Living Richly with Curo

🤝 Welcome to Episode 49 of Living Richly with Curo!   💻 🔐 Cybersecurity isn’t just a tech issue—it’s a life issue.    In this episode, Anne and Atricia sit down with cloud security expert Michael McCabe to discuss modern online threats, how to protect your digital identity, and why cyber hygiene matters more than ever. They cover password managers, social media risks, fraud prevention tactics—a...

🤝 Welcome to Episode 48 of Living Richly with Curo!   In this week’s episode of Living Richly with Curo, we’re joined by the Honorable Dr John Hillen, a highly accomplished CEO of several companies, Board Chairman, former US Assistant Secretary of State, and an award-winning professor who teaches at Duke University, George Mason University, and Hampden-Sydney College.    He has a unique com­binat...

🤝 Welcome to Episode 47 of Living Richly with Curo!   🌼 Spring is here… and it’s the perfect time to declutter your financial life!    🧹  In this episode, Anne and Atricia walk through 5 simple steps for financial spring cleaning: updating your spending plan, building your cash reserves, reviewing insurance coverage—and more.    💰 Whether you're catching up on savings or finally organizing tha...

🤝 Welcome to Episode 46 of Living Richly with Curo!   In this episode, we sit down with Meg Carpenter, CEO of Ficomm Partners, to discuss the realities of entrepreneurship, the evolving role of marketing in financial services, and how to navigate work-life balance as a leader.    Whether you're a financial advisor, business owner, or someone looking for insights on building a strong brand, this c...

Welcome to Episode 45 of Living Richly with Curo!   🚨 Tax season is here—are you making the most of your deductions?    This week, we sat down with Shauna A. Wekherlien, CPA, MTax, CTC, CTS. Shauna, known as “The Tax Goddess,” is a top 1% US tax strategist specializing in helping business owners, entrepreneurs, and high-income earners reduce their tax burden legally.    Founder of Tax Goddess Bus...

🤝 Welcome to Episode 44 of Living Richly with Curo!   🎧 In this episode, Anne and Atricia discuss the nature of market volatility and provide five practical strategies to navigate turbulent times in the market.    📝 The episode covers the importance of understanding volatility, maintaining sufficient cash reserves, revisiting long-term plans, avoiding emotional decisions, and working with a tru...

🤝 Welcome to Episode 43 of Living Richly with Curo!   Our guest, Brian Wendroff, CPA, is a recognized leader in the DC metro accounting community and the visionary founder of Wendroff & Associates, CPA, established in 2006.   💼 Known as the "Entrepreneur's CPA," Brian has pioneered the integration of AI and automation into tax and financial management, redefining traditional accounting with...

🤝 Welcome to Episode 42 of Living Richly with Curo!   In the last installment of our Social Security Myth Busters series, we tackle common misconceptions about how Social Security works.    From whether benefits can be garnished to what happens if you change your mind after claiming—we’re setting the record straight! Plus, we dive into how benefits are calculated, strategies to maximize payouts,...

🤝 Welcome to Episode 41 of Living Richly with Curo!   🔨 We're back at it again to bust more social security myths that viewers reached out about!    Join Anne McCabe and Atricia Roberts as they tackle misconceptions about claiming Social Security, spousal and survivor benefits, and the right time to claim.    🧠 Learn how to strategically maximize your benefits by understanding key factors such...

🤝 Welcome to Episode 40 of Living Richly with Curo!   Join Anne McCabe and Atricia Roberts as they interview Kim Wilczak, an inspiring entrepreneur and mom. 📈   🧺 Learn about Kim's journey to owning multiple laundromats, the challenges she faced along the way, and her valuable advice for aspiring business owners.    ⚖️ Discover how she balances business and family life and the unique perspectiv...

🤝 Welcome to Episode 39 of Living Richly with Curo!   💰 Join Anne McCabe and Atricia Roberts as they explore the six most common money personalities seen by financial planners and advisors.    🧠 Learn the pitfalls and tips for each personality type to help you make the smartest financial decisions.    Live richly!   ✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your que...

🤝 Welcome to Episode 28 of Living Richly with Curo!   Join Anne McCabe and Atricia Roberts as they bust common myths about Social Security.    🧠 Learn key facts about Social Security's future, eligibility while working, taxation on benefits, and collecting abroad.    🔎 Discover possible solutions to ensure Social Security's sustainability and get inspired with some life and financial hacks.   ...

🤝 Welcome to Episode 37 of Living Richly with Curo!   In this episode, hosts Anne McCabe and Atricia Roberts dive into a crucial topic: the top five financial regrets of older American retirees. 💼   📚 Drawing from interviews, research studies, and their own experiences managing retirement portfolios, they aim to educate, inspire, and empower listeners to avoid common pitfalls.     📝 Topics dis...

🤝 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 p...

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 – W...

🤝 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 disc...

🤝 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 questio...

🤝 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 o...

🤝 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...

🤝 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!  ...

🤝 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 ques...

🤝 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...

🤝 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 ric...

🤝 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 r...

🤝 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.    👩‍🍳 E...