Living Richly with Curo

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.
 
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Catch up on Shauna's previous appearance on Living Richly: https://youtu.be/KhPzFUWtslg
 
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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

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