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

Hosted by Abbey Henderson, CFP®

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Oct 2026

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About the show

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.

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45 recent

November 5, 202629 min

Before the Ball Drops: 5 Financial Moves to Make Before Year-End (Ep. 44)

What financial decisions should you review before December 31? From tax planning and retirement contributions to charitable giving and overlooked account settings, a few timely checks could help you avoid missed opportunities. You're a busy professional who knows a year-end money review matters, but the season is full and most of your accounts have run on autopilot since January. Trying to fix everything at once can feel so overwhelming that nothing gets done, and some opportunities quietly reset on December 31. A few focused checks may do more for you than a long to-do list you never start. In this conversation, Abbey Henderson, wealth advisor and coach at Abaris Financial Group, walks through the finance lever of her five levers framework with practical year-end checks on taxes, retirement accounts, charitable giving, employer benefits, and getting organized. Abbey explains why November through early December can be a useful window, when a tactic may fit your situation, and when it makes sense to bring in a planner or accountant. Abbey discusses some key points, including: How reviewing year-to-date income, withholdings, estimated payments, and deductions can reveal tax decisions that may need attention before year-end Why a lower-income year might be worth a closer look at a Roth conversion, while a high-income year may call for timing deductions if you itemize What to check in automated retirement accounts, from catch-up contributions to required minimum distributions that may not be large enough Why charitable giving starts with your values, and how options like qualified charitable distributions and donor advised funds may fit for some people How small administrative tasks, like reviewing beneficiaries, unused benefits, and renewing subscriptions, can catch common oversights Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group

October 1, 202626 min

25 Years of Financial Planning Lessons: Building Wealth Around the Life You Want (Ep. 43)

Financial decisions can look straightforward on paper, but when you're trying to build wealth around the life you actually want, the mathematically optimal choice may not always feel like the right one. How should you think about decisions involving retirement, Social Security, your mortgage, or investments when your values and priorities matter just as much as the numbers? In this episode, Abbey Henderson reflects on 25 years as a financial advisor and shares five lessons that have changed how she approaches financial planning. She explores why decisions about mortgages, Social Security, retirement, investing, and spending require more than calculations. Abbey also explains how motivation, money stories, communication between couples, and thoughtful questions can help create a financial plan aligned with what she calls authentic wealth. Key points: Why the mathematically optimal financial choice may not always support the life you genuinely want to live How understanding your motivation can make financial goals more meaningful and easier to work toward Why couples can approach money differently and still develop a financial system that works for them How better questions about retirement and major purchases can connect financial choices to your larger vision Why investments are one financial tool within a broader approach involving your values, health, relationships, and time And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group

August 27, 202626 min

How to Reinvent Yourself in Midlife With Mal Wrenn Corbin (Ep. 42)

Have you built a life that looks good on paper but no longer feels like the life you want? Investing in yourself may begin with making room for a more authentic path. In this episode, Abbey Henderson talks with Mal Wrenn Corbin, author of Raising Wrens and TEDx speaker, about reinventing yourself and pursuing a more fulfilling second act. Mal shares how her childhood experiences shaped her sense of self-worth, why self-doubt and overthinking can keep you from starting, and how curating your inspiration can expand what you believe is possible. She also explains the gratitude problem, the risk of living according to someone else’s expectations, and why investing in yourself starts with taking one imperfect step forward today. Abbey and Mal discuss: How childhood hardship shaped Mal’s self-worth, ambitions, and willingness to imagine a different future Why financial achievement can feel incomplete when your work no longer reflects who you are at your core How self-doubt, imposter syndrome, and overthinking can delay the personal reinvention you genuinely want Why curating your social media and daily inspiration can expand what you believe is possible in midlife And more! Are you living the life you truly want, or the life others expected you to build? Listen in as Mal shares how investing in yourself, challenging self-doubt, and taking one imperfect step can help you create a more fulfilling second act. Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Mal Wrenn Corbin: LinkedIn: Mal Wrenn Corbin Mal's Website Mal's TEDx Talk Raising Wrenns: A Memoir YouTube About our Guest: Mal Wrenn Corbin is the author of Raising Wrenns and the creator of the Made for More YouTube series. Drawing from her experiences with childhood poverty, foster care, homelessness, and a long career in financial services, Mal shares a personal message about self-worth, reinvention, and living authentically. She recently delivered her first TEDx Talk, The Gratitude Problem, which explores how gratitude can sometimes leave people feeling tied to someone else’s expectations.

July 22, 202630 min

What Should You Look for on a College Campus Tour? With Zach Ogie (Ep. 41)

What should you look for on a college campus tour, and how do you know if a school is truly the right fit? For many families, visiting colleges is one of the most exciting parts of the college application process. It can also feel overwhelming. With so much information available online, it can be difficult to know what actually matters when evaluating a school. Beyond rankings and reputation, how can students and parents confidently determine whether a college is the right fit? In this episode, Abbey Henderson is joined by Zach Ogie, Senior College Counselor at AcceptU and former admissions officer, to share practical strategies for making the most of college campus tours. Drawing on years of admissions experience and thousands of application reviews, Zach explains how students can prepare before visiting campus, what to pay attention to during tours, and why finding the right fit often has more to do with personal priorities than prestige. He also discusses how parents can support the process without taking over, helping students build confidence as they make one of the biggest decisions of their academic journey. Abbey and Zach discuss: How do you know if a college is the right fit? Looking beyond rankings to evaluate academics, campus culture, and location. What should you do before a college campus tour? Using virtual information sessions and research to prepare. What should students pay attention to during a campus visit? Tips for taking notes, asking questions, and comparing schools. How many college tours should you take? Why visiting multiple campuses can lead to better decisions. What role should parents play in the college search? Supporting students while encouraging independence. And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Zach Ogie: LinkedIn: Zach Ogie LinkedIn: AcceptU Website: AcceptU About our Guest: Zach Ogie is a Senior College Counselor at AcceptU, where he helps students in grades 9 through 12 navigate the college admissions process, from building a college list to submitting applications. Before joining AcceptU, Zach worked in college admissions, serving as a campus tour guide and admissions interviewer at his alma mater, Chapman University, and later as an admissions officer at Rice University. Having reviewed thousands of college applications, he brings firsthand insight into what colleges look for and helps families make informed decisions throughout the college search process.

June 25, 2026Episode 4030 min

How Mindset Shapes the Outcomes We Create with Sean Hubbard (Ep. 40)

What if the biggest thing standing between you and the life you want isn't your circumstances, but the way you're thinking about them? In this episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, sits down with executive coach and leadership development expert Sean Hubbard, founder of DECLARE IT! Inc, to explore the powerful role mindset plays in shaping our outcomes, relationships, leadership, and overall wellbeing. Sean shares how a personal experience with organizational dysfunction led him to build a coaching practice focused on helping people take ownership of the results they create in their lives. Together, Abbey and Sean unpack how our perceptions, emotions, and habitual thought patterns influence everything from leadership and relationships to financial decisions and personal growth. Abbey and Sean discuss: Why leadership begins with taking 100% responsibility for the outcomes in your life How mindset influences the five levers of wealth: finances, health, relationships, time, and personal growth The hidden cost of suppressing emotions and avoiding discomfort Why anxiety isn't necessarily the problem, and how it can point us toward meaningful growth And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Sean Hubbard: LinkedIn: Sean Hubbard LinkedIn: Declare It! DECLARE IT! About our Guest: Sean Hubbard is an executive coach, leadership facilitator, and the founder of Declare It, a leadership development company that helps individuals, teams, and organizations expand their capacity to create meaningful results. After leaving a company he deeply loved and witnessing firsthand how leadership challenges and unresolved conflict can undermine even strong organizations, Sean dedicated his career to helping people better understand themselves and the impact they have on the world around them. Through coaching, facilitation, and leadership development programs, Sean helps clients strengthen self-awareness, take ownership of their outcomes, navigate change, and lead with greater intention. His work focuses on mindset, emotional intelligence, personal responsibility, and the connection between how we show up and the results we create. Sean works with leaders across a variety of industries and is passionate about helping people move from reacting to circumstances to consciously creating the lives, relationships, and organizations they want to build.

May 28, 2026Episode 3928 min

How Your Personality Shapes Your Money Habits with Douglas Lynam (Ep. 39)

What if the reason certain money habits feel so hard to change has less to do with strategy and more to do with how you’re wired? In this episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, sits down with Douglas Lynam, author, TEDx speaker, and investment advisor, to explore how personality patterns and early-life experiences shape how we earn, spend, save, and give. Abbey and Doug discuss: Doug’s unconventional journey from Marine to Benedictine monk to financial advisor, and how it shaped his perspective on money Why many financial struggles are actually behavioral struggles in disguise An introduction to the Enneagram and how it helps uncover underlying money patterns How childhood experiences and conditioning influence financial decision-making And more! Resources: Taming Your Money Monsters by Douglas Lynam From Monk to Money Manager by Douglas Lynam How monastic wisdom can help your finances | Doug Lynam | TEDxBismarck Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Douglas Lynam: Website: DougLynam.com LinkedIn: Course Management Investment Advisors LinkedIn: Douglas Lynam YouTube: @douglaslynam1503 About our Guest: Douglas Lynam is an investment advisor, author, and speaker known for his work at the intersection of psychology, spirituality, and financial planning. Before entering the financial world, Doug spent 20 years as a Benedictine monk, where he helped lead his community through financial challenges and discovered how closely money struggles are tied to deeper emotional and behavioral patterns. Today, he helps individuals better understand their relationship with money through frameworks like the Enneagram, offering a more human and self-aware approach to building wealth. He is the author of Taming Your Money Monsters and From Monk to Money Manager , and his work has been featured in outlets such as The New York Times and CNBC.

April 30, 202633 min

Is Where You Live Still Supporting the Life You Want? with Ryan Frederick (Ep. 38)

What if one of the biggest decisions shaping your future is something you rarely think of as “planning” at all? In this episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, sits down with Ryan Frederick, author of Right Place, Right Time and founder of HERE, to explore how where you live shapes your health, lifestyle, and overall quality of life. Abbey and Ryan discuss: What “place planning” means, and why it goes beyond real estate decisions How your environment influences your health, habits, and longevity The connection between where you live and your relationships, community, and support system Why the idea of a “forever home” may not hold up How rising costs, lifestyle changes, and unexpected life transitions can shift what the “right place” looks like Why many people say they want to age in place, but few plan for what that actually requires How to start thinking more intentionally about where you live at every stage of life And more! Resources: Right Place, Right Time by Ryan Frederick Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Ryan Frederick: Website: Here.life Website: ryanfrederick.life LinkedIn: Ryan Frederick About Our Guest: Ryan Frederick is the #1 expert in the world on Place Planning -- the leading authority on how place, environment, and where you live shape quality of life, health, and longevity.‍ Ryan Frederick is an internationally recognized thought leader, speaker, and innovator specializing in the intersection of place and healthy longevity, with nearly 20 years in the field. He has worked with organizations ranging from Fortune 500 companies to global institutional investors to leading health systems to housing developers and operators. Ryan’s work has been cited in numerous outlets, including CBS News, Washington Post, Forbes, and many other media outlets. He is on the Advisory Council for the Stanford Center on Longevity. He is a graduate of Princeton University and Stanford Business School.

September 3, 202529 min

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 boundaries with adult children, or simply ready to stop avoiding your financial truth, this episode offers tools to build confidence, clarity, and calm around money. What to expect: How childhood shapes your financial beliefs (and how to change them) Why “talking about money” is still so taboo and how to make it easier The role of boundaries in spending, giving, and self-worth Small but powerful habits to build a healthier money relationship And more! Resources: Your Financial Therapist Packages “Conversations with Your Financial Therapist” by Erika Wasserman Shop Financial Therapy Conversation Cards Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Erika Wasserman: Your Financial Therapist LinkedIn: Your Financial Therapist LinkedIn: Erika Wasserman, CFT YouTube: Your Financial Therapist About Our Guest: Erika Wasserman, the visionary CEO and founder of Your Financial Therapist , established the company in 2019 with a mission to transform how people view and manage their financial lives. As a Certified Financial Therapist (CFT-I™)—a prestigious certification held by fewer than 70 professionals worldwide—Erika blends her expertise in finance and international economics with her passion for empowering individuals, couples, and organizations to rethink their relationship with money. She is also the creator of the innovative Let’s Talk Finances: Financial Wellness Conversation Cards . This unique tool features 50 thought-provoking questions designed to spark meaningful conversations about money, fostering financial clarity and emotional connection. Erika’s academic credentials include a Bachelor of Business Administration (BBA) from the University of Florida and a Graduate Certificate in Financial Therapy from Kansas State University. Her work reflects a deep commitment to financial well-being, making her a trusted expert in financial therapy.

August 13, 202531 min

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 need a trust, this episode is full of practical advice that could make all the difference for your children if the unexpected ever happens. Here’s what to expect from this episode: Why new parents need more than just a will—and what a trust can do How to choose guardians (and what happens if you don’t) The surprising power of a “side letter” to share your values and wishes Tips for starting these tough conversations with your spouse And more! Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Nina Dow: LinkedIn: Nina T. Dow Bowditch Attorneys About Nina Dow: Nina Dow is a Partner in the firm’s Estate, Financial & Tax Planning practice area. Extremely passionate about her work, she strives to empower clients by helping them understand the law. Nina is a practical minded problem solver with a preference for simplicity whenever feasible. She focuses her practice on planning to minimize transfer taxes, including estate and tax planning that involves charitable giving, business succession planning, the representation of corporate and individual fiduciaries, and planning for individuals with special needs. In addition to helping clients create an estate plan, Nina’s tax practice involves working closely with families to prepare state and federal estate tax returns following the death of a loved one. Her creative and strategic approach to estate taxation brings the best results possible for estate and trust beneficiaries. Nina also thrives on handling the complexity of estate administration in a timely fashion. Sensitive to the experience related to the loss of a family member, she settles the deceased’s affairs in a way that prevents added stress for clients. Outside of the office, Nina is active in leadership roles in the legal profession. She is a co-founder and board member of the Arab American Bar Association of Massachusetts and serves on the organization’s Mentorship Committee. She is also co-chair of the Tax, Trusts and Estates Section of the Worcester County Bar Association and serves on the Executive Committee of the Estate and Business Planning Council of Worcester County. For her dedication to mentoring younger attorneys, especially women, the Women’s Bar Association named Nina an Emerging Women Leaders in the Law Honoree in 2024.

July 16, 202531 min

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. Erin shares how holding space, without rushing to fix, can be one of the most profound gifts we offer others and ourselves. What to expect: The surprising ways grief impacts everyday life Why grief isn't something to "get over" and what to do instead How to hold space for others without overstepping Tools for navigating loss with compassion, body awareness, and grace And more! Resources: “It’s OK That You’re Not OK” by Megan Devine Grief.com David Kessler’s Grief Education & Support Groups Co-Active Coach Training Connect with Abbey Henderson: LinkedIn: Abbey Henderson Abbey@AbarisFinancialGroup.com Website: Abaris Financial Group Facebook: Abaris Financial Group Facebook: Abbey Henderson: Trusted Financial Advisor & Coach Instagram: @trustedadvisor_coach LinkedIn: Abaris Financial Group X (Twitter): Abaris Financial Group Connect with Erin Wright: Erin Wright Coaches Instagram: @erinwrightcoaching LinkedIn: Erin Wright, RN, CPCC, PCC About Our Guest: Erin Wright is a certified professional coach, registered nurse, and David Kessler Certified Grief Educator. She helps individuals and families explore, navigate, and make choices around a wide variety of end-of-life and grief challenges. These choices result in highly empowered decisions reflecting her clients’ unique values for what it means to die and grieve well. Her work as a professional coach is informed by 30 years of leadership and clinical experience in palliative and hospice care settings. Her clients vary from individuals and families impacted by end-of-life and grief, to work teams seeking to better support colleagues in the midst of their grieving process. She has a passion for this work and is on a mission to support coaches, death doulas, spiritual healers, and others who want to bring the skills and qualities of coaching to people they serve in the end-of-life and grief space.