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
Listen on:
Episodes
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
Friday Oct 04, 2024
Friday Oct 04, 2024
🤝 Welcome to Episode 23 of Living Richly with Curo!
✅In this episode, we’ll explore the benefits of Donor-Advised Funds (DAFs) for charitable giving.
💰 We’ll discuss how DAFs offer immediate tax benefits, flexible donation timing, strategies for high-income years, and more. Tune in to learn how to make your charitable contributions more impactful!
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 Sep 27, 2024
Friday Sep 27, 2024
🤝 Welcome to Episode 22 of Living Richly with Curo!
In this episode, we break down the key aspects of reverse mortgages, their pros ✅ and cons 🚫, and share real-life client experiences.
📚 Learn about loan flexibility options, potential risks, and the importance of family discussions when considering this financial tool—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 Sep 20, 2024
Friday Sep 20, 2024
🤝 Welcome to Episode 21 of Living Richly with Curo!
🇺🇸 🗳️ In this episode, we dive into the impact of potential tax policy changes heading into the election, from the future of the Tax Cuts and Jobs Act to new proposals on income and capital gains taxes. 💸
🔍 We'll also explore the candidates' plans on eliminating tip taxes, expanding the child tax credit, and more.
We hope you enjoy and learn something new!
Note: The same evening we recorded this episode, Democratic presidential nominee Kamala Harris came out with an updated proposed increase (less drastic) in the top capital-gains tax rate, so we wanted to share those details here.
The all-in top rate would be 33%, which would include a new 28% capital rate as well as Biden’s proposal to raise a 3.8% investment income tax to 5%. Biden, by contrast, wanted a near-doubling of today’s 23.8% top rate to 44.6%, taxing capital gains at roughly the same rate as ordinary income.
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 #Taxes #Election #Trump #Harris
Friday Sep 13, 2024
Friday Sep 13, 2024
🤝 Welcome to Episode 20 of Living Richly with Curo!
In this episode, we tackle crucial topics for investors: managing emotions during election cycles, why going to cash might not be the best strategy, and how to balance short-term concerns with long-term goals. 🎯
📊 We also discuss how historical data can help reassure clients and the importance of sticking to a well-thought-out investment plan.
Tune in to understand how to navigate market volatility and make informed 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 #PersonalFinance
Friday Sep 06, 2024
Friday Sep 06, 2024
🤝 Welcome to Episode 19 of Living Richly with Curo!
In this episode, we delve into the crucial topic of selecting benefits. We discuss choosing the right health insurance plan, comparing traditional PPOs with high deductible options, and understanding the impact of your health status on these decisions. 🏥
💵 We also cover maximizing employer matches for retirement plans, exploring Roth options, and the importance of investment strategies for your 401(k).
Thanks for joining us, and 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 #PersonalFinance
Friday Aug 30, 2024
Friday Aug 30, 2024
🤝 Welcome to Episode 18 of Living Richly with Curo!
A special thanks to David Hillelsohn for joining us to discuss all things insurance.
🏥 In this episode, we discuss navigating early retirement health care options, understanding COBRA, evaluating marketplace plans, maximizing HSAs, and more.
Tune in to explore the key strategies for securing your health coverage before Medicare!
Live richly!
David’s site: https://dhillfinancial.com/
Living Richly HSA Episode: https://youtu.be/naPhEhlG_yA
✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!
#LivingRichly #Podcast #PersonalFinance
Friday Aug 23, 2024
Friday Aug 23, 2024
🤝 Welcome to Episode 17 of Living Richly with Curo!
💼 In this episode, Anne-Marie Laboe joins us to discuss her early retirement journey, sharing the challenges and surprises she's encountered over the past nine months.
⛰️ From adjusting to a new lifestyle without the daily grind to navigating unexpected back surgery and considering future passions, Anne-Marie provides insight into the realities of stepping away from a long-term career earlier than most.
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 #PersonalFinance