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Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision.
We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and time, offering a holistic approach to personal development and growth.
Join us on this transformative journey as Abbey and her guests draw from years of experience to guide you in achieving your life goals while staying true to your values… but that’s not all. This podcast will equip you not just to build personal wealth, but also to understand how your prosperity can contribute to the betterment of the world around you. By exploring strategies for giving back and making a positive impact, we'll empower you to create a life of significance and leave a lasting legacy of positive change.
Damonmill Square
9 Pond Lane #1F
Concord, MA 01742
Advisory services provided by NewEdge Advisors, LLC, a registered investment adviser doing business as Abaris Financial Group LLC.
Episodes
29 episodes
Everything You Need to Know About Prenuptial Agreements with Courtney Greenberg (Ep.28)
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 Hender...
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29:01
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Unlocking Hidden Financial Tips You May Not Know for 2025 Success (Ep. 27)
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'r...
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28:46
The Power of Guided Meditation (Ep. 26)
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 ho...
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32:13
The Power of Proactive Planning in Aging and Care Management with Joan Harris (Ep. 25)
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 ...
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34:15
Leaving the Corporate World & Reinventing Yourself at Any Age with Kimberly Napier (Ep. 24)
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 ...
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30:51
How Passion Fuels Career Reinvention with Marcia Irwin (Ep.23)
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 embracin...
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26:54
Late Life New Romance, Financial Exploitation, and Undue Influence with Lisa Cukier (Ep. 22)
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 estat...
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34:44
The Three Domains of Freedom with George Kinder (Ep. 21)
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 aspira...
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38:33
Rescue, Rehome, Repeat: The Lifesaving Efforts of Baypath Humane Society with Liz Jefferis (Ep. 20)
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 Direct...
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31:04
The First-Time Homebuyer: How to Choose the Right Home at the Right Time (Ep.19)
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 whe...
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30:47
How to Plan Your Charitable Giving to Make Impactful Contributions with Katie Collins (Ep. 18)
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, impactf...
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31:09
How to Manage Financial Transitions with Susan Bradley, CFP®, CeFT® (Ep. 17)
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 nav...
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32:36
How to Find the Right College with Stephen Friedfeld, Ph.D (Ep. 16)
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 Ste...
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39:38
Empowering Women: The Financial Literacy Movement That Changes Lives with Danielle Piskadlo (Ep. 15)
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 Wo...
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25:23
Empowering Lives One Paw at a Time: The Inspiring Journey of NEADS with Cathy Zemaitis (Ep. 14)
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 d...
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32:33
Proactive Aging: Healthy Aging, Retirement, and Estate Planning with Sam Van Kalkeren (Ep. 13)
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, ...
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29:31
Navigating Estate Planning: Choosing the Right People for Your Legacy (Ep. 12)
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 y...
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33:59
Choosing a Financial Advisor: The Must-Haves and Considerations (Ep. 11)
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...
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28:05
Building a Better World: Philanthropy in Action with Jay Kim (Ep. 10)
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...
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26:36
Building a Financially Resilient Family by Preparing for the Unexpected (Ep. 9)
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 ...
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32:30
Teaching Kids About Money and Financial Responsibility (Ep. 8)
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 economi...
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34:15
Leaving the Corporate World for Personal Growth (Ep. 7)
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 professi...
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30:39
The Neuroscience of Change with Ursula Pottinga, CPCC, PCC (Ep. 6)
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 oppor...
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33:17