Today, we’re joined by a special guest, Daria Victorov, who is a financial advisor at Abacus Wealth Partners, and specializes in working with young professionals in tech and those who have come into wealth at a young age. Join us as we dive into the topic of financial planning for young inheritors. We'll explore the unique challenges and opportunities faced by those who come into wealth early in life, and Daria will share her insights on how to navigate this complex journey. Whether you're a young inheritor yourself or simply curious about the financial dynamics of inherited wealth, this episode is packed with valuable information 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.

• How Daria got into the niche of working with young inheritors
• The age demographic of a “young inheritor” and a few things they struggle with
• When inheritors typically come to seek guidance from a financial advisor
• The approach many inheritors take after inheriting wealth
• Why managing money is important for everyone, regardless of your income level
• The emotional and social struggles young inheritors face
• Why some young inheritors struggle with lifestyle adjustments
• Some of the initial responses financial advisors see with the inherited money
• How family dynamics play when it comes to inheritance and trusts and how an independent party can help navigate those family dynamics
• How long it can take some to create a build financial confidence

• Connect with Daria via email at daria@abacuswealth.com or 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

In today's discussion, we're diving into the world of artificial intelligence and its implications for consumers. We’re joined by Gabe Brenner, a financial advisor at Abacus Wealth Partners, who shares his perspective on the integration of AI tools in financial planning and everyday life. Gabe will walk us through the potential and practical uses that AI holds, from boosting productivity to navigating complex information effortlessly, and even aiding in our creative ventures. We'll also discuss the dual nature of AI, covering both its benefits and potential risks, including AI-driven scams and the necessary precautions to protect ourselves against them. Gabe will share some of his recommended AI tools and his experiences with them. By the end of this episode, you'll have a clearer understanding of how to leverage AI effectively, its importance in our rapidly evolving technological landscape, and ways to safeguard yourself against its potential pitfalls!

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

• Understanding the basics of AI tools and how they show up in the consumer market
• How to use AI for creative tasks effectively
• Leveraging some of the AI tools out there (and which one is best for different tasks)
• The impact AI is having on several careers and industries
• Gabe’s top 4 AI tools
• Why it’s important to verify the data obtained from AI
• Some of the potential risks and scams and how to implement security measures
• Some of the upcoming advancements in AI
• A few of the companies that are working to keep AI ethical and use it for good
• A discussion on how AI is being integrated into educational processes
• Why consumers should integrate AI into their daily tasks for better outcomes

• Perplexity
• Claude
• Chat GPT-4o
• Gemini

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

Today, we bring on Kate Barron-Alicante, Director of Impact and Financial Advisor at Abacus Wealth Partners. Kate is here to guide us on a journey to becoming conscious consumers and investors. She'll share her insights on aligning our spending and investment decisions with our deeply held values, making mindful choices that do more than just serve our immediate needs—they help to sustain the communities and the planet we care about. In this episode, Kate will walk us through her own experience and offer practical, personalized steps to initiate meaningful change. We'll explore the concept of B Corps, explore the importance of impact reports, and discuss the broader implications of our financial decisions, from everyday purchases to the banks we choose. By the end of our conversation, you'll have a better understanding of how to evaluate companies on their treatment of workers, environmental practices, and social impact—so you can make choices that reflect what matters most to you. So let’s jump in and get started!

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

• What is meant by conscious consumerism
• Why we should pause, slow down, and be mindful of our spending decisions
• What Impact Spending is and how to maximize your conscious consumerism impact
• Where to start to build conscious consumer habits
• How to tailor your conscious consumer decisions based on your personal life
• Some criteria to use when searching for ethical companies
• B Corp explained and the impact these companies have
• How to read and analyze a company’s impact report
• Why you should focus on being 1% better on your conscious consumerism
• Other industries to include in your conscious consumer choices to leverage a collective impact in the world

• B Corporation
• Find a B Corp

• 2023 Abacus Impact Report

• Connect with Kate Barron-Alicante 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