Wealth Beyond Riches

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 provides invaluable insights derived from her extensive experience, ensuring you are equipped to make informed decisions for your personal and financial future. Abbey discusses: The importance of choosing a Certified Financial Planner (CFP®) for comprehensive financial adviceThe differentiation between planning-focused and investment-focused advisors and why it mattersThe significance of personal attention in your advisor relationship and how to ensure you're not just another numberAligning your financial goals with an advisor who shares your values for a more fulfilling partnershipCommissions and fees to considerAnd more!Connect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

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 background and journey into philanthropyThe role of community foundations in improving livesHow to get started with philanthropy and Donor-Advised FundsChoosing organizations to support and the impact of your giftsAnd more!Resources:Website: Charity NavigatorWebsite: GuideStarConnect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Jay Kim:LinkedIn: Jay KimCommunity Foundation for MetroWestAbout Our Guest:Jay Kim is the Executive Director at the Foundation for MetroWest, a community foundation serving 30+ MetroWest communities. Under Jay’s leadership, the organization continues to expand its role as an important regional philanthropic hub with new impactful initiatives.Jay leads the team at the Foundation to change lives in MetroWest by identifying and responding to needs in the community based on a combination of data and collaboration with partners. He is responsible for the management and strategic direction of the organization.Prior to joining the Foundation, Jay led fundraising and development for nonprofit organizations in the Greater Boston area. He has worked at multiple community foundations leading various initiatives, and in corporate philanthropy at Target Corporation. Jay spent a few years at the Fannie Mae Foundation focusing on homelessness initiatives, and worked for Public Allies, a national AmeriCorps program. He began his career as a Corps Member at City Year Boston.Jay serves on the Board of Directors of Philanthropy Massachusetts, Third Sector New England and was previously a member of the Board of the Charles River Chamber of Commerce. His recognition and awards include Power 50: The Movement Makers, Boston Business Journal (2021) and 50 Most Influential Business People of Color, Charles River Chamber (2020).Jay has a Bachelor of Arts degree from Brandeis University and lives in Sherborn with his wife and two children. He is active in the community, including coaching youth sports. 

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 with family values.Abbey discusses: Values, vision, and planning a partner's ideal situation in the event of a crisisThe importance of having a team of advisors in place before a crisisThe potential roles of family members and the impact of family dynamics on managing finances and estate planningThe role of a financial advisor in pre-crisis financial planning and support during and post-crisisThe importance of organizing financial documentsWhy to prepare an outline of cash flow to track income and expensesAnd more!Connect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

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 memories and the impact they have on financial beliefs. She emphasizes the need for intentional financial education, aligning it with family values. Abbey also covers the challenges of digital transactions, budgeting, philanthropy, and the power of compounding interest for kids. Abbey discusses: Personal childhood money memories and the importance of teaching kids about financesThe significance of understanding and reflecting on personal beliefs about money to effectively teach kidsThe significance of aligning financial decisions with personal values and vision for the futureWays to introduce kids to philanthropy, such as charity gift cards and family philanthropy boardsOpening savings accounts, understanding banking, and introducing the concept of compounding interestTeaching about taxes, investing, and the importance of starting early with retirement savingsThe impact of college costs, student loans, and helping kids understand the trade-offs and implicationsAnd more!Resources:The Psychology of Money by Morgan HouselBlog: Family Philanthropy BoardsConnect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group5 Lever Friday Newsletter Sign Up

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 self-realization. Martha's story is not just about leaving IBM; it's about embracing a path that truly aligns with her core values and personal aspirations.Key insights include:Martha's evolution of values and vision, and how aligning these with life changes leads to fulfillmentA new definition of leadership as a personal and global responsibility, highlighting the significance of one's impactNavigating career and life choices with responsibility, particularly during pivotal career shiftsOvercoming common fears such as salary loss and fear of failure that often accompany leaving a corporate jobMoving beyond professional identities to embrace self-recognition and self-loveThe crucial role of mindset in overcoming challenges and redefining one's career path, demonstrated through a client's inspiring switch from business development to bakery ownerThe power of self-awareness, courage, and the support of coaching and personal networks in facilitating changeAnd so much more!Connect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Martha Moreau:LinkedIn: Martha MoreauWebsite: Surface Your PurposeAbout Martha Moreau:Martha Moreau, a former IBM executive turned life transition coach, specializes in guiding long-time corporate professionals through transformative career changes. After nearly three decades in the corporate world and a serendipitous layoff, Martha embraced her true calling as a coach. Her own journey of self-discovery and liberation from a misaligned corporate identity fuels her passion for coaching.Through her practice, Surface Your Purpose, Martha empowers individuals to confront and overcome the fears associated with leaving their corporate roles. Her approach is deeply empathetic, relatable, and transformative. She assists clients in navigating their uncertainties, aligning their careers with personal values, and rewriting their life stories.Martha is known for her ability to inspire worthiness and happiness, helping her clients break free from self-limiting beliefs and embrace new, fulfilling paths. Her mantra is "If you want a new outcome, you will have to break the habit of being yourself, and reinvent a new self," emphasizing the importance of self-awareness and courage in life transitions.

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 brains can create new pathways through effort and repetition. They also cover practical tips for making change easier.Ursula discusses: Her personal journey to becoming a coach and the connection between neuroscience and coaching The factors of neuroplasticityHow neural pathways in the brain are constructed and wired through repetitive thoughts and actionsThe importance of personal relevance in making change stickThe importance of individual differentiation and openness in a couple The impact of effective and ineffective statesTips for making change easierThe importance of support and relationships in making changesAnd more!Connect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Ursula Pottinga:LinkedIn: Ursula PottingaWebsite: Profound Growth About our Guest:Ursula Pottinga is a certified coach (CPCC, ICF credentialed PCC, and Master Neurotransformational Coach) with more than 20 years of experience living and working in Europe, Canada, Asia, and the US. She uses the practicality of classical coaching which explores the motivation and execution of goals, the alignment of values and obstacles to these goals and she combines them with a neuroscience view of human productivity, effectiveness, and change.The Co-Founder of BEabove Leadership and the Co-Designer of its groundbreaking Advanced Coaching Programs and webinars, she is a skillful workshop leader and mentor to experienced coaches with an expansive knowledge of how and why coaching works. She is also a Certified Relational Trauma and Neuroscience coach to bring about change and healing in organizations that have been impacted by relational trauma.She speaks internationally and has co-authored a number of books.

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 significant other. She dives into setting respectful "Playground Rules" for financial discussions, aligning values and visions to manage money joyfully, and navigating conflicts with understanding and effective communication. Additionally, Abbey also introduces practical budgeting tools to help you in your financial journey.Abbey discusses: How to start a conversation with positivity and appreciation to set a good tone for a budgeting discussionHow to ensure that a budget reflects the couple’s shared values and long-term visionHow to address differences in spending priorities and the importance of acknowledging each other’s point of viewHow to decide on a financial structure that works for the coupleThe importance of using technology to track expenses, including recommendations for budgeting apps and the need for consistent trackingAutomating financial tasks and habit stacking to make tracking expenses a more consistent practiceAnd more!Resources:Abaris Value CardsPlayground Rules DocumentWorksheet for a Spending Alignment PlanQuickenYNABThe Model of Authentic Wealth (Ep. 3) | Wealth Beyond Riches PodcastConnect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

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-based investing and how it allows investors to align their portfolios with their personal values. They examine the evolution of this investment approach, debunk the myth that it compromises financial returns, and highlight the diverse investment choices available for supporting various social causes.Additionally, they touch on the influence investors can have through shareholder voting and the importance of personalized guidance in navigating value-based investing strategies.Jessica discusses: Her background and how she got into the world of investing and financeThe history and growth of value-based investing, as well as common beliefs about its impact on investment performanceThe growing availability of options for value-based investing Recommendations for self-reflection, seeking professional guidance, and understanding available choicesThe importance of risk assessmentAnd more!Resources:MSCI - WebsiteConnect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Jessica Golson: LinkedIn: Jessica GolsonX - Carson Investment ResearchAbout our guest:Jessica Golson received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking, and Investment Science, and minored in Management. In 2012, she received a Masters of Investment Management and Financial Analysis from Creighton University. She currently holds FINRA Series 7 and 66 security licenses.She brings over 10 years of industry experience striving to help advisors succeed. Since starting in the industry as an advisor she has since held influential roles in Trading, Performance, and Management. In her previous positions, she sought out opportunities for operational efficiencies and acted as a catalyst of change; improving many of the processes and procedures.Outside of work, Jessica soaks up every second she can with her husband Terrance, and their three amazing children, Wyatt, Jacob, and Adalynn.

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 relationship with wealth, embrace the potential of conscious giving, and witness the profound ripple effects of purposeful financial empowerment.Abbey discusses: The three-step process of the Model of Authentic WealthThe importance of understanding personal values and how they contribute to feeling fulfilledHow to use values as a filter for decision-makingHow to create a vision and implement impact statementsThe process of assessing alignment with the five levers (time, health, finances, relationships, and mindset) in order to design a life that aligns with valuesThe importance of celebrating accomplishmentsAnd more!Resources:Abaris Model of Authentic WealthAbaris Value CardsAbaris Lever Alignment WheelConnect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

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 with their values. Abbey also walks us through the client journey, from gathering data and understanding values, to creating a comprehensive financial plan. Additionally, she highlights the importance of ongoing monitoring and offers community programs to support clients' overall well-being. Episode highlights: The history of Abaris Financial GroupHow and why Abbey transitioned from traditional wealth management to authentic wealth planningThe value of having a team approach at the firm, with multiple advisors working together to serve clients effectivelyVarious ways Abaris Financial Group helps clients achieve their visionThe book club and ongoing community programs offered by Abaris Financial GroupEmphasizing the importance of clients thinking about their vision for the future, beyond just retirement ageAnd more!Resources:Introducing Wealth Beyond Riches with Abbey Henderson (Ep. 1) (link to episode when live)Connect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

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 and life coach, exploring the five key areas of life: finances, health, mindset, relationships, and time.She also emphasizes the importance of aligning financial plans with evolving life goals, shares her hobbies, and highlights her unique approach to financial planning.  Abbey discusses: Her background as a financial advisor and life coachHer approach to wealth advising, which includes a focus on authentic wealth and incorporating other resources like health, mindset, finances, relationships and timeHer evolving interests, from riding horses to boating, and her consistent love for activities like hiking, yoga, running, and paintingThe significance of having a clear vision and life plan when it comes to financial planningHow Abaris Financial Group is a B Corp and explains the evaluation process and the five pillars that B Corps are assessed onAnd more!Resources:You can subscribe to our newsletter here!Connect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

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.