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

Hosted by Abbey Henderson, CFP®

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May 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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40 recent

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 moneyWhy many financial struggles are actually behavioral struggles in disguiseAn introduction to the Enneagram and how it helps uncover underlying money patternsHow childhood experiences and conditioning influence financial decision-makingAnd more!Resources:Taming Your Money Monsters by Douglas LynamFrom Monk to Money Manager by Douglas LynamHow monastic wisdom can help your finances | Doug Lynam | TEDxBismarck Connect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Douglas Lynam: Website: DougLynam.comLinkedIn: Course Management Investment AdvisorsLinkedIn: Douglas LynamYouTube: @douglaslynam1503About 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 decisionsHow your environment influences your health, habits, and longevityThe connection between where you live and your relationships, community, and support systemWhy the idea of a “forever home” may not hold upHow rising costs, lifestyle changes, and unexpected life transitions can shift what the “right place” looks likeWhy many people say they want to age in place, but few plan for what that actually requiresHow to start thinking more intentionally about where you live at every stage of lifeAnd more!Resources:Right Place, Right Time by Ryan FrederickConnect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Ryan Frederick: Website: Here.lifeWebsite: ryanfrederick.lifeLinkedIn: Ryan FrederickAbout 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 easierThe role of boundaries in spending, giving, and self-worthSmall but powerful habits to build a healthier money relationshipAnd more!Resources:Your Financial Therapist Packages“Conversations with Your Financial Therapist” by Erika WassermanShop Financial Therapy Conversation CardsConnect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Erika Wasserman:Your Financial TherapistLinkedIn: Your Financial TherapistLinkedIn: Erika Wasserman, CFTYouTube: Your Financial TherapistAbout 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 doHow to choose guardians (and what happens if you don’t)The surprising power of a “side letter” to share your values and wishesTips for starting these tough conversations with your spouseAnd more!Connect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Nina Dow:LinkedIn: Nina T. DowBowditch AttorneysAbout 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 lifeWhy grief isn't something to "get over" and what to do insteadHow to hold space for others without oversteppingTools for navigating loss with compassion, body awareness, and graceAnd more!Resources:“It’s OK That You’re Not OK” by Megan DevineGrief.comDavid Kessler’s Grief Education & Support GroupsCo-Active Coach TrainingConnect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Erin Wright:Erin Wright CoachesInstagram: @erinwrightcoachingLinkedIn: Erin Wright, RN, CPCC, PCCAbout 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.

July 2, 202526 min

Food Equity in Action: Inside Gaining Ground’s Zero-Profit, 100% Impact Model with Jennifer Johnson (Ep. 34)

What happens when a farm’s entire harvest is donated to fight hunger?In this moving and mission-driven episode of Wealth Beyond Riches, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, sits down with Jennifer Johnson, Executive Director of Gaining Ground, a nonprofit farm that donates 100% of its organically grown produce to hunger relief organizations in Massachusetts.Together, they explore what it really takes to address food insecurity, not just through charity, but through dignity, community, and regenerative land stewardship.Jennifer shares the surprising ways Gaining Ground engages volunteers, empowers teens, and stays rooted in values even as demand skyrockets. If you've ever wondered how to give more meaningfully, or how small, consistent acts of generosity can transform entire communities, this conversation will stay with you.What to expect in this episode:A behind-the-scenes look at Gaining Ground’s unique “give it all away” modelHow food justice and environmental care go hand in handThe emotional impact of volunteering with purposeWhy giving doesn’t require a trust fund, just intentionAnd more!ResourcesProject BreadConnect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Jennifer Johnson:LinkedIn: Jennifer JohnsonGaining GroundAbout Our Guest:Jennifer is passionate about equitable access to healthy food and the healing power of nature. She’s found her dream job at Gaining Ground and loves working with Gaining Ground’s staff, board, volunteers, and partners to grow food and grow community. She earned a degree in communications from Boston University and completed the in-residence Business for Impact program at Georgetown University. Jennifer began her career in marketing communications before pivoting to non-profit development and management. Outside of work, you’ll most likely find her making soup, sharing her love of Dolly Parton, or sitting around a campfire with friends and family. She lives with her family in Concord and enjoys reading, running, hiking, gardening, and kayaking.

June 18, 202528 min

The Summer Reset: 5 Micro-Habits to Strengthen Your Financial Foundation (Ep. 33)

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 theme word, to automating a small savings habit, decluttering your digital life, and scheduling a summer money date (yes, ice cream is encouraged)—these micro-shifts help you align your spending with what truly matters, not just what’s trending.What you’ll discover:5 easy-to-implement habits for a more intentional, joyful summerWhy small changes now can lead to lasting financial resilienceHow to align money decisions with your valuesA simple framework to keep it fun, light, and realisticAnd more!Connect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

June 4, 202527 min

The Legacy Lever: Designing a Life of Impact While You’re Still Living It (Ep. 32)

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 future self.Rooted in her signature Five Levers: Finances, Health, Mindset, Relationships, and Time, Abbey guides listeners toward designing a more aligned, impactful life now, not someday.In this episode, you’ll learn:How to define and begin building your living legacyWhy a 100th birthday toast may be more powerful than a eulogyCreative ways to involve your family in values-based decision-makingPractical strategies for aligning your time and money with what matters mostAnd more!Connect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

May 22, 202530 min

Weathering Market Storms: How Behavioral Biases Impact Investors (Ep. 31)

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 shifts are expected. Use this time to build resilience [07:59]Recency bias can trip you up: Just because the dip feels dramatic doesn’t mean it’s rare [12:25]Good habits matter: Set up smart financial systems during calm periods to rely on in chaos [26:05]Focus on alignment, not just returns: A plan that reflects your values will hold up when markets don’t [28:19]And more!Connect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group

May 16, 202531 min

The 4 Steps to Surviving Market Volatility (Ep. 30)

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 also highlights how time horizons and diversified portfolios play a crucial role in financial planning during uncertain times. Tune in and learn about diverse strategies, such as tax loss harvesting and Roth conversions, that can turn lemons into lemonade for your investment strategies!Key discussion points include:Calming techniques for market anxiety [05:18]Inspired actions that align with your values [12:06]Rethinking your financial time horizon and diversification [17:12]Taking advantage of market lows: Tips and strategies [23:55]Leveraging tax strategies like Roth conversions [28:22]And more!Connect with Abbey Henderson: LinkedIn: Abbey HendersonAbbey@AbarisFinancialGroup.com Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group