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📄 How will the “One Big Beautiful Bill” impact your taxes, savings, and student loans?
In this episode of Living Richly with Curo, Anne and Atricia unpack the key parts of this 1,000+ page bill—so you don’t have to.
Here's what we cover:
🏛️ Why income and estate tax cuts from 2017 may become permanent
👵 New changes to the standard deduction—especially for seniors
🏋️ Big updates to HSAs, including expanded medical expenses like gym memberships
💸 A potential $4 trillion increase in the national deficit
🎓 The latest on student loans, SALT deductions, and estate tax exemption changes
🧾 How small businesses could benefit from increased deductions and R&D write-offs
🍼 What Trump Savings Accounts are—and how they might shape kids’ futures
We also weigh in on what might change as the bill hits the Senate, and what that means for real people planning ahead in 2024.
👂 Tune in for strategic insights, clear breakdowns, and a few laughs along the way.
Live richly!
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
How can you help your kids start building credit the right way? 🧠💳
In this episode of Living Richly with Curo, Anne and Atricia dive into smart, practical ways parents can set their young adult children up for long-term financial success. Whether your child is heading to college or starting their first job, this conversation is packed with real talk and real tips. 👇
✨ What you’ll learn:
📈 How credit scores actually work (and what impacts them most)
🚫 Why co-signing isn’t always the best idea
👥 The pros and cons of adding your child as an authorized user
💳 When to consider a starter card or secured card
🗓️ How to time credit moves during life transitions
Anne and Atricia share personal stories, industry insights, and clear steps that will help you guide your kids through this crucial stage of adulting with confidence.
If you’ve ever wondered: How do I help my kid build credit without putting my own finances at risk—or theirs?” this episode is for you. 💥
Live richly!
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
☀️✈️ Summer travel doesn't have to derail your financial goals!
In this episode of Living Richly with Curo, Anne and Atricia break down smart money moves to help you take the trip—without the post-vacation regret. From setting a travel spending plan to booking smarter flights and maximizing your credit card perks, we cover 7 practical tips for traveling well and spending wisely. 💸
💡 We also share our favorite ways to build in flexibility, create a buffer, and rethink the total cost of a trip so you can enjoy your time away and stay on track financially.
🗺️ Bonus: hear the top budget-friendly destinations for 2025 and our secret weapon for affordable luxury experiences.
Live richly!
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
🤝 Welcome to Episode 53 of Living Richly with Curo!
📉 Is a recession coming—and if so, how should you prepare?
On this week’s episode of Living Richly with Curo, Anne and Atricia break down what a recession really is, what history tells us about them, and how to strengthen your financial foundation before a downturn hits.
🚨 We cover why having an emergency fund is critical, how to manage high-interest debt, and the mindset shift needed to stay grounded during economic uncertainty. 💡
Whether you're hearing about "vibecessions" or watching GDP headlines, this episode will help you cut through the noise and focus on what you can control. Solid, calm, real-world financial planning advice—without the panic. 🙌
Live richly!
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
🤝 Welcome to Episode 52 of Living Richly with Curo!
🏡 In this week’s episode, we explore the evolving DMV real estate market with expert Tracy Barrett. She breaks down key housing trends, from interest rates and inventory to pricing shifts and emotional factors in buying and selling.
💡 We also dive into how life events like divorce, downsizing, and retirement are shaping home decisions—and why mindset and gratitude matter. If you're considering a move this year, don’t miss Tracy’s insights and practical tips for navigating the market.
Live richly!
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
🤝 Welcome to Episode 51 of Living Richly with Curo!
🌱 Taking care of yourself isn’t a luxury, it’s essential. In this week’s episode, we unpack how self-care is not selfish. We explore setting boundaries, preventing burnout, practicing intentional rest, and more. ✨
Live richly!
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
🤝 Welcome to Episode 50 of Living Richly with Curo!
🎉We’re getting personal for our 50th episode!
Anne and Atricia open up about their money journeys—sharing their biggest money mistakes, early lessons about saving, and how childhood shaped their financial values.
💡 Learn about building healthy habits, managing income creep, and the importance of giving—and more.
Live richly!
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
🤝 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—and more. 🔒📱🛡️
Check out Cloud Security Partners:
Website: https://cloudsecuritypartners.com/
LinkedIn: https://www.linkedin.com/company/cloud-security-partners/
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 #Cybersecurity #OnlineSafety #Internet #Hacks
🤝 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 combination of strategic leadership experience in business, government, the military, and higher education. He is the author of several books in addition to The Strategy Dialogues, including co-author (with Mark Nevins) of the highly acclaimed “What Happens Now? Reinvent Yourself as a Leader Before Your Business Outruns You”, and has published countless articles on strategy in publications such as Forbes, The New York Times, and The Wall Street Journal.
Join us for a powerful conversation on the future of leadership and strategy. We unpack the evolving role of leaders in an AI-driven world, the importance of building strategic muscles, and why execution is often the missing piece in great plans. Tune in for insights on leadership growth, organizational success, team alignment, and more.
Dr Hillen’s book: https://a.co/d/9abqcFv
Dr Hillen’s website: https://johnhillen.com/
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 #Leadership #StrategicThinking #BusinessSuccess
🤝 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 that “financial closet,” this one’s for you.
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 #SpringCleaning #PersonalFinance #Budget #Debt
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.
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Curo Private Wealth, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: www.kestrafinancial.com/disclosures