HeyJaredLiving Richly with Curo
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.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest episodes
Episode 104 | When Your Adult Children Need Money: Setting Boundaries Without Guilt (opens the original)
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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 expe
Episode 103 | A Conversation With Mary Lou Christy (opens the original)
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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 an
Episode 102 | Brenda Harrington of Adaptive Leadership (opens the original)
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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
Episode 101 | Should You Save in a 529 or the Trump Account? A Guide for Families (opens the original)
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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
Episode 100 | Looking Back, Looking Forward: Celebrating 100 Episodes (opens the original)
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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 podca
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