Flourish Financially with Kathy Longo

Achieving Financial Health at Any Age

Tue, 21 Apr 2026 19:00:00 -0000

In the journey toward financial well-being, age is merely a number. Whether you're just starting your career, raising a family, or enjoying your retirement, achieving financial health is a goal that transcends generational boundaries. In this episode, we'll explore key principles and strategies to help you foster financial well-being at any stage of life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

5 Personal Finance Habits That Lead to Financial Freedom

Wed, 15 Apr 2026 18:42:27 -0000

Achieving financial freedom – whatever that might mean to you personally – can seem like an insurmountable task. But the truth is, your journey to achieving any major milestone begins with small steps and smart habits that you put into practice each day. While it’s possible that there are external factors impacting your finances, there’s also a chance that your personal money habits are keeping you from meeting your goals. Since you *can* control your own habits, that’s what we'll discuss in this episode.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Getting Your Retirement Plan on Track to Achieve Your Aspirations

Wed, 08 Apr 2026 18:00:00 -0000

Retirement is a time to pursue dreams, explore new opportunities, and enjoy the rewards of years of hard work. - but making sure your retirement aligns with your aspirations requires regular attention to your financial plan. Life changes, market conditions, and evolving goals all play a role in shaping your retirement strategy, making it essential to revisit your plan periodically to keep it on track.

Whether you’re a few years away from retirement or already enjoying your golden years, I suggest six steps to help you evaluate and adjust your retirement plan to better align with your needs and aspirations.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Career Complacency Impacts Your Happiness (And Your Net Worth!)

Tue, 31 Mar 2026 19:00:00 -0000

If you have a job that you love and that challenges you, congratulations! It’s something that many people wish for but never find. I know how challenging it can be to feel disengaged or bored with the work you do every day. The truth is that career complacency is common. Many of us get comfortable in our jobs and we stop striving for growth and development. While this may feel safe and secure in some ways, career complacency can have a significant impact on both our happiness and our net worth.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Bouncing Back from Divorce – Emotionally and Financially

Tue, 24 Mar 2026 19:00:00 -0000

Even when it’s the right decision for everyone involved, divorce still often feels like the rug has been pulled out from under you. The future you had previously mapped out might seem out of focus now, and it can be hard to navigate your own emotions – let alone the practical steps you should be taking for your financial security. It is possible to bounce back, though - and to become stronger both emotionally and financially.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

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The Empty Nest: Making Life After Kids Rich and Rewarding

Tue, 17 Mar 2026 19:00:00 -0000

As parents, our world centers on our children when they’re young, which is why it's common to struggle with the transition from a full house and a busy schedule of kid-related activities to an empty nest and lots of free time. It can be an incredibly emotional time for parents. While you might feel happy and proud to have successfully launched young adults out into the world, you might simultaneously feel sadness. If you’re fast approaching an empty nest, listen now to learn five empty nester tips to help you to focus on the positive and remember that this can be a rich and rewarding time in your life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

How Parents Can Cultivate Money Smarts in Kids

Tue, 10 Mar 2026 18:00:00 -0000

Financial literacy is a crucial skill for navigating life's financial challenges, yet most schools don’t teach it. This means it falls to parents to begin instilling financial wisdom in their kids from a young age. For parents, the responsibility of teaching children about money management offers a unique opportunity to set the foundation for a lifetime of financial health and responsibility, helping kids to grow into financially savvy adults. In this episode, discover actionable strategies and money lessons for kids to help parents cultivate money smarts in their households.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Four Career Habits to Grow Your Net Worth

Wed, 04 Mar 2026 19:55:54 -0000

As you plan for your long-term financial goals, it’s smart to know your net worth – that is, the value of your assets minus your liabilities. It's an important number to keep in your sights, but many people don't realize that career growth is an essential piece of the puzzle, too. As you level-up your career, you'll level-up your earning potential - and your net worth, too.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Planning for Retirement as a Couple

Tue, 24 Feb 2026 20:20:10 -0000

Even the strongest couples face challenges during life transitions, and retirement is one of them. For a couple to successfully enjoy their retirement together, one of the most important things they can do is to get the timing right for both of them. That’s why it’s so important to have a thoughtful discussion beforehand. You and your spouse should have a shared understanding of your visions for retirement, your preferred timing, and even details like how to accomplish daily housework tasks. Get guidance on how to start the conversation in this episode focused on communication for couples nearing retirement.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Why You Need a Family Mission Statement

Wed, 18 Feb 2026 19:00:00 -0000

There’s a reason so many companies create a mission statement. Doing so succinctly defines values and goals, and serves as the standard against which decisions - financial or otherwise - are measured. It’s a tool you can use within your family, too, in order to make sure you are making decisions that line up with your values. In this episode, you'll learn four steps to creating a family mission statement that helps you remain on the right track to meet your family’s goals.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

How to Manage Your Money When You’re Extremely Busy

Wed, 11 Feb 2026 16:43:54 -0000

If there simply aren't enough hours in the day to accomplish all the things you'd like to, you're not alone. The good news is, there are simple, low-effort strategies you can use to check "managing money" off the to-do list and feel more confident about your financial wellness. In this episode, learn tips for making your money management "out of sight and out of mind" so you can feel more confident about your finances - while being less occupied by them, too.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Understanding the Link Between Money and Mental Health

Tue, 03 Feb 2026 19:30:00 -0000

Money matters and mental health are inextricably connected. Being able to work through your day-to-day experiences with money and your emotions can help give you a better understanding of the interconnection between money and mental health in your own life, as well as give you a clearer understanding of what your strengths and weaknesses are when it comes to money management.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Cultivating a Wealthy Mindset for the New Year and Beyond

Tue, 27 Jan 2026 20:05:00 -0000

Is money on your mind in 2026? As with many things in life, perspective is paramount. That's why mindset is critical in building wealth and achieving financial stability. Money is a complex, complicated topic. Changing your mindset around it can take time, but it’s worth the effort. Viewing your wealth as a tool of empowerment and a creator of choice is an important step toward optimizing your financial potential in the ways that are most meaningful to your life, and that is the focus of this engaging episode.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

7 Money Lies You May Be Telling Yourself

Tue, 20 Jan 2026 19:00:00 -0000

Because money is such a big part of life, our wishes, hopes, dreams, and fears can sometimes make it hard to see the truth for what it is. Often, this happens without us realizing it, but the consequences can be very real. If you've been harboring any of these common money misconceptions, it might be time to set the record straight in your own mind and start embracing better choices. Your financial health and future will thank you!

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Empower Yourself Through Financial Organization

Tue, 13 Jan 2026 19:00:00 -0000

It’s common to have multiple retirement accounts with overlapping objectives - and little time to organize them. However, if your accounts aren’t organized effectively, you may not be making the most of your savings and investments. In this episode, you’ll learn how to use a financial “tune-up” to create a structure and planning process that lets you quickly check in on your savings and spending goals to ensure you’re staying on track. This can also help you plan for contingencies, allowing you to feel more empowered to meet your financial and life goals.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Getting Unstuck When the New Year Feels Like the Same Old

Tue, 06 Jan 2026 20:00:00 -0000

The New Year hits differently for everyone. For some, it might feel like hope, promise, and opportunity. But, what if you’re at a place in life where a new year doesn’t mean those things to you? What if you’re feeling stuck where you are and you aren’t sure how to move forward? Sometimes, a new year is less about charging toward massive goals and ambitions and more about taking one small step forward in a new direction – and that’s okay.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Cultivating a Wealthy Mindset for the New Year and Beyond

Tue, 30 Dec 2025 20:33:38 -0000

Is money on your mind as we approach the New Year? As with many things in life, perspective is paramount. That's why mindset is critical in building wealth and achieving financial security. Money is a complex, complicated topic. Changing your mindset around it can take time, but it’s worth the effort. Viewing your wealth as a tool of empowerment and a creator of choice is an important step toward maximizing your financial potential in the ways that are most meaningful to your life, and that is the focus of this engaging episode.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Financial Independence: Building Wealth as a Woman

Wed, 17 Dec 2025 18:52:12 -0000

In today's world, achieving financial independence is more crucial than ever. For women, building wealth is not just about amassing money; it's about gaining control, stability, and the freedom to live life on your terms. Whether you're a woman seeking financial independence or a man looking to guide your daughters or granddaughters, in this episode I’ll share actionable strategies to build wealth effectively.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Reducing Your Financial Stress During the Holidays and Beyond

Tue, 16 Dec 2025 19:00:00 -0000

Money and finances are the top cause of stress for Americans, and financial anxiety can be compounded during the holidays. In this episode, you'll learn a few ways you can reclaim your holiday joy instead of succumbing to financial worries AND make a plan for living with less financial stress the rest of the year, too.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Achieving Financial Health at Any Age

Tue, 09 Dec 2025 19:00:00 -0000

In the journey toward financial well-being, age is merely a number. Whether you're just starting your career, raising a family, or enjoying your retirement, achieving financial health is a goal that transcends generational boundaries. In this episode, explore key principles and strategies to help you foster financial well-being at any stage of life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

5 Personal Finance Habits That Lead to Financial Freedom

Tue, 02 Dec 2025 19:00:00 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Retirement Readiness: Mindset for a Successful Transition

Tue, 25 Nov 2025 16:45:00 -0000

Retirement is often viewed as the ultimate goal, a reward for decades of hard work and diligent saving. However, the transition from a structured career to a life of leisure can be daunting and filled with uncertainty. At Flourish Wealth Management, we have always believed that a successful retirement isn't just about financial stability; it's about aligning your emotional and intellectual intelligence to create a fulfilling and balanced life post-retirement. Our philosophy, EQ + IQ = Wealth, encapsulates this holistic approach. In this episode, we explore the mindset needed for a smooth and successful transition into retirement and discuss the retirement mindset work that many people overlook.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Getting Your Retirement Plan on Track to Achieve Your Aspirations

Tue, 18 Nov 2025 19:00:00 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Five Financial Strategies that Benefit Single Women

Wed, 12 Nov 2025 21:00:00 -0000

According to a recent study from the Pew Research Center, roughly 38 percent of adults are living alone, and more than half are women. That’s one reason why I think it’s so important to educate women about managing their own money to ensure they can take care of themselves now and in the future. Regardless of your relationship status, the five financial strategies we’re talking about today will help you safeguard your financial future and feel more confident in your decision-making.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Empower Yourself Through Financial Organization

Wed, 05 Nov 2025 19:08:54 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Setting Wellness-Centric Financial Goals

Tue, 28 Oct 2025 19:03:07 -0000

We may be closer to the end of the calendar year than to the beginning, but I believe that it’s always a good time to think about your financial goals. Money touches every part of our lives, including our relationships and our emotions, too, so striking a balance between financial goals and well-being is not only wise but essential for a fulfilling life. That’s why this episode explores the significance of setting wellness-centric financial goals and how they can contribute to a more satisfying life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Having it All: Being a Great Mom & Having a Successful Career

Wed, 22 Oct 2025 13:19:52 -0000

Women face so many expectations these days, especially working moms. We are bombarded on all sides by endless streams of advice on how to be better parents as expectations for parent involvement have been growing, alongside many other more elaborate expectations for working mothers. Does this mean you can’t find success both at work and at home? No! In fact, I believe you can. You just have to change the rules of the game.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

The Empty Nest: Making Life After Kids Rich and Rewarding

Wed, 15 Oct 2025 16:37:19 -0000

As parents, our world centers on our children when they’re young, which is why it's common to struggle with the transition from a full house and a busy schedule of kid-related activities to an empty nest and lots of free time. It can be an incredibly emotional time for parents. While you might feel happy and proud to have successfully launched young adults out into the world, you might simultaneously feel sadness. If you’re fast approaching an empty nest, I’m going to share five empty nester tips to help you to focus on the positive and remember that this can be a rich and rewarding time in your life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Framing: The Key to a Happier and Wealthier Life

Wed, 08 Oct 2025 18:09:13 -0000

You might think that the level of happiness you feel about money, your work, your social life, or your relationships is derived by what happens in each of those areas of your life. But, it's actually your perception of the things that happen that truly makes a difference in your outlook. It really is all about perspective, and psychologists who study this cognitive bias call it the “framing effect.” Learn more in this episode!

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

10 Ingredients for Financial Well-Being

Tue, 30 Sep 2025 18:21:16 -0000

Fall has arrived - meaning the holiday season is right around the corner. It's easy to overspend this time of year, so if your financial health is on your mind, you’re in the right place. In this episode, we review the 10 ingredients that are essential for financial well-being so you can stay on track while still enjoying all the Fall season has to offer.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Helping Teenagers Develop Good Habits Financially, Academically, and Physically

Wed, 24 Sep 2025 19:00:30 -0000

It's normal for teens to ignore their parents sometimes, but we’re ultimately responsible for helping them develop the strong foundations they’ll carry into adulthood in just a few years. And, neuroscientists have found that one of the best ways to do this is to help our teens develop positive habits and routines.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Bouncing Back from Divorce – Emotionally and Financially

Wed, 17 Sep 2025 12:08:32 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Career Complacency Impacts Your Happiness (And Your Net Worth!)

Wed, 10 Sep 2025 18:20:56 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Empower Yourself Through Financial Organization

Wed, 03 Sep 2025 17:00:14 -0000

It’s incredibly common to have multiple retirement accounts with overlapping objectives - and little time to organize them. However, if your accounts aren’t organized effectively, you may not be making the most of your savings and investments. In this episode, you’ll learn how to use a financial “tune-up” to create a structure and planning process that lets you easily check-in on your savings and spending goals to ensure you’re on track. This can also help you plan for contingencies, allowing you to feel more empowered to meet your financial and life goals.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Subtle Signs Your Spouse is a Financial Bully

Wed, 27 Aug 2025 17:27:41 -0000

The Center for Financial Security recently conducted a study that showed that 99% of people who experience domestic abuse also experience financial abuse from their partners. The study also found that most domestic abuse cases actually begin with a subtle form of financial control that escalates into physical, verbal, or emotional abuse. Unfortunately, financial abuse is not talked about as often as other forms of abuse, and it’s because of this lack of education that many people unwittingly miss the warning signs. This episode discusses these warning signs, and also shares how to get help if you're the victim of a financial bully.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

The Link Between Money and Your Mental Health

Wed, 20 Aug 2025 19:23:44 -0000

Money matters and mental health are inextricably connected. Being able to work through your day-to-day experiences with money and your emotions can help give you a better understanding of the interconnection between money and mental health for you personally, as well as give you a clearer understanding of what your strengths and weaknesses are when it comes to money management.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

How to Manage Your Money When You’re Extremely Busy

Wed, 13 Aug 2025 14:47:58 -0000

If there simply aren't enough hours in the day to accomplish all the things you'd like to, you're not alone. The good news is, there are simple, low-effort strategies you can use to check "managing money" off the to-do list and feel more confident about your financial wellness. In this episode, I share tips for making your money management "out of sight and out of mind" so you can feel more confident about your finances - while being less occupied by them, too.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

7 Money Lies You May Be Telling Yourself

Wed, 06 Aug 2025 13:22:53 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Why You Need a Family Mission Statement

Wed, 30 Jul 2025 19:13:52 -0000

There’s a reason so many companies create a mission statement. Doing so succinctly defines values and goals, and serves as the standard against which decisions - financial or otherwise - are measured. It’s a tool you can use within your family, too, in order to make sure you are making decisions that line up with your values. In this episode, Kathy shares four steps to creating a family mission statement that helps you remain on the right track to meet your family’s goals.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

The Interconnection Between Your Social Life and Your Financial Life

Tue, 22 Jul 2025 19:29:40 -0000

Our social circles greatly influence all aspects of our lives. How we act, how stressed we feel, how long we live, the choices we make, the risks we take, our self-control… studies have shown that our friends significantly impact us in all of these areas and more. Of course, the way we manage our finances is strongly influenced by our circle of friends, too, which can be both positive and negative. We'll explore both sides of the coin in this episode.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Three Retirement Myths Women Should Stop Believing

Wed, 16 Jul 2025 19:01:50 -0000

As a woman, you face special challenges when it comes to retirement. Don’t let your retirement dreams become derailed by common myths that continue to persist. When you have a strong understanding of both the financial and emotional realities of retirement, you are far more likely to enjoy this phase of your life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

5 Personal Finance Habits That Lead to Financial Freedom

Tue, 08 Jul 2025 18:09:42 -0000

Achieving financial freedom – whatever that might mean to you personally – can seem like an insurmountable task. But the truth is, your journey to achieving any major milestone begins with small steps and smart habits that you put into practice each day. While it’s possible that there are external factors impacting your finances, there’s also a chance that your personal money habits are keeping you from meeting your goals. Since you can control your own habits, that’s what we'll discuss in this episode.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Retirement Readiness: Mindset for a Successful Transition

Wed, 02 Jul 2025 15:49:37 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Bringing Your Retirement Vision to Life

Tue, 24 Jun 2025 18:05:40 -0000

Retirement is more than the end of a career—it’s the beginning of a new chapter, filled with the people, passions, and possibilities you’ve long envisioned. Whether your dreams include traveling the world, spending time with grandchildren, volunteering, or exploring new interests, bringing your retirement vision to life requires careful planning and thoughtful financial decisions. Here are eight steps you can take to better align your financial strategy with your aspirations and prepare for a retirement that reflects your personal goals.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Five Financial Strategies that Benefit Single Women

Tue, 17 Jun 2025 13:04:09 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Want to Stop Fighting About Money? Here's How

Tue, 10 Jun 2025 16:48:49 -0000

As a couple, there are plenty of ups and downs you’ll face together and work through as a team. However, fighting about money doesn’t have to be one of your challenges. If you and your partner find yourselves disagreeing on financial matters, you’re not alone. In fact, money issues are one of the leading causes of contention in romantic relationships. If you’re looking to find healthier ways to communicate with your partner and stop money fights in their tracks, try the four steps shared in this episode.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

The Empty Nest: Making Life After Kids Rich and Rewarding

Wed, 04 Jun 2025 19:42:18 -0000

As parents, our world centers on our children when they’re young, which is why it's common to struggle with the transition from a full house and a busy schedule of kid-related activities to an empty nest and lots of free time. It can be an incredibly emotional time for parents. While you might feel happy and proud to have successfully launched young adults out into the world, you might simultaneously feel sadness. If you’re fast approaching an empty nest, I’m going to share five empty nester tips to help you focus on the positive and remember that this can be a rich and rewarding time in your life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

7 Money Lies You May Be Telling Yourself

Wed, 28 May 2025 18:53:06 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Getting Your Retirement Plan on Track to Achieve Your Aspirations

Wed, 21 May 2025 18:13:56 -0000

Retirement is a time to pursue dreams, explore new opportunities, and enjoy the rewards of years of hard work. But ensuring your retirement aligns with your aspirations requires regular attention to your financial plan. Life changes, market conditions, and evolving goals all play a role in shaping your retirement strategy, making it essential to revisit your plan periodically to ensure it remains on track. Whether you’re a few years away from retirement or already enjoying your golden years, learn six steps to help you evaluate and adjust your retirement plan to better align with your needs and aspirations.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Framing: The Key to a Happier and Wealthier Life

Wed, 14 May 2025 17:28:36 -0000

You might think that the level of happiness you feel about money, your work, your social life, or your relationships is derived from what happens in each of those areas of your life. But, actually, your perception of the things that happen is what truly makes a difference in your outlook. It really is all about perspective, and psychologists who study this cognitive bias call it the “framing effect.”

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Four Advantages of Setting Financial Resolutions

Tue, 06 May 2025 18:50:34 -0000

While we often associate resolutions with the start of a new year, financial goal-setting can happen whenever you're ready to take action. Establishing clear financial goals can help provide direction and structure for your money management, whether you’re saving for the future, managing debt, or working toward a specific milestone. In this episode, you'll learn four main advantages of setting financial resolutions and how they can contribute to a more focused and intentional financial strategy.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Bouncing Back from Divorce – Emotionally and Financially

Tue, 29 Apr 2025 18:45:07 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Having it All: Being a Great Mom & Having a Successful Career

Tue, 22 Apr 2025 18:20:18 -0000

Women face so many expectations these days, especially working moms. We are bombarded on all sides by endless streams of advice on how to be better parents as expectations for parent involvement have been growing, alongside many other, more elaborate expectations for working mothers. Does this mean you can’t find success both at work and at home? No! In fact, I believe you can. You just have to change the rules of the game. Want to learn more? Listen now!

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Lifestyle Inflation: What it Is and How to Avoid It

Wed, 16 Apr 2025 18:46:15 -0000

Lifestyle inflation can begin subtly, and it’s not just a financial phenomenon; it's a psychological trap, too. The excitement of extra income can quickly turn into a desire for a more luxurious life. You get that promotion, and suddenly you're eyeing a more upscale apartment or contemplating a flashy new gadget. It happens to the best of us, and today we'll discuss the three most common culprits.

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Building a Values-Based Financial Plan

Wed, 09 Apr 2025 18:04:16 -0000

When you think about your finances, you probably don’t simultaneously consider your core values. But... maybe you should! In this episode, you'll learn why it’s important to get a bit introspective about your finances and consider things like your intrinsic values. This can take some getting used to if you’re not accustomed to thinking about your finances in a values-based way – and it may even feel like the values that guide your life and the pursuit of money are at odds with each other. But, that doesn’t have to be the case. Listen now to learn more!

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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The Subtle Impact of Financial Freedom on All Aspects of Your Life

Tue, 01 Apr 2025 19:03:56 -0000

Financial freedom has obvious benefits, doesn’t it? They include things like increased savings, investment potential, and a secure retirement. However, the less obvious impacts of financial freedom are not discussed as frequently, although they are just as significant. They can subtly transform various aspects of your life, from improving mental health to fostering better relationships. In fact, the ripple effects of achieving financial freedom extend far beyond your bank account. In this episode, I will explore these nuanced benefits and share how financial freedom can holistically enhance your life in ways you may not have considered before.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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A Spring Financial Clean-Up: Step by Step

Tue, 25 Mar 2025 18:28:29 -0000

As you’re cleaning out the cobwebs and decluttering your home this Spring, consider that it’s also the perfect opportunity to sweep through your finances and get better organized. By taking the time once a year to organize and optimize your financial strategies, you’re helping pave the way for a more comfortable – and less stressful – retirement. In this episode, I’ll share six steps to take in your Spring Financial Clean-Up.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Financial Independence: Building Wealth as a Woman

Tue, 18 Mar 2025 18:16:19 -0000

In today's world, achieving financial independence is more crucial than ever. For women, building wealth is not just about amassing money; it's about gaining control, security, and the freedom to live life on your terms. Whether you're a woman seeking financial independence or a man looking to guide your daughters or granddaughters, in this episode I’ll share actionable strategies to build wealth effectively.

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The Empty Nest: Making Life After Kids Rich and Rewarding

Wed, 12 Mar 2025 17:00:17 -0000

As parents, our world centers on our children when they’re young, which is why it's common to struggle with the transition from a full house and a busy schedule of kid-related activities to an empty nest and lots of free time. It can be an incredibly emotional time for parents. While you might feel happy and proud to have successfully launched young adults out into the world, you might simultaneously feel sadness. If you’re fast approaching an empty nest, I’m going to share five empty nester tips to help you focus on the positive and remember that this can be a rich and rewarding time in your life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Why You Need a Family Mission Statement

Tue, 04 Mar 2025 18:51:51 -0000

Have you ever stopped to consider why companies create mission statements? Doing so succinctly defines values and goals and serves as the standard against which decisions - financial or otherwise - are measured. It’s a tool you can use within your family, too, to make sure you are making decisions that line up with your values. In this episode, we review four steps to creating a family mission statement that helps you remain on the right track to meet your family’s goals.

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Planning for Retirement as a Couple

Tue, 25 Feb 2025 20:03:59 -0000

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The Interconnection Between Your Social Life and Your Financial Life

Tue, 18 Feb 2025 18:51:46 -0000

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Subtle Signs Your Spouse is a Financial Bully

Tue, 11 Feb 2025 20:29:12 -0000

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Helping Teenagers Develop Good Habits Financially, Academically, and Physically

Tue, 04 Feb 2025 20:06:31 -0000

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Planning for Retirement as a Couple

Tue, 28 Jan 2025 19:23:16 -0000

Even the strongest couples face challenges during life transitions, and retirement is one of them. For a couple to successfully enjoy their retirement together, one of the most important things they can do is to get the timing right for both of them. That’s why it’s so important to have a thoughtful discussion beforehand. You and your spouse should have a shared understanding of your visions for retirement, your preferred timing, and even details like how to accomplish daily housework tasks. Kathy shares guidance on how to start the conversation in this episode focused on communication for couples nearing retirement.

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Aligning Philanthropy with Personal Values

Tue, 21 Jan 2025 19:09:26 -0000

For many of us, giving back is about expressing gratitude, creating change, and making a difference. But let’s be honest, with so many causes, organizations, and options out there, figuring out where to start can feel a little overwhelming. That’s why today we’re talking about values-based charitable giving. What does that mean? It’s about making sure your generosity reflects what matters most to you—your core beliefs—so that every contribution you make feels intentional and impactful.

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Empower Yourself Through Financial Organization

Tue, 14 Jan 2025 20:25:24 -0000

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Getting Unstuck When the New Year Feels Like the Same Old

Tue, 07 Jan 2025 19:40:51 -0000

This time of year, we hear a lot of messaging about the promise and opportunity of a new year and a feeling of hope that we can change our lives for the better. But, what if you’re at a place in life where a new year doesn’t mean those things to you? What if you’re feeling stuck where you are and you aren’t sure how to move forward? In this episode, I want to set aside the idea that you need to be charging toward big goals and ambitions right now, and focus instead on five simpler things you can do if you need to get “unstuck” from your current circumstances or mindset.

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Using ‘Compass Goals’ to Achieve More This Year

Wed, 01 Jan 2025 20:21:34 -0000

Our goals should inspire and motivate us, leaving us with a sense of hope for the future. But if you’re feeling haunted by past failures, the entire process of goal setting can make you feel anxious. Often, the root of the problem is that we’ve been setting the wrong kinds of goals, which is why I want to share the concept of “compass goals” with you in this episode.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Lifestyle Inflation: What it Is and How to Avoid It

Tue, 24 Dec 2024 17:44:56 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Balancing Act: Navigating Burnout, Financial Wellness, and Overall Health

Tue, 17 Dec 2024 19:05:06 -0000

Many of us are on a quest for success – at work and in our personal lives – that often leads us down a path of intense pressure and stress. It affects not just our mental and physical health, but our financial wellness, too. The balancing act between maintaining health, managing stress, and ensuring financial stability is a complex challenge, and it's important to recognize the relationship between burnout, financial wellness, and overall health so that we can all better navigate these interconnected aspects of our well-being.

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Tackling Your Fear of Numbers to Master Personal Finance

Tue, 10 Dec 2024 19:10:10 -0000

Feeling fear or intimidation around numbers is more common than you might think, especially for women. However, adopting a reactive stance toward money management only perpetuates a cycle of financial uncertainty. Proactively engaging with your finances is crucial for realizing your goals and crafting a meaningful existence for yourself and your loved ones. In this episode, learn how to tackle 'numerophobia' head-on.

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How Gratitude Can Enhance Your Financial Life

Tue, 03 Dec 2024 19:54:41 -0000

When we think of gratitude, it's often about appreciating what we have in life, but what if we applied that same mindset to our financial lives? Practicing gratitude in the realm of money can lead to a more positive and resilient approach to managing our finances. It can reduce stress, improve decision-making, and foster a greater sense of satisfaction. In this episode, we’ll explore how cultivating gratitude in your financial life can transform the way you think about money and offer practical tips for incorporating gratitude into your everyday financial routine.

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Using the TALK Method for Family Money Discussions

Tue, 26 Nov 2024 17:00:02 -0000

If you'll be seeing family for the holidays, it may be a good time to consider how to approach conversations about money, estate planning, retirement planning, elder care, and more. These conversations aren't easy, yet they are necessary for protecting your family’s financial future. In this episode, you'll learn a strategy to approach these discussions, called the “TALK Method." It just may be the key to conquering your money conversation anxiety so you can broach meaningful financial topics with those you love. Listen now!

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Thoughtful Estate Planning: Passing on Prosperity

Tue, 19 Nov 2024 19:07:22 -0000

Estate planning is a foundational aspect of planning for your family’s future and for generational success. There is an important feeling of reassurance that comes with knowing your loved ones will be looked after, your hard-earned assets protected, and your legacy carried forward. Thoughtful estate planning involves more than just a will or a trust, however. It's about thoughtful preparation and strategic management to help foster prosperity for generations to come, and that's the topic of this episode. Listen now!

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Boosting Retirement Savings with Health Accounts

Tue, 12 Nov 2024 19:18:59 -0000

We all know about traditional retirement planning options like 401(k)s and IRAs, but there's another tool that often flies under the radar—health accounts. These accounts can actually play a big role in boosting your retirement savings. So, in this episode, we’re diving into the world of alternative retirement savings where health and wealth intersect, giving you more ways to support your future.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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5 Personal Finance Habits That Lead to Financial Freedom

Tue, 05 Nov 2024 19:45:58 -0000

Achieving financial freedom – whatever that might mean to you personally – can seem like an insurmountable task. But the truth is, your journey to achieving any major milestone begins with small steps and smart habits that you put into practice each day. While it’s possible that there are external factors impacting your finances, there’s also a chance that your personal money habits are keeping you from meeting your goals. Since you can control your own habits, that’s what we'll discuss in this episode.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Want to Stop Fighting About Money? Here's How

Tue, 29 Oct 2024 18:11:33 -0000

The holiday season is approaching once again, and while it can be joyful, it can also be a prime time for fighting with your spouse or partner about money. As a couple, there are plenty of ups and downs that you’ll face together and work through as a team. However, fighting about money doesn’t have to be one of your challenges. If you find yourselves disagreeing on financial matters this time of year, you’re not alone. In fact, money issues are one of the leading causes of contention in romantic relationships. If you’re looking to find healthier ways to communicate with your partner and stop money fights in their tracks, I suggest trying the four steps shared in this episode.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Planning for Retirement as a Couple

Tue, 22 Oct 2024 17:46:46 -0000

Even the strongest couples face challenges during life transitions, and retirement is one of them. For a couple to successfully enjoy their retirement together, one of the most important things they can do is to get the timing right for both of them. That’s why it’s so important to have a thoughtful discussion beforehand. You and your spouse should have a shared understanding of your visions for retirement, your preferred timing, and even details like how to accomplish daily housework tasks. In this episode, you'll learn how to start the conversation.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

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Three Retirement Myths Women Should Stop Believing

Tue, 15 Oct 2024 18:30:44 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Why You Need a Family Mission Statement

Tue, 08 Oct 2024 18:04:06 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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How to Manage Money When You're Extremely Busy

Tue, 01 Oct 2024 18:45:44 -0000

If there simply aren't enough hours in the day to accomplish all the things you'd like to, you're not alone. The good news is, there are simple, low-effort strategies you can use to check "managing money" off the to-do list and feel more confident about your financial wellness. In this episode, I share tips for making your money management "out of sight and out of mind" so you can feel more confident about your finances - while being less occupied by them, too.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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10 Ingredients for Financial Well-Being

Tue, 24 Sep 2024 18:44:25 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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The Psychology of Retirement

Tue, 17 Sep 2024 18:14:31 -0000

Retirement is often seen as the long-awaited reward after decades of hard work—a time to relax, travel, and enjoy freedom from the daily grind. While these are all aspects of retirement, the emotional and psychological transition from full-time work to retirement can be more challenging than many anticipate. This stage of life represents a major shift, and for many retirees, it can bring unexpected difficulties related to identity, purpose, and overall fulfillment. In this episode, I’ll explore four common psychological challenges retirees face when transitioning from work to retirement and share strategies for emotionally preparing for this phase.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Four Career Habits to Grow Your Net Worth

Tue, 10 Sep 2024 18:15:03 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Bouncing Back from Divorce - Emotionally and Financially

Tue, 03 Sep 2024 18:30:57 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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The Interconnection Between Your Social Life and Your Financial Life

Tue, 27 Aug 2024 18:47:36 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Financial Launchpad: Post-College Money Management

Tue, 20 Aug 2024 18:22:52 -0000

Graduating from college is an exciting milestone. If you or a loved one has recently achieved it, congratulations! However, this phase of life also comes with new financial responsibilities. As you step into the working world, managing your money effectively is crucial to building a stable future. In this episode, I’m sharing nine tips for post-college money management, covering everything from budgeting to investing, to help you or a loved one prepare for a successful financial journey.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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How to Manage Your Money When You’re Extremely Busy

Tue, 13 Aug 2024 18:51:42 -0000

If there simply aren't enough hours in the day to accomplish all the things you'd like to, you're not alone. The good news is, there are simple, low-effort strategies you can use to check "managing money" off the to-do list and feel more confident about your financial wellness. In this episode, I share tips for making your money management "out of sight and out of mind" so you can feel more confident about your finances - while being less occupied by them, too.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

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Retirement Mindset Work for a Successful Transition

Tue, 06 Aug 2024 18:13:04 -0000

Retirement can be a difficult transition as you move from a structured career to a life of leisure, and it can be daunting and filled with uncertainty. And, many retirees don’t end up enjoying retirement like they thought they would. At my financial advisory firm, Flourish Wealth Management, we always say that EQ + IQ = Wealth because we understand the importance of preparing for your retirement years in a holistic way. In this episode, I’m going to explore the mindset needed for a smooth and successful transition into retirement and share the retirement mindset work many people overlook.

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Setting Wellness-Centric Financial Goals

Tue, 30 Jul 2024 17:18:33 -0000

Although it’s no longer the beginning of the calendar year, I believe that it’s always a good time to think about your financial goals. Money touches every part of our lives, including our relationships and our emotions, too, so striking a balance between financial goals and well-being is not only wise but essential for a fulfilling life. That’s why this episode explores the significance of setting wellness-centric financial goals and how they can contribute to a more satisfying life.

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The Subtle Impact of Financial Freedom on All Aspects of Your Life

Tue, 23 Jul 2024 18:07:16 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Building a Values-Based Financial Plan

Tue, 16 Jul 2024 18:57:07 -0000

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The State of Your Estate: A Mid-Year Check-Up

Tue, 09 Jul 2024 18:25:35 -0000

Estate planning is one of those tasks that often gets sidelined in the busy flow of daily life. However, it's not just for the wealthy or the elderly. In fact, estate planning is essential for every adult, regardless of the size of your estate or your stage of life. Mid-year, with its natural pause as we leave spring behind and settle fully into summer, offers a perfect opportunity to evaluate and adjust your financial and estate plans. In this episode, you'll learn practical steps to keep your estate well-organized so you can better protect your legacy and your loved ones.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Achieving Financial Health at Any Age

Tue, 02 Jul 2024 18:29:49 -0000

In the journey toward financial well-being, age is merely a number. Whether you're just starting your career, raising a family, or enjoying your retirement, achieving financial health is a goal that transcends generational boundaries. In this episode, I’ll explore key principles and strategies to help you foster financial well-being at any stage of life.

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Financial Independence: Building Wealth as a Woman

Tue, 25 Jun 2024 18:04:42 -0000

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The Empty Nest: Making Life After Kids Rich and Rewarding

Tue, 18 Jun 2024 17:13:43 -0000

As parents, our world centers on our children when they’re young, which is why it's common to struggle with the transition from a full house and a busy schedule of kid-related activities to an empty nest and lots of free time. It can be an incredibly emotional time for parents. While you might feel happy and proud to have successfully launched young adults out into the world, you might simultaneously feel sadness. If you’re fast approaching an empty nest, I’m going to share five empty nester tips to help you to focus on the positive and remember that this can be a rich and rewarding time in your life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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How Parents Can Cultivate Money Smarts in Kids

Tue, 11 Jun 2024 18:28:22 -0000

Financial literacy is a crucial skill for navigating life's financial challenges, yet most schools don’t teach it. This means it falls to parents to begin instilling financial wisdom in their kids from a young age. For parents, the responsibility of teaching children about money management offers a unique opportunity to set the foundation for a lifetime of financial health and responsibility, helping kids to grow into financially savvy adults. In this episode, I’ll share actionable strategies and money lessons for kids to help parents cultivate money smarts in their households.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Emergency Funds are Important to Have (Even if You're Wealthy)

Tue, 04 Jun 2024 18:39:13 -0000

Having an emergency fund is critical to building and maintaining wealth over time. This is true even if you have a high net worth or a high monthly income. Both of these things can make you feel more financially secure than you really are, meaning an unexpected emergency expense could have a significant negative impact on your present – and future – finances.

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A Spring Financial Clean-Up: Step by Step

Tue, 28 May 2024 16:40:43 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Four Career Habits to Grow Your Net Worth

Tue, 21 May 2024 18:11:06 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Empower Yourself with Knowledge Through Financial Literacy

Tue, 14 May 2024 17:00:42 -0000

Money touches nearly every aspect of our lives. In a world where financial instruments are increasingly sophisticated and the global economy more interconnected, the ability to understand and manage your own financial affairs is essential. Financial literacy is what enables you to save, invest, and manage debt wisely, contributing to overall economic stability – and personal well-being, too.

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Having it All: Being a Great Mom & Having a Successful Career

Tue, 07 May 2024 18:00:48 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Four Mental Roadblocks That Stall Your Financial Success

Tue, 30 Apr 2024 17:55:45 -0000

Part of keeping your financial health strong is engaging in a bit of reflection and introspection from time to time. Think back to the resolutions you made at the start of the year, assess your progress, and make plans to move forward. If you aren't where you desire to be, common “mental roadblocks” could be holding you back. In this episode, you'll learn how to overcome four of these limiting mindsets and psychological obstacles so you can feel more financially empowered.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Find out more at https://flourish-financially.pinecast.co

Legacy Planning Tips: Combining Purpose and Passion

Tue, 23 Apr 2024 17:21:36 -0000

If you’ve heard the term “legacy planning,” you might think it’s interchangeable with “estate planning.” Though they are related concepts, they are distinct. In this episode, we explore going “beyond wealth” – and the traditional estate plan – to create a legacy plan that infuses purpose and passion, and serves as a testament to your values, beliefs, and the contributions you have made throughout your life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Find out more at https://flourish-financially.pinecast.co

Tackling Your Fear of Numbers to Master Personal Finance

Tue, 16 Apr 2024 18:00:57 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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How Women Can Enjoy a Financially Secure Retirement

Tue, 09 Apr 2024 14:37:08 -0000

There’s a lot that goes into a comprehensive retirement plan, and women have different considerations - and challenges - compared to men. This is due to many economic and social factors that work against women in intersecting ways. In this episode, I explore why proactive retirement planning is important for women and provide tips for creating a more secure retirement.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Finding Financial Synergy in Second Marriages

Tue, 02 Apr 2024 18:18:09 -0000

Entering into a second marriage is an opportunity for a fresh start, yet it comes with its own unique set of challenges, including combining households, blending families, and the challenge we’re discussing today – managing finances. Navigating this aspect successfully requires open communication, trust, and a shared commitment to building a secure future together. Today, I’ll share seven strategies for achieving financial synergy in second marriages.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Important Steps Before Your Child Leaves for College

Tue, 26 Mar 2024 18:43:34 -0000

Spring is the time when many high school seniors select their college and begin preparing for this next phase. While they are often full of excitement, it can be a worrisome time for parents. Although we have always seen ourselves as the protectors and decision-makers for our children, we lose some of our rights once they come of age. We may fully trust them to make their own decisions, but this can pose a challenge in the case of an emergency scenario at college or otherwise. Be prepared - and gain peace of mind - with these four important documents.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Balancing Act: Navigating Burnout, Financial Wellness, and Overall Health

Tue, 19 Mar 2024 17:55:12 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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The Link Between Money and Your Mental Health

Tue, 12 Mar 2024 14:08:49 -0000

Money matters and mental health are inextricably connected. Being able to work through your day-to-day experiences with money and your emotions can help give you a better understanding of the interconnection between money and mental health for you personally, as well as give you a clearer understanding of what your strengths and weaknesses are when it comes to money management.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Finding Financial Synergy in Second Marriages

Tue, 05 Mar 2024 15:00:49 -0000

Entering into a second marriage is an opportunity for a fresh start, yet it comes with its own unique set of challenges, particularly in managing finances. The truth is that many people may have financial marital baggage from the past, especially given that money concerns remain one of the leading causes of divorce. Rather than ignore this potential element of a second marriage, it’s smart to be intentional and proactive in addressing it. Doing so can help to pave the way for a balanced and financially secure partnership.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Why You Buy-Getting to the Root of Your Overspending Habit

Tue, 27 Feb 2024 19:42:47 -0000

Are you ready to gain clarity on the roots of your overspending habit and make a plan for positive change? We often have the best of intentions when it comes to our money goals – including with our spending. We might start the month resolving to stop unnecessary spending, only to be wooed by an unexpected sale here and a fancy coffee there. Before we know it, we’ve spent more money than we wanted to. If you recognize this cycle, it’s time to get to the root of your overspending habit so you can begin to make a change.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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7 Money Lies You May Be Telling Yourself

Tue, 20 Feb 2024 19:54:25 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Lifestyle Inflation: What it Is and How to Avoid It

Tue, 13 Feb 2024 18:46:59 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Legacy Planning Tips: Combining Purpose and Passion

Tue, 06 Feb 2024 14:49:43 -0000

If you’ve heard the term “legacy planning,” you might think it’s interchangeable with “estate planning.” Although they are related concepts, they are distinct. In this episode, we will talk about going “beyond wealth” – and the traditional estate plan – to create a legacy plan that infuses purpose and passion, and serves as a testament to your values, beliefs, and the contributions you have made throughout your life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

Setting Wellness-Centric Financial Goals

Tue, 30 Jan 2024 20:52:08 -0000

Although it’s no longer the very beginning of the year, I believe that it’s always a good time to think about your financial goals. Money touches every part of our lives, including our relationships and our emotions, too, so striking a balance between financial goals and well-being is not only wise but essential for a fulfilling life. That’s why, today, we’re exploring the significance of setting wellness-centric financial goals and how they can contribute to a more satisfying life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Getting Unstuck When the New Year Feels Like the Same Old

Tue, 23 Jan 2024 14:43:03 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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100th Episode Special: 10 Years of Flourish Wealth Management and a Podcasting Milestone

Tue, 16 Jan 2024 15:00:28 -0000

Celebrate with us! This episode marks a dual celebration - the 100th episode of this podcast, and the 10th anniversary of Flourish Wealth Management! What has evolved over our last ten years in business is something that, today, we call The Flourish Fundamentals - the three things that set our team apart from other financial advisors. Learn more now!

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Find out more at https://flourish-financially.pinecast.co

Cultivating a Wealthy Mindset for the New Year and Beyond

Tue, 09 Jan 2024 19:17:44 -0000

As with many things in life, perspective is paramount. That's why mindset is critical in building wealth and achieving financial security. Money is a complex, complicated topic. Changing your mindset around it can take time, but it’s worth the effort. Viewing your wealth as a tool of empowerment and a creator of choice is an important step toward maximizing your financial potential in the ways that are most meaningful to your life, and that is the focus of this engaging episode.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Find out more at https://flourish-financially.pinecast.co

Achieving Financial Health at Any Age

Tue, 02 Jan 2024 20:43:33 -0000

Would you like to achieve greater financial health this year? Whether you're just starting your career, raising a family, or enjoying your retirement, achieving financial health is a goal that transcends generational boundaries. In this episode, you'll learn key principles and strategies to help you foster financial well-being at any stage of life. You've got this!

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com

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Use Compass Goals to Achieve More This Year

Tue, 26 Dec 2023 14:55:45 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Find out more at https://flourish-financially.pinecast.co

Building a Values-Based Financial Plan

Tue, 19 Dec 2023 21:55:31 -0000

When you think about your finances, you probably don’t simultaneously consider your core values. You’re more likely to be focused on the debt you’re trying to tackle, the trip you’re saving for, and even how much you’ll spend at the grocery store this month as food costs continue to rise with inflation. However, it's important to get a bit introspective about your finances and consider things like your intrinsic values. In this episode, you'll discover why.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Don't forget to leave a review on our Podcast and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

The Empty Nest: Making Life After Kids Rich and Rewarding

Tue, 12 Dec 2023 22:36:21 -0000

As parents, our world centers on our children when they’re young, which is why it's common to struggle with the transition from a full house and a busy schedule of kid-related activities to an empty nest and lots of free time. It can be an incredibly emotional time for parents. While you might feel happy and proud to have successfully launched young adults out into the world, you might simultaneously feel sadness. If you’re fast approaching an empty nest, I’m going to share five empty nester tips to help you to focus on the positive and remember that this can be a rich and rewarding time in your life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com

Don't forget to leave a review on our Podcast and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

Reducing Your Financial Stress During the Holidays and Beyond

Tue, 05 Dec 2023 19:28:36 -0000

Money and finances are the top cause of stress for Americans, and financial anxiety can be compounded during the holidays. In this episode, I suggest a few ways you can reclaim your holiday joy instead of succumbing to financial worries AND make a plan for living with less financial stress the rest of the year, too.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Financial Incompatibility in Relationships

Tue, 28 Nov 2023 14:51:53 -0000

It's easy to get caught up in the excitement of a new relationship and in making plans for your future together. Though your new love may check all the proverbial boxes for your ideal mate, it’s important to ask yourself whether there are any financial red flags that could amount to deal-breakers for you. Now, I know what you may be thinking: you should choose a mate based on love, not money… right? Well, the answer is more complicated than a simple yes or no because financial incompatibility can lead to many challenges in a relationship. So, in this episode, I’ll share why you should set some financial boundaries – and stick to them.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Women and Money: 5 Common Financial Fears

Tue, 21 Nov 2023 20:50:10 -0000

In a world where women are progressively breaking barriers and rising to leadership positions, there remains a lesser-known yet significant aspect of their journeys: financial fears that often hinder their progress. In this episode, we discuss common financial fears for women, as well as actionable strategies to empower you to overcome these obstacles and embrace a future of financial security and empowerment.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Is It Ever OK to Take a Pay Cut?

Tue, 14 Nov 2023 18:36:19 -0000

The world we live in today is fast-paced and increasingly complex, and it's challenging to navigate the landscapes of work and life. As you strive for career success, you may sometimes find yourself facing difficult decisions that can impact your overall well-being. One question that may arise on your journey is whether it is ever acceptable to take a pay cut. In this episode, we explore five scenarios in which it may be wise to make this decision to gain more balance and career contentment in the long run.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com

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Helping Your Teenagers Develop Good Habits Financially, Academically, and Physically

Tue, 07 Nov 2023 17:50:35 -0000

It's normal for teens to ignore their parents sometimes, but we’re ultimately responsible for helping them develop the strong foundations they’ll carry into adulthood. And, neuroscientists have found that one of the best ways to do this is to help our teens develop positive habits and routines.

For more information about Kathy, her firm, and the great things the valuable services they offer, visit www.flourishwealthmanagement.com

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Using the TALK Method for Family Money Discussions

Tue, 31 Oct 2023 18:06:53 -0000

Conversations with family regarding money, estate planning, retirement planning, elder care, and what will happen to investments when someone dies are not easy. Of course, they are also necessary for protecting your family’s financial future. In this episode, Kathy explains how to approach these discussions using the “TALK Method” to conquer your money conversation anxiety and broach just one meaningful financial topic with someone you love.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Understanding the Link Between Money and Mental Health

Tue, 24 Oct 2023 14:26:54 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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A Man is Not a Plan

Tue, 17 Oct 2023 15:25:32 -0000

The financial services industry remains dominated by men, and there is a lingering feeling in some circles that women take a backseat when it comes to money matters. This can lead many women to feel unheard or uncomfortable in financial conversations, even though women control 51% of personal wealth today and have a greater desire than ever to take control of their financial futures. Add in the fact that the majority of women will be responsible for their own finances at some point, and it becomes crucial to remember that a man is NOT a plan when it comes to preparing for your financial future.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Four Mental Roadblocks That Stall Your Financial Success

Tue, 10 Oct 2023 18:59:53 -0000

Fall is a time of reflection and introspection for many people. You may be thinking back to the resolutions you made at the start of the year, assessing your progress, and making plans to move forward. If you aren't where you desire to be, common “mental roadblocks” could be holding you back. In this episode, you'll learn how to overcome four of these limiting mindsets and psychological obstacles so you can feel empowered to finish the year strong.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Why You Need a Family Mission Statement

Tue, 03 Oct 2023 13:39:57 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Empower Yourself Through Financial Organization

Tue, 26 Sep 2023 20:39:38 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Legacy Planning: Tips for Combining Purpose and Passion

Tue, 19 Sep 2023 20:42:04 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com

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Framing: The Key to a Happier and Wealthier Life

Tue, 12 Sep 2023 15:07:54 -0000

You may think that the level of happiness you feel about money, your work, your social life, or your relationships is derived from what happens in each of those areas of your life. In truth, though, your perception of the things that happen is what truly makes a difference in your outlook. It really is all about perspective, and psychologists who study this cognitive bias call it the “framing effect.” Learn more in this engaging and optimistic episode!

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Money & Marriage - When Your Spouse Won't Talk About Money

Tue, 05 Sep 2023 19:19:55 -0000

No matter what your marriage looks like - and each one is unique - having money conversations with your spouse can be complex. You each bring your own money story, values, and financial resources and obligations to the relationship, which can create complications. In this episode, we'll talk about what productive money discussions look like, and how to overcome the challenge of a partner who is hesitant to discuss money matters.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Tips Before Tying the Knot: Financial Planning Prior to Marriage

Tue, 29 Aug 2023 13:41:52 -0000

It might not be as exciting as choosing your venue or deciding what you'll wear on the big day, but intentional financial planning before marriage can reduce future conflicts around money, help you establish shared expectations, and start a habit of open communication so your relationship can flourish. So, if you’re planning to get married soon and you’re struggling with how to approach the topic of money with your partner, this episode is for you.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Helping Teenagers Develop Good Habits Financially, Academically, and Physically

Tue, 22 Aug 2023 16:33:04 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Planning for Retirement as a Couple

Tue, 15 Aug 2023 14:21:42 -0000

For a couple to successfully enjoy their retirement together, one of the most important things they can do is to get the timing right for both of them. That’s why it’s so important to have a thoughtful discussion beforehand. You and your spouse should have a shared understanding of your visions for retirement, your preferred timing, and even details like how to accomplish daily housework tasks. This episode shares guidance on how to start the conversation for couples nearing retirement.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Emergency Funds are Important (No Matter How Much Money You Have or How Much You Earn)

Tue, 08 Aug 2023 19:50:29 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com

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Bouncing Back from Divorce – Emotionally and Financially

Tue, 01 Aug 2023 15:20:27 -0000

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How Women Can Enjoy a Financially Secure Retirement

Tue, 25 Jul 2023 18:01:32 -0000

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Important Steps Before Your Child Leaves for College

Tue, 18 Jul 2023 15:57:26 -0000

It's that time of year when many new high school graduates are preparing to head off to college. While they are often full of excitement, it can be a worrisome time for parents. Although we have always seen ourselves as the protectors and decision-makers for our children, we lose some of our rights once they come of age. We may fully trust them to make their own decisions, but this can pose a challenge in the case of an emergency scenario at college or otherwise. Be prepared - and gain peace of mind - with these four important documents.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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10 Ingredients for Financial Well-Being

Tue, 11 Jul 2023 16:53:41 -0000

It's easy to overspend on leisure activities and vacations during the summer. If your financial health is on your mind, you’re in the right place. In this episode, we review the 10 ingredients that are essential for financial well-being so you can stay on track while still enjoying the summer season.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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How to Manage Your Money When You’re Extremely Busy

Tue, 27 Jun 2023 15:20:30 -0000

It can feel like there aren't enough hours in the day to accomplish all the things you'd like to. The good news is, there are simple, low-effort strategies you can use to check "managing money" off your to-do list and feel more confident about your financial wellness. Use these tips for making your money management "out of sight and out of mind" so you can feel more confident about your finances - while being less occupied by them, too.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com

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Why You Should Spend Your Money on Experiences Instead of Possessions

Tue, 20 Jun 2023 15:00:54 -0000

Things. We all have so many of them, don’t we? Some of our material possessions are necessary aspects of modern life, but many are not. As you think about your life and creating long-lasting fulfillment, are physical possessions the way to do it? In this episode, we’re asking the question “How do we actually achieve happiness?”

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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The Interconnection Between Your Social Life and Your Financial Life

Tue, 13 Jun 2023 19:11:25 -0000

Our social circles greatly influence all aspects of our lives. How we act, how stressed we feel, how long we live, the choices we make, the risks we take, our self-control… studies have shown that our friends significantly impact us in all of these areas and more! Of course, the way we manage our finances is strongly influenced by our circle of friends, too, which can be both positive and negative. We'll explore both sides of the coin in this episode.

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Why You Need a Family Mission Statement

Tue, 06 Jun 2023 13:49:06 -0000

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Planning for Retirement as a Couple

Tue, 30 May 2023 18:49:06 -0000

Even the strongest couples face challenges during life transitions, and retirement is one of them. For a couple to successfully enjoy their retirement together, one of the most important things they can do is to get the timing right for both of them. That’s why it’s so important to have a thoughtful discussion beforehand. You and your spouse should have a shared understanding of your visions for retirement, your preferred timing, and even details like how to accomplish daily housework tasks. Kathy shares guidance on how to start the conversation in this episode focused on communication for couples nearing retirement.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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The Pressures and Benefits of Being a Female Breadwinner

Tue, 23 May 2023 19:03:29 -0000

If you’re a breadwinning woman – or on the verge of becoming one – congratulations on being strong and unafraid to grow your career! Regardless of your power and confidence, though, it’s likely you’re facing tricky societal pressures. In this episode, you'll find a frank discussion of the pressures and benefits of being a female breadwinner, along with practical advice for overcoming the challenges.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Having it All: Being a Great Mom & Having a Successful Career

Tue, 16 May 2023 19:11:52 -0000

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Career Complacency Impacts Your Happiness (And Your Net Worth!)

Tue, 02 May 2023 18:44:12 -0000

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Empower Yourself Through Financial Organization

Tue, 25 Apr 2023 16:37:33 -0000

It’s incredibly common to have multiple retirement accounts with overlapping objectives - and little time to organize them. However, if your accounts aren’t organized effectively, you may not be making the most of your savings and investments. In this episode, you’ll learn how to use a financial “tune-up” to create a structure and planning process that lets you easily check in on your savings and spending goals to ensure you’re on track. This can also help you plan for contingencies, allowing you to feel more empowered to meet your financial and life goals.

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Using the TALK Method for Family Money Discussions

Tue, 18 Apr 2023 19:49:57 -0000

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A Man is Not a Plan

Tue, 11 Apr 2023 14:00:16 -0000

The financial services industry remains dominated by men, and there is a lingering feeling in some circles that women take a backseat when it comes to money matters. This can lead many women to feel unheard or uncomfortable in financial conversations, even though women control 51% of personal wealth and have a greater desire than ever to take control of their financial futures. Add in the fact that the majority of women will be responsible for their own finances at some point, and it becomes crucial to remember that a man is not a plan when it comes to preparing for your financial future.

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Subtle Signs Your Spouse is a Financial Bully

Tue, 04 Apr 2023 18:14:08 -0000

Resource: Allstate Foundation Purple Purse

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The Interconnection Between Your Social Life and Your Financial Life

Tue, 28 Mar 2023 19:31:17 -0000

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Framing: The Key to a Happier and Wealthier Life

Tue, 21 Mar 2023 20:50:26 -0000

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Want to Stop Fighting About Money? Here's How

Tue, 14 Mar 2023 19:57:53 -0000

As a couple, there are plenty of ups and downs that you’ll face together and work through as a team. However, fighting about money doesn’t have to be one of your challenges. If you and your partner find yourselves disagreeing on financial matters, you’re not alone. In fact, money issues are one of the leading causes of contention in romantic relationships. If you’re looking to find healthier ways to communicate with your partner and stop money fights in their tracks, I suggest trying the four steps I share in this episode.

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5 Unique Financial Planning Considerations for Women

Tue, 07 Mar 2023 22:40:44 -0000

It’s tempting to think that money is an equalizer or that “investing is investing” regardless of the investor’s demographics. However, there are key differences in financial planning for women. Both societal factors and common life events can impact a woman’s financial position and her resulting investment choices. In this episode, I’ll review five financial planning considerations for women to help better equip you to meet and overcome challenges that may lie ahead.

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Helping Teenagers Develop Good Habits Financially, Academically, and Physically

Tue, 21 Feb 2023 20:23:12 -0000

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Planning for Retirement as a Couple

Tue, 14 Feb 2023 20:42:55 -0000

Even the strongest couples face challenges during life transitions, and retirement is one of them. For a couple to successfully enjoy their retirement together, one of the most important things they can do is to get the timing right for both of them. That’s why it’s so important to have a thoughtful discussion beforehand. You and your spouse should have a shared understanding of your visions for retirement, your preferred timing, and even details like how to accomplish daily housework tasks. Kathy shares guidance on how to start the conversation in this episode focused on communication for couples nearing retirement.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Understanding the Link Between Money and Mental Health

Tue, 07 Feb 2023 20:42:50 -0000

Money matters and mental health are inextricably connected. Being able to work through your day-to-day experiences with money and your emotions can help give you a better understanding of the interconnection between money and mental health for you personally, as well as give you a clearer understanding of what your strengths and weaknesses are when it comes to money management.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Money & Marriage - When Your Spouse Won't Talk About Money

Tue, 31 Jan 2023 21:23:05 -0000

No matter what your marriage looks like, having money conversations with your spouse can be complex. You each bring your own money story, values, and financial resources and obligations to the relationship, which can create complications. In this episode, we'll talk about what productive money discussions look like, and how to overcome a partner who is hesitant to discuss money matters.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

Related Podcast Episode: The Money Conversations You Should Be Having

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Women & Philanthropy - Charitable Giving Tips

Tue, 24 Jan 2023 14:33:08 -0000

Women control more than $10 trillion in household financial assets – and that figure is steadily growing. What’s more, women are using their resources to support forces for good in the world. If making a difference is important to you, use these four charitable giving tips to be more intentional and strategic with your generosity - while keeping your own financial wellness in mind, too.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Women, Wealth & Wisdom

Tue, 17 Jan 2023 17:16:03 -0000

Women’s wealth and their ability to make money are growing faster than ever. Unfortunately, two big issues remain in financial services: (1) many women don’t feel heard or part of the financial conversation, and (2) the majority of financial planners don’t engage in the bigger-picture purpose for the dollars. So, what's a woman to do? It's important to be intentional with your financial planning, and it all begins with building confidence.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

This episode features an excerpt from Kathy's book: Flourish Financially: Values, Transitions, and Big Conversations.

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Getting Unstuck When the New Year Feels Like the Same Old

Tue, 10 Jan 2023 18:57:55 -0000

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Using 'Compass Goals' to Achieve More in the New Year

Tue, 03 Jan 2023 17:00:42 -0000

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How to Manage Your Money When You’re Extremely Busy

Tue, 27 Dec 2022 13:50:02 -0000

If there simply aren't enough hours in the day to accomplish all the things you'd like to, you're not alone. The good news is, there are simple, low-effort strategies you can use to check "managing money" off the to-do list and feel more confident about your financial wellness. In this episode, I share tips for making your money management "out of sight and out of mind" so you can feel more confident about your finances - while being less occupied by them, too.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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10 Ingredients for Financial Well-Being

Wed, 21 Dec 2022 16:19:24 -0000

It’s that time of year when many of us are reflecting on the past 12 months and planning for the future, too. If your financial health is on your mind, you’re in the right place. In this episode, we review the 10 ingredients that are essential for financial well-being.

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Having it All: Being a Great Mom & Having a Successful Career

Wed, 14 Dec 2022 16:18:44 -0000

For more information about Kathy, her firm, and the valuable services they offer for people like you, visit www.flourishwealthmanagement.com.

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Surviving and Celebrating the Holidays: Family Communication and Staying Present

Wed, 07 Dec 2022 02:42:25 -0000

There are so many areas of our lives that can be made better with an intentional focus on communication – or which can suffer from a lack of communication. Your finances are one such area. Here are some communication tips to help you have better money discussions with your spouse, partner, or other family members during the holiday season and the rest of the year, too.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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Reducing Your Financial Stress During the Holidays and Beyond

Wed, 30 Nov 2022 19:18:10 -0000

For more information about Kathy, her firm, and the valuable services they offer for people like you, visit www.flourishwealthmanagement.com.

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Practicing Gratitude During Thanksgiving and Beyond

Wed, 23 Nov 2022 16:03:12 -0000

During the holiday season, it can be easy to be overcome by stress, frustration, and anxiety. If you’re struggling, remember there is a mysteriously easy way to improve many areas of your life: gratitude. Studies show that practicing gratitude is linked to benefits in the areas of social well-being, emotional health, and psychological functioning. Not only that, but science has also shown that regular gratitude practices are linked to improved sleep, lower blood pressure, and even asthma control and weight loss. Use these six strategies to start your gratitude practice today.

For more information about Kathy, her firm, and the valuable work they do for people like you, visit www.flourishwealthmanagement.com.

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Couples and Money: Choosing Your Financial Strategy

Tue, 15 Nov 2022 15:17:09 -0000

Money is a very personal topic. It can be difficult to talk about, even with the person you’re sharing your life with. That’s one reason why determining your financial strategy as a couple can be a challenge. If you’ve been struggling to successfully blend this portion of your life, I have good news – there’s no “right” or “wrong” way to do it.

Did you enjoy this episode? Please leave a rating and review of the show on Apple Podcasts!

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Your Spouse and Money

Tue, 08 Nov 2022 20:07:50 -0000

Money matters can be so difficult to discuss, sometimes most especially with those closest to you. You may even have a bit of trepidation if you suspect you and your spouse or partner are out of harmony on financial matters, and that broaching the subject could lead to a disagreement. It might not be easy – it may even be messy – but it is crucial to have money conversations with the person you’re sharing your life with. In this episode, I provide tips to get started.

For more information about Kathy, her firm, and the valuable financial plans they're building for people like you, visit www.flourishwealthmanagement.com.

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7 Money Lies You May Be Telling Yourself

Tue, 01 Nov 2022 14:37:44 -0000

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Understanding Your Money Story

Tue, 25 Oct 2022 15:24:36 -0000

We all have our own Money Story, made up of our entire history of financial decisions and influences. Your money story represents the emotional attachments you have to money, which impact how you spend and save. Understanding your money story and the emotions surrounding it are key steps in removing the barriers that keep many people from making level-headed financial decisions and achieving the success they desire.

Get started understanding your Money Story today! Download your FREE Values One-Pager here!

Don't forget to visit https://flourishfinanciallychallenge.com to log in, take the challenge, and track your progress.

For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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5 Strategies to Spend Less and Save More

Tue, 18 Oct 2022 15:15:12 -0000

Overspending can be a difficult habit to break, but doing so means more financial security - and less financial anxiety. Try these five actionable steps to help you turn your best intentions into best practices so you can spend less - and save more - for your future. Remember, taking small steps consistently can change your life!

For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Why You Buy: Getting to the Root of Your Overspending Habit

Tue, 11 Oct 2022 17:03:19 -0000

So often, we have the best of intentions when it comes to our money goals – including with our spending. We might start the month resolving to stop unnecessary spending, only to be wooed by an unexpected sale here, and a fancy coffee there. Before we know it, we’ve spent more money than we wanted to, and we end the month beating ourselves up yet again. If you recognize this cycle, it’s time to get to the root of your overspending habit so you can begin to make a change.

Did you enjoy this episode? Please rate & review the show on Apple Podcasts!

Don't forget to visit https://flourishfinanciallychallenge.com to take the Flourish Financially Challenge and track your progress!

For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com.

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The Wheel of Life- 2 Year Anniversary Special

Tue, 04 Oct 2022 14:01:06 -0000

The Wheel of Life is a concept I introduce to all my clients because of its incredible value in helping you get to the heart of your values and priorities. If you want to establish meaningful financial and life goals and create a decision-making framework for your money and your future, this tool can help you get there. It will help you develop more satisfaction, a better sense of well-being, and a life that allows you to flourish every day.

You can access your own printable Wheel of Life Worksheet here.

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5 Personal Finance Habits That Lead to Financial Freedom

Tue, 07 Jun 2022 18:34:54 -0000

Achieving financial freedom – whatever that might mean to you personally – can seem like an insurmountable task. But the truth is, your journey to achieving any major milestone begins with small steps and smart habits that you put into practice each day. While it’s possible that there are external factors impacting your finances, there’s also a chance that your personal money habits are keeping you from meeting your goals. Since you can control your own habits, that’s what we'll discuss in this episode.

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Episode 72: Navigating Four Common Career Transitions

Tue, 24 May 2022 20:56:52 -0000

Life transitions often throw us for a loop, and this certainly includes career transitions. Sometimes they’re planned, but many times they are unexpected and challenging. However, when we examine how these transitions might occur, they become easier to navigate.

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Episode 71: Framing: The Key to a Happier and Wealthier Life

Wed, 20 Apr 2022 14:10:23 -0000

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Episode 70: Money Moves that Give Women Greater Financial Security

Tue, 15 Mar 2022 20:27:02 -0000

So much is expected of us as modern women, and none of us can balance it all perfectly. However, many women devote so much time and energy to the other people in their lives that they can sometimes neglect to focus on their own finances. Set aside some focused time to make these five money moves and give yourself the gift of a firm foundation for the future.

For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com.

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Episode 69: Five Financial Strategies that Benefit Single Women

Thu, 24 Feb 2022 01:53:44 -0000

[Consumer Financial Protection Bureau Guide]

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Episode 68: Three Ways Female Entrepreneurs Can Self-Fund a New Business

Tue, 15 Feb 2022 18:46:22 -0000

Securing financial backing for a new venture can be challenging – especially for women. Whether you’ve been wanting to be your own boss in order to have more flexibility, or you’re feeling as though you have fewer options in your current field due to our changing world, right now might be the right time to start your own business. 60% of female entrepreneurs choose to self-fund, and these are the three most common ways to do it.

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Episode 67: Subtle Signs Your Spouse is a Financial Bully

Wed, 26 Jan 2022 00:17:24 -0000

The Center for Financial Security recently conducted a study that showed that 99% of people who experience domestic abuse also experience financial abuse from their partners. The study also found that most domestic abuse cases actually begin with a subtle form of financial control that escalates into physical, verbal, or emotional abuse. Unfortunately, financial abuse is not talked about as often as other forms of abuse, and it’s because of this lack of education that many people unwittingly miss the warning signs. This episode discusses these warning signs and also shares how to get help if you're the victim of a financial bully.

Resource for help with financial bullying and abuse: Purple Purse.

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Episode 66: Three Retirement Myths Women Should Stop Believing

Wed, 19 Jan 2022 04:02:54 -0000

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Episode 65: 10 Ingredients for Financial Well-Being

Wed, 12 Jan 2022 02:23:27 -0000

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Episode 64: Setting Goals for 2022

Tue, 28 Dec 2021 16:28:41 -0000

Most of us enter a new year with one or more goals, but it’s important to realize that not all goals are created equal. If your financial health is on your mind and you want to meet your money objectives this year, you have to set the right type of goals. Using the 'S.M.A.R.T.' acronym is a helpful place to start.

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Episode 63: Surviving and Celebrating the Holidays: Family Communication and Staying Present

Wed, 22 Dec 2021 18:58:52 -0000

There are so many areas of our lives that can be made better with an intentional focus on communication –or which can suffer from a lack of communication. Your finances are one such area. During the holidays, it is important to remember that we can experience more joy in this very busy season if we remember a few basic “rules of engagement” for communicating with our loved ones. Here are some communication tips to help you have better money discussions with your spouse, partner, or other family members. for this week’s challenge

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Episode 62: Emergency Funds are Important (No Matter How Much Money You Have or How Much You Earn)

Tue, 07 Dec 2021 21:16:40 -0000

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Episode 61: Four Career Habits to Grow Your Net Worth

Wed, 01 Dec 2021 05:01:33 -0000

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Episode 60: Practicing Gratitude – In the Spirit of Thanksgiving

Tue, 23 Nov 2021 14:40:13 -0000

As we enter our second holiday season under the shadow of the COVID-19 pandemic, it can be easy to be overcome by stress, frustration, and uncertainty. It can all feel a little overwhelming, even as we approach Thanksgiving – a time when many of us try to focus more on the things we’re thankful for. If you’re struggling to get into the Thanksgiving spirit, practicing gratitude may be the key. In this episode, we discuss six ways you can start your own gratitude practice - and reap the benefits all year long.

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Episode 59: Reducing Your Financial Stress During the Holidays and Beyond

Wed, 17 Nov 2021 08:00:28 -0000

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Episode 58: Bouncing Back from Divorce - Emotionally and Financially

Wed, 03 Nov 2021 16:00:37 -0000

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Episode 57: The Interconnection Between Your Social Life and Your Financial Life

Fri, 22 Oct 2021 16:53:48 -0000

Don't forget to visit https://www.flourishwealthmanagement.com/resources/podcasts to listen to past episodes and to catch Flourish Insights with Jay Pluimer, Director of Investments.

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Episode 56: Helping Teenagers Develop Good Habits Financially, Academically and Physically

Wed, 13 Oct 2021 14:30:19 -0000

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How to Manage Your Money When You're Extremely Busy

Wed, 06 Oct 2021 14:30:01 -0000

If there simply aren't enough hours in the day to accomplish all the things you'd like to, you're not alone The good news is, there are simple, low-effort strategies you can use to check "managing money" off the to-do list and feel more confident about your financial wellness. In this episode, I share tips for making your money management "out of sight and out of mind" so you can feel more confident about your finances - while being less occupied by them, too.

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Episode 54: Having it All: Being a Great Mom & Having a Successful Career

Thu, 30 Sep 2021 17:05:07 -0000

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Episode 53: Why You Need a Family Mission Statement

Thu, 23 Sep 2021 15:02:52 -0000

There’s a reason so many companies create a mission statement. Doing so succinctly defines values and goals, and serves as the standard against which decisions - financial or otherwise - are measured. It’s a tool you can use within your family, too, in order to make sure you are making decisions that line up with your values. In this episode, Kathy shares four steps to creating a family mission statement that helps you remain on the right track to meet your family’s goals.

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Episode 52: Finding the Best Financial Advisor for You

Fri, 30 Jul 2021 14:05:32 -0000

Happy one-year anniversary to Flourish Financially Challenge! Can you believe it's been a year already? I'm so grateful to have had you join me on this journey, I hope that you've been pushed and challenged and have grown both financially and personally throughout the past year.

When it comes to achieving your financial and life goals, it is critically important to find the right person to trust with your financial planning. Many people don’t take the time to find a financial advisor who best suits their needs, but it is important to find one who takes the time to get to know you - and how you think about money - in order to develop a financial plan that isn’t just about dollars and cents. In this episode, Kathy shares four guideposts you can use to find the best financial advisor for you.

The Flourish Financially Challenge podcast will be taking a one-week break before returning on August 13th under a new name, "Flourish Financially with Kathy Longo." In this new format, we will continue to discuss strategies and opportunities to improve your financial life and incorporate it into your overall well-being. We will also be welcoming guests onto our podcast in the near future for a new dynamic.

If you've enjoyed the challenges given on the Flourish Financially Challenge podcast, don't fret! You'll still be able to continue taking the challenges and accessing the worksheets and resources from each episode here. If you haven't had the chance to listen to the Flourish Financially Challenge, please visit the site or find us on Apple Podcasts, Google Podcasts, or on Alexa, by saying "Alexa, open the Flourish Financially Challenge."

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Episode 51: Planning for Career Transitions

Sat, 24 Jul 2021 11:37:32 -0000

Many people find themselves facing career transitions, either planned or unexpected. Though they can be positive or negative, it’s the unexpected transitions that often cause financial hardship or anxiety. In this episode, Kathy discusses common career transitions - from going back to school to pursue a passion to losing a lucrative job - and shares how you can plan ahead to better weather whatever sort of career change comes your way.

Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.

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Episode 50: Are You Ready for an Encore Career?

Fri, 16 Jul 2021 15:32:39 -0000

There is no rule book to follow in retirement, which means it can take many forms. Some retirees feel content sleeping in and learning a new hobby, while others feel aimless or anxious with so much newfound free time. That’s why some people benefit from an encore career - also called a second act - in order to find more purpose and satisfaction during this unique phase of life. In this episode, Kathy discusses what an encore career may look like and shares how to know whether this could be the right type of retirement for you.

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Episode 49: Fourteen Financial Fears

Fri, 09 Jul 2021 19:46:44 -0000

The relationship between money and our emotions is significant because the feelings we have about money and the financial decisions we make are inextricably intertwined. Fear is a particularly tricky emotion because it can hold you back from making important financial decisions - and from meeting your true potential and achieving a life where you can flourish. In this episode, Kathy shares fourteen common financial fears and provides tips to overcome them using three empowering steps.

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Episode 48: Teaching Kids About Investing

Fri, 02 Jul 2021 20:40:30 -0000

Parents are usually a child’s most powerful influence when it comes to money values, financial literacy, and financial decision-making. If you’re already talking with your kids about personal finance basics, consider giving them investing knowledge and lessons, too. There are many ways you could impart investing information, but it’s important to find a relatable way to teach kids complex topics – and one that will keep their attention, too. In this episode, Kathy shares advice from her own life as a parent and provides tips on how to give your kids financial knowledge and experiences around investing, too.

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Episode 47: Why Friends and Finances Do Mix

Fri, 25 Jun 2021 22:08:04 -0000

Nearly three-quarters of people believe it’s inappropriate to discuss money matters in a social setting. However, our circle of friends has a tremendous impact on the way we manage our finances - for better or for worse. In this episode, Kathy explains four reasons that she feels friends and finances do mix, and why we should all be engaging in money conversations with the people in our closest social circles. You may just find that these conversations help you and your friends build a foundation for richer conversations in the future through shared vulnerability and authenticity.

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Episode 46: Money Talks With Your Aging Parents

Fri, 18 Jun 2021 22:51:39 -0000

Discussions about money can feel complicated and even awkward, and this includes discussing money issues with your parents as they age. However, these conversations have a meaningful purpose, and keeping the lines of communication open will be the best way to meet your parents’ wishes and protect your family’s finances. In this episode, Kathy shares three questions you can ask to start these critical discussions with your parents, designed to help you better understand what they may need and what they want to happen when they pass.

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Episode 45: Planning for Retirement as a Couple

Fri, 11 Jun 2021 22:07:25 -0000

You and your spouse should have a shared understanding of your visions for retirement, your preferred timing, and even details like how to accomplish daily housework tasks. Kathy shares guidance on how to start the conversation in this episode focused on communication for couples nearing retirement. for this week’s challenge

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Episode 44: How Emotions Affect Your Money Story

Fri, 04 Jun 2021 20:17:44 -0000

The choices we make about money are closely tied to our emotions. They impact how we perceive things like success, happiness, finance, and the experiences that shape our lives. While this is a normal part of the human condition, our money stories can create barriers to meeting our goals. When you can learn to understand the emotions connected to your financial decision-making, you can separate the emotional from the rational, clarify your true goals, and make better financial decisions.

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Episode 43: Empower Yourself Through Financial Organization

Fri, 28 May 2021 13:45:36 -0000

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Episode 42: Talking to Your Kids About Money

Fri, 21 May 2021 23:46:52 -0000

Research shows that kids learn their money habits and values from their parents, yet 69 percent of parents are reluctant to discuss money with their children. Kids are always watching, however, and parents are teaching by example - whether they realize it or not. Since parents are such powerful influencers over their children, it is critical to discuss money matters so that kids are learning from a combination of talking about money and watching their parents’ actions. There are dozens of ways to start personal finance conversations with kids of all ages, and Kathy shares her best tips for helping kids develop healthy money habits in this value-packed episode.

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Episode 41: Building Your Financial Confidence

Fri, 14 May 2021 19:04:04 -0000

Did you know that 33 percent of women and 25 percent of men find talking about money to be stressful? If you find yourself in this category, you’re not alone. Equating money with stress can make it difficult to make financial decisions or to meet your goals, and it often comes down to a lack of confidence. Luckily, there are four steps you can take right now to increase your financial confidence, and Kathy shares them in this episode of the Flourish Financially Challenge podcast.

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Episode 40: Money & Your Values

Fri, 07 May 2021 20:41:15 -0000

Money decisions are about much more than dollars and cents - they are about your core values and how they impact your financial planning and decision-making. Unfortunately, many people experience disharmony between their values and their financial decisions. If you could benefit from more clarity about your values and what they mean for your financial and life goals, your challenge this week is to complete a “values check.” This process will allow you to uncover what is truly important to you and let it drive your decisions going forward.

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Episode 39: A Man is Not a Plan

Fri, 30 Apr 2021 18:41:34 -0000

Add in the fact that the majority of women will be responsible for their own finances at some point, and it becomes crucial to remember that a man is not a plan when it comes to preparing for your financial future.for this week’s challenge

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Episode 38: Using the TALK Method for Family Money Discussions

Sat, 24 Apr 2021 00:27:24 -0000

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Episode 37: Retirement Planning Investment Mistakes to Avoid

Fri, 16 Apr 2021 19:16:32 -0000

Retirement planning requires having a smart strategy on several fronts, including your investment plan. One way to achieve a successful and fruitful retirement is to make smart investment decisions - and more importantly, to avoid making common investment mistakes. In this episode, Kathy shares the three most common investment mistakes, and challenges you to review your investments to ensure your accounts are poised to preserve your assets and grow them for the future.

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Episode 36: The Money Conversations You Should Be Having

Fri, 09 Apr 2021 23:38:45 -0000

Your financial life won’t flourish in a vacuum, so it is crucial to engage in money conversations with the people around you. This includes your spouse or partner, your children, your aging parents, and even your close friends. Although these discussions may feel awkward at times, having them is an integral step in achieving your goals and improving your financial health in important ways. This week’s challenge is all about opening the door to conversations with the people who influence you the most and tackling money topics proactively, rather than waiting for a crisis.

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Episode 35: Considering Your Legacy

Sat, 03 Apr 2021 02:07:00 -0000

If your financial plan focuses mainly on your current phase of life, plus overarching goals like maxing out on retirement contributions, you need to ask yourself if you’ve done enough legacy planning. If you’d like to leave something to your children, grandchildren, or your favorite charity, the time to begin planning these “legacy gifts” is right now. Your challenge this week is to think about the financial legacies you’d like to leave behind, and take steps to incorporate them into your financial plan.

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Episode 34: Staying Active in Retirement

Sat, 27 Mar 2021 02:09:00 -0000

Retirement looks different for everyone, but you’re likely to be happier and healthier if you remain active and engaged in the world around you. Research shows that retirees who work part-time, volunteer, or otherwise spend their time in active or socially engaged situations have a lower likelihood of developing age-related chronic health conditions. They also show higher levels of emotional well-being. What does this mean for your retirement? Your challenge this week is to answer that question so you can stay active in the way that’s right for you.

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Episode 33: Your Retirement Identity Makeover

Sat, 20 Mar 2021 02:00:00 -0000

The transition from working full-time to retirement raises all types of emotions - including challenging ones like apprehension and sadness. When you spend much of your life identifying as a professional or a parent or both, it will take time to cope with adjusting to a new phase of life. If you’re struggling, this week’s challenge is to give yourself a “retirement identity makeover” by digging deep and asking yourself important questions about what is truly meaningful to you.

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Episode 32: Preparing for Boomerang Kids

Sat, 13 Mar 2021 04:29:45 -0000

According to the Bureau of Labor Statistics, nearly 55% of young adults will move back in with their parents for a period of time before age 27. These ‘boomerang’ kids often return home while they look for work, while they save to buy their own home, or while they pursue higher education. Regardless of the reason, this scenario has financial implications for parents and it may require taking measures to protect your own financial health.

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Episode 31: Nurturing the Empty Nest

Sat, 06 Mar 2021 04:02:00 -0000

When your children leave home for the first time, the transition to an empty house can be challenging. It can also be very exciting! Just as with any other transition in life, you’ll probably experience a range of emotions. How you manage those emotions, as well as your time, finances, and relationships, will impact your wellbeing as you adjust to an empty nest. In this episode, I share my top three tips for new empty nesters or those on the verge of this life transition.

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Episode 30: Protecting Yourself From Financial Surprises

Sat, 27 Feb 2021 04:00:23 -0000

In this life, financial surprises are all but inevitable. One thing we can control, though, is how we handle surprises when they come along, and preparation is key when it comes to surprises that impact your money. That’s why it’s so important to have an emergency fund. In this week’s episode, I share tips on handling life’s financial curveballs, including how to take small but meaningful steps forward if you’re just getting started with your emergency fund.

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Episode 29: Good Debt & Bad Debt

Sat, 20 Feb 2021 04:00:18 -0000

Most Americans will have debt at some point, but this isn’t necessarily a financial failure. That’s because there is a distinction between “good debt” and “bad debt.” As a general rule, good debt facilitates a goal, such as buying a home. Bad debt, on the other hand, is debt that includes a high interest rate and doesn’t necessarily support a life goal, such as credit card debt. This week’s challenge is for those struggling with bad debt because, with discipline, it’s possible to find yourself free from bad debt and financially healthier.

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Episode 28: College Savings vs. Retirement

Sat, 13 Feb 2021 04:45:34 -0000

Parents often feel responsible for setting their children up for a successful future. However, in terms of priorities, your retirement savings should generally always come before saving for college. Once you have a pool of retirement dollars and a plan for sustaining your income and lifestyle during retirement, then you can begin considering what you can truly afford to contribute to a college education fund. This can feel unnerving for parents, but this week’s challenge is to adopt a mindset that prioritizes your own financial future.

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Episode 27: Preparing for Unique Situations

Sat, 06 Feb 2021 04:00:00 -0000

When it comes to financial planning, there is no one-size-fits-all strategy. Your situation is unique – and so are your goals – and you may find that you need more extensive planning than most people. For example, do you own a family business, have a child with a disability, or require special planning in some other way? My challenge to you this week is to make sure you are appropriately prepared, and I recommend getting expert advice to help you along the way.

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Episode 26: Finances for Blended Families

Sat, 30 Jan 2021 04:55:00 -0000

Financial conversations are often difficult, particularly within marriages. This is especially true for those who have been married more than once, and for those with children from prior marriages. Money discussions in blended families can become quite complex, so in this episode, I share some of the key discussion points you’ll want to keep in mind when it comes to raising children with input from multiple sets of parents. These conversations are far from easy, but they will be incredibly consequential for your children at various stages of life.

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Episode 25: Charitable Giving

Sat, 23 Jan 2021 05:00:00 -0000

Charitable giving is a very personal decision, and two-thirds of Americans give money to a charitable organization annually. If giving back is a money value you hold dear, you’ll want to make sure you get the most “give” for your giving. This week, I’m sharing six tips to help you maximize your charitable gifts to the causes and organizations that are meaningful to you and your family.

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Episode 24: Money & Sadness

Sat, 16 Jan 2021 05:00:47 -0000

It is an unfortunate truth that money can be the catalyst for some of our most difficult struggles. This is why it is so important to minimize the negative impact that our emotions have on our financial decisions during challenging times. If you fear your financial decision-making has been compromised by sadness in the past, this week’s challenge is for you. I share two steps that you can begin taking now to safeguard your financial future from unchecked emotions like sadness.for this week’s challenge

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Episode 23: Financial Infidelity

Sat, 09 Jan 2021 05:00:04 -0000

Financial infidelity comes in various forms, but they are all characterized by keeping money secrets from your spouse or partner. This can be incredibly damaging to your relationship, and to your finances, which is why open and honest communication is key. This week, I challenge those of you with money secrets to lay your cards on the table and have an honest discussion about money with your spouse or partner so that you can move forward in a healthier direction.

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Episode 22: Tightening Your Budget Belt

Sat, 02 Jan 2021 05:00:09 -0000

Happy New Year! Whether it’s due to a change in income or simply a decision to prioritize savings goals, we all need to tighten our budget belts sometimes. While it’s not easy to change your spending habits, it begins with reminding yourself of the difference between necessary spending and those purchases that are simply nice to have. In this episode, I share a simple practice that can help you take control of your spending and gain confidence to meet your budget goals.

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Episode 21: Reconciling Emotions & Money

Sat, 26 Dec 2020 05:00:41 -0000

During an emotional life transition, it can be difficult to get outside of our own heads. Emotional turmoil clouds our decision-making, yet there are often many financial implications when a relationship ends, and decisions must be made. One of the most effective ways to come out financially on top after a relationship ends is to keep emotion out of these decisions. Though difficult, this ensures you will have the means to take care of yourself and prepare for the next chapter of your life.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 20: Divorce & Your Finances

Sat, 19 Dec 2020 18:17:39 -0000

While most people don’t plan for divorce, it impacts roughly 50 percent of families. It changes nearly every aspect of our lives, and it is both mentally and emotionally draining. Very few things happen overnight in a divorce process, so you have time to truly consider your long-term decisions. However, there are four practicalities you should address right away in order to organize your thoughts and your finances as you prepare to end your marriage and begin a new chapter in your life. for this week’s challenge

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Not only is www.flourishfinanciallychallenge.com a great place to track your progress and download useful resources, you’ll also find a link to rate and review this podcast! I would so appreciate you taking a few minutes to do so, because it will help me reach more people and, hopefully, help them on their journey toward financial and personal well-being. If you’re not sure how to do it, you can just head over to flourishfinanciallychallenge.com and the link that says rate us on apple podcasts will be right there on the home page. Thank you in advance! I hope you’ll join me again next week!

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Episode 19: Mastering Money Mechanics

Sat, 12 Dec 2020 04:50:18 -0000

If you play or watch sports, you’re likely familiar with the importance of players mastering the mechanics; that is, gaining proficiency in the fundamentals of how the game is played. It’s the same with finding success in managing your household finances, where it is crucial to lay a foundation built on strong mechanics. My challenge to you this week is to ask yourself four questions. Your answers will tell you whether your financial foundation is strong, or whether you need to work on the fundamentals.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 18: Money & Marriage

Sat, 05 Dec 2020 04:30:48 -0000

You and your spouse each bring your own money story, values, and financial resources and obligations to your marriage, which can create complications. One way to head-off financial turbulence in your relationship is to commit to the marriage with eyes wide open. My challenge to those of you on the cusp of this exciting life transition is to put in some proactive work before you get married – namely, learning exactly where you both stand financially. In this episode, I tell you how to get started.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 17: Facing Financial Uncertainty

Sat, 28 Nov 2020 04:00:00 -0000

Society encourages us to look at things in black and white but, when our finances are uncertain, this mentality can hinder our ability to see a new path forward.

The Sherpas of Nepal spend their days guiding eager, daring travelers up the treacherous paths of Mount Everest. What they witness in a month is likely more terrifying than what most of us have experienced in a lifetime. And yet, they continue guiding thousands of visitors per year. I admire these Sherpas because they embrace the uncertainty that the Himalayas hold as part of their life and their livelihood. When it comes to facing financial uncertainty in our own lives, we can take a lesson from the Sherpas.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 16: Reflection

Fri, 20 Nov 2020 15:07:37 -0000

Have you ever experienced a major transition in your life? One that changed everything, including your finances? Times like these can be exciting, but they’re also overwhelming and can take an emotional and mental toll. In the midst of transition, self-reflection helps you identify your main sources of challenge and worry. So, this week’s challenge is to jump-start your self-reflection process and gain greater clarity in your goals.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 15: Resilience

Sat, 14 Nov 2020 04:00:00 -0000

One of the frustrating parts of financial planning is that your plan is never permanent. Unexpected financial setbacks happen to all of us, and they can be things like job loss, the death of a spouse, suffering the effects of a risky investment, a failing business or many other stressful occurrences. In these situations, it’s normal to feel anger, sadness or fear, but one thing that can help us move forward is resilience – the capacity to bounce back from difficult situations.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 14: Owning the Moment

Fri, 06 Nov 2020 15:43:39 -0000

Right now in the world, so many people are going through transitions, many of which were unexpected. This is difficult. It’s painful. And it’s easy to feel like a victim of circumstance. But when we choose to own the moment – that is, to take charge of how we act and react in the face of a difficult transition – we can use our energy to accept what is, while also planning for what will come next.

For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 13: Taking Small Steps

Fri, 30 Oct 2020 18:17:56 -0000

Episode 13: Taking Small Steps

Mindset is often the biggest obstacle we need to overcome in order to create a financial plan that will help us meet our goals. In particular, the belief that our goals are simply too big to achieve holds us back from making progress. But, I want to let you in on a little secret: big goals don’t require big steps. They can be reached with a series of small, steady steps over time, and this week’s episode will help you get started.

For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 12: Cash Flow Focus

Sat, 24 Oct 2020 02:00:00 -0000

Episode #12: Cash Flow Focus

It can be difficult to get excited about your finances, particularly if you feel burdened by debt, lack the income you desire, or feel your financial goals are unattainable. If you’re feeling stuck and less-than-excited about your current financial outlook, you can break your cash flow down into smaller components that let you take more control of your finances - and help you get excited about achieving your goals.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 11: Numerophobia

Fri, 16 Oct 2020 13:28:37 -0000

Do you find money topics to be confusing? Do you lack confidence in your ability to understand financial concepts? If so, you may be suffering from numerophobia - and you’re not alone. This inevitably leads to a reactive approach to money management, but taking a proactive interest in your money is the best way to meet your goals and create a meaningful life for yourself and your family. So, if a fear of numbers is getting in the way of your financial success, my challenge to you this week is to stop making it about the numbers.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 10: Know Your Number

Fri, 09 Oct 2020 13:54:07 -0000

Your credit score takes into account your amount owed, credit, length of credit history, credit mix, and payment history. It can make or break your ability to accomplish financial and life goals like buying a home and, once damaged, it may take considerable time to repair. Everyone should know their credit score, but many people avoid it because they fear bad news. But, knowledge is power. That’s why this week’s challenge is to look up your credit score and face it head-on.

For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 9: Learning the Lingo

Fri, 02 Oct 2020 15:56:07 -0000

For this week’s challenge, I’m going to encourage you to wade through something that many people avoid, but which is helpful if you really want to take charge of your money – financial jargon. Learning to “speak finance” is a lot like learning a foreign language. Yes, many financial terms are confusing, but with a little time and patience the terminology becomes approachable - and you can develop a more confident money mindset.

For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 8: Lifestyle Creep

Fri, 25 Sep 2020 04:00:00 -0000

for this week’s challenge, I want you to think back to the last time you received a pay increase. Did you immediately rework your monthly budget to allocate more of your income to savings? Or, like many people tend to do, did you use your increased income to do something like lease a nicer car or purchase a larger home? If your answer is the latter – increased spending – you may be a victim of Lifestyle Creep.

For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 7: Building Your Financial Safety Net

Fri, 18 Sep 2020 17:22:33 -0000

For this week’s challenge, I am talking about building a financial safety net. The world can become an uncertain place in a short time. This economic volatility can lead to fear and anxiety. Having a financial safety net for an unexpected loss of income can provide you with peace of mind and freedom should the worst-case scenario arise. Listen in to think about how you can create an emergency fund that fits your needs and budget and help you to protect yourself during times of economic uncertainty.

For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 6: Money Roles and Rules

Fri, 11 Sep 2020 09:00:00 -0000

For this week’s challenge, I’m going to talk about Money Roles and Rules. Remember that you can visit www.flourishfinanciallychallenge.com to find archives of my podcast and free downloads of all of the resources I discuss on this show. In recent weeks, we’ve been discussing the importance of having honest financial conversations with your spouse or partner, and this topic is related. Most households have a few unwritten money roles and rules. Your challenge this week is to put down on paper – or electronically on your computer or smartphone – the roles each member of your household plays with regard to managing money, as well as the unwritten financial rules you typically follow.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 5: Facing Financial Reality

Fri, 04 Sep 2020 13:50:56 -0000

For this week’s challenge, I encourage you and your spouse to get down to brass tacks about your shared financial reality.

Whether you’re on the sharing or receiving end of a financial secret, try to remain calm and work to have a constructive conversation so that you can move forward together. If you’re ready to go all-in on your financial reality conversation, head to https://www.flourishfinanciallychallenge.com and download a free checklist of key financial documents to review and discuss with your spouse.

Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.

For more information about Kathy, her firm, and the great things they are doing for people like you, visit https://www.flourishwealthmanagement.com

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Episode 4: Your Spouse and Money

Fri, 28 Aug 2020 09:00:00 -0000

for this week’s challenge, I am going to talk about your spouse and money. To download your Seven Questions to Ask Your Spouse or Partners worksheet, login to the flourish financially challenge.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 3: The Numbers Game

Fri, 21 Aug 2020 21:00:00 -0000

Episode 3: The Numbers Game

for this week’s challenge, think about a number you’ve been fixated on. It could be the number of clients you’d like to have at your business, the age at which you hope to retire, or even the desirable zip code you hope to live in. After you identify your number, ask yourself WHY. Why is this number important? What will it mean for your business, your life, or your family circumstances if you achieve it?

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

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Episode 2: Your Money Story

Fri, 14 Aug 2020 21:00:00 -0000

Episode 2: Your Money Story

This week, host and Flourish Wealth Management owner, Kathy Longo reflects on her earliest money memory. Her challenge for you this week is to think back to your earliest money memory and how it impacted your life. Don't forget to write us a review on your favorite podcast provider as well as on your Amazon Alexa app.

To get in touch with Kathy, learn more about her firm, Flourish Wealth Management, or download resources from the Flourish Financially Challenge, register at www.flourishfinanciallychallenge.com. You can keep track of your challenges and accomplishments plus get free resources and discounts on Kathy's book. You can even get a free Amazon Echo Dot when you complete 50 challenges.

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Episode 1: The Wheel of Life

Fri, 24 Jul 2020 13:36:25 -0000

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