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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.
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Concord, MA 01742
Advisory services provided by NewEdge Advisors, LLC, a registered investment adviser doing business as Abaris Financial Group LLC.
Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
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 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!
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