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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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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
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 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!
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