Living Richly with Curo

In this episode of Living Richly with Curo, Anne and Atricia explore the often overlooked challenge of spending money on joy without guilt. They discuss common money stories, the psychological hurdles of spending, and practical ways to align spending with personal values.   Here's what you'll learn 👇   🧮 Why money guilt is more about stories than math 🎯 Identifying what truly brings you joy ⏱️...

We’re halfway through the year. If your January goals already feel like a distant memory, you’re in good company. In this episode of Living Richly with Curo, Anne and Atricia walk through a mid-year financial check-in built for smart, busy women, especially those navigating a major life transition. No guilt, no grading, just five honest questions worth sitting with before the year gets away from y...

In this episode of Living Richly with Curo, Anne and Atricia explore the sensitive and complex topic of inheritance. They discuss what clients should consider before accessing inherited money and common pitfalls to avoid.   Here’s what you’ll learn 👇   ⏳ Why giving yourself 90 days before making decisions matters 📝 How to inventory inherited assets properly 🪜 Understanding tax implications lik...

The money messages we inherited from our mothers are still shaping financial decisions decades later, even for the most successful, high-earning women.    In this episode, Curo Private Wealth advisors Anne McCabe and Atricia Roberts unpack the unspoken financial scripts most women grew up with, from "don't worry your pretty head about it" to "saving is enough," and explore what those messages have...

Keeping the marital home in a divorce feels like the right move for many women, but the financial reality is more complicated than it appears. In this episode of Living Richly with Curo, Curo Private Wealth advisors Anne McCabe and Atricia Roberts walk through the true cost of keeping the house after divorce, including mortgage qualification, hidden expenses, capital gains tax implications, and wh...

In this episode of Living Richly with Curo, Anne and Atricia welcome Suzy Rosenstein, a master certified life coach who helps women in their fifties and sixties embrace midlife transitions with confidence and purpose. Together, they explore the challenges and opportunities women face when reinventing themselves and navigating financial mindset shifts.   Here’s what you’ll learn 👇   👩‍💼 Stories...

In this episode of Living Richly with Curo, Anne and Atricia welcome Kathleen Geneva, a successful entrepreneur and CEO, to share her inspiring journey of reinvention and resilience after significant personal loss. Kathleen discusses the challenges and triumphs of returning to the workforce and building thriving businesses.   Here’s what you’ll learn 👇   🧠  The power of mindset and confidence in...

In this episode of Living Richly with Curo, Anne and Atricia explore how to navigate market volatility during uncertain times. They discuss the reasons behind market fluctuations, the importance of staying grounded, and common mistakes to avoid.   Here’s what you’ll learn 👇   📰 How geopolitical events impact markets 📌 Why volatility is a normal part of investing ⏳ The value of time in the mark...

In this episode of Living Richly with Curo, Anne and Atricia are joined by guest Cassie Kincaid of Troxell Leigh P.C. to dive into the essentials of estate planning, emphasizing thoughtful, comprehensive preparation beyond just wills. The discussion also covers how to handle estate administration challenges and incorporate charitable giving effectively.   Here's what you'll learn 👇   📄 Key estat...

In this episode of Living Richly with Curo, Anne and Atricia discuss the financial and emotional challenges faced by women who have recently lost a spouse. They explore how to build a trusted professional team and ask the right questions to feel supported during this transition.   Here’s what you’ll learn 👇   📝 How to reestablish your financial plan after loss 🏛️ The role of estate planning atto...

In this episode of Living Richly with Curo, Anne and Atricia dive into the topic of tax loss harvesting, breaking down common myths and explaining how this strategy can fit into a broader financial plan. They emphasize the importance of working with professionals and making thoughtful investment decisions beyond just tax considerations.   Here’s what you’ll learn 👇   🔍 What tax loss harvesting m...

In this episode of Living Richly with Curo, Anne and Atricia explore the common experience of feeling financial fear despite personal success. They delve into why high achievers often struggle with money anxiety and share practical strategies to build financial confidence and peace.   Here’s what you’ll learn 👇   🧠 Understanding the emotional connection to money 🧑‍🧑‍🧒‍🧒 How upbringing and in...

In this episode of Living Richly with Curo, Anne and Atricia provide an inside look into the initial discovery session at Curo Private Wealth. They explore the importance of trust, understanding client goals, and how these early conversations set the foundation for meaningful financial planning.   Here’s what you’ll learn 👇   🔍 Why the first meeting is about more than numbers 🤝 Building trust t...

In this episode of Living Richly with Curo, Anne and Atricia guide you through a comprehensive 5-step goal-setting process to start 2026.   Here’s what you’ll learn 👇   🪞 The importance of reflecting on the past year before planning ahead 🔍 How to define a vivid personal and professional vision 📊 Setting SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals 🧱 Breaking big goals...

In this episode of Living Richly with Curo, Anne and Atricia discuss practical strategies for navigating market volatility. They explore why market fluctuations are normal and how to maintain a steady approach during uncertain times.   Here's what you'll learn 👇   📌 Why volatility is a healthy part of investing 🏦  The importance of holding sufficient cash reserves 📊 How to revisit and align wi...

In this episode of Living Richly with Curo, Anne and Atricia share seven essential financial moves to consider before the end of the year. From reviewing spending habits to maximizing tax-advantaged accounts, they provide practical steps to prepare for a strong financial start in 2026.   Here’s what they cover 👇   📝 Reviewing your 2025 spending and setting 2026 plans 🏦 Ensuring adequate cash re...

In this episode of Living Richly with Curo, Anne and Atricia welcome back Shauna, the Tax Goddess, to discuss key tax strategies and updates following the passage of the One Big Beautiful Bill (OBBBA). The conversation covers charitable giving changes, business structure considerations, tax pitfalls, and the importance of a trusted tax team.   Here’s what you’ll learn 👇   🌟 Impact of the One Big...

In this episode of Living Richly with Curo, Anne and Atricia explore the important mindset shift from saving diligently to comfortably spending in retirement. They outline a clear five-step process to help retirees gain confidence and clarity in managing their finances while enjoying their retirement years.   Here’s what you’ll learn 👇   🌟 How to know and clarify your safe spending number 📊 Cre...

In this episode of Living Richly with Curo, Anne and Atricia explore the powerful influence of money mindsets on financial decisions and behaviors. They discuss how subconscious beliefs about money often shape actions and anxiety around wealth, especially among women.   Here's what you'll learn 👇   🧠  What a money mindset really means and how it forms 📰  How early life experiences shape your mo...

In this episode of Living Richly with Curo, Anne and Atricia welcome their special guest and new member of Curo, Jayne Di Vincenzo, a seasoned financial advisor and entrepreneur. Together, they explore the personal and professional journeys of women in financial services and discuss the importance of relationship-driven advice.   Here’s what they discuss 👇   🌟 Jayne's entrepreneurial path and th...

In this episode of Living Richly with Curo, Anne and Atricia discuss proactive year-end tax strategies to consider before 2026 arrives. They explore key concepts including harvesting capital gains and losses, maximizing retirement contributions, and the benefits of Roth IRA conversions.   Here's what they cover 👇   📅 Important deadlines to implement tax strategies for 2025 📉 How harvesting inve...

In this episode of Living Richly with Curo, Anne and Atricia discuss the fundamental principles of long-term investing success. They emphasize the importance of participating in the economy's growth through cost-effective equity ownership and maintaining patience to harness the power of compounding.   Here's what we cover 👇   📊 Participation in long-term economic growth through diversified equit...

In this episode of Living Richly with Curo, Anne and Atricia welcome Zander Cochran to discuss what he believers are three of the most important economic indicators investors should watch. Zander shares insights on the yield curve, labor market trends, and equity valuations while comparing the current market to historical periods like the dot-com bubble.   Here's what we cover 👇   📊 The signific...

In this episode of Living Richly with Curo, Anne and Atricia explore how financial goals evolve through different decades of life. They provide guidance on setting intentional goals for your twenties, thirties, forties, fifties, and sixties to help build a solid financial foundation and plan for future flexibility.   Here's what we cover 👇   📝 Financial priorities for each decade from 20s to 60s...

In this episode of Living Richly with Curo, Anne and Atricia discuss the ongoing government shutdown and explore what it could mean for your finances and investment portfolio. They break down the key economic implications and offer insight on how to stay prepared during uncertain times.   Here's what they cover 👇   🔍 The impact of furloughed and unpaid federal workers on consumer spending 📊 How...