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 Dec 13, 2024
Friday Dec 13, 2024
🤝 Welcome to Episode 33 of Living Richly with Curo!
Should you lease or buy your next car? 🚗
💡 In this episode, we break down the pros and cons of both, so you can make the best decision for your lifestyle and budget. Topics include:
1️⃣ When leasing makes sense 💵2️⃣ When buying is the better choice 💰3️⃣ Key questions to ask yourself ❓
…and more!
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 #Cars #Buy #Lease
Friday Dec 06, 2024
Friday Dec 06, 2024
🤝 Welcome to Episode 32 of Living Richly with Curo!
💳 Choosing the right credit card can feel overwhelming, but it doesn't have to be! In this episode, we’re diving into key tips for finding a card that works for you. Join us to learn about:
1️⃣ Matching your card with your spending habits 💰
2️⃣ Identifying fees and perks that matter 🔍
3️⃣ Avoiding common red flags 🚩
… and more!
Check out Episode 28: “Managing Your Credit” – https://youtu.be/CvjUWkyGiJk?si=IULKrfKD9s2Vn9f4
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
Friday Nov 29, 2024
Friday Nov 29, 2024
🤝 Welcome to Episode 31 of Living Richly with Curo!
🎯 In this episode, we explore six powerful strategies, including diversification done right, the importance of dollar-cost averaging, and how stress-testing your portfolio can prepare you for any market swings—and more.
Tune in to learn how to align your investments with your goals while staying calm through the ups and downs. 📈 📉
Live richly!
Here are the links to the previous episodes we mentioned:
4️⃣: How Much Cash Should I Have? – https://youtu.be/EBtpHgPDUnE
2️⃣9️⃣ : Concentrated Stock Positions – https://youtu.be/kDNrNa7Pbd4
✉️ 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
Friday Nov 22, 2024
Friday Nov 22, 2024
🤝 Welcome to Episode 30 of Living Richly with Curo!
Setting financial boundaries can be challenging, but it's essential for aligning your finances with your values and protecting your hard-earned money. 🛡️
⛔ In this episode, we discuss how to set boundaries with family, friends, and even partners, along with tips to communicate them effectively and avoid financial stress.
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
Friday Nov 15, 2024
Friday Nov 15, 2024
🤝 Welcome to Episode 29 of Living Richly with Curo!
In this episode, we discuss concentrated stock positions. 📊
🔑 We'll explore what qualifies as a concentrated position, the pros and cons, and strategies to manage or diversify these holdings—and more.
Live richly!
Check out our episode about Donor-Advised Funds (DAFs): https://youtu.be/E3cUSFfkyAI?si=DorMNIqGeENhlPgM
✉️ 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 #Stocks
Friday Nov 08, 2024
Friday Nov 08, 2024
🤝 Welcome to Episode 28 of Living Richly with Curo!
🎙️ In this episode, we dive deep into smart credit management and its impact on financial well-being!
💳 From understanding the basics of credit and why it matters, to actionable strategies for monitoring and protecting your credit score, we've got you covered.
🔑 We cover key concepts like monitoring your credit report, maintaining low credit utilization, and setting up a credit freeze for added security—and more!
Live richly!
✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!
Check out Anne’s video on credit freezes: https://bit.ly/48wnkgy
#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance
Friday Nov 01, 2024
Friday Nov 01, 2024
🤝 Welcome to Episode 27 of Living Richly with Curo!
In this episode, we dive into 1031 Real Estate Exchanges, and how this tax deferral strategy can work for investment property owners. We break down key points like:
1️⃣ Deferring capital gains with “like-kind” property swaps
2️⃣ Meeting strict timelines to qualify
3️⃣ Navigating pros and cons for successful exchanges, and more!
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
Friday Oct 25, 2024
Friday Oct 25, 2024
🤝 Welcome to Episode 26 of Living Richly with Curo!
💡 In this episode, we dive deep into why women are often underrepresented in investing despite research showing they tend to outperform men.
We cover the importance of building confidence, the power of dollar-cost averaging, and setting clear financial goals – plus more tips to help women take control of their 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 #Investing
Friday Oct 18, 2024
Friday Oct 18, 2024
🤝 Welcome to Episode 25 of Living Richly with Curo!
📽️ In this episode, we sat down with Kara Murphy, who shares her unique career path from international politics to becoming the Chief Investment Officer of Kestra Investment Management.
📚 Learn about the power of staying grounded during market volatility, the importance of discipline, how curiosity can lead to success, and more.
👩🍳 Extra Note: The restaurant Atricia mentioned is No Goodbyes and it is located in The Line Hotel in Washington, DC.
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 #KestraInvestmentManagement
Friday Oct 11, 2024
Friday Oct 11, 2024
🤝 Welcome to Episode 24 of Living Richly with Curo!
📝 In this episode, we break down the essentials of equity compensation, including Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), and Employee Stock Purchase Plans (ESPPs) — and more.
💡 Discover how these programs work and their tax implications to help you plan effectively!
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 #EquityCompensation