Living Richly with Curo
Join the leaders of Curo Private Wealth, Anne McCabe and Atricia Roberts, as they explore what it means to live a rich life. They will provide insights on their area of expertise: financial planning and investment management. As women in a male-dominated industry, they also have stories to share, tips to provide and some jokes to tell from their careers as financial advisors. They are women who are dedicated to empowering women to live the life of their dreams. Curo Private Wealth is an independent financial planning and investment management firm with offices in Reston, Virginia and Rockville, Maryland and serving clients across the United States.
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Episodes
Friday Feb 28, 2025
Friday Feb 28, 2025
🤝 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
Friday Feb 21, 2025
Friday Feb 21, 2025
🤝 Welcome to Episode 42 of Living Richly with Curo!
In the last installment of our Social Security Myth Busters series, we tackle common misconceptions about how Social Security works.
From whether benefits can be garnished to what happens if you change your mind after claiming—we’re setting the record straight! Plus, we dive into how benefits are calculated, strategies to maximize payouts, and more.
📌 Covered in this episode:
💸 Can Social Security benefits be garnished?
📈 Do benefits always keep up with inflation?
🔄 Is there a way to change your claim?
…and more! Tune in now!
Live richly!
Check out our previous episodes from this series:
Part I: https://youtu.be/bHleXhuWQOg
Part II: https://youtu.be/Waa1gg3_9Jw
✉️ 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 #SocialSecurity #MythBusters
Friday Feb 14, 2025
Friday Feb 14, 2025
🤝 Welcome to Episode 41 of Living Richly with Curo!
🔨 We're back at it again to bust more social security myths that viewers reached out about!
Join Anne McCabe and Atricia Roberts as they tackle misconceptions about claiming Social Security, spousal and survivor benefits, and the right time to claim.
🧠 Learn how to strategically maximize your benefits by understanding key factors such as timing, work history, and personal circumstances.
Thanks again to our amazing listeners who emailed questions to podcast@curoprivatewealth.com. If you want to receive a $10 Amazon gift card, send us an email with your question!
Live richly!
#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance
00:00 Welcome and Introductions
01:14 A-Team Catch Up
04:01 Social Security Myth Busters Part 2
05:52 Myth 1: Only One Way to Claim Social Security
07:45 Myth 2: Spousal Benefits
09:46 Myth 3: Survivor Benefits
10:45 Myth 4: When to Claim Social Security
11:30 Factors to Consider
15:29 Closing Thoughts and Reflections
Friday Feb 07, 2025
Friday Feb 07, 2025
🤝 Welcome to Episode 40 of Living Richly with Curo!
Join Anne McCabe and Atricia Roberts as they interview Kim Wilczak, an inspiring entrepreneur and mom. 📈
🧺 Learn about Kim's journey to owning multiple laundromats, the challenges she faced along the way, and her valuable advice for aspiring business owners.
⚖️ Discover how she balances business and family life and the unique perspective of women in entrepreneurship.
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 #Entrepreneurship #BusinessOwner
Friday Jan 31, 2025
Friday Jan 31, 2025
🤝 Welcome to Episode 39 of Living Richly with Curo!
💰 Join Anne McCabe and Atricia Roberts as they explore the six most common money personalities seen by financial planners and advisors.
🧠 Learn the pitfalls and tips for each personality type to help you make the smartest financial 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 #MoneyPersonality
Friday Jan 24, 2025
Friday Jan 24, 2025
🤝 Welcome to Episode 28 of Living Richly with Curo!
Join Anne McCabe and Atricia Roberts as they bust common myths about Social Security.
🧠 Learn key facts about Social Security's future, eligibility while working, taxation on benefits, and collecting abroad.
🔎 Discover possible solutions to ensure Social Security's sustainability and get inspired with some life and financial hacks.
Live richly!
✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!
00:00 Introduction and Welcome
01:25 A-Team Catch Up: Moving and Reading
06:25 Social Security Myths: Introduction
08:37 Myth 1: Social Security is Going Bankrupt
11:03 Myth 2: You Can't Work and Collect Social Security
12:06 Myth 3: Social Security Benefits are Tax-Free
13:24 Myth 4: Collecting Social Security Abroad
15:33 Strategies to Fix Social Security
22:55 Closing Thoughts and Farewell
#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #SocialSecurity #MythBusters
Friday Jan 17, 2025
Friday Jan 17, 2025
🤝 Welcome to Episode 37 of Living Richly with Curo!
In this episode, hosts Anne McCabe and Atricia Roberts dive into a crucial topic: the top five financial regrets of older American retirees. 💼
📚 Drawing from interviews, research studies, and their own experiences managing retirement portfolios, they aim to educate, inspire, and empower listeners to avoid common pitfalls.
📝 Topics discussed include the importance of saving adequately for retirement, the downside of not enjoying your wealth, the benefits of working longer, when to claim Social Security, and the necessity of contingency planning.
‼️ The hosts emphasize the value of learning from past mistakes to create a more secure financial future. Don’t miss their insights and practical tips!
Check out Episode 26: 🎙️ Women & Investing | Living Richly with Curo
Live richly!
✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!
⏰ Episode Timestamps:
00:00 Introduction and Welcome
01:20 A-Team Catch Up: Word of the Year
05:16 Top Financial Regrets of Retirees
06:54 Regret #1: Not Saving Enough
10:18 Regret #2: Not Spending Enough
14:55 Regret #3: Not Working Longer
17:14 Regret #4: Claiming Social Security Too Early
22:04 Regret #5: Lack of Contingency Planning
26:51 Closing Thoughts and Farewell
#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Retirement #SocialSecurity
Friday Jan 10, 2025
Friday Jan 10, 2025
🤝 Welcome to Episode 36 of Living Richly with Curo!
🚀 New Year, New Goals!
1️⃣ In our first episode of 2025, we're sharing personal traditions to wind down the old year and kick off the new one strong. 💪
🪞 From reflecting on wins and lessons to goal-setting rituals and more, we’re diving into how to start the year with intention and 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 #NewYear #2025
Friday Dec 27, 2024
Friday Dec 27, 2024
Welcome to Episode 35 of Living Richly with Curo!
🗓️ 2024 was packed with unforgettable moments! From game-changing purchases 🛍️ to top dining experiences 🍽️ and market highlights 📊, we’re breaking down our top moments of the year.
🤝 Join us as we reflect, share insights, and celebrate the moments that shaped the past 12 months—and more!
Check out some previous episodes:
Episode 26 – Women & Investing: https://youtu.be/tQAZdiIwwUM?si=cmGnY654tOcdRhHh
Episode 29 – Concentrated Stock Positions: https://youtu.be/kDNrNa7Pbd4?si=JlqqqsmWoc5byAhF
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 #YearInReview #2024Highlights
Friday Dec 20, 2024
Friday Dec 20, 2024
🤝 Welcome to Episode 34 of Living Richly with Curo!
🎄 🍽️ Got a chatty family member at the holiday table?
This week’s episode dives into some common market myths and how to respond with data! We’ll cover:
1️⃣ Are we in a market bubble? 🫧2️⃣ Is the economy really in the toilet? 🚽3️⃣ How politics impact the stock market 🏛️
… and more!
💬 Tune in for tips to navigate those holiday discussions 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 #christmas #holiday #stockmarket