Living Richly with Curo

Living Richly with Curo

By Curo Private WealthBusinessEducationSelf-ImprovementInvesting
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Living Richly with Curo episodes

  • Episode 16 | My Spouse Passed Away, Now What? (Part III)

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

     

    #LivingRichly #Podcast #PersonalFinance

    28 min
  • Episode 15 | My Spouse Passed Away! Now What? (Part II)

    🤝 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 necessity of reviewing and updating estate plans, including beneficiary designations and healthcare directives. Finally, we highlight the value of self-care, community support, and being open to new friendships during this challenging time.

     

     

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

     

     

    Live richly!

     

     

    #LivingRichly #Podcast #PersonalFinance

    30 min
  • Episode 14 | My Spouse Passed Away! Now What? (Part I)

    🤝 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: grief, growth, and grace, and discuss the importance of assembling a supportive team of professionals. Additionally, we emphasize the need for organization, understanding immediate and deferred decisions, and caution against hasty financial moves. It’s a difficult topic, but a necessary one to discuss.

     

     

    Live richly!

     

     

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

     

     

    #LivingRichly #Podcast #PersonalFinance

    38 min
  • Episode 13 | Navigating Medicare with John Norce

    🤝 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 navigating Medicare to ensure you or your loved ones make informed decisions about healthcare coverage.

     

     

    John Norce, president and founder of MP Group, leads an independent Medicare insurance agency solely dedicated to assisting seniors transitioning into Medicare. Rooted in integrity, education and service excellence, MP Group has established itself as the leading Medicare resource for financial advisors nationwide.

     

    Today, MP Group serves advisors and clients in 36 states, offering no-cost Medicare education and enrollment services. Through the experience of enrolling thousands of individuals, MP Group has developed a PATH℠ process, which provides a stress-free enrollment experience.

     

    With over 35 years of industry experience, John enjoys sharing his Medicare knowledge as a featured speaker, continuing education instructor, and content creator.  His passion for the insurance industry is evidenced by his leadership positions with the National Association of Benefits and Insurance Professionals (NABIP) and the National Association of Insurance and Financial Advisors (NAIFA). As an active member of these organizations, he has served as a past President of his local NABIP chapter and currently serves as the President of his local NAIFA chapter.  John is a current member of the Financial Planners Association (FPA) and the National Association of Plan Advisors (NAPA).

     

    By 2030, it is estimated that over 80 million Americans will be covered under Medicare. With the inherent complexities of the program, these individuals will seek out professionals to assist with navigating their retiree healthcare benefits. MP Group, under John’s leadership, will continue to evolve and find innovative ways to educate, enroll and guide advisor clientele on their Medicare journey.

     

    #LivingRichly #Podcast #PersonalFinance

    39 min
  • Episode 12 | Should I Take a 401(k) Loan?

    🤝 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

    30 min
  • Episode 11 | All About Mortgages with Leo Anzoleaga

    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 includes a Total Cost Analysis, Annual Financial Reviews, and the Mortgage Under Management program. He is a Forbes Finance Council member and often works with CFPs and real estate agents to bring holistic home-planning strategies and plans to homeowners and home buyers in 49 states. 

     

    Learn more about the Leo Anzoleaga Group at https://www.anzoleaga.com/.

     

    Financial Advisors who are interested in joining the Mortgages Under Management program can join at https://www.mortgageundermgmt.com/.

     

    Follow Leo on Social:

    Instagram: https://www.instagram.com/leoanzoleagagroup/ 

    LinkedIn: https://www.linkedin.com/in/leoanzoleaga 

    YouTube: https://www.youtube.com/@LeoAnzoleaga 

     

    Compliance disclaimer:

    Equal Housing Opportunity. Lennar “Leo” I. Anzoleaga (NMLS ID #251882 DC:MLO251882 FL:LO113037 MD:28992 VA:MLO-6813VA). NEO Home Loans is a registered DBA of Luminate Home Loans, Inc. NMLS# 150953. Corporate Headquarters 2523 S. Wayzata Blvd, Suite 200, Minneapolis, MN 55405. For licensing information, go to: www.nmlsconsumeraccess.org. This advertisement does not constitute a loan approval or loan commitment. Loan approval and/or loan commitment is subject to final underwriting review and approval. Other terms and conditions apply.

    40 min
  • Episode 8 | Overlooked Tax Deductions

    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

    33 min
  • Episode 7 | Our Financial Planning Process

    🤝 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!

    43 min

About Living Richly with Curo

From the publisher's feed

Join the leaders of Curo Private Wealth, Anne McCabe and Atricia Roberts, as they explore what it means to live a rich life. They will provide insights on their area of expertise: financial planning and investment management. As women in a male-dominated industry, they also have stories to share, tips to provide and some jokes to tell from their careers as financial advisors. They are women who are dedicated to empowering women to live the life of their dreams.

Curo Private Wealth is an independent financial planning and investment management firm with offices in Reston, Virginia and Rockville, Maryland and serving clients across the United States.