Join your host Syama Bunten, as she talks with Abbe Large. Abbe built one of the most decorated careers in financial services — the only woman in MassMutual's history since 1851 to win both Freshman Five and Chairman's Club — but her road there started with nothing but grit. Growing up in a dysfunctional household, working her first job at 14, and putting herself through college while paying her own rent in New York City, Abbe learned early that if it was going to happen, it was up to her.

Now, after more than three decades of helping families protect what matters most, Abbe brings something most advisors can't — a lived understanding of what it actually feels like to be on the other side of the table. She's not selling a script. She's sharing a life.

This episode is packed with hard-won wisdom on financial planning, family legacy, raising money-smart kids, and why the spouse in the corner needs to be at the table.

Key Topics:

1. How early self-reliance can become your greatest professional asset

2. Why finding the right culture and people to surround yourself with matters as much as the work itself

3. How to talk about money at home — practical ways Abbe raised financially literate kids who now manage their own travel budgets and credit card points

4. The critical estate planning mistake that cost one widow hundreds of thousands of dollars — and how to make sure it doesn't happen to your family

5. Why listeners who have a spouse or partner need both people in the room during financial planning conversations — and what's at stake when they don't

6. What the accumulation, distribution, and preservation phases of wealth actually look like — and why most people only think about one of them

7. How to know if your existing financial plan is outdated, incomplete, or just plain wrong — and what to do about it

 

Connect with Abbe Large online: 

Website: https://www.lenoxadvisors.com/

LinkedIn: https://www.linkedin.com/in/abbeflarge/ 

Email: alarge@lenoxadvisors.com

 

Find more from Syama Bunten: 

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Join Syama's Substack: https://thewealthcatalystwithsyama.substack.com/ 

Website: https://wealthcatalyst.com 

Download Syama's Free Resources: https://wealthcatalyst.com/resources 

Wealth Catalyst Summit: https://wealthcatalyst.com/summits 

Speaking: https://syamabunten.com 

Big Delta Capital: www.bigdeltacapital.com