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Curio Wealth
United States
เข้าร่วมเมื่อ 18 ก.ค. 2022
Curio Wealth is a fee-only financial advisory firm that creates value for clients by simplifying the complexities of their financial lives through integrated financial planning, tax, and investment strategies. We work closely with clients through each phase of their financial journey. Whether they are building and planning, thriving in their mid-life, or living a well-earned modern retirement, we guide them on this journey.
Our natural curiosity, knowledge, and care for each client's goals and objectives provide a lifetime of opportunities to connect how their money fuels their life's passions and purpose.
Our podcast, “Conversations with Curio,” features three of our advisors in conversations about personal finance, market behavior, investing, and the economy.
Offices located in Annapolis, MD, Asheville, NC, and Columbia, MD.3
To view Curio Wealth's privacy and disclosure information please visit our website curiowealth.com/
Our natural curiosity, knowledge, and care for each client's goals and objectives provide a lifetime of opportunities to connect how their money fuels their life's passions and purpose.
Our podcast, “Conversations with Curio,” features three of our advisors in conversations about personal finance, market behavior, investing, and the economy.
Offices located in Annapolis, MD, Asheville, NC, and Columbia, MD.3
To view Curio Wealth's privacy and disclosure information please visit our website curiowealth.com/
Conversations with Curio: Episode 52 - New Year Financial Review
Conversations with Curio: Episode 52 - New Year Financial Review
มุมมอง: 13
วีดีโอ
Conversations with Curio: Episode 51 - Surviving a Disaster (Asheville, NC)
มุมมอง 20หลายเดือนก่อน
Conversations with Curio: Episode 51 - Surviving a Disaster (Asheville, NC)
Conversations with Curio: Episode 50 - Would I Plan Differently if My Inheritance Was Transparent?
มุมมอง 192 หลายเดือนก่อน
In this episode of “Conversations with Curio,” Founder and Senior Advisor Liz Gillette, CFP®, and Associate Financial Advisor Stefan Revelo, EA, dive into the topic of transparent inheritances. Why are honest discussions about your inheritance important, and how can you open the conversation with your parents or grandparents? Once you have a clearer understanding of your inheritance, how should...
Conversations with Curio: Episode 49 - What It Takes To Have a Career in Financial Planning
มุมมอง 305 หลายเดือนก่อน
In this episode of “Conversations with Curio,” Founders and Senior Advisors Jim Kantowski, CFP®, CPA, and Jacob Sadler, CFP®, are joined by Special Guest and Curio Wealth Intern Alex Dalton to discuss “What It Takes To Have a Career in Financial Planning.” How can an early interest in finance grow into a lifelong passion and career? What are some of the core elements of a successful career in f...
Conversations with Curio: Episode 48 - Buying and Selling Homes Over $1 Million
มุมมอง 275 หลายเดือนก่อน
How does the concept of “marry the house, date the rate” put the purchase of a $1 million or more house into perspective? What are the best tips an experienced realtor has picked up throughout her career that first-time homebuyers should consider? Host Jacob Sadler, CFP®, and Special Guest Gaia Goldman discuss this episode. - Gaia Goldman: gaiagoldman.allentate.com/
Conversation with Curio: Episode 47 - Fear of Missing Out (FOMO)
มุมมอง 105 หลายเดือนก่อน
Conversation with Curio: Episode 47 - Fear of Missing Out (FOMO)
Conversations with Curio: Episode 46 - Losing a Parent
มุมมอง 266 หลายเดือนก่อน
In this episode of “Conversations with Curio,” Founder and Senior Advisor Liz Gillette, CFP®, and Associate Financial Advisor Stefan Revelo, EA, have a difficult discussion about losing a parent. What financial implications must you address during this unfortunate and traumatic time? How can you ensure you have the necessary documents in order and are keeping your financial goals in mind withou...
Conversations with Curio: Episode 45 - Permission to Spend
มุมมอง 357 หลายเดือนก่อน
Tune in to Episode 45 of “Conversations with Curio” as Founders and Senior Advisors @Jim Kantowski, CFP®, CPA, and @Jacob Sadler, CFP® sit down to discuss the difficulties, nuances, and tips associated with spending in retirement. How can you find comfort in taking money out of your retirement savings when you no longer work or earn a fixed income? Once you enter retirement, how should your por...
Conversations with Curio: Episode 44 - Getting Curious About Travel
มุมมอง 718 หลายเดือนก่อน
Are you getting curious about travel? Jacob Sadler, CFP®, is joined by Valerie Falish, owner of Going Places Travel, to discuss some travel tips and best practices to help you prepare for your next big adventure! • Going Travel Places: goingplacestravelservice.com/ • Valerie Falish: goingplacestravelservice.com/meet-the-team
Conversations with Curio: Episode 43 - Should I Save for Retirement or My Kid’s College?
มุมมอง 268 หลายเดือนก่อน
In this episode of “Conversations with Curio,” Founder and Senior Advisor Liz Gillette, CFP®, and Stefan Revelo, EA and Associate Financial Advisor sit down to discuss balancing the desire to save for college with the desire for long-term financial security. What does long-term, stress-free life mean for our children?
Conversations with Curio: Episode 42 - The Benefits of Indexing
มุมมอง 318 หลายเดือนก่อน
In this episode of “Conversations with Curio,” Founders and Senior Advisors Jim Kantowski, CFP®, CPA, and Jacob Sadler, CFP®, sit down with Karen Umland, Senior Investment Director & Vice President at Dimensional Fund Advisors, to discuss the complexities of indexing. What are the pros and cons of the index provider defining the scope of the index? What hidden challenges are involved with index...
Conversations with Curio: Episode 41 - Tax Strategies for Investors
มุมมอง 6410 หลายเดือนก่อน
On this episode of Conversations with Curio, Curio Wealth Co-founder Jim Kantowski, CFP®, CPA, and Jacob Sadler, CFP®, discuss some top tax strategies investors should consider when implementing a portfolio, taking distributions, and more.
Conversations with Curio: Episode 40 - Fabulous Fifties
มุมมอง 2110 หลายเดือนก่อน
While it’s true that most of us consider ourselves well into “mid-life” by our 50s, it’s also true that healthy persons in their 50s still have decades of living to do. What can you do during your “nifty fifties” to set yourself up for enjoying your best life? Curio Wealth Co-founder Jim Kantowski, CFP®, CPA, and Jacob Sadler, CFP®, offer some food for thought.
Conversations with Curio: Episode 39 - Unpacking Reverse Mortgages
มุมมอง 2311 หลายเดือนก่อน
Jacob Sadler, CFP®, Founder & Senior Advisor at Curio Wealth, is joined by special guest Monica Elizondo, Morgage Loan Originator at Longbridge Financial, to unpack the topic of reverse mortgages.
Conversations with Curio: Episode 38 - How Money Matters Impact Couples
มุมมอง 6011 หลายเดือนก่อน
In this episode of “Conversations with Curio,” Liz Gillette and Stefan Revelo explore how they handle money matters in their own lives, what it's like to be in meetings when working with couples, and some challenges and best practices that they observe.
Conversations with Curio: Episode 37 - Why is Curiosity Important?
มุมมอง 3211 หลายเดือนก่อน
Conversations with Curio: Episode 37 - Why is Curiosity Important?
Conversations with Curio: Episode 19 - Fixed Income Investing
มุมมอง 25ปีที่แล้ว
Conversations with Curio: Episode 19 - Fixed Income Investing
Conversations with Curio: Episode 16 - 2022 End Of The Year Tax Planning
มุมมอง 9ปีที่แล้ว
Conversations with Curio: Episode 16 - 2022 End Of The Year Tax Planning
Conversations with Curio: Episode 14 - All About Values
มุมมอง 14ปีที่แล้ว
Conversations with Curio: Episode 14 - All About Values
Conversations with Curio: Episode 11 - Find Your Ikigai
มุมมอง 11ปีที่แล้ว
Conversations with Curio: Episode 11 - Find Your Ikigai
Conversations with Curio: Episode 9 - This Episode Is Brought To You By The Numbers 5-2-9
มุมมอง 8ปีที่แล้ว
Conversations with Curio: Episode 9 - This Episode Is Brought To You By The Numbers 5-2-9
Conversations with Curio: Episode 36 - How To Start a 401k Small Business Edition
มุมมอง 64ปีที่แล้ว
Conversations with Curio: Episode 36 - How To Start a 401k Small Business Edition
Conversations with Curio: Episode 35 - How To Pay For College Student Loans
มุมมอง 18ปีที่แล้ว
Conversations with Curio: Episode 35 - How To Pay For College Student Loans
Conversations with Curio: Episode 34 - Financial Security
มุมมอง 8ปีที่แล้ว
Conversations with Curio: Episode 34 - Financial Security
Conversations with Curio: Episode 33 - Generational Wealth
มุมมอง 7ปีที่แล้ว
Conversations with Curio: Episode 33 - Generational Wealth
Conversations with Curio: Episode 31 - Rising Interest Rates
มุมมอง 7ปีที่แล้ว
Conversations with Curio: Episode 31 - Rising Interest Rates
Conversations with Curio: Episode 32 - Entertainment vs Advice
มุมมอง 4ปีที่แล้ว
Conversations with Curio: Episode 32 - Entertainment vs Advice
Conversations with Curio: Episode 30 - How To Think About Making A Large Purchase
มุมมอง 9ปีที่แล้ว
Conversations with Curio: Episode 30 - How To Think About Making A Large Purchase
Conversations with Curio: Episode 29 - Why Is Social Security So Complicated
มุมมอง 3ปีที่แล้ว
Conversations with Curio: Episode 29 - Why Is Social Security So Complicated
Conversations with Curio: Episode 28 - Why Is Social Security So Complicated (Part 2)
มุมมอง 5ปีที่แล้ว
Conversations with Curio: Episode 28 - Why Is Social Security So Complicated (Part 2)
Wow this is so helpful !!!