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. Damonmill Square 9 Pond Lane #1F Concord, MA 01742 Advisory services provided by NewEdge Advisors, LLC, a registered investment adviser doing business as Abaris Financial Group LLC.
Episodes
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 the...
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 f...
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 sh...
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...
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?
Tu...
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...
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...
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