Living Richly with Curo

Curo Private Wealth
  • 5.0 (4)
  • Investing
  • Weekly

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

  1. 22h ago

    Episode 108 | When The Estate Plan Goes Sideways With Brooke Hardie

    In this episode of Living Richly with Curo, Anne and Atricia sit down with Texas estate planning attorney Brooke Hardie to explore why estate plans so often go sideways. The conversation covers common planning gaps and practical, educational ways to avoid them.   Here's what you'll learn 👇   ⏳ Why putting off estate planning can create problems 🏠 What an estate really includes 💔 How divorce affects wills, beneficiaries, and 401(k)s 📜 Why outdated documents may stop reflecting current wishes ⚠️ What happens when a revocable trust is never funded 🚚 How moving to a new state affects estate documents 👨‍👩‍👧‍👦 Planning considerations for blended families 🔑 Plain-English roles of executors and trustees 🔐 Why sharing key details and passwords matters   Tune in for a clear, approachable conversation on getting your plan in place.   This episode is for educational purposes only and is not legal advice, so be sure to consult an attorney in your state for guidance specific to your situation.    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 #EstatePlanning #LivingRichlyWithCuro #Probate #RevocableTrust #BeneficiaryDesignations #BlendedFamilies #FinancialPlanning #WealthManagement #Executor #LifeIsLegal

  2. Oct 20

    Episode 107 | WTF (What The Fed) Is Happening With Bonds?

    In this episode of Living Richly with Curo, Anne and Atricia discuss why bonds can decline when interest rates rise and what higher yields may mean for portfolios, borrowing costs, and financial planning conversations. The discussion covers bond fundamentals, common questions, and the factors influencing today's rate environment.   Here's what they cover 👇   🏦 Why the Federal Reserve's rate decision matters ⚖️ The relationship between bond prices and yields 🏠 How higher rates can affect mortgage costs 📄 Individual bonds, bond funds, and ETFs 🪜 How bond and CD ladders work 🏛️ Treasury, municipal, and corporate bonds 🧾 Tax considerations for different bond types 🛡️ Default risk and portfolio purpose   Tune in for a plain-English look at bonds and interest rates.   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 #BondMarket #InterestRates #FederalReserve #FixedIncome #BondInvesting #TreasuryBonds #MunicipalBonds #FinancialPlanning #WealthManagement #LivingRichlyWithCuro

  3. Oct 6

    Episode 106 | The Real Reason Couples Fight About Money

    In this episode of Living Richly with Curo, Anne and Atricia explore why couples often fight about money and how financial disagreements can reflect deeper values, experiences, and communication patterns. The conversation offers practical ways to create healthier, more collaborative money discussions with a partner.   Here's what we cover 👇   🧩 Why money conflicts are often about more than dollars 🏠 A home renovation story with two perspectives 🛡️ Security and freedom in spending decisions 📝 How money stories shape relationship dynamics 📅 Creating a recurring money date ⚖️ Navigating different income levels fairly 🔑 Why both partners need financial access 🤝 Using a financial plan as a neutral reference point 🚫 Five common money communication mistakes   Tune in for tools for money discussions with your partner.   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 #CouplesAndMoney, #MoneyConversations, #FinancialCommunication, #FinancialPlanning, #MoneyMindset, #RelationshipFinance, #MoneyStories, #FinancialWellness, #WealthManagement, #LivingRichlyWithCuro

  4. Sep 22

    Episode 105 | Preparing for a Liquidity Event: What Women Selling a Business Should Know

    In this episode of Living Richly with Curo, Anne and Atricia discuss how business owners can prepare for a potential sale or liquidity event long before an offer arrives. From defining what a sale needs to fund to planning for taxes, succession, and life after ownership, this conversation covers considerations beyond the transaction itself.   Here's what we cover 👇   🧭 Defining the life a business sale needs to support 🔎 Understanding business valuation before an offer 🤝 Building a coordinated deal team 🏢 Comparing sale, partial-sale, and succession paths 👨‍👩‍👧 Discussing family business transitions early 🧾 Considering tax structure before signing 🗓️ Planning a meaningful post-sale routine ⏸️ Taking a pause before major financial decisions ⚠️ Avoiding common business exit planning mistakes   Tune in to hear how to prepare for the next chapter of business ownership.   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 #BusinessExitPlanning, #LiquidityEvent, #BusinessSuccession, #BusinessValuation, #FinancialPlanning, #BusinessOwners, #TaxPlanning, #EstatePlanning, #Entrepreneurship, #LivingRichlyWithCuro

  5. Sep 8

    Episode 104 | When Your Adult Children Need Money: Setting Boundaries Without Guilt

    In this episode of Living Richly with Curo, Anne and Atricia explore how parents can thoughtfully respond when adult children ask for financial help. The conversation focuses on balancing generosity, healthy boundaries, and long-term financial planning without letting guilt drive the decision.   Here's what we cover 👇   ❤️ Supporting adult children with healthy boundaries 🧾 Using a financial plan to assess the impact of help 🎁 Understanding gifts and potential tax considerations 📝 Setting clear expectations for family loans ⏱️ Creating timelines for temporary support 🔍 Recognizing when help may become enabling 💬 Preparing for difficult money conversations ⚖️ Separating fairness from equality among siblings 🛡️ Protecting retirement goals while helping family   Tune in for practical perspectives on giving with clarity, care, and intention.   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 #AdultChildren #FamilyFinances #FinancialBoundaries #FinancialPlanning #RetirementPlanning #EstatePlanning #FamilyMoney #WealthManagement #PersonalFinancePodcast #LivingRichlyWithCuro

  6. Aug 25

    Episode 103 | A Conversation With Mary Lou Christy

    In this episode of Living Richly with Curo, Anne and Atricia welcome Mary Lou Christie to discuss navigating unexpected transitions such as early retirement and personal loss. Mary Lou shares insights on finding purpose, maintaining identity, and embracing change through challenging life seasons.   Here’s what we cover 👇   🧠  The emotional impact of early retirement and losing daily routines 📚 Discovering new purpose through hobbies, study, and volunteering 🏠 Lessons from the 2008 financial crisis and market risks 👥 Managing grief and leaning on community support after loss 🤝 The role of trusted financial advisors during major life changes ⚖️ Setting boundaries while volunteering to protect your well-being 🧘‍♀️ The power of gratitude and reframing challenges into blessings 🔄 Advice on embracing inevitable change and focusing on what you can control   Tune in for valuable perspectives on managing life’s transitions with resilience and grace.   Live richly!   🎧 Note: We apologize for the audio quality during the first few minutes of this episode. For the best experience, watch the video with captions on our YouTube channel: https://bit.ly/3YABFnR   ✉️ 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 #RetirementTransition #GriefSupport #FinancialPlanning #LifeChanges #VolunteerWork #EmotionalHealth #MortgageCrisis #FinancialAdvisor #LivingRichly #PersonalGrowth

  7. Aug 11

    Episode 102 | Brenda Harrington of Adaptive Leadership

    In this episode of Living Richly with Curo, Anne and Atricia welcome Brenda Harrington, a certified executive coach and founder of Adaptive Leadership Strategies. They explore how leaders can navigate identity, change, and values in both professional and personal transitions.   Here's what you’ll learn 👇   🧩 The importance of separating identity from work or title 🌿 How adaptability fuels effective leadership 🗣️ The role of self-talk in managing transitions 🔍 Questions to discover authentic desires beyond external pressures 📊 Utilizing tools like Profile XT to understand work styles 🤝 The platinum rule for better leadership communication 🔑 Letting go of what no longer serves you ✨ Coaching strategies to rebuild confidence after change 💡 Living richly through joyful and value-aligned choices   Tune in for insightful strategies and thoughtful perspectives on leading and living with intention.   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 #LeadershipDevelopment #ExecutiveCoaching #AdaptiveLeadership #SelfTalk #ValuesAlignment #CareerTransition #WorkLifeBalance #LivingRichly #ProfessionalGrowth #PersonalGrowth

  8. Jul 28

    Episode 101 | Should You Save in a 529 or the Trump Account? A Guide for Families

    In this episode of Living Richly with Curo, Anne and Atricia explore the launch of the new Trump account and how it compares to the traditional 529 plan. They clarify the features, benefits, and trade-offs of both options to help families make informed financial decisions for their loved ones.   Here’s what we cover 👇   📚 Understanding the 529 plan and its growing flexibility 🏛️ Introduction to the Trump account and government seed funding 📝 Differences in investment options and tax treatments 🎯 How to align account choices with family financial goals 💡 Planning tips for combining both accounts effectively 📌 Insight on eligibility, contribution limits, and regulations 🔍 Reflecting on long-term financial strategies for children   Tune in to gain clarity on these financial tools and how they can support your family’s 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 #FinancialPlanning #529Plan #TrumpAccount #EducationSavings #LongTermInvesting #TaxPlanning #WealthManagement #FamilyFinance #FinancialTools #LivingRichlyWithCuro

See All (100)

Ratings & Reviews

5
out of 5
4 Ratings

About

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

Information

  • Creator
    Curo Private Wealth
  • Years Active
    2024 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    Living Richly with Curo