart, jargon-free insights that help you see through the noise.
 
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 #JobMarketExplained #EconomicTrends #UnemploymentRate #FinancialLiteracy #LivingRichly #PersonalFinanceTips #EconomicUpdate #DataDeepDive #SmartMoneyMoves #CuroPrivateWealth