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PODCAST

Living Richly with Curo

Curo Private Wealth

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

business investing

All Episodes

27:05

Episode 93 | From Stay At Home Mom To CEO: Kathleen’s...

Living Richly with Curo ·

2026/04/06

In this episode of Living Richly with Curo, Anne and Atricia welcome Kathleen Geneva, a successful entrepreneur and CEO, to share her inspiring journey of reinvention and resilience after significant personal loss. Kathleen discusses the challenges and triumphs of returning to the workforce and building thriving businesses.Here’s what you’ll learn 👇 🧠 The power of mindset and confidence in reinventing yourself 📞 How a simple phone call led to a life-changing business opportunity 👩‍👧‍👦

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26:53

Episode 92 | Nervous About The Markets? Here's How To...

Living Richly with Curo ·

2026/03/23

In this episode of Living Richly with Curo, Anne and Atricia explore how to navigate market volatility during uncertain times. They discuss the reasons behind market fluctuations, the importance of staying grounded, and common mistakes to avoid.Here’s what you’ll learn 👇 📰 How geopolitical events impact markets 📌 Why volatility is a normal part of investing ⏳ The value of time in the market over timing the market ⚠️ The risks of panic selling and market timing 💡 Strategies to stay grounded

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32:47

Episode 91 | Estate Planning, Taxes & Charitable...

Living Richly with Curo ·

2026/03/10

In this episode of Living Richly with Curo, Anne and Atricia are joined by guest Cassie Kincaid of Troxell Leigh P.C. to dive into the essentials of estate planning, emphasizing thoughtful, comprehensive preparation beyond just wills. The discussion also covers how to handle estate administration challenges and incorporate charitable giving effectively.Here's what you'll learn 👇 📄 Key estate planning documents including powers of attorney and trusts ⚖️ The importance of selecting the right

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28:48

Episode 90 | Navigating Widowhood: Building Your...

Living Richly with Curo ·

2026/02/24

In this episode of Living Richly with Curo, Anne and Atricia discuss the financial and emotional challenges faced by women who have recently lost a spouse. They explore how to build a trusted professional team and ask the right questions to feel supported during this transition.Here’s what you’ll learn 👇 📝 How to reestablish your financial plan after loss 🏛️ The role of estate planning attorneys 📊 Understanding changes in tax filing status ❓ Key questions to ask financial advisors,

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33:24

Episode 89 | Tax Loss Harvesting Myths: What Actually...

Living Richly with Curo ·

2026/02/10

In this episode of Living Richly with Curo, Anne and Atricia dive into the topic of tax loss harvesting, breaking down common myths and explaining how this strategy can fit into a broader financial plan. They emphasize the importance of working with professionals and making thoughtful investment decisions beyond just tax considerations.Here’s what you’ll learn 👇 🔍 What tax loss harvesting means and where it applies 🎯 Why it’s only for taxable accounts, not retirement accounts 💡 Common

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30:32

Episode 88 | Confident, Successful, and Scared About...

Living Richly with Curo ·

2026/01/27

In this episode of Living Richly with Curo, Anne and Atricia explore the common experience of feeling financial fear despite personal success. They delve into why high achievers often struggle with money anxiety and share practical strategies to build financial confidence and peace.Here’s what you’ll learn 👇 🧠 Understanding the emotional connection to money 🧑‍🧑‍🧒‍🧒 How upbringing and intergenerational trauma influence finances 🖼️ Steps to reframe your money story and reduce fear 📝

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26:59

Episode 87 | What We Really Ask In Our First Meeting...

Living Richly with Curo ·

2026/01/13

In this episode of Living Richly with Curo, Anne and Atricia provide an inside look into the initial discovery session at Curo Private Wealth. They explore the importance of trust, understanding client goals, and how these early conversations set the foundation for meaningful financial planning.Here’s what you’ll learn 👇 🔍 Why the first meeting is about more than numbers 🤝 Building trust through open and honest communication 🎯 How advisors explore your financial goals and personal values 🚩

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22:56

Episode 86 | A 5-Step Process For Goal Setting In 2026

Living Richly with Curo ·

2025/12/30

In this episode of Living Richly with Curo, Anne and Atricia guide you through a comprehensive 5-step goal-setting process to start 2026.Here’s what you’ll learn 👇 🪞 The importance of reflecting on the past year before planning ahead 🔍 How to define a vivid personal and professional vision 📊 Setting SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals 🧱 Breaking big goals into manageable quarterly steps 👥 Building accountability systems to stay on track 💪 The power of

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25:30

Episode 85 | 5 Ways To Deal With Market Volatility

Living Richly with Curo ·

2025/12/23

In this episode of Living Richly with Curo, Anne and Atricia discuss practical strategies for navigating market volatility. They explore why market fluctuations are normal and how to maintain a steady approach during uncertain times.Here's what you'll learn 👇 📌 Why volatility is a healthy part of investing 🏦 The importance of holding sufficient cash reserves 📊 How to revisit and align with your long-term financial plan 🎯 Strategies to avoid emotional decision-making during downturns 🤝

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23:28

Episode 84 | 7 Smart Financial Moves To Consider...

Living Richly with Curo ·

2025/12/16

In this episode of Living Richly with Curo, Anne and Atricia share seven essential financial moves to consider before the end of the year. From reviewing spending habits to maximizing tax-advantaged accounts, they provide practical steps to prepare for a strong financial start in 2026.Here’s what they cover 👇 📝 Reviewing your 2025 spending and setting 2026 plans 🏦 Ensuring adequate cash reserves with competitive interest rates 🏛️ Maximizing contributions to retirement and health savings

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32:51

Episode 83 | Tax Goddess Part II

Living Richly with Curo ·

2025/12/09

In this episode of Living Richly with Curo, Anne and Atricia welcome back Shauna, the Tax Goddess, to discuss key tax strategies and updates following the passage of the One Big Beautiful Bill (OBBBA). The conversation covers charitable giving changes, business structure considerations, tax pitfalls, and the importance of a trusted tax team.Here’s what you’ll learn 👇 🌟 Impact of the One Big Beautiful Bill on charitable donations 📊 Business entity structuring and tax planning strategies ⚠️

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23:20

Episode 82 | Flipping the Switch From Saver to...

Living Richly with Curo ·

2025/12/02

In this episode of Living Richly with Curo, Anne and Atricia explore the important mindset shift from saving diligently to comfortably spending in retirement. They outline a clear five-step process to help retirees gain confidence and clarity in managing their finances while enjoying their retirement years.Here’s what you’ll learn 👇 🌟 How to know and clarify your safe spending number 📊 Creating a spending plan focused on lifestyle, experiences, and generosity 🔄 Automating your retirement

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25:51

Episode 81 | Rewriting Your Money Story

Living Richly with Curo ·

2025/11/25

In this episode of Living Richly with Curo, Anne and Atricia explore the powerful influence of money mindsets on financial decisions and behaviors. They discuss how subconscious beliefs about money often shape actions and anxiety around wealth, especially among women.Here's what you'll learn 👇 🧠 What a money mindset really means and how it forms 📰 How early life experiences shape your money story 💡 Common limiting beliefs that impact financial confidence 🔄 Strategies to rewrite unhelpful

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24:26

Episode 80 | A Conversation with Jayne Di Vincenzo

Living Richly with Curo ·

2025/11/13

In this episode of Living Richly with Curo, Anne and Atricia welcome their special guest and new member of Curo, Jayne Di Vincenzo, a seasoned financial advisor and entrepreneur. Together, they explore the personal and professional journeys of women in financial services and discuss the importance of relationship-driven advice.Here’s what they discuss 👇 🌟 Jayne's entrepreneurial path and the evolution of her practice 🤝 The power and rarity of women advisors connecting in the industry 💡

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26:05

Episode 79 | 3 Tax Planning Strategies to Consider...

Living Richly with Curo ·

2025/11/11

In this episode of Living Richly with Curo, Anne and Atricia discuss proactive year-end tax strategies to consider before 2026 arrives. They explore key concepts including harvesting capital gains and losses, maximizing retirement contributions, and the benefits of Roth IRA conversions. Here's what they cover 👇 📅 Important deadlines to implement tax strategies for 2025 📉 How harvesting investment losses can offset gains 🟢 Taking advantage of 0% capital gains rates in lower income years 💼

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28:21

Episode 78 | The Big Secret to Long-Term Investment...

Living Richly with Curo ·

2025/11/04

In this episode of Living Richly with Curo, Anne and Atricia discuss the fundamental principles of long-term investing success. They emphasize the importance of participating in the economy's growth through cost-effective equity ownership and maintaining patience to harness the power of compounding.Here's what we cover 👇 📊 Participation in long-term economic growth through diversified equity 💡 Importance of cost-effective investment choices including fees and taxes ⏳ Staying invested during

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31:17

Episode 77 | The 3 Most Important Economic Indicators

Living Richly with Curo ·

2025/10/28

In this episode of Living Richly with Curo, Anne and Atricia welcome Zander Cochran to discuss what he believers are three of the most important economic indicators investors should watch. Zander shares insights on the yield curve, labor market trends, and equity valuations while comparing the current market to historical periods like the dot-com bubble.Here's what we cover 👇 📊 The significance of the 10-year vs. 3-month Treasury yield spread 💼 Understanding weekly unemployment claims and

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31:10

Episode 76 | Financial Goals at Every Age

Living Richly with Curo ·

2025/10/21

In this episode of Living Richly with Curo, Anne and Atricia explore how financial goals evolve through different decades of life. They provide guidance on setting intentional goals for your twenties, thirties, forties, fifties, and sixties to help build a solid financial foundation and plan for future flexibility.Here's what we cover 👇 📝 Financial priorities for each decade from 20s to 60s 🚨 Building emergency funds and effective budgeting 🔒 Protecting assets and establishing estate

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19:27

Episode 75 | What the Government Shutdown Means for...

Living Richly with Curo ·

2025/10/14

In this episode of Living Richly with Curo, Anne and Atricia discuss the ongoing government shutdown and explore what it could mean for your finances and investment portfolio. They break down the key economic implications and offer insight on how to stay prepared during uncertain times.Here's what they cover 👇 🔍 The impact of furloughed and unpaid federal workers on consumer spending 📊 How the shutdown interrupts critical economic data like jobs reports and inflation ⚖️ The potential effects

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26:04

Episode 74 | Crypto Explained: The Risk, Rewards, and...

Living Richly with Curo ·

2025/10/07

Welcome back to Living Richly with Curo! In this episode, Anne and Atricia tackle one of the buzziest and most confusing topics in finance: cryptocurrency. From Bitcoin and Ethereum to “crypto bros” and blockchain, they break down the basics, highlight the risks, and share practical takeaways on whether crypto belongs in your financial picture.What you’ll learn 👇 🪙 What crypto actually is and how blockchain works 📢 Why crypto gets so much attention (potential growth, independence, and new

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94 results

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