AbacusWealthPartners

Abacus Wealth Partners

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Since 1988, the financial advisors at Abacus Wealth Partners have helped clients dedicate more time and energy to what matters most. Our innovative financial planning process and evidence-based investment strategy have helped hundreds of clients nationwide to stop worrying about money so they can fully experience life.

10/22/2013

A Strategy for Financial Success

Did you know that you can control the factors that lead to financial success? In this podcast, CEO Spencer Sherman explains how Abacus Wealth educates clients on how they can do the right thing with their finances every day for the rest of their lives. He explains how our firm helps each of our new clients turn their lives around in just one day, freeing them from stress and giving them more time to pursue the important things in life. Abacus Wealth Partners is an SEC Registered Investment Adviser. A copy of our current written disclosure statement discussing investment risks, our advisory services, and fees is available for your review upon request. Nothing in this publication should be construed as investment, legal or tax advice. Please contact an attorney regarding specific legal questions about your trust or estate plan.
09/25/2013

Creating Your Own Yardstick

In this podcast, Abacus CEO Spencer Sherman talks to Krishna Pendyala, author of Beyond the PIG and the APE: Realizing SUCCESS and true HAPPINESS, about how we can create our own yardsticks for measuring success in life. Spencer and Krishna also discuss how making conscious choices about the role money plays in our lives can lead to more happiness, fulfillment and success, as well as empower us to make smart investing decisions that aren’t driven by greed, fear or our own egos. Abacus Wealth Partners is an SEC Registered Investment Adviser. A copy of our current written disclosure statement discussing investment risks, our advisory services, and fees is available for your review upon request. Nothing in this publication should be construed as investment, legal or tax advice. Please contact an attorney regarding specific legal questions about your trust or estate plan.
08/27/2013

Determining Your True Net Worth, Part 3

Abacus CEO Spencer Sherman discusses the various facets of our true net worth, including creativity, sense of humor, cultural and spiritual wealth, friends and family, and our health, and explains how a broader understanding of wealth can help us live richer, more peaceful and happier lives. Abacus Wealth Partners is an SEC Registered Investment Adviser. A copy of our current written disclosure statement discussing investment risks, our advisory services, and fees is available for your review upon request. Nothing in this publication should be construed as investment, legal or tax advice. Please contact an attorney regarding specific legal questions about your trust or estate plan.
07/23/2013

Determining Your True Net Worth, Part 2

Our net worth is not just the money we have in the bank. Abacus CEO Spencer Sherman discusses the lessons we can learn from It's a Wonderful Life and explains how developing a clearer idea of our true net worth can give us a better sense of what's really possible for us. Abacus Wealth Partners is an SEC Registered Investment Adviser. A copy of our current written disclosure statement discussing investment risks, our advisory services, and fees is available for your review upon request. Nothing in this publication should be construed as investment, legal or tax advice. Please contact an attorney regarding specific legal questions about your trust or estate plan.
06/25/2013

Determining Your True Net Worth, Part 1

The traditional definition of net worth, which focuses solely on financial wealth, is outdated. In this podcast, Abacus CEO Spencer Sherman explains why we should embrace a more nuanced understanding of net worth. Abacus Wealth Partners is an SEC Registered Investment Adviser. A copy of our current written disclosure statement discussing investment risks, our advisory services, and fees is available for your review upon request. Nothing in this publication should be construed as investment, legal or tax advice. Please contact an attorney regarding specific legal questions about your trust or estate plan.

5 Episodes

Since 1988, the financial advisors at Abacus Wealth Partners have helped clients dedicate more time and energy to what matters most. Our innovative financial planning process and evidence-based investment strategy have helped hundreds of clients nationwide to stop worrying about money so they can fully experience life.

Creator

Abacus Wealth Partners
Years Active

2013
Episodes

5
Rating

Clean
Show Website

AbacusWealthPartners

AbacusWealthPartners

Episodes

A Strategy for Financial Success

Creating Your Own Yardstick

Determining Your True Net Worth, Part 3

Determining Your True Net Worth, Part 2

Determining Your True Net Worth, Part 1

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