Connect with the Investor Mama Tribe
Abbe F. Large, CLU®, CLTC, is a Managing Director at Lenox Advisors, a national wealth management and insurance advisory firm and a subsidiary of NFP, an Aon company. With more than 30 years of experience, she specializes in comprehensive financial planning, estate strategies, asset management, and corporate benefits design. Shaped by personal experience, Abbe brings an empathetic, relationship-driven approach to her work. She is a passionate advocate for financial literacy, particularly for women and families, and has been recognized by Forbes as a Top Financial Security Professional from 2022–2025.
Key Takeaways:
The “RUAH” Method – The 3 non-negotiables that created her close-knit, financially savvy family (Respect, Understanding, Appreciation)
The Vacation Budget Hack – Why she handed her teenagers the family vacation budget and how it changed everything
Never Pay Kids for Grades – The psychology behind why this backfires (and what to do instead)
The Allowance Formula – How to teach saving, investing, spending, AND giving (not tied to chores!)
The Phone Rule That Actually Works – Her no-nonsense approach to technology that doesn’t make you the “mean mom”
The Bill-Paying Ritual – Why she makes her kids watch her pay bills (genius!)
Additional Resources and Help Support the Show
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- Check out the Intern Strategy Course created by Christina from Smart Influencer
- Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
- Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
- Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
- Check out Julia’s Sidehustle course to get started today
- The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
- Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program
- High-income earner, needing an amazing accountant? Check out the TaxGoddess
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- https://www.lenoxadvisors.com/
- Alarge@Lenox Advisors.com
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