Living Richly with Curo

🤝 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 podcas...

🤝 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...

🤝 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@curoprivatewea...

🤝 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 lea...

🤝 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 p...

🤝 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 opti...

🤝 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 ric...

🤝 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 reali...

🤝 Welcome to Episode 16 of Living Richly with Curo!   We’re wrapping up our series about the passing of a spouse. In this episode we discuss the "grace phase" of life after losing a spouse, viewing it as a time of transformation following grief.   We emphasize rediscovering your purpose, embracing change, honoring your loved ones' memories, and reflecting on your legacy.   Live richly!   ✉️ Send...

🤝 Welcome to Episode 15 of Living Richly with Curo!     In this episode, we delve into the “Growth” phase, a critical step in transitioning after losing a spouse, as outlined by Kathleen Real. We discuss the importance of creating an updated financial plan tailored to one’s new circumstances, setting short-term goals, and adjusting cash flow and budget.     Additionally, we emphasize the necessit...

🤝 Welcome to Episode 14 of Living Richly with Curo!     In this episode, we delve into the financial considerations following the passing of a spouse. Drawing from our extensive experience at Curo Private Wealth, we offer guidance specifically for widowed clients, with a focus on women navigating this challenging transition.     We explore Kathleen Real’s concept of the three stages of widowhood:...

🤝 Welcome to Episode 13 of Living Richly with Curo!   In this episode, we dive into the complexities of Medicare with our guest, an expert in the field. We break down the different parts of Medicare, including Parts A, B, C, and D, and explore how Medicare Advantage plans work. We discuss enrollment periods, eligibility criteria, and common pitfalls to avoid. Tune in for practical advice on navig...

🤝 Welcome to Episode 12 of Living Richly with Curo!   In this episode, we discuss all things 401(k) loans. We’ll cover general information 📚, pros and cons 📊, tax strategies 🎯, and more. You don’t want to miss out!   #LivingRichly #Podcast #PersonalFinance

Welcome to Episode 11 of Living Richly with Curo!   In this episode, we discuss all things mortgages 🏠 📝 with a very special guest...   Leo Anzoleaga (NMLS ID #251882) is the Senior Vice President of Residential Lending at NEO Home Loans. As a certified mortgage planning specialist, Leo and his team at the Anzoleaga Group specialize in building personalized mortgage plans for each client which i...

Welcome to Episode 10 of Living Richly with Curo!   Join us as we discuss traditional vs. Roth 401k contributions.   #LivingRichly #Podcast #PersonalFinance

Welcome to Episode 9 of Living Richly with Curo!   Join us as we take a deep dive into all things estate planning!   Email your questions to podcast@curoprivatewealth.com for us to answer in a future podcast episode!   #LivingRichly #Podcast #PersonalFinance

Welcome to Episode 8 of Living Richly with Curo!   On this episode, we discuss many overlooked tax deductions.   Join us to hear about some of these deductions and how they can enhance your financial situation!   #LivingRichly #Podcast #PersonalFinance

🤝 Welcome to Episode 7 of Living Richly with Curo!   🔍 In this episode, we cover the financial planning process we go through at Curo Private Wealth.   💡 No matter your financial situation, we encourage you to join us for an in-depth look at this process!

Welcome to Episode 6 of Living Richly with Curo!   🤿 Dive into the world of HSAs – unveiling key details, strategies, and numbers!   💼 In this episode, we unpack how to navigate your HSA like a pro – from tax advantages to smart spending strategies. 💰 Tune in now to learn all things HSAs!

Welcome to Episode 5 of Living Richly with Curo!   📚 In this episode, we delve into the realm of children's education, offering parents guidance in preparing their children for academic success while safeguarding financial stability. 🔒 💵   🎓 Join us as we navigate the intricacies of balancing educational aspirations with financial responsibilities, empowering parents to make informed decisions...

💪 Join for our discussion on the power of cash reserves, what we believe is the foundation of your financial plan. From serving as a safety net in times of need to providing opportunities for growth 📈, explore the importance of cash reserves and learn expert strategies for maximizing their potential and avoiding common mistakes. Tune in to empower your financial journey today! 💰

Welcome to Episode 3 of Living Richly with Curo!   In this episode, we dive into the world of mortgages! 🏡   💰 We explore the nuances of good versus bad debt, uncovering when a mortgage is a strategic investment or a financial burden, interest rates versus savings rates, and more!   💼 Join us as we navigate the complexities of home financing and empower you to make informed decisions for your f...