Today's episode features a special guest who brings a wealth of experience both professionally and personally. Kathryn Peyton, a CERTIFIED FINANCIAL PLANNER™ with Abacus Wealth Partners since 2016, joins us to share her invaluable insights on managing the role of an executor. We'll dive into Kathryn's personal journey, where she combines her professional expertise with real-life experiences, such as caring for her aging mother. Kathryn will discuss the significance of car rides and open conversations with elder family members, the financial and emotional investment of being an executor, and insights on how to prepare for and manage this crucial role. Join us to explore how to navigate the complex yet rewarding responsibilities of being an executor with our esteemed guest, Kathryn Peyton.

For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.

• The role of a geriatric care manager and the benefit it can have to your elder and you
• A few ideas on how to balance personal and caregiving roles
• How to foster open and meaningful conversations with your elders
• How to create space and opportunities for elders so you can learn more about them and their wishes
• The importance of having open communication when it comes to end-of-life desires and planning
• A few tips on how to alleviate stress on the elder and on you as the executor
• A few things you should keep in mind if you are named someone’s executor
• The importance of having accounts designated as “pay on death”
• The time commitment as an executor
• What you can do to make your work as an executor streamlined before the person’s passing

• Blogs written by Kathryn Peyton

• Find Kathryn on LinkedIn and learn more about her by reading her bio.
• Connect with Mary Beth on Twitter, Instagram, and on LinkedIn
• Connect with Neela on Twitter, Instagram, and on LinkedIn
• Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn

In this episode, we discuss money lessons for our daughters and explore the crucial role of financial awareness, the importance of self-reliance, and the evolving financial roles of women in society. We'll share personal anecdotes, discuss historical contexts, and emphasize the importance of modeling positive financial behaviors for the next generation. We believe that money isn't just a tool for daily transactions—it's power. It's the key to independence, freedom, and making informed choices. Whether it's managing household finances, advocating for oneself, or navigating power dynamics in relationships, these lessons are vital for our daughters to learn early and understand deeply.

For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.

• The importance of understanding where your money goes and how to make it work for you
• Why self-reliance is so importance when it comes to your finances
• The reason we, as parents, need to model positive financial behaviors for our children
• The misnomer regarding women and math and why gender bias in academia needs to be eliminated
• How women advocating for other women can impact your finances
• What conversations need to happen when couples have income differences
• When planning for your future, have you thought about these things?
• The best way to respond when you make a mistake
• Why you must believe in your abilities and validate your own worth
• How to advocate for change to make sure you have a seat at the table

• A Brief U.S. History of Women in Money and Finance by Josh Elledge
• Marriage & Money: Is a Prenup Right for You? with Terry Steen on If Money Were Easy
• The Rise of the Female Breadwinner: Key Planning Tips and Considerations by Alyssum Malone
• Cher Interview on Dateline with Jane Pauley. NBC. 1996.

• Connect with Mary Beth on Twitter, Instagram, and on LinkedIn
• Connect with Neela on Twitter, Instagram, and on LinkedIn
• Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn

In today's episode, we explore the often-misunderstood topic of prenuptial agreements (prenups). Joining us today is our esteemed guest, Terri Steen, an experienced family law attorney and mediator who has been practicing family law in Los Angeles since 2009. We'll explore the phases of prenuptial agreements, their impact on communication and empathy in relationships, and what makes for successful prenup negotiations. We'll also touch upon the importance of postnuptial agreements, legal obligations for immigrant spouses, and the complexities of commingling finances. And of course, we’ll share Terri's personal insights and experiences that shed light on why prenups can be a vital tool for protecting individual assets and ensuring financial clarity in marriage.

So, whether you're considering a prenup, navigating financial discussions with your partner, or simply curious about the legal and emotional facets of marriage and money, stay tuned—this episode is packed with valuable insights and practical advice.

For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page.

• The importance of have open money conversations early in your relationship
• The three phases of prenuptial agreements and how to navigate the potential emotional challenges
• How to talk about financial history and future financial planning in your relationship
• Why prenups should come from a mutual understanding
• The reason understanding legal obligations around finances and marriage is important in your relationship
• How to maintain separate properties and some of the rules around community property
• How often you should be looking and updating your prenuptial agreement
• A reason to seek legal counsel before marriage
• The fundamental principal to achieve financial stability while making sound financial decisions
• The stigmas surrounding prenups

• Connect with Terry on LinkedIn
• Connect with Mary Beth on Twitter, Instagram, and on LinkedIn
• Connect with Neela on Twitter, Instagram, and on LinkedIn
• Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn