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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 ...
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Late Life New Romance, Financial Exploitation, and Undue Influence with Lisa Cukier (Ep. 22)
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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 d…
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The Three Domains of Freedom with George Kinder (Ep. 21)
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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 Ex…
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Rescue, Rehome, Repeat: The Lifesaving Efforts of Baypath Humane Society with Liz Jefferis (Ep. 20)
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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…
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The First-Time Homebuyer: How to Choose the Right Home at the Right Time (Ep.19)
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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 yo…
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How to Plan Your Charitable Giving to Make Impactful Contributions with Katie Collins (Ep. 18)
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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 & P…
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How to Manage Financial Transitions with Susan Bradley, CFP®, CeFT® (Ep. 17)
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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 Adviso…
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How to Find the Right College with Stephen Friedfeld, Ph.D (Ep. 16)
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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 gi…
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Empowering Women: The Financial Literacy Movement That Changes Lives with Danielle Piskadlo (Ep. 15)
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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 …
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Empowering Lives One Paw at a Time: The Inspiring Journey of NEADS with Cathy Zemaitis (Ep. 14)
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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 i…
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Proactive Aging: Healthy Aging, Retirement, and Estate Planning with Sam Van Kalkeren (Ep. 13)
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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'Conno…
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Navigating Estate Planning: Choosing the Right People for Your Legacy (Ep. 12)
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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, ex…
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Choosing a Financial Advisor: The Must-Haves and Considerations (Ep. 11)
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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® ,…
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Building a Better World: Philanthropy in Action with Jay Kim (Ep. 10)
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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…
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Building a Financially Resilient Family by Preparing for the Unexpected (Ep. 9)
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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 s…
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Teaching Kids About Money and Financial Responsibility (Ep. 8)
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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 …
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Leaving the Corporate World for Personal Growth (Ep. 7)
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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…
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The Neuroscience of Change with Ursula Pottinga, CPCC, PCC (Ep. 6)
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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 Urs…
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Effective Strategies for Budgeting as a Couple (Ep. 5)
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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 e…
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Value-Based Investing with Jessica Golson (Ep. 4)
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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 Advis…
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Introducing Wealth Beyond Riches with Abbey Henderson (Ep. 1)
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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…
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Abaris Financial Group and Our Approach to Wealth Planning (Ep. 2)
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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…
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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, a…
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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 repr…
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continue reading
