Rescue, Rehome, Repeat: The Lifesaving Efforts of Baypath Humane Society with Liz Jefferis (Ep. 20)

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

Player FM - Internet Radio Done Right

اضافه شده در one سال پیش

محتوای ارائه شده توسط Abbey Henderson, CFP® and Abbey Henderson. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Abbey Henderson, CFP® and Abbey Henderson یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)

1
Dave Ramsey: 5 Stages to Build and Scale a Business That Lasts | Entrepreneurship | E344 1:03:38

30 روز پیش1:03:38

پخش در آینده

لیست ها

پسندیدن

دوست داشته شد

1:03:38

Too many entrepreneurs get stuck on the business treadmill, hustling nonstop, unable to scale, and unknowingly stalling their growth. That’s where Dave Ramsey began. After crashing into $3 million in debt, he rebuilt from scratch, turning a small radio program into a national show with millions of listeners. With over three decades of experience in entrepreneurship, business growth, and content creation, he knows what it takes to build a lasting business. In this episode, Dave reveals the six drivers of long-term success, the five key stages of startup growth, and how he balances life as an entrepreneur and a content creator. In this episode, Hala and Dave will discuss: (00:00) Introduction (00:23) The Core Principles of Financial Freedom (05:42) Adapting to Change as a Content Creator (09:22) Balancing Content Creation and Entrepreneurship (12:34) How to Create a Clear Path in Business (15:19) The Truth About Starting a Business Today (18:22) The Six Drivers of Business Success (26:20) Shifting From Tactical to Strategic Thinking (29:44) The Five Stages of Business Growth (41:10) Leading with Care, Clarity, and Accountability (47:10) Identifying the Right Leadership Skills (48:35) Starting a Media Business as an Entrepreneur Dave Ramsey is a personal finance expert, radio personality, bestselling author, and the founder and CEO of Ramsey Solutions. Over the past three decades, he has built a legacy of helping millions achieve financial freedom. As the host of The Ramsey Show , Dave reaches more than 18 million listeners each week. He is the author of eight national bestselling books. His latest, Build a Business You Love , helps entrepreneurs navigate growth and overcome challenges at every stage. Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify OpenPhone: Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at openphone.com/profiting Airbnb - Find yourself a co-host at airbnb.com/host Indeed - Get a $75 sponsored job credit at indeed.com/profiting RobinHood - Receive your 3% boost on annual IRA contributions, sign up at robinhood.com/gold Factor - Get 50% off your first box plus free shipping at factormeals.com/factorpodcast Rakuten - Save while shopping at rakuten.com Microsoft Teams - Stop paying for tools. Get everything you need, for free at aka.ms/profiting LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/profiting Resources Mentioned: Dave’s Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove Dave’s Website: ramseysolutions.com Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap Youtube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Side Hustle, Passive Income, Online Business, Solopreneur, Networking.…

حدود یک سال پیش 31:04

MP3•خانه قسمت

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 her love for animals and a desire to make a difference.

Together, they explore the growing challenges facing animal welfare, particularly during the COVID-19 pandemic, and how Baypath has adapted to increased pet surrenders and limited veterinary services. Liz also addresses common misconceptions about funding for local shelters, highlighting how community donations and partnerships are vital for their survival.

This episode is a must-listen for anyone passionate about animal welfare and community-driven philanthropy. Learn about Baypath’s long-term vision, including its ambitious capital campaign to build a state-of-the-art facility, and discover how you can make an impact.

Key Highlights:

Liz Jefferis’s inspiring career shift from finance to nonprofit animal rescue
Baypath Humane Society’s expanding mission, from local shelter to national rescue efforts
How COVID-19 affected pet care and surrender rates, and Baypath’s resilient response
The truth behind local humane society funding and the need for grassroots support
Baypath’s ongoing capital campaign to build a new facility for better medical care
Simple ways you can get involved: fostering, adopting, or volunteering to save animals
And much more!

Resources:

Building Baypath’s Future

Connect with Abbey Henderson:

Connect with Liz Jefferis:

About Liz Jefferis:

Liz oversees the shelter’s operations and collaborates with the board and committee members on development initiatives and strategic planning. She holds a degree in economics from Smith College and has extensive experience in animal welfare, having volunteered at shelters in Colorado and Florida before joining Baypath Humane Society. She started volunteering at Baypath in 2010. After a year of volunteering, Liz left her career in financial services to join Baypath as a full-time assistant manager in 2011 and was promoted to Executive Director in 2014.

In her role, Liz works closely with the board on strategic planning, fundraising, financial oversight, governance, and program development to ensure the organization’s long-term success and sustainability. In terms of the operation, she has led the expansion of Baypath’s community, behavior, and medical programs, including the Baypath Educates program for children, a pilot surgical program with VCA Animal Hospitals, and a pet pantry partnership with Project Just Because. Additionally, Liz has improved standard operating procedures, including implementing several software upgrades and integrations.

She has two cats and three dogs, including a senior deaf pitbull and a senior blind poodle!

30 قسمت

#Trading #Entrepreneur #Business #Abbey Henderson CFP® #Abbey Henderson

Rescue, Rehome, Repeat: The Lifesaving Efforts of Baypath Humane Society with Liz Jefferis (Ep. 20)

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

Behind every animal rescue is a story of passion, perseverance, and purpose. This one’s no different.

Key Highlights:

Liz Jefferis’s inspiring career shift from finance to nonprofit animal rescue
Baypath Humane Society’s expanding mission, from local shelter to national rescue efforts
How COVID-19 affected pet care and surrender rates, and Baypath’s resilient response
The truth behind local humane society funding and the need for grassroots support
Baypath’s ongoing capital campaign to build a new facility for better medical care
Simple ways you can get involved: fostering, adopting, or volunteering to save animals
And much more!

Resources:

Building Baypath’s Future

Connect with Abbey Henderson:

Connect with Liz Jefferis:

About Liz Jefferis:

She has two cats and three dogs, including a senior deaf pitbull and a senior blind poodle!

30 قسمت

#Trading #Entrepreneur #Business #Abbey Henderson CFP® #Abbey Henderson

ทุกตอน

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
Strengthening Your Partnership with Money Conversations (Ep. 29) 29:00

14 روز پیش29:00

29:00

What do you think is the number one issue that couples face? Abbey Henderson is sitting down to tackle the often-overlooked topic of financial communication in relationships. She discusses how couples can better communicate about money, share personal anecdotes, and discuss practical ways to handle financial matters together. Want to know when the best time is to start these conversations? Tune in as Abbey shares insights from relationship professionals and offers tips for setting the stage for open and productive financial dialogues. Abbey discusses: The importance of starting financial conversations early in a relationship [02:11] Strategies for having effective money talks, inspired by John and Julie Gottman's research [05:10] Fun and engaging ways to explore values and financial goals together [13:11] Techniques for maintaining a light and curious approach to discussing finances [19:16] Setting ground rules for difficult financial discussions [20:57] And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
Everything You Need to Know About Prenuptial Agreements with Courtney Greenberg (Ep.28) 29:01

28 روز پیش29:01

29:01

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 beyond the celebrity headlines. From crafting an agreement to how it influences estate planning, Abbey and Courtney make a case for the prenup's practical use in both predicted and unforeseen circumstances. Abbey and Courtney discuss: Understanding prenuptial agreements [03:15] Alternative assets such as crypto and startups [05:04] The emotional dynamics of prenups [08:12] Practical steps in creating a prenup [11:18] Enforceability and coordination with estate plans [19:22] Financial implications and legal considerations [24:01] And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Courtney Greenberg: LinkedIn: Courtney Greenberg Rubin and Rudman LLP: Attorneys at Law cgreenberg@rubinrudman.com About Our Guest: Courtney Greenberg is a Partner in Rubin and Rudman’s Family Law and Litigation departments. She has extensive experience guiding and advising clients through the legalities of emotionally charged situations, such as divorce, modifications and contempt matters, child custody, child support, alimony, removal cases, paternity actions, as well as the appointment of guardianships. She supports her clients and advocates on their behalf both in the courtroom, as well as with the assistance of alternative dispute resolution, where appropriate. Additionally, Courtney is skilled in drawing up complex and thoughtful prenuptial and postnuptial agreements aimed at protecting generational wealth, future inheritances and premarital assets. Courtney also enjoys helping clients through momentous occasions by implementing legal safeguards for alternative family-building methods, including donor and surrogacy agreements and pre-birth parental adjudication. Courtney is a compassionate and dedicated attorney who understands the often difficult situations her clients face. She educates them on the legal aspects of their cases with sensitivity and honesty, empowering them to make well-informed decisions. She is committed to protecting her clients’ interests and those of their loved ones. Outside of her work at Rubin and Rudman and when not spending time with her husband and young children, she plays an active role in overseeing the Greater Boston Legal Services’ Associate Drive which focuses on raising funds for victims of domestic violence who fall significantly under the federal poverty line.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Unlocking Hidden Financial Tips You May Not Know for 2025 Success (Ep. 27) 28:46

۸ weeks پیش28:46

28:46

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. Plus, Abbey reveals how minor adjustments today can lead to major lifestyle upgrades tomorrow. This is a must-listen for anyone ready to take ownership of their financial journey! Key discussion points include: Automate your savings and bill payments to reduce stress and stay on track [03:48] Don't leave money on the table—learn how to maximize your 401k and other benefits [08:16] Review and rebalance your investments for long-term success [12:56] Check your credit report for errors and opportunities to improve [16:50] Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
The Power of Guided Meditation (Ep. 26) 32:13

10 weeks پیش32:13

32:13

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 meditation and how this practice can transform your financial journey and everyday life. Key episode discussions include: The value of meditation during turbulent times Guided meditation and its benefits for mental focus Abbey’s personal meditation journey and its influence on her role as a financial advisor Detailed approaches to making meditation a daily habit Explanation of how meditation aids in better financial decisions Introduction to a body scan meditation practice And more! Resources: Insight Timer “Atomic Habits” by James Clear Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
The Power of Proactive Planning in Aging and Care Management with Joan Harris (Ep. 25) 34:15

12 weeks پیش34:15

34:15

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 with a fulfilling vision for the future. They also shed light on common misconceptions about Medicare and financial planning for long-term care. Key discussion points include: The importance of early planning and the Aging GPS approach Navigating the spectrum of retirement living options Understanding the role of advocates in medical settings Debunking myths about financial requirements for elder care Encouraging family involvement without sacrificing personal lives And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Joan Harris: Symphony Care Management, LLC. LinkedIn: Joan Harris, LSW, MBA, CMC Facebook: Symphony Care Management About Joan Harris: After graduating from Boston College, Joan started her 40-year career in elder care as a Case Manager for a Massachusetts state-funded Area Agency on Aging. This fundamental and valuable experience helping vulnerable seniors to remain in their homes avoiding premature institutionalization, training in case work as well as protective services ignited her lifelong passion for working to benefit the lives of older adults and their families. Joan has a dedicated focus on working with adults over 60 who have complex life issues, mental health challenges and Alzheimer’s Disease and related disorders. As a highly skilled Social Worker, she advocates for her clients, mediates family dynamics, and empowers her clients to participate in their decision making. She provides coaching and creative strategies to support her clients’ care partners with a focus on meeting the client’s goals. Her varied experience as a Discharge Planner in a hospital, marketing sub-acute services in a skilled nursing facility, and marketing retirement and assisted living communities. Respected by her peers, she served on the Board of Directors for The New England Chapter of the Aging Life Care Association from 2017 through 2023 serving as president in 2018. Joan was awarded the highest designation in her association, a Fellow of the Leadership Academy currently given to only 34 out of 1700 Nationally Certified Care Managers across the country. This title requires Joan to continue her dedication to the education about elder care in the community at large and mentorship of newer colleagues. Joan enjoys spending time outdoors with her family, seeing what will grow in her garden, and traveling to new destinations.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
Leaving the Corporate World & Reinventing Yourself at Any Age with Kimberly Napier (Ep. 24) 30:51

14 weeks پیش30:51

30:51

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 to redefine success and fulfillment! Conversation highlights include: Kimberly’s pivotal corporate exit and how personal tragedy ignited a new path The transformative power of positive psychology in Kimberly’s life and career How trusting intuition can fuel courage and change Balancing personal and professional life as an entrepreneur with purpose And more! Resources: “Elevated: Take Your Life to the Next Level” by Kimberly Napier “Know What You Want Next” by Kimberly Napier Apple Podcasts: Elevate Your Extraordinary Apple Podcasts: Manifesting Mastery Podcast Linktr.ee: Kimberly_napier Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Kimberly Napier: Kimberly Napier Website Facebook: Kimberly Napier LinkedIn: Kimberly Napier Instagram: @kimberly_napier About Kimberly Napier: Kimberly Napier is a certified life & business coach, professional speaker, and intuitive who helps professional women create a life and business they love with meaning and fulfillment. Kimberly found her path and calling as a life coach after a tragic wake-up call that propelled her to design a new life for herself and her girls. Prior to coaching, Kimberly led a successful corporate twenty-two-year career in marketing and market research consulting, where she helped shape the “purpose” behind some of the most iconic consumer brands. Now, she leverages her expertise to guide women to unleash their purpose in the world. Through her celebrated DARE Process for Change, Kimberly has helped hundreds of women cultivate the clarity and courage to live personally and professionally empowered on their terms. In addition to her coaching practice, Kimberly leads global retreats and online courses and spearheads an Online Mastermind for Women Entrepreneurs. She is the author of the book "Know What You Want Next: Break Free of the ‘I Don’t Know’ Trap and Love Your Life Again," and is the co-host of the Podcast, Manifesting Mastery. Kimberly has an MBA from Babson College, is certified in positive psychology, and is a PCC, Professional Certified Coach with The International Coaching Federation.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
How Passion Fuels Career Reinvention with Marcia Irwin (Ep.23) 26:54

16 weeks پیش26:54

26:54

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 faith with Marcia’s personal insights! Key conversations include: Aligning a career with personal passions can lead to increased fulfillment and satisfaction Why financial planning is crucial in facilitating a smooth career transition How a strong support network plays a vital role during significant life changes The power of positive self-talk and mindset reframing to help overcome fears and uncertainties during new ventures And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Marcia Irwin: LinkedIn: Marcia (Cillan) Irwin, CFA https://www.westonfriendly.org About Marcia Irwin: Marcia Irwin is a CFA Charterholder and a graduate of Georgetown University and the Wharton School of Business. She is a proud mother of two high schoolers and recently left the Investment Industry having spent over 30 years as a Senior Client Portfolio Manager in the Global Equities space at Wellington Management, Manulife Investment Management, and Fiera Capital. As a retiree, she has jumped right into her next chapter pursuing a long-time passion of hers of performing.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
Late Life New Romance, Financial Exploitation, and Undue Influence with Lisa Cukier (Ep. 22) 34:44

25 weeks پیش34:44

34:44

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 influence, opening the door to exploitation from new romantic partners, caregivers, or even family members. Key Highlights: Unpack the emotional and financial risks in late-life relationships involving wealth Spot red flags of financial exploitation, including sudden shifts in financial behavior or new people making decisions Navigate legal options: When to involve probate court or elder protective services Understand the critical role of family members, advisors, and fiduciaries in safeguarding against financial abuse Learn how proactive planning and open communication can prevent future legal battles and financial loss And much more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Lisa M. Cukier: LinkedIn: Lisa M. Cukier Rubin and Rudman LLP lcukier@rubinrudman.com About Our Guest: Lisa Cukier is a partner at Rubin and Rudman, specializing in family law, litigation, and trust and estate issues. She has been recognized on the Massachusetts Super Lawyers list for 19 years and is a member of the Massachusetts Lawyers Weekly Circle of Excellence. With her background as a social worker, Lisa brings a unique, empathetic approach to her legal work, particularly in navigating complex family and financial dynamics.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
The Three Domains of Freedom with George Kinder (Ep. 21) 38:33

28 weeks پیش38:33

38:33

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 introspective process aligns financial strategies with true life goals, helping people achieve fulfillment faster. Key Highlights: Discover the power of life planning as a transformational approach to financial advisory work Experience George Kinder’s Three Questions Exercise to uncover clients' true desires and life goals Learn how life planning accelerates clients’ achievements and eliminates regrets Explore The Three Domains of Freedom—personal freedom, purposeful life planning, and societal responsibility Understand George’s advocacy for fiduciary standards prioritizing truth, democracy, and environmental care across sectors Get insights into future initiatives promoting a global “fiduciary society” through conferences and collaborations And much more! Resources: Books by George Kinder Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with George Kinder: GeorgeKinder.com Kinder Institute of Life Planning About Our Guest: George Kinder, the Father of the Life Planning movement, has transformed financial advice for over 35 years. A Harvard graduate, he founded the Kinder Institute of Life Planning and has trained thousands of professionals worldwide in client-centered financial planning. Author of seven books, including The Seven Stages of Money Maturity, Kinder blends mindfulness and finance, emphasizing freedom and personal growth. His recent work, Reflections on Spectacle Pond, offers weekly meditative insights and is available via Substack. Recognized for his impact, Kinder has received numerous industry awards and is a dynamic speaker, presenting globally at major institutions. He splits his time between Massachusetts, London, and Hana, Hawaii, continuing his mission to integrate mindfulness into financial life planning.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
Rescue, Rehome, Repeat: The Lifesaving Efforts of Baypath Humane Society with Liz Jefferis (Ep. 20) 31:04

30 weeks پیش31:04

31:04

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 her love for animals and a desire to make a difference. Together, they explore the growing challenges facing animal welfare, particularly during the COVID-19 pandemic, and how Baypath has adapted to increased pet surrenders and limited veterinary services. Liz also addresses common misconceptions about funding for local shelters, highlighting how community donations and partnerships are vital for their survival. This episode is a must-listen for anyone passionate about animal welfare and community-driven philanthropy. Learn about Baypath’s long-term vision, including its ambitious capital campaign to build a state-of-the-art facility, and discover how you can make an impact. Key Highlights: Liz Jefferis’s inspiring career shift from finance to nonprofit animal rescue Baypath Humane Society’s expanding mission, from local shelter to national rescue efforts How COVID-19 affected pet care and surrender rates, and Baypath’s resilient response The truth behind local humane society funding and the need for grassroots support Baypath’s ongoing capital campaign to build a new facility for better medical care Simple ways you can get involved: fostering, adopting, or volunteering to save animals And much more! Resources: Building Baypath’s Future Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Liz Jefferis: LinkedIn: Elizabeth Jefferis Website - Baypath Humane Society of Hopkinton About Liz Jefferis: Liz oversees the shelter’s operations and collaborates with the board and committee members on development initiatives and strategic planning. She holds a degree in economics from Smith College and has extensive experience in animal welfare, having volunteered at shelters in Colorado and Florida before joining Baypath Humane Society. She started volunteering at Baypath in 2010. After a year of volunteering, Liz left her career in financial services to join Baypath as a full-time assistant manager in 2011 and was promoted to Executive Director in 2014. In her role, Liz works closely with the board on strategic planning, fundraising, financial oversight, governance, and program development to ensure the organization’s long-term success and sustainability. In terms of the operation, she has led the expansion of Baypath’s community, behavior, and medical programs, including the Baypath Educates program for children, a pilot surgical program with VCA Animal Hospitals, and a pet pantry partnership with Project Just Because. Additionally, Liz has improved standard operating procedures, including implementing several software upgrades and integrations. She has two cats and three dogs, including a senior deaf pitbull and a senior blind poodle!…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
The First-Time Homebuyer: How to Choose the Right Home at the Right Time (Ep.19) 30:47

33 weeks پیش30:47

30:47

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 financial intricacies of purchasing your first home, as well as how to avoid making quick decisions that are tied to emotions. Abbey also discusses the importance of aligning your purchasing decisions with your personal values and long-term financial goals, making a point to unpack and discuss the hidden costs of homeownership like property taxes and maintenance. This episode is a must-listen for first-time homebuyers and anyone curious about the deeper financial implications of owning a home. Key discussions: Understanding the emotional and financial complexities of buying your first home and determining if buying is the right move at the current time Learning about the hidden costs beyond the mortgage payment, such as taxes and maintenance Discovering why it’s essential to align your home-buying decision with your personal values and long-term life goals such as starting a family or leaving money for your children Tips on managing your finances effectively when considering homeownership, including the significance of having a substantial emergency fund And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
How to Plan Your Charitable Giving to Make Impactful Contributions with Katie Collins (Ep. 18) 31:09

36 weeks پیش31:09

31:09

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 fulfilling endeavor. Katie's unique journey spans roles in fundraising, grant making, and wealth management, offering invaluable insights into making your philanthropy more intentional and impactful. Whether you're already giving to multiple causes or just starting, this episode will guide you on becoming a more informed and effective donor. Together, they discuss: The concept of “peanut butter philanthropy” and its implications Transitioning from reactive to strategic philanthropy How to identify and focus on your core values and motivations Tips for involving and educating the next generation in philanthropy Practical resources and tools to enhance your charitable giving And more! Resources: Youth in Philanthropy (YIP) - Community Foundation for MetroWest Center for High Impact Philanthropy (CHIP) - University of Pennsylvania Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Katie Collins: LinkedIn: Katie Collins Website - Pathway Philanthropic Solutions kcollins@pathwayphilentropic.com About Katie Collins: Katie Collins brings a unique background and experience to her work, having sat on all sides of the table with a career spanning across fundraising, grantmaking, and wealth management. A self-proclaimed “philanthropy nerd,” Katie’s path to this career started in high school and college where the mission of both schools incorporated compassion and helping others. Leading with honesty, humility, and a sense of humor, Katie has established extensive relationships within the philanthropic landscape over the past two decades. She remains in contact daily with her community, leading to an evergreen knowledge of the space which only further strengthens the work she undertakes for her clients. Outside of her work at Pathway Philanthropic, you can find Katie on the sidelines of sports fields and hockey rinks most evenings and weekends cheering on her three children. You may also find Katie…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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How to Manage Financial Transitions with Susan Bradley, CFP®, CeFT® (Ep. 17) 32:36

38 weeks پیش32:36

32:36

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 emotional aspects of financial transitions. With Susan's vast experience and insights, they uncover practical strategies for managing substantial financial changes, whether due to inheritance, retirement, or unexpected windfalls. Abbey and Susan discuss: The stages of financial transitions and how to navigate each one The significance of pausing and taking perspective during financial changes The science behind how our brains react to financial stress and how to manage these reactions The importance of having a Certified Financial Transitionist to guide you through major life changes And more! Resources: Sudden Money: Managing a Financial Windfall Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Susan Bradley: LinkedIn: Susan Bradley Website: Sudden Money Institute About Susan Bradley: Susan Bradley, CFP®, CeFT®, is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation (and the Financial Transitionist® Institute, which now delivers the advanced CeFT® training). For 23 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change. She has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.”…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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How to Find the Right College with Stephen Friedfeld, Ph.D (Ep. 16) 39:38

41 weeks پیش39:38

39:38

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 college admissions and provides actionable advice for those looking to start applications. You'll learn about the changing landscape of college admissions, strategies to reduce stress, and how to identify the right academic and social fit for you or your child’s college journey. Abbey and Stephen discuss: Insights on how college admissions have evolved over the years Tips for reducing stress during the researching and application process The importance of finding not only an academic fit for the student, but one that is socially fitting for them as well How AcceptU's unique approach to admissions consulting is supporting families And more! Resources: “Where You Go Is Not Who You'll Be” by Frank Bruni “Who Gets In and Why” by Jeffrey Selingo Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Stephen Friedfeld: LinkedIn: Stephen Friedfeld Website: AcceptU info@acceptu.com About Our Guest: Stephen is the co-founder and COO of AcceptU. He received a BA from Cornell University, an MA from Columbia University Teachers College, and a Ph.D. from Rice University. Prior to founding AcceptU, Stephen was an Assistant Dean of admissions at Cornell for four years and an Associate Dean of graduate admissions at Princeton University for six years. Stephen is an IECA Associate Member.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Empowering Women: The Financial Literacy Movement That Changes Lives with Danielle Piskadlo (Ep. 15) 25:23

43 weeks پیش25:23

25:23

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 mentorship and financial literacy can uplift women and their families. Abbey and Danielle discuss: Spotlight on Women's Money Matters, formerly Budget Buddies, and its financial empowerment programs for women and girls The systemic barriers to financial stability that disproportionately affect women, especially women of color Insight into how Women's Money Matters uses small group settings and one-on-one mentorship to foster financial well-being Volunteer opportunities and how you can contribute to the financial literacy and empowerment of women And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Danielle Piskadlo: LinkedIn: Danielle Piskadlo Website: Women’s Money Matters About Our Guest: Danielle Piskadlo has been the Executive Director of Women’s Money Matters (WMM) since 2019 and has been an enthusiastic volunteer and supporter of WMM in a variety of capacities since 2016. Prior to joining WMM, Danielle was part of the Center for Financial Inclusion at Accion, where she was an advocate for women’s financial empowerment and inclusion internationally through microfinance, impact investing, and executive leadership. Danielle has spent time living in Perth, Beijing, Hyderabad, and San Diego and is a travel enthusiast who has visited over 35 countries. She moved to MA to study public administration at the Kennedy School at Harvard and international business at the Fletcher School at Tufts. Danielle worked at her family-owned auto shop in VT growing up while running, hiking, skiing, and playing ice hockey- all activities she continues to enjoy today. She lives in Acton with her partner, Dan, two sons, and fur baby, Wally. Danielle spends most of her free time with a good book.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Empowering Lives One Paw at a Time: The Inspiring Journey of NEADS with Cathy Zemaitis (Ep. 14) 32:33

45 weeks پیش32:33

32:33

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 highlighting the organization's major partnerships, ongoing projects, and advocacy efforts against fake service dogs. Cathy discusses: An introduction to NEADS and its mission since 1976 Insights into NEADS' comprehensive service dog training programs The current and upcoming projects, including a veterinary clinic Advocacy work and challenges posed by fake service dogs And more! Head over to NEADS.org if you are interested in becoming a NEADS service dog raiser! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Cathy Zemaitis: LinkedIn: Cathy Zemaitis Website: NEADS World Class Service Dogs https://malegislature.gov/Bills/193/H1481 About Our Guest: Cathy Zemaitis joined NEADS in 2012. As the Chief Development and Program Officer, she has the honor of working with donors, supporters, vendors and an amazing staff to secure funding for NEADS’ present and future. “I am constantly amazed and humbled by the people who make it possible for us to bring our dogs to those who truly need them. It is because of their generosity that we are able to do what we do best…raise, train and match World Class Service Dogs.”…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Proactive Aging: Healthy Aging, Retirement, and Estate Planning with Sam Van Kalkeren (Ep. 13) 29:31

47 weeks پیش29:31

29:31

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 ensure our later years, and those of our loved ones, are lived with quality and dignity. Abbey and Sam discuss: Proactive measures for healthy aging and maintaining quality of life The importance of exercise, diet, and a growth mindset in aging well Legal and financial planning to safeguard your future wishes and autonomy Tips and strategies for engaging in tough conversations about health and aging with loved ones And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Sam Van Kalkeren: LinkedIn: Sam Van Kalkeren O’Connor Professional Group SVanKalkeren@OConnorPG.com About Our Guest: Sam Van Kalkeren is a compassionate and highly skilled Master’s prepared Registered Nurse with a diverse background in healthcare, specializing in concierge care management, consulting, coaching, and expertise in mental health disorders, substance use disorders, neurocognitive disorders, and senior care. He has over 14 years of experience and is a Certified Dementia Practitioner and a Certified Alzheimer’s Disease and Dementia Care Trainer. By prioritizing individual needs and fostering strong client relationships, he ensures each person receives tailored and comprehensive care, going beyond the traditional healthcare model. Sam adeptly navigates the complexities of the healthcare system. Collaborating with a network of professionals, Sam orchestrates integrated care plans, empowering clients to participate actively in their health journey. The ability to streamline and personalize care is a testament to Sam's commitment to optimizing health outcomes. With a passion for consulting and coaching, Sam offers valuable insights and support to individuals facing mental health disorders, substance use disorders, and neurocognitive disorders. Sam's empathetic approach helps clients navigate challenges, develop coping strategies, and achieve meaningful progress on their wellness journey. Sam embodies the principles of compassion, advocacy, and client empowerment in every aspect of his work. Whether collaborating with healthcare teams, providing one-on-one coaching, or managing complex care scenarios, Sam remains devoted to positively impacting the lives of those he serves.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Navigating Estate Planning: Choosing the Right People for Your Legacy (Ep. 12) 33:59

50 weeks پیش33:59

33:59

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 emphasizes the importance of aligning these choices with your values and the need for clear communication. Abbey also provides practical tips for making these difficult decisions and the implications of naming individuals versus hiring professionals. Abbey discusses: Estate Planning Hesitation: Common reasons why clients delay or avoid estate planning Selecting Guardians and Executors: Factors to consider when choosing individuals for these roles Healthcare Agents: The importance of location, assertiveness, and alignment with personal beliefs Powers of Attorney: Assessing potential conflicts of interest and the ability to manage financial affairs Trustees: The long-term commitment and the need for compatibility with beneficiaries Decision-Making Tips: Brainstorming without judgment and matching people to roles based on values and skills And more! Resources: The Neuroscience of Change with Ursula Pottinga, CPCC, PCC (Wealth Beyond Riches Ep. 6) Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Choosing a Financial Advisor: The Must-Haves and Considerations (Ep. 11) 28:05

52 weeks پیش28:05

28:05

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 advice The differentiation between planning-focused and investment-focused advisors and why it matters The significance of personal attention in your advisor relationship and how to ensure you're not just another number Aligning your financial goals with an advisor who shares your values for a more fulfilling partnership Commissions and fees to consider And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Building a Better World: Philanthropy in Action with Jay Kim (Ep. 10) 26:36

1 year پیش26:36

26:36

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 philanthropy The role of community foundations in improving lives How to get started with philanthropy and Donor-Advised Funds Choosing organizations to support and the impact of your gifts And more! Resources: Website: Charity Navigator Website: GuideStar Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Jay Kim: LinkedIn: Jay Kim Community Foundation for MetroWest About 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.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Building a Financially Resilient Family by Preparing for the Unexpected (Ep. 9) 32:30

1 year پیش32:30

32:30

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 crisis The importance of having a team of advisors in place before a crisis The potential roles of family members and the impact of family dynamics on managing finances and estate planning The role of a financial advisor in pre-crisis financial planning and support during and post-crisis The importance of organizing financial documents Why to prepare an outline of cash flow to track income and expenses And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Teaching Kids About Money and Financial Responsibility (Ep. 8) 34:15

1 year پیش34:15

34:15

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 finances The significance of understanding and reflecting on personal beliefs about money to effectively teach kids The significance of aligning financial decisions with personal values and vision for the future Ways to introduce kids to philanthropy, such as charity gift cards and family philanthropy boards Opening savings accounts, understanding banking, and introducing the concept of compounding interest Teaching about taxes, investing, and the importance of starting early with retirement savings The impact of college costs, student loans, and helping kids understand the trade-offs and implications And more! Resources: The Psychology of Money by Morgan Housel Blog: Family Philanthropy Boards Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group 5 Lever Friday Newsletter Sign Up…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Leaving the Corporate World for Personal Growth (Ep. 7) 30:39

1 year پیش30:39

30:39

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 fulfillment A new definition of leadership as a personal and global responsibility, highlighting the significance of one's impact Navigating career and life choices with responsibility, particularly during pivotal career shifts Overcoming common fears such as salary loss and fear of failure that often accompany leaving a corporate job Moving beyond professional identities to embrace self-recognition and self-love The 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 owner The power of self-awareness, courage, and the support of coaching and personal networks in facilitating change And so much more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Martha Moreau: LinkedIn: Martha Moreau Website: Surface Your Purpose About 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.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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The Neuroscience of Change with Ursula Pottinga, CPCC, PCC (Ep. 6) 33:17

1 year پیش33:17

33:17

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 neuroplasticity How neural pathways in the brain are constructed and wired through repetitive thoughts and actions The importance of personal relevance in making change stick The importance of individual differentiation and openness in a couple The impact of effective and ineffective states Tips for making change easier The importance of support and relationships in making changes And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Ursula Pottinga: LinkedIn: Ursula Pottinga Website: 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.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Effective Strategies for Budgeting as a Couple (Ep. 5) 29:41

1 year پیش29:41

29:41

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 discussion How to ensure that a budget reflects the couple’s shared values and long-term vision How to address differences in spending priorities and the importance of acknowledging each other’s point of view How to decide on a financial structure that works for the couple The importance of using technology to track expenses, including recommendations for budgeting apps and the need for consistent tracking Automating financial tasks and habit stacking to make tracking expenses a more consistent practice And more! Resources: Abaris Value Cards Playground Rules Document Worksheet for a Spending Alignment Plan Quicken YNAB The Model of Authentic Wealth (Ep. 3) | Wealth Beyond Riches Podcast Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Value-Based Investing with Jessica Golson (Ep. 4) 26:51

1 year پیش26:51

26:51

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 finance The history and growth of value-based investing, as well as common beliefs about its impact on investment performance The growing availability of options for value-based investing Recommendations for self-reflection, seeking professional guidance, and understanding available choices The importance of risk assessment And more! Resources: MSCI - Website Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Jessica Golson: LinkedIn: Jessica Golson X - Carson Investment Research About 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.…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Introducing Wealth Beyond Riches with Abbey Henderson (Ep. 1) 24:55

1 year پیش24:55

24:55

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 coach Her approach to wealth advising, which includes a focus on authentic wealth and incorporating other resources like health, mindset, finances, relationships and time Her evolving interests, from riding horses to boating, and her consistent love for activities like hiking, yoga, running, and painting The significance of having a clear vision and life plan when it comes to financial planning How Abaris Financial Group is a B Corp and explains the evaluation process and the five pillars that B Corps are assessed on And more! Resources: You can subscribe to our newsletter here! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

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Abaris Financial Group and Our Approach to Wealth Planning (Ep. 2) 28:28

1 year پیش28:28

28:28

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 Group How and why Abbey transitioned from traditional wealth management to authentic wealth planning The value of having a team approach at the firm, with multiple advisors working together to serve clients effectively Various ways Abaris Financial Group helps clients achieve their vision The book club and ongoing community programs offered by Abaris Financial Group Emphasizing the importance of clients thinking about their vision for the future, beyond just retirement age And more! Resources: Introducing Wealth Beyond Riches with Abbey Henderson (Ep. 1) (link to episode when live) Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
The Model of Authentic Wealth (Ep. 3) 27:39

1 year پیش27:39

27:39

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 Wealth The importance of understanding personal values and how they contribute to feeling fulfilled How to use values as a filter for decision-making How to create a vision and implement impact statements The process of assessing alignment with the five levers (time, health, finances, relationships, and mindset) in order to design a life that aligns with values The importance of celebrating accomplishments And more! Resources: Abaris Model of Authentic Wealth Abaris Value Cards Abaris Lever Alignment Wheel Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group…

Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact

1
Wealth Beyond Riches: Coming Soon 1:11

1 year پیش1:11

1:11

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.…

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Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact « » Rescue, Rehome, Repeat: The Lifesaving Efforts of Baypath Humane Society with Liz Jefferis (Ep. 20)

Rescue, Rehome, Repeat: The Lifesaving Efforts of Baypath Humane Society with Liz Jefferis (Ep. 20)

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Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact « »
Rescue, Rehome, Repeat: The Lifesaving Efforts of Baypath Humane Society with Liz Jefferis (Ep. 20)