Wealth Beyond Riches

Wealth Beyond Riches

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. Abaris Financial Group LLC Damonmill Square 9 Pond Lane #1F Concord, MA 01742 Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor.

Episodes

July 17, 2024 39 mins

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 ...

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Empowering women financially can transform entire communities, and the numbers prove it!

This week on Wealth Beyond Riches, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, sits down with Danielle Piskadlo, Executive Director at Women’s Money Matters, to explore the vital role of financial empowerment for women and the community impact of their organization. 

Learn about the unique model and approach of Women's Money Matt...

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How are service dogs trained to transform lives while staying loyal to their mission?

In this episode of Wealth Beyond Riches, host Abbey Henderson, CFP® sits down with Cathy Zemaitis, Chief Development and Programs Officer at NEADS, to dive into the incredible work and impact of this world-class service dog nonprofit. 

Discover how NEADS supports individuals with physical disabilities and developmental challenges through its meticul...

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Aging doesn’t need to be a daunting subject.

While many people choose to avoid the topic of estate planning and retirement, healthy conversations and proper planning are cornerstones to aging with health and grace.

In this episode, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, chats with Sam Van Kalkeren, Director of Aging Services at O'Connor Professional Group. Together they discuss the theme of aging healthily and p...

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Estate planning is a crucial, yet often overlooked step in securing your legacy and ensuring your wishes are honored.

How do you choose the right individuals to carry out your estate plan? What qualities should they possess, and how can you communicate your desires effectively?

In this episode, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, explores the often-overlooked aspect of estate planning—choosing the right people for...

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Choosing an advisor who not only understands your financial goals but also resonates with your personal values is extremely important.

In order to achieve that we need to know what qualities a financial advisor should possess in order for us to fully benefit from their services.

This time on the Wealth Beyond Riches Podcast, Abbey Henderson, CFP® , CEO, Wealth Advisor & Coach, dives into the process of selecting a financial advis...

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Are you ready to explore the world of philanthropy and make a positive impact on your community?

In this episode of Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, dives into the power of philanthropy with Jay Kim, Executive Director at the Community Foundation for MetroWest. 

Discover how you can align your values with your impact, learn about the importance of giving back, and explore ways to get involv...

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How can you prepare your partner for financial crises before it's too late?

Learn the most crucial aspects today!

This week, Abbey Henderson, CEO, Wealth Advisor & Coach, shares key insights on preparing your partner and family for financial challenges. It is important for each member of a family to know what is expected of them if the unexpected should happen. In this episode, Abbey focuses on the importance of team buildin...

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Financial literacy is a crucial skill that empowers individuals to make informed and effective decisions with their financial resources.

Instilling this knowledge from a young age not only prepares children for the complexities of economic life but also lays the foundation for a future of financial independence and security.

In this episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, dives into the importance of teaching...

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Is fear of the unknown keeping you in a job that no longer fulfills you? 

Welcome to 'Wealth Beyond Riches,' where host Abbey Henderson, CEO, Wealth Advisor & Coach, takes you on a journey of holistic personal growth and professional fulfillment. In this episode, we explore the transformative power of career transitions.

Meet Martha Moreau, a former IBM executive who found her calling in life coaching after 25 years. He...

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Whether it is for our money, health, or relationships, change is inevitable, but not always easy. 

Our brains are wired to resist change and prefer familiarity, comfort, and certainty. 

However, change can also be an opportunity for growth, learning, and transformation. 

In this episode, Abbey Henderson, CEO, Wealth Advisor & Coach, sits down with Ursula Pottinga, Co-Founder, COO, and Lead Trainer at BEabove Leadership, to explore...

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Money is often considered a taboo topic in many relationships, but avoiding it can lead to unnecessary stress and misunderstanding. 

That’s why it’s important to be organized and have positive and intentional money conversations with your significant other.

What strategies do we have for this? Is creating a budget as difficult as it seems?

In this episode, Abbey Henderson explores the topic of budgeting for couples and the importance ...

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It’s time to think about investing beyond the numbers! 

Value-based investing is a way of investing that focuses on aligning your financial goals with your values and beliefs, but does this approach affect our potential returns? Can we really make a difference in the world while growing our wealth?

In this episode, Abbey Henderson, CEO, Wealth Advisor & Coach, sits down with Jessica Golson, Senior Vice President, Investments and ...

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One of the most important aspects of personal development is finding a balance between the different areas of your life. But how do you achieve this balance? How do you align your financial goals with your life vision? How do you cultivate a positive mindset and healthy relationships? 

Introducing Wealth Beyond Riches with your host, Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group!

In the inaugural epis...

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What does it mean to be wealthy? Is it about having money and assets, or is there more to it? 

How can we plan our finances in a way that not only supports us through our lives, but also supports our values, goals, and well-being?

In this sophomore episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach takes us on a journey through the story of Abaris Financial Group, explaining her shift towards a holistic approach to wealt...

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January 3, 2024 27 mins

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 ...

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December 28, 2023 1 min

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....

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