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

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...

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...

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, ...

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 thei...

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...

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 care...

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,...

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 r...

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 o...

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® ,...

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 gi...

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...

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 ...

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...

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...

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...

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...

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...

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...