Abaris Financial Group, LLC

What's stopping you from making that bold career move you've been dreaming of? The fear of the unknown can be paralyzing. Our guest, Marcia Irwin, faced this when transitioning from the finance world to acting. Her secret? Embrace the journey by building a solid financial foundation and finding support in your community. Tune in and learn about the tools you can use to help unlock your true potential. What's your next bold move? 🎧 Apple Podcasts: https://apple.co/4fKDPb7 🎧 Spotify: https://spoti.fi/3Wad5d0 #WealthBeyondRiches #FinancialFreedom #LiveYourValues #CareerChange

Many feel trapped in their current jobs, yearning for something more but too scared to leap. Fear of the unknown and financial instability often hold us back. It's easy to feel discouraged when venturing into uncharted territory. Be brave and trust in yourself! As Marcia Irwin, who transitioned from finance to performing arts, shares: 1️⃣ Financially prepare to ease the transition 2️⃣ Know your support system—friends and family can be your safety net 3️⃣ Cultivate positive self-talk and be brave! Your current role doesn't define you. Aligning your passion with your career can enrich your life in unimaginable ways. Ready to leap? Click the link for the full episode! 🎧 Apple Podcasts: https://apple.co/4fKDPb7 🎧 Spotify: https://spoti.fi/3Wad5d0 #WealthBeyondRiches #CareerChange #FindYourPassion

Happy Holidays!

Later-life relationships bring not just love, but also the potential for financial exploitation. In this episode of Wealth Beyond Riches, Abbey Henderson talks with Lisa Cukier, a partner at Rubin and Rudman, about the risks that arise when older individuals experience cognitive decline. These vulnerabilities often lead to exploitation from trusted people in their lives, including new romantic partners, caregivers, or even family members. Lisa provides key insights on early planning, transparent communication, and involving trusted professionals to prevent financial abuse. Tune in as they share ways to safeguard your loved ones and ensure their wishes are respected: https://bit.ly/40tFqhs #WealthBeyondRiches #FamilyWealth #EstatePlanning #FinancialProtection #ElderCare #FiduciaryResponsibility #FinancialExploitation #FamilyProtection #LateLifeRomance

Love in later life can be a beautiful thing, but it can also come with hidden risks. In this week’s episode of Wealth Beyond Riches, Abbey Henderson sits down with Lisa Cukier to explore the growing dangers of financial exploitation in late-life relationships. As cognitive decline sets in, individuals may unknowingly become vulnerable to exploitation from new romantic partners, caregivers, or even family members. Abbey and Lisa discuss the importance of early planning, clear family communication, and working with a trusted team of professionals to protect those most vulnerable. This conversation provides essential guidance on how to ensure that loved ones’ wishes are honored while keeping them safe from harm: https://bit.ly/40tFqhs #WealthBeyondRiches #EstatePlanning #FamilyWealth #LateLifeRomance #FinancialExploitation #ElderCare

Is your financial plan really aligned with your values? 🧐 George Kinder believes that true financial freedom comes from building a plan based on who you are, not just what you earn. His Three Questions Exercise helps uncover your real desires, creating a financial strategy that aligns with your life’s purpose. This week on Wealth Beyond Riches, we also explore the Three Domains of Freedom and how living with intention could transform not just your finances, but your entire life: https://bit.ly/3Udjd38 #LifePlanning #FinancialWellness #PurposeDriven #ValuesAlignment #ClientFocused #WealthBeyondRiches #Empowerment #PersonalGrowth #MindfulFinance

Do you know what it really means for a financial advisor to be a fiduciary? 🤔 George D. Kinder, a leader in life-centered financial planning, explains that being a fiduciary is all about putting the client’s needs first. Advisors trained in life planning naturally aspire to embody this standard, ensuring that their client’s values and goals are prioritized above all else. If you’re curious about how life planning and fiduciary standards intersect, or if you want to better understand how your advisor should prioritize you, stream this episode of Wealth Beyond Riches today: 🎧 Apple Podcasts: https://apple.co/3Nwmu9X  🎧 Spotify: https://spoti.fi/3NrZOrA #Fiduciary #LifePlanning #ClientFocused #ValuesDriven #FinancialWellness #FinancialAdvisor #WealthBeyondRiches #PurposeDrivenLife

If you’re interested in philanthropy, but are unsure where to begin, we’ve got a new episode for you!

Check out this clip from the latest podcast episode of Wealth Beyond Riches, where host Abbey Henderson is joined by Susan Bradley, Founder of the Sudden Money® Institute Susan and Abbey discuss major life transitions, both financial and personal, and highlight how these transitions impact us, but also those around us. Tune in at the links below to join the discussion and learn how knowledge of these interpersonal dynamics can help you form important connections with clients: 🎧Apple Podcasts → https://bit.ly/3InPRsq 🎧Spotify → https://bit.ly/3A8DW0Q #WealthBeyondRiches #PodcastClip #LifeTransitions #ClientConnections #SuddenMoney #FinancialWisdom #PersonalGrowth #ListenNow #FamilyDynamics #MindsetReset #CommunitySupport #StressManagement