Living Richly with Curo

Episode 46 | Lessons in Leadership & Life With Meg Carpenter

🤝 Welcome to Episode 46 of Living Richly with Curo!
 
In this episode, we sit down with Meg Carpenter, CEO of Ficomm Partners, to discuss the realities of entrepreneurship, the evolving role of marketing in financial services, and how to navigate work-life balance as a leader. 
 
Whether you're a financial advisor, business owner, or someone looking for insights on building a strong brand, this conversation is packed with value!
 
Ficomm's website: https://ficommpartners.com/
 
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 #Marketing

Episode 45 | Smart Tax Strategies with "Tax Goddess" CPA Shauna Wekherlien

Welcome to Episode 45 of Living Richly with Curo!
 
🚨 Tax season is here—are you making the most of your deductions? 
 
This week, we sat down with Shauna A. Wekherlien, CPA, MTax, CTC, CTS. Shauna, known as “The Tax Goddess,” 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 almost $1.9 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://taxgoddess103f9.referralrock.com/l/ANNEMCCABE09/
 
- Shauna’s Book, “The 6% Life”: https://a.co/d/88kjI8H
 
- Cujo’s Book about Leadership: https://www.amazon.com/Debrief-Win-Accountable-Leadership-Debrief-Focused/dp/1732929807
 
- Cujo’s Website/Program: https://robertteschner.com/ 
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 #Taxes #WealthBuilding

Episode 44 | 5 Ways to Deal with Market Volatility

🤝 Welcome to Episode 44 of Living Richly with Curo!
 
🎧 In this episode, Anne and Atricia discuss the nature of market volatility and provide five practical strategies to navigate turbulent times in the market. 
 
📝 The episode covers the importance of understanding volatility, maintaining sufficient cash reserves, revisiting long-term plans, avoiding emotional decisions, and working with a trusted advisor.
 
✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!
 
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

Episode 43 | AI, Automation, and Tax Strategies with CPA Brian Wendroff

🤝 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

Episode 42 | Social Security Myth Busters III

🤝 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

Episode 41 | Social Security Myth Busters Part II

🤝 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

Episode 40 | Desperation Sparks Innovation: A Conversation with Kim Wilczak

🤝 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

Episode 39 | What is Your Money Personality?

🤝 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

Episode 38 | Social Security Myth Busters I

🤝 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

Episode 37 | Top Financial Regrets of Older Retirees

🤝 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