Abaris Financial Group, LLC

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

Exploring a university goes far beyond taking the walking tour. Immersing yourself in the campus culture and understanding the student experience is an important factor to consider when considering your college choices. Below is a snippet from this week’s Wealth Beyond Riches podcast episode, where Stephen Friedfeld, Co-founder and COO of AcceptU joins host Abbey Henderson, CFP? to discuss the importance of staying longer on campus, talking to students, and observing the environment to truly gauge if it’s the right fit for you. Did the social experience at your college play a factor into your decision to go there? We’d love to hear from you! ?? Click the links below for the full conversation: ??Apple Podcasts → https://bit.ly/3zUJYSA ??Spotify → https://bit.ly/3SbEeKw #CollegeLife #CampusCulture #WealthBeyondRiches #AcceptU #PodcastDiscussion #CollegeAdmissions #CampusLife #UniversityTour #StudentExperience

What if you could elevate not only your wealth but also the well-being of others? Our latest Wealth Beyond Riches podcast dives into the transformative power of financial empowerment for women. Abbey Henderson speaks with Danielle Piskadlo from Women's Money Matters about breaking down systemic barriers and fostering a community where women feel supported and in control of their financial future. Tune in to learn about effective approaches to financial literacy, inspiring success stories, and actionable steps for giving back. Watch the latest episode here → https://lnkd.in/e5rbKR6b #WealthBeyondRiches #FinancialFreedom #Wo

Financial independence isn’t simply a goal; it’s a necessity. Women, especially women of color, have faced antiquated system barriers for far too long. Now is the time to take control of our financial futures and pursue the path to success! ?? In this clip from the latest Wealth Beyond Riches podcast episode, Danielle Piskadlo from Women’s Money Matters highlights the crucial role of financial empowerment in overcoming pay inequities and poverty. Interested in learning more? Check out the full release: Listen on Apple Podcasts → https://bit.ly/4btkyZw Listen on Spotify → https://bit.ly/4coTyLT WealthBeyondRiches #FinancialEmpowerment #WomenInFinance #EconomicEquality