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:

• LinkedIn
• Contact: alarge@lenoxadvisors.com

Book recommendation:

• The Untethered Soul: The Journey Beyond Yourself, by Michael A. Singer

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