Living Richly with Curo

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📜 Why outdated documents may stop reflecting current wishes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 [email protected], 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

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 [email protected], 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

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 [email protected], 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

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 [email protected], 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

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 [email protected], 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

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 [email protected], 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

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 [email protected], 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

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 [email protected], 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

In this episode of Living Richly with Curo, Anne and Atricia celebrate their 100th episode milestone with a special guest, Elsa Medhin, who flips the script to interview them. They discuss the podcast's origins, the importance of creating a safe space for women to talk about money, and how personal stories have strengthened their connection with listeners.

Here’s what you’ll learn 👇

💬 Creating comfortable money conversations for women

📌 The impact of sharing personal finance journeys

🎧 How podcasts serve as educational tools for clients

🌱 Encouraging confidence and permission to spend

💡 Overcoming limiting money beliefs and guilt

🧑‍🧑‍🧒‍🧒 Broadening the financial conversation for future generations

🤝 The importance of empathy in wealth management

🎯 Plans for future episodes and broadening the audience

Tune in to discover how vulnerability and education combine to empower women on their financial journeys.

Live richly!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #LivingRichlyWithCuro #FinancialEmpowerment #WomenAndMoney #FinancialPlanning #PodcastMilestone #MoneyConversations #EmpathyInFinance #PersonalFinanceStories #WealthManagement #FinancialEducation

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

⏱️ The value of buying back time

📝 How to integrate joyful spending into your financial plan

⚖️ Separating fun money from security money

⚠️ Common spending traps to avoid

💬 Real client stories and personal reflections

🪜 Small steps to build your spending confidence

Tune in to discover how intentional spending can enrich your life and bring genuine happiness.

Live richly!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #FinancialPlanning #MoneyMindset #SpendingWisely #JoyfulSpending #WealthManagement #PersonalFinance #MoneyStories #IntentionalSpending #FinancialWellness #LivingRichly