Estate planning is a crucial, yet often overlooked step in securing your legacy and ensuring your wishes are honored.How do you choose the right individuals to carry out your estate plan? What qualities should they possess, and how can you communicate your desires effectively?In this episode, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, explores the often-overlooked aspect of estate planning—choosing the right people for roles such as guardians, executors, and trustees. She emphasi...
Choosing an advisor who not only understands your financial goals but also resonates with your personal values is extremely important.In order to achieve that we need to know what qualities a financial advisor should possess in order for us to fully benefit from their services.This time on the Wealth Beyond Riches Podcast, Abbey Henderson, CFP® , CEO, Wealth Advisor & Coach, dives into the process of selecting a financial advisor that aligns with your personal goals and values. Abbey prov...
Are you ready to explore the world of philanthropy and make a positive impact on your community?In this episode of Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, dives into the power of philanthropy with Jay Kim, Executive Director at the Community Foundation for MetroWest. Discover how you can align your values with your impact, learn about the importance of giving back, and explore ways to get involved in creating positive change.They discuss: Jay’'s ...
How can you prepare your partner for financial crises before it's too late?Learn the most crucial aspects today!This week, Abbey Henderson, CEO, Wealth Advisor & Coach, shares key insights on preparing your partner and family for financial challenges. It is important for each member of a family to know what is expected of them if the unexpected should happen. In this episode, Abbey focuses on the importance of team building, staying organized, and aligning important financial decisions wi...
Financial literacy is a crucial skill that empowers individuals to make informed and effective decisions with their financial resources.Instilling this knowledge from a young age not only prepares children for the complexities of economic life but also lays the foundation for a future of financial independence and security.In this episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, dives into the importance of teaching children about finance, sharing personal childhood money memo...
Is fear of the unknown keeping you in a job that no longer fulfills you? Welcome to 'Wealth Beyond Riches,' where host Abbey Henderson, CEO, Wealth Advisor & Coach, takes you on a journey of holistic personal growth and professional fulfillment. In this episode, we explore the transformative power of career transitions.Meet Martha Moreau, a former IBM executive who found her calling in life coaching after 25 years. Her venture, Surface Your Purpose, was born from a pivotal moment of ...
Whether it is for our money, health, or relationships, change is inevitable, but not always easy. Our brains are wired to resist change and prefer familiarity, comfort, and certainty. However, change can also be an opportunity for growth, learning, and transformation. In this episode, Abbey Henderson, CEO, Wealth Advisor & Coach, sits down with Ursula Pottinga, Co-Founder, COO, and Lead Trainer at BEabove Leadership, to explore the neuroscience of change, exploring how our ...
Money is often considered a taboo topic in many relationships, but avoiding it can lead to unnecessary stress and misunderstanding. That’s why it’s important to be organized and have positive and intentional money conversations with your significant other.What strategies do we have for this? Is creating a budget as difficult as it seems?In this episode, Abbey Henderson explores the topic of budgeting for couples and the importance of positive and intentional money conversations with your...
It’s time to think about investing beyond the numbers! Value-based investing is a way of investing that focuses on aligning your financial goals with your values and beliefs, but does this approach affect our potential returns? Can we really make a difference in the world while growing our wealth?In this episode, Abbey Henderson, CEO, Wealth Advisor & Coach, sits down with Jessica Golson, Senior Vice President, Investments and Trading at Carson Group, to explore the concept of value-...
Transcend your traditional notions of wealth!In this episode of Wealth Beyond Riches, Abbey Henderson, CFP® , CEO, Wealth Advisor & Coach, explores the Model of Authentic Wealth, a three-step process to personal development and growth. She talks about the importance of discovering our values and desired impact, dreaming and designing our vision, aligning our actions with our vision, celebrating our wins, and taking care of our health.Listen in to learn how you can redefine your relationsh...
What does it mean to be wealthy? Is it about having money and assets, or is there more to it? How can we plan our finances in a way that not only supports us through our lives, but also supports our values, goals, and well-being?In this sophomore episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach takes us on a journey through the story of Abaris Financial Group, explaining her shift towards a holistic approach to wealth planning, where she helps clients align their resources...
One of the most important aspects of personal development is finding a balance between the different areas of your life. But how do you achieve this balance? How do you align your financial goals with your life vision? How do you cultivate a positive mindset and healthy relationships? Introducing Wealth Beyond Riches with your host, Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group!In the inaugural episode, Abbey shares her dual role as a financial advisor an...
Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision.We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ti...