Living Richly with Curo

Episode 66 | Unique Ways to Fund Your Next Big Financial Goal

Life rarely goes according to plan, and that’s exactly why flexible financial strategies matter.
 
In this episode of Living Richly with Curo, Anne and Atricia share real client stories and creative planning solutions for those moments when Plan A falls apart. 
 
📝 From unexpected real estate timelines to surprise capital calls, you’ll learn how smart borrowing strategies—like securities-backed lines of credit (SBLOCs), interest-only bank loans, and even life insurance loans—can help fund major financial goals without derailing long-term plans.
 
💡 Whether you’re buying a second home, making a capital contribution, or funding a one-time opportunity, this episode is packed with actionable insights financial advisors use every day.
 
Here’s what you’ll learn 👇
 
 🔄 Why flexibility is one of the most underrated tools in a financial plan
 🏘️ How to use securities-backed lines of credit (SBLOCs) without overexposing yourself to risk
 🧾 How permanent life insurance policies can provide liquidity—if you know how to leverage them
 🪣 The importance of having non-retirement investment buckets for optionality
 🤝 Why having trusted financial partners helps you pivot without blowing up your plan
 
If you're preparing for a major life transition, or just want to make smarter decisions about your financial resources, this episode will show you how to stay nimble, strategic, and calm when the unexpected hits.
 
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 #SmartBorrowing #WealthStrategy #PersonalFinanceTips #MoneyMoves #LiquidityPlanning #FinancialWellness #CreativeFinancing

Episode 65 | OBBBA - Part 2

Ever wondered how the latest One Big Beautiful Bill Act (OBBBA) tax law changes could impact your finances?
 
In this newest episode of our OBBBA coverage, we break down the most important updates that affect homeowners, parents, business owners, and anyone with student loans. We keep it clear, concise, and easy to understand, without the tax jargon!
 
Here’s what you’ll learn:
 
🏡 Mortgage Interest Rules: What’s now permanently deductible and what isn’t
🎓 Student Loan Updates: Permanent tax-free employer payments and student loan forgiveness (cancellation of debt) exclusions
👶 New Trump Accounts: Tax-advantaged savings for kids under 8
📚 529 Plan Expansion: More eligible K-12 and credentialing expenses
❤️ Charitable Deduction Changes: New rules for itemizers and non-itemizers
💼 Small Business Perks: Permanent QBI deductions and higher stock exclusions
 
If you want to stay informed about tax law changes without getting lost in the details, 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 #TaxPlanning #PersonalFinance #MoneyTips #FinancialPlanning #BusinessOwners #StudentLoans #529Plans #TaxUpdates #MortgageTips #SideHustle

Episode 64 | One Big Beautiful Bill Act For Real

🏛️ The One Big Beautiful Act is now officially law, and this week we continue the conversation with a second round of updates that matter for your 2025 financial planning. From estate taxes to auto loan deductions, we’re unpacking what’s temporary, what’s “permanent,” and what it all really means for everyday Americans.
 
In this episode, Anne and Atricia walk through the most relevant changes and offer perspective on how to stay proactive and informed in a shifting tax environment.
 
Here’s what we cover 👇
 
🧓 Higher standard deductions—including new boosts for seniors
 
🧾 Child tax credit increase, now indexed to inflation
 
🚗 Auto loan interest deductions—who qualifies and why it’s complicated
 
🍽️ Deductions for tips and overtime income: how they work
 
🏡 Expanded estate and lifetime gift tax exemption
 
⚠️ Why “permanent” doesn’t really mean forever—and what to watch for in 2028
 
🧠 The mindset shift every taxpayer needs for long-term planning
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 #PersonalFinanceTips #OneBigBeautifulBill #Trump #FinancialPlanning #Taxes #MoneyEducation #StandardDeduction

Episode 63 | Long-Term Care Planning for Single Women

In this episode of Living Richly with Curo, Anne and Atricia tackle a critical but often overlooked topic—how single women can proactively plan for long-term care. With 90% of women expected to be solely responsible for their finances at some point, it’s not just about aging, it’s about empowerment, flexibility, and protecting your future independence.
 
They break down practical steps, essential documents, and key considerations that go far beyond just money—touching on support systems, home choices, and mindset shifts. Whether you’re single now or may be later, this conversation could dramatically shape your long-term well-being.
 
Here’s what we cover 👇
 
📊 What long-term care really means—and what it costs
 
🧾 The 4-part framework for smart planning: legal, financial, housing, and support
 
🏥 Why Medicare doesn’t cover what most people assume it does
 
🔎 The right time to consider long-term care insurance—and how hybrid policies work
 
🏠 How to evaluate if your current home is fit for aging in place
 
👭 Building a support system that fits your values and lifestyle
 
🧠 How to overcome the “I’m healthy, I don’t need this” mindset
 
✅ 5 specific actions you can take today to start planning
 
This isn’t just a financial conversation—it’s a life planning conversation. The sooner you begin, the more peace of mind and flexibility you’ll have.
 
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 #LongTermCare #FinancialPlanningForWomen #RetirementStrategy #EmpoweredWomen  #HealthcareCosts #EstatePlanning

Episode 62 | Should You Stay or Should You Go? (Part 2)

This is Part 2 of a two-part series with Sharon Pope. Start with Part 1 for the full story: https://youtu.be/_8_a7LG16Z0
 
In this powerful second half of our conversation with bestselling author and relationship coach Sharon Pope, we go deeper into how emotional health, communication, and personal clarity influence every area of life—including your financial future.
 
Sharon walks us through the myths women believe about love, how to recognize disconnection in your marriage, and what reclaiming your voice really looks like in midlife. If you're navigating a major decision, stuck in the “comfortable discomfort,” or just craving clarity, this episode is for you.
 
In Part 2, we cover 👇 
 
🔥 Why desire fades—and how to revive it
 
🧠 The hidden brain science of love and disconnection
 
👶 How children shift everything in a relationship
 
🛑 Why “we’re just in a rough patch” can be dangerous
 
🧩 3 signs it’s time to seek clarity in your marriage
 
📝 The power of structured conversations with your partner
 
💬 How to communicate with clarity, not criticism
 
💪 Reclaiming your voice—and how it ripples into finances, career, and confidence
 
📚 Sharon’s top recommended reads for empowered women
 
🌱 What “living richly” really means when life feels misaligned
 
Live richly!
 
✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!
 
___________________________________________________________________________
 
Listen at the Links Below ⬇️
 
🍎 https://apple.co/48vupOH   
🎧 https://spoti.fi/3YtkVyR
 
___________________________________________________________________________
GET SHARON’S BOOK
"Stay or Go: How to Find the Confidence & Clarity You Need to Either Fix the Struggles in Your Marriage or Move Forward without Regret" https://stayorgobook.com/
 
LINKS/ SOCIALS
Website - https://www.sharonpope.com
The Loving Truth Podcast - Top 5% podcast with 25K+ downloads per month: https://podcasts.apple.com/us/podcast/the-loving-truth/id1665995762
Facebook - https://www.facebook.com/SharonPopeCoach
Instagram - https://www.instagram.comhttps//www.instagram.com//sharonpopecoach/
TikTok - http://tiktok.com/@sharonpopecoach
YouTube - http://bit.ly/SharonPopeOnYouTube
LinkedIn - https://www.linkedin.com/in/sharon-pope-0705b28/
 
PUBLISHED PIECES
Modern Love, NYT: Keeping the Boardroom Out of the Bedroom – https://nyti.ms/4kyqYem
HuffPost: Women Can be Both Soft and Strong in Our Relationships – https://bit.ly/3IBv4VF
Mindbodygreen.com: 20 Ways to Build Intimacy in Your Marriage – https://bit.ly/4m5CIX9
 
POPULAR ARTICLES
Women Leave Mentally Years Before They Leave Physically – https://bit.ly/4lPIEDr
The Mature Marriage – https://bit.ly/3GBkf5u
Why 2nd & 3rd Marriages End at Such a Staggering Rate – https://bit.ly/4leDnFq
 
___________________________________________________________________________
 
📲 Check Out Our Other Social Media Pages:
 
Facebook: https://www.facebook.com/CuroPrivateWealth/
Instagram: https://www.instagram.com/curoprivatewealth/
LinkedIn: https://www.linkedin.com/company/curo-private-wealth/
 
___________________________________________________________________________
 
📌 Related Hashtags:
 
#FinancialWellness #MoneyMindset #SmartMoneyMoves #FinancialFreedom #PersonalFinanceTips #WealthBuilding #MoneyTalks #IntentionalLiving #LifeAndMoney #FinancialEducation #MoneyGoals #PlanWithPurpose #FinancialJourney #MoneyMatters #RealTalkFinance #FinancialConfidence #EmpoweredMoney #FinanceWithHeart #ModernWealth #MoneyAndMeaning #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #EmotionalWealth #MarriageAndMoney #ClarityInRelationships #MidlifeEmpowerment #ReclaimYourVoice #WomenAndFinance #DesireVsDisconnection #IntentionalLiving #PersonalGrowthJourney
 
___________________________________________________________________________
 
📌 Related Terms:
 
marriage and clarity, midlife transformation, personal growth podcast, Sharon Pope interview, desire vs love, women and finances, emotional wealth, communication in marriage, relationship advice podcast, reclaiming your voice, living richly podcast, marriage counseling, structure in relationships, women in midlife, financial mindset, self-awareness tools, coaching for women, intentional living, emotional intelligence, boundaries and communication

Episode 61 | Should You Stay or Should You Go? (Part 1)

In this special two-part series of Living Richly with Curo, Anne and Atricia sit down with certified Master Life Coach and bestselling author Sharon Pope to unpack one of life’s hardest questions: should you stay in your relationship—or is it time to move on?
 
This episode isn’t just about relationships, it’s about self-reflection, confidence, and building a life that aligns with your values and financial future. Whether you're in the thick of a major life decision or simply re-evaluating what truly fulfills you, this conversation offers practical, grounded wisdom with zero pressure or judgment.
 
In Part 1, we cover 👇
 
💡 The emotional cost of indecision, and how to break free from it
 
🔄 Why so many women stay in “comfortable discomfort” for years
 
🧭 How inner clarity creates outer confidence (and better financial choices)
 
💔 What keeps women stuck in unhappy marriages, and how to move forward
 
🧠 The role of mindset in both relationships and financial decision-making
 
💬 Real talk about success, failure, and rewriting your personal story
 
📚 Sharon’s journey from corporate exec to bestselling relationship expert
 
If you’ve ever felt stuck in a decision or questioned how to move forward, this episode is a must-watch. And don’t miss Part 2, where we go even deeper into navigating transition with purpose.
Live richly!
 
Listen at the Links Below ⬇️
 
🍎 https://apple.co/48vupOH   
🎧 https://spoti.fi/3YtkVyR
 
___________________________________________________________________________
 
GET SHARON’S BOOK
"Stay or Go: How to Find the Confidence & Clarity You Need to Either Fix the Struggles in Your Marriage or Move Forward without Regret" https://stayorgobook.com/
 
LINKS/ SOCIALS
Website - https://www.sharonpope.com
The Loving Truth Podcast - Top 5% podcast with 25K+ downloads per month: https://podcasts.apple.com/us/podcast/the-loving-truth/id1665995762
Facebook - https://www.facebook.com/SharonPopeCoach
Instagram - https://www.instagram.comhttps//www.instagram.com//sharonpopecoach/
TikTok - http://tiktok.com/@sharonpopecoach
YouTube - http://bit.ly/SharonPopeOnYouTube
LinkedIn - https://www.linkedin.com/in/sharon-pope-0705b28/
 
PUBLISHED PIECES
Modern Love, NYT: Keeping the Boardroom Out of the Bedroom – https://nyti.ms/4kyqYem
HuffPost: Women Can be Both Soft and Strong in Our Relationships – https://bit.ly/3IBv4VF
Mindbodygreen.com: 20 Ways to Build Intimacy in Your Marriage – https://bit.ly/4m5CIX9
 
POPULAR ARTICLES
Women Leave Mentally Years Before They Leave Physically – https://bit.ly/4lPIEDr
The Mature Marriage – https://bit.ly/3GBkf5u
Why 2nd & 3rd Marriages End at Such a Staggering Rate – https://bit.ly/4leDnFq
 
___________________________________________________________________________
 
📲 Check Out Our Other Social Media Pages:
 
Facebook: https://www.facebook.com/CuroPrivateWealth/
Instagram: https://www.instagram.com/curoprivatewealth/
LinkedIn: https://www.linkedin.com/company/curo-private-wealth/
 
___________________________________________________________________________
 
📌 Related Hashtags:
 
#FinancialWellness #MoneyMindset #SmartMoneyMoves #FinancialFreedom #PersonalFinanceTips #WealthBuilding #MoneyTalks #IntentionalLiving #LifeAndMoney #FinancialEducation #MoneyGoals #PlanWithPurpose #FinancialJourney #MoneyMatters #RealTalkFinance #FinancialConfidence #EmpoweredMoney #FinanceWithHeart #ModernWealth #MoneyAndMeaning #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #EmotionalWealth #MarriageAndMoney #ClarityInRelationships #MidlifeEmpowerment #ReclaimYourVoice #WomenAndFinance #DesireVsDisconnection #IntentionalLiving #PersonalGrowthJourney
 
___________________________________________________________________________
 
📌 Related Terms:
 
marriage and clarity, midlife transformation, personal growth podcast, Sharon Pope interview, desire vs love, women and finances, emotional wealth, communication in marriage, relationship advice podcast, reclaiming your voice, living richly podcast, marriage counseling, structure in relationships, women in midlife, financial mindset, self-awareness tools, coaching for women, intentional living, emotional intelligence, boundaries and communication
 

Episode 60 | Tensions in the Middle East

In this episode of Living Richly with Curo, Anne and Atricia address a very timely concern: how should investors respond to conflicts in the Middle East, inflation pressure, and rising oil prices? 
 
🗞️ If the news has you questioning your portfolio, this episode will help you take a breath and refocus on what matters.
 
Here's what we cover 👇 
 
🛢️ Why the Strait of Hormuz matters to global energy and oil prices
 
💣 The potential market effects of ongoing Middle East tensions
 
📉 How supply shocks could drive inflation back up
 
📊 Why a disciplined, diversified strategy works in volatile markets
 
🧠 The dangers of emotional, short-term investment decisions
 
💬 What history teaches us about market recovery after geopolitical conflict
 
💡 When you should revisit your portfolio—and when you shouldn’t
 
🚫 Why “do nothing” can sometimes be the smartest move
 
💪 Staying grounded: What you can control in uncertain times
 
With real-world examples and grounded guidance, this episode helps investors avoid reactionary mistakes and stay focused on their long-term plan.
 
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 #Israel #Iran #Volatility #FinancialDiscipline #GeopoliticsAndMarkets #PersonalFinance #Oil #LongTermInvesting

Episode 59 | Test Your Retirement Literacy

Think you're ready for retirement? In this episode of Living Richly with Curo, Anne and Atricia walk you through a 5-question retirement literacy quiz—and the results from a national study might surprise you. Most Americans scored 2 out of 5. Can you do better?
 
You’ll not only get the answers, but real-life context and planning tips to help you prepare smarter for a long, healthy retirement.
 
Here’s what we cover 👇
 
🏥 Why most people drastically underestimate health care costs in retirement
💸 The truth about 401(k) matches and why they’re free money
🧠 How life expectancy impacts long-term financial planning
⏳ The shocking percentage of people who will need long-term care
📊 Why Medicare only covers a portion—and what that means for your budget
🧾 Social Security myths that could derail your income planning
🔁 How inflation, required minimum distributions, and supplemental premiums affect your retirement
 
🎧 Whether you're five years from retirement or just starting to plan, this episode gives you a quick and powerful gut check on what you know—and what you need to know.
 
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 #FinancialEducation #MedicareCosts #LongTermCare #401kTips #SocialSecurityFacts #RetirementQuiz #MoneyTips

Episode 58 | Blending Family Finances

In this episode of Living Richly with Curo, Anne and Atricia tackle one of the most emotionally complex areas of personal finance: managing money in blended families. 
 
👥 Whether you’re remarried, repartnered, or navigating a relationship later in life, financial conversations are non-negotiable.
 
Here’s what you’ll learn 👇
 
💬 The #1 rule for financial success in blended families: talk early, talk often
💵 What to discuss: income, debt, alimony, child support, and shared expenses
🏡 How to structure accounts using the “yours, mine, ours” model
📄 Why documentation—legal or informal—is essential for clarity and fairness
🧾 Estate planning musts: trusts, wills, and why updating beneficiaries matters
👧 Including kids in the financial picture (yes, even teens!)
⚖️ How to define what’s fair, not just equal, in your financial life together
🧠 Real client stories, red flags to avoid, and tips from Anne’s personal experience
 
If you’re in a blended family—or planning for one—this episode is packed with practical guidance and powerful mindset shifts to help you build a shared financial future with 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 #BlendedFamily #MoneyConversations #EstatePlanning #FinancialWellness #FamilyFinance 

Episode 57 | Downshifting vs Retiring

🏁 Is retirement really the finish line—or just the next transition? 
 
In this episode, Anne and Atricia break down the concept of downshifting as a powerful alternative to traditional retirement. Whether you're a high-achieving professional or a business owner, this conversation offers both practical and emotional guidance on making work optional without losing purpose.
 
Here's what you'll learn 👇
 
💡 What is downshifting? How it differs from full retirement
🧠 Emotional challenges that come with suddenly stopping work
💸 How part-time work helps delay Social Security and ease financial stress
🤝 The importance of social connection, mental stimulation, and identity
📊 Why downshifting can make your portfolio last longer
🏥 Health insurance benefits when downshifting before Medicare
🛠️ Actionable tips for business owners, employees, and retirees
🧘 How mindset shifts and meditation play a role in life transitions
Whether you’re years away from retirement or already in the planning stage, this episode is packed with insights to help you transition with 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 #Downshifting #RetirementPlanning #FinancialWellness #WorkLifeBalance #SocialSecurity #FinancialFreedom #Retirement