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.
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Curo Private Wealth, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: www.kestrafinancial.com/disclosures
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Episodes
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
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