We’re 40: Here’s What We’re Looking Forward to Financially Over the Next Decade
Discover key financial strategies for your 40s and beyond.
The show where we teach you how to expand what’s possible with your money.
On this podcast you’re going to learn from leading authors, business owners, professionals, and many of our very own in-house financial professionals from Abacus. Expect to hear about money and values, growing your wealth, creating an impact, leadership, financial wins and (some losses), and more. Our goal is that you walk away from each episode with at least one takeaway that you can implement on your financial journey.
Discover key financial strategies for your 40s and beyond.
How to navigate gender stereotypes and raise emotionally aware, well-rounded, and financially savvy sons.
Kathryn Peyton shares her insights on what to expect as executor of an estate and how you can prepare.
Discover key financial strategies for your 40s and beyond.
How to navigate gender stereotypes and raise emotionally aware, well-rounded, and financially savvy sons.
Kathryn Peyton shares her insights on what to expect as executor of an estate and how you can prepare.
Encouraging financial empowerment, self-reliance, and independence for the next generation of women.
How prenuptial agreements can protect individual assets and foster honest discussions about finances.
Explore the critical steps in end-of-life planning and how to handle these conversations with care and empathy.
Learn how business owners and entrepreneurs can take a proactive approach to tax planning.
Explore the realities of buying a home in today’s market and what the future holds for homeowners.
Parenthood can feel overwhelming, but building a supportive community makes all the difference.
Tips for protecting and managing inherited wealth.
Learn how to leverage AI while also avoiding its pitfalls.
Learn to align your spending and investing habits with your values.
Learn tips, tricks, and hidden perks of credit cards and how to make them work for you.
Discover the art of balancing life and financial priorities as a parent on this episode.
Understanding investing can be daunting, but it doesn’t have to be.
Learn fact from fiction as we debunk these popular misconceptions about retirement planning.
Explore the concept of financial freedom and how to know if you’re on track to achieve it.
The emotional and financial complexities of fertility treatments and how to navigate deeply personal choices during the journey of starting a family.
How gender role expectations can strain relationships and finances.
Mary Beth and Neela unpack their past and share what they wish they’d known about money at 22.
Customer Relationship Summary | Privacy & Disclosures | ADV Firm Brochure Part 2A Part 2B
Abacus Wealth Partners, LLC (‘Abacus’) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material prepared by Abacus is for informational purposes only and is developed from sources believed to be providing accurate information. Abacus’ website and its associated links offer news, commentary, and generalized research. The opinions expressed and material provided are for general information and should not be considered as a recommendation or solicitation of any particular security, strategy or investment product. It is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus is not a legal or accounting firm. Please consult with your tax and/or legal professional regarding your specific tax or legal situation when determining if any of the mentioned strategies are right for you. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.
Check the background of your financial professional on FINRA’s Broker Check.
© 2024 Abacus Wealth Partners, LLC. All rights reserved.
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