Claim OwnershipWealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
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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 time, offering a holistic approach to personal development and growth.
Join us on this transformative journey as Abbey and her guests draw from years of experience to guide you in achieving your life goals while staying true to your values… but that’s not all. This podcast will equip you not just to build personal wealth, but also to understand how your prosperity can contribute to the betterment of the world around you. By exploring strategies for giving back and making a positive impact, we'll empower you to create a life of significance and leave a lasting legacy of positive change.
Damonmill Square
9 Pond Lane #1F
Concord, MA 01742
Advisory services provided by NewEdge Advisors, LLC, a registered investment adviser doing business as Abaris Financial Group LLC.
29 Episodes
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What does it truly mean to align your resources with your values? Let’s explore how prenuptial agreements can play a crucial role in securing not just financial assets, but personal values and relational dynamics. Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, chats with Courtney Greenberg, a partner specializing in family law at Rubin and Rudman. Together, they unravel the complexities and misconceptions surrounding prenups, shedding light on their real-world applications beyon...
Are you ready to start 2025 with a financial game plan tailored just for you? Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, dives into the top five financial planning to-dos for kicking off 2025 on the right foot – whether you're fresh out of college or gearing towards retirement. She explores why automating your finances can save you more than just time, shares tips on how to ensure every dollar counts, and discusses the importance of checking in with your credit and estate plans. ...
What role does meditation play in financial stability? This week, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, unpacks the surprising link between meditation and sound financial decision-making. They dive into the holistic approach that encompasses finances, mindset, and personal growth, using meditation as a tool to navigate life's complexities and make strategic choices. With lighthearted banter and practical tips, Abbey shares insights from her personal habit of guided medi...
What does planning for a fulfilling future look like? Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, connects with Joan Harris, founder of Symphony Care Management. They explore practical strategies for managing the present and preparing for the future, especially concerning aging well. In this insightful discussion, Joan Harris unpacks her unique Aging GPS program designed to proactively assist older adults in aligning their time, finances, health, relationships, and mindset wi...
Have you ever thought about leaving a secure job to chase something more meaningful? Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, chats with Kimberly Napier about her transformative journey from a corporate career to becoming a thriving executive coach and author. Starting with Kimberly's deep roots in the corporate world, armed with a bachelor's and MBA from Babson College and a significant tenure at Nielsen and Forbes Consulting, learn how unexpected life events inspired her...
Have you ever felt the pull to pursue a dream that seems radically different from your current career? Tune in as Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, sits down with Marcia Irwin, who reshaped her life by embracing a new chapter in the performing arts after a successful career in finance. Listen to their discussion on how financial stability, a supportive community, and a positive mindset can empower a major career shift. Get inspired to take your own leap of fa...
Imagine a later-life romance that brings not just love but also the risk of financial exploitation. Abbey Henderson is joined by Lisa Cukier, a partner at Rubin and Rudman and a highly regarded professional in family law, trust, and estates. Drawing from her extensive legal experience and background in social work, Lisa sheds light on the growing dangers of financial abuse in late-life relationships. As cognitive decline takes hold, individuals may become more vulnerable to undue influe...
Imagine a financial plan that doesn’t just tally your wealth but aligns with your deepest values. Abbey Henderson welcomes George Kinder, a pioneer in the life planning movement, who reveals how focusing on clients' core values and aspirations builds genuinely meaningful relationships—far beyond the numbers. George introduces his Three Questions Exercise, a powerful tool that invites individuals to envision life with unlimited resources, limited time, and only 24 hours left. This introspectiv...
Behind every animal rescue is a story of passion, perseverance, and purpose. This one’s no different. In this heartfelt episode, host Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, sits down with Liz Jefferis, the Executive Director of Baypath Humane Society, about the incredible work they’re doing to rescue, rehome, and rehabilitate animals in need. Liz shares her journey from a career in financial services to leading one of Massachusetts’ most impactful animal shelters, driven by he...
There are too many different societal and economic pressures that come up when you think about home ownership. You could see it as a necessary life investment, you may be trying to start a family, or you could have reached the point in life where you are ready to put roots down in one location to be closer to the homes of friends and family. Are you thinking about buying your first home? In this episode, host Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, dives into the emotional and...
How can you make your donations more meaningful and fulfilling? What steps can you take to align your giving with your values and passions? Discover how to transform your charitable giving from a scattered approach to a strategic, impactful journey. This week, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, chats with Katie Collins, Founder & Principal of Pathway Philanthropic Solutions, on transforming your charitable giving from a scattershot approach to a strategic and fulfilli...
Financial transitions are challenging, but with the right guidance they can be opportunities for positive growth and transformation. How do you manage a financial windfall or a major life change? What tools and strategies can help you navigate these transitions effectively? This week on Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, is joined by Susan Bradley, CFP®, CeFT®, the Founder of the Sudden Money® Institute (SMI), to dive into the complexities and emotion...
Navigating the process of college applications and admissions can be a daunting process and a source of a lot of stress for students and parents alike. Host Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, is joined this week by Stephen Friedfeld, co-founder and COO of AcceptU, to explore ways to find the perfect college fit for your child and give you the tools and knowledge to make an informed decision without the stress of uncertainty. Stephen shares his extensive experience in colle...
Empowering women financially can transform entire communities, and the numbers prove it! This week on Wealth Beyond Riches, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, sits down with Danielle Piskadlo, Executive Director at Women’s Money Matters, to explore the vital role of financial empowerment for women and the community impact of their organization. Learn about the unique model and approach of Women's Money Matters, the systemic barriers women continue to face, and how m...
How are service dogs trained to transform lives while staying loyal to their mission? In this episode of Wealth Beyond Riches, host Abbey Henderson, CFP® sits down with Cathy Zemaitis, Chief Development and Programs Officer at NEADS, to dive into the incredible work and impact of this world-class service dog nonprofit. Discover how NEADS supports individuals with physical disabilities and developmental challenges through its meticulously bred and trained service dogs, while also highlig...
Aging doesn’t need to be a daunting subject. While many people choose to avoid the topic of estate planning and retirement, healthy conversations and proper planning are cornerstones to aging with health and grace. In this episode, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, chats with Sam Van Kalkeren, Director of Aging Services at O'Connor Professional Group. Together they discuss the theme of aging healthily and proactively, shedding light on practical steps we can take to ensu...
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 empha...
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 pr...
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...
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 ...
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 me...
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 o...
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 o...
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 y...
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 valu...
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 relation...
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 resourc...
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 ...
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 t...
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