202. What does money mean to you? Financial planning with purpose

202. What does money mean to you? Financial planning with purpose

This week’s guest boldly approaches a topic that is often taboo in many families and cultures. Abbe Large, a managing director at Lenox Advisors, discusses how shame and silence often pervade conversations about finances. She talks about the underlying causes and how we can start normalizing healthy, open conversations about money, especially with our children and partners.

Many of us have dreams—like writing a book—but often feel unsure about investing time or money in our goals. We explore, from a financial planning perspective, how we can intentionally invest in ourselves, and some practical tips to save and invest toward those goals. Abbe breaks down the three financial phases—accumulation, distribution, and preservation—by showing what each looks like in real life and why it’s important to plan intentionally for each phase.

Abbe F. Large, CLU®, CLTC, has three decades of experience dedicating herself to her clients’ best interests. Specializing in financial, estate, and retirement services, she also assists corporate clients with strategic employee benefits. She was named on Forbes Top Financial Security Professionals in both 2022, 2023, and 2024. A devoted family woman and active community member, she enjoys paddleboarding, skiing, and maintaining a healthy lifestyle.

Learn more about Abbe:

Book recommendation:

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To submit a question, email hello@stacyennis.com or visit http://stacyennis.com/contact and fill out the form on the page.


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7. Living through a pandemic in Portugal

7. Living through a pandemic in Portugal

Episode 7 | I’m trying something different this week and reading my latest blog post. See photos of Portugal during quarantine at https://stacyennis.com/pandemicinportugal/. Follow me on Instagram @st...

10 Huhti 202016min

6. The ups and downs of living in Portugal

6. The ups and downs of living in Portugal

Episode 6 | What’s it like to live in Portugal? In this episode, I detail my experience so far as a location independent solopreneur. Spoiler alert: I love it, but no country is perfect. Connect with ...

3 Huhti 202034min

5. Why rest is critically important

5. Why rest is critically important

Episode 5 | Exhaustion, fatigue, working nights and weekends—this is no way to live. That’s why this episode is all about taking time away to rest, restore, and connect. I walk you through practical s...

20 Maalis 202014min

4. Developing a location independent mindset

4. Developing a location independent mindset

Episode 4 | Growing up in Idaho, I dreamed of going to NYC like my favorite character in The Baby-Sitters Club, Stacey. But life turned out a little wilder, and now I’m living in my third developing c...

3 Maalis 201923min

3. Ask Stacy: How do I find, win, and keep clients?

3. Ask Stacy: How do I find, win, and keep clients?

Episode 3 | I’m digging into the metaphorical mail bag this week to answer your questions! In the episode, we hear from an experienced freelance writer who just quit her day job and is sorting through...

22 Helmi 201928min

2. What choice and freedom feels like

2. What choice and freedom feels like

Episode 2 | In this episode, I interrupt my regularly scheduled work day (quite literally!) to record this spur-of-the-moment episode on choice and freedom as a solopreneur. Also featuring the musical...

11 Helmi 201910min

1. Ask Stacy: How do I stay focused as a new freelancer?

1. Ask Stacy: How do I stay focused as a new freelancer?

Episode 1 | A freelancer asks, “How do I navigate those early days where everything is growing outward, away from the center of your core business purpose? When your end goals are one thing but the wo...

31 Tammi 201917min

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