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

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

Abbey Henderson, CFP®

38 episodes

3 days ago

We all carry money stories. Some are empowering. Most are inherited. And far too many are quietly shaping our decisions from our bank accounts to our relationships without us ever noticing. In this candid and emotionally intelligent conversation, Abbey welcomes Erika Wasserman, one of only 100 certified financial therapists in the U.S., to help us unpack the why behind our money behaviors and learn how to rewrite outdated scripts. Whether you're navigating big life changes, trying to set boun...

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Entrepreneurship

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We all carry money stories. Some are empowering. Most are inherited. And far too many are quietly shaping our decisions from our bank accounts to our relationships without us ever noticing. In this candid and emotionally intelligent conversation, Abbey welcomes Erika Wasserman, one of only 100 certified financial therapists in the U.S., to help us unpack the why behind our money behaviors and learn how to rewrite outdated scripts. Whether you're navigating big life changes, trying to set boun...

Show more...

Entrepreneurship

Episodes (20/38)

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

The Money Stories We Don’t Talk About with Erika Wasserman (Ep. 37)

We all carry money stories. Some are empowering. Most are inherited. And far too many are quietly shaping our decisions from our bank accounts to our relationships without us ever noticing. In this candid and emotionally intelligent conversation, Abbey welcomes Erika Wasserman, one of only 100 certified financial therapists in the U.S., to help us unpack the why behind our money behaviors and learn how to rewrite outdated scripts. Whether you're navigating big life changes, trying to set boun...

2 months ago

29 minutes

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

The New Parents’ Guide to Estate Planning with Nina Dow (Ep. 36)

When you're sleep-deprived and juggling diaper duty, estate planning might not be the first thing on your mind, but it should be. In this candid and empowering episode, Abbey sits down with Nina Dow, estate attorney and partner at Bowditch, to unpack what every new parent needs to know about planning for the unthinkable, so they can focus on building a joyful life. Nina’s warm, no-nonsense style makes the intimidating process feel doable. From naming guardians to deciding whether you ne...

3 months ago

31 minutes

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

How to Process Loss and Heal Emotionally with Erin Wright (Ep. 35)

Grief isn’t just something we survive; it’s something we live through, grow with, and often misunderstand. In this profoundly moving episode of Wealth Beyond Riches, Abbey sits down with grief educator, coach, and nurse Erin Wright to reframe what it means to “grieve well.” From unspoken cultural expectations to somatic awareness, this episode explores how grief shows up not just after death, but in the quieter losses like identity shifts, divorce, caregiving, and even personal reinvention. E...

4 months ago

31 minutes

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

Food Equity in Action: Inside Gaining Ground’s Zero-Profit, 100% Impact Model with Jennifer Johnson (Ep. 34)

What happens when a farm’s entire harvest is donated to fight hunger? In this moving and mission-driven episode of Wealth Beyond Riches, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, sits down with Jennifer Johnson, Executive Director of Gaining Ground, a nonprofit farm that donates 100% of its organically grown produce to hunger relief organizations in Massachusetts. Together, they explore what it really takes to address food insecurity, not just through charity, but through dignit...

4 months ago

26 minutes

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

The Summer Reset: 5 Micro-Habits to Strengthen Your Financial Foundation (Ep. 33)

Summer’s here–and it’s the perfect time to hit pause, breathe, and set the stage for a season of joy, purpose, and financial resilience. In this uplifting episode of Wealth Beyond Riches, Abbey Henderson invites you to create a "Summer Reset" with five simple, intentional habits designed to boost your financial foundation while infusing more fun and meaning into your days. From reconnecting with your “why” and picking a theme word, to automating a small savings habit, decluttering your digita...

5 months ago

28 minutes

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

The Legacy Lever: Designing a Life of Impact While You’re Still Living It (Ep. 32)

What does it mean to live your legacy, not just leave one behind? In this heartfelt episode of Wealth Beyond Riches, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, invites listeners to rethink the traditional definition of legacy. Rather than something reserved for after we’re gone, Abbey shares how legacy can be an intentional, everyday expression of your values, woven into how you show up for your family, community, and future self. Rooted in her signature Five Levers: Finances, He...

5 months ago

27 minutes

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

Weathering Market Storms: How Behavioral Biases Impact Investors (Ep. 31)

Is the market making you want to panic-sell everything and hide? Take a deep breath—Abbey’s got you. In this episode, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, discusses the emotional side of investing during turbulent times. She explains why market swings are normal and how to keep your cool (and your financial plan) intact. Key conversation points in this release include: Volatility is part of the process: Market shifts are expected. Use this time to build resilience [07:59]Rec...

5 months ago

30 minutes

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

Strengthening Your Partnership with Money Conversations (Ep. 29)

What do you think is the number one issue that couples face? Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, is sitting down to tackle the often-overlooked topic of financial communication in relationships. She discusses how couples can better communicate about money, share personal anecdotes, and discuss practical ways to handle financial matters together. Want to know when the best time is to start these conversations? Tune in as Abbey shares insights from relation...

6 months ago

29 minutes

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

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 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, shedding light on their real-world applications beyon...

6 months ago

29 minutes

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

The 4 Steps to Surviving Market Volatility (Ep. 30)

What's your strategy for staying calm when the market takes a roller-coaster ride? Panic and sell? Or sit back and relax until it recovers? Join Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, as she offers her professional guidance on navigating market volatility with composure and clarity. She offers practical steps and personal anecdotes to help you weather financial storms while aligning with your core values. Abbey also highlights how time horizons and diversified por...

6 months ago

31 minutes

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

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'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 the importance of checking in with your credit and estate plans. ...

8 months ago

28 minutes

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

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 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, Abbey shares insights from her personal habit of guided medi...

9 months ago

32 minutes

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

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 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 their time, finances, health, relationships, and mindset wi...

9 months ago

34 minutes

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

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 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 Forbes Consulting, learn how unexpected life events inspired her...

9 months ago

30 minutes

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

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 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 career shift. Get inspired to take your own leap of fa...

10 months ago

26 minutes

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

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 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, individuals may become more vulnerable to undue influe...

1 year ago

34 minutes

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

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 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 resources, limited time, and only 24 hours left. This introspectiv...

1 year ago

38 minutes

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

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 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 of Massachusetts’ most impactful animal shelters, driven by he...

1 year ago

31 minutes

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

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 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® , CEO Wealth Advisor & Coach, dives into the emotional and...

1 year ago

30 minutes

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

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, 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 giving from a scattershot approach to a strategic and fulfilli...

1 year ago

31 minutes