Flourish Financially with Kathy Longo: Recent Episodes
Kathy Longo CFP®, CAP®, CDFA®
Flourish Financially with Kathy Longo is a weekly resource for women who are ready to up-level their financial fulfillment and create more meaning in their professional and personal lives. Each week, author and financial planner Kathy Longo focuses on topics that will help you achieve your financial goals – and your larger personal aspirations. If you’re ready to create a life where you can flourish, this is the podcast for you.
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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!
Find out more at https://flourish-financially.pinecast.co
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.
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
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!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
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
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
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
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!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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!
Find out more at https://flourish-financially.pinecast.co
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.
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
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
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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!
Find out more at https://flourish-financially.pinecast.co
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
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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
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
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
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
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!
Find out more at https://flourish-financially.pinecast.co
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
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!
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
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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. Get tips and guidance in this encouraging 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!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
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
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!
Find out more at https://flourish-financially.pinecast.co
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 secure 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!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Don't forget to leave a review on our Podcast and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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!
Find out more at https://flourish-financially.pinecast.co
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.
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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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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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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.
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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.
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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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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.
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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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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: Allstate Foundation Purple Purse
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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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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.
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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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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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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.
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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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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.
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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 Article: When Your Spouse Won't Communicate About Money
Related Podcast Episode: The Money Conversations You Should Be Having
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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.
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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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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.
Related Episode: Ep. 78 - Using 'Compass Goals' to Achieve More in the New Year
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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.
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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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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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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 for people like you, 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
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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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 for people like you, visit www.flourishwealthmanagement.com.
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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.
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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.
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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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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!
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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!
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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!
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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.
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The wheel of life represents the nine areas of your life where you spend most of your time. They are Family, Home, Community, Work, Finances, Inner Growth, Learning, and Leisure. "Hi everyone! Welcome to your weekly opportunity to take a few minutes to set a small goal that can help you achieve your larger aspirations. Today, I’m going to talk about the Wheel of Life."
Don’t forget to SIGN-UP to access your own printable Wheel of Life Worksheet.
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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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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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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 great things they are doing for people like you, visit www.flourishwealthmanagement.com
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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.
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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 ensure your peace of mind.
[Consumer Financial Protection Bureau Guide]
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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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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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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.
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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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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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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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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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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.
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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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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.
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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.
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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.
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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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.
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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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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.
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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 Longo, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com
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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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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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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.
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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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.
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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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.
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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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.
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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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.
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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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 this week’s challenge
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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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.
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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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.
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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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.
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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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.
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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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.
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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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.for this week’s challenge
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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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.
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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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.
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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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.
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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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.
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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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.
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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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.
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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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.
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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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.
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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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.
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.
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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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.
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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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.
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.
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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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.
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.
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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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.
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.
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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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.
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.
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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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
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.
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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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.
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.
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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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.
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.
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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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.
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.
For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com
Don't forget to leave a review on our Alexa skill and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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
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.
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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Find out more at https://flourish-financially.pinecast.co
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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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.
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.
For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com
Don't forget to leave a review on our Alexa skill and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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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.
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.
For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com
Don't forget to leave a review on our Alexa skill and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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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.
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.
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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Find out more at https://flourish-financially.pinecast.co
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.
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.
For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com
Don't forget to leave a review on our Alexa skill and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
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.
For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com
Don't forget to leave a review on our Alexa skill and keep Flourishing!
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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.
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.
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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Find out more at https://flourish-financially.pinecast.co
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.
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.
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
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.
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.
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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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.
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.
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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Find out more at https://flourish-financially.pinecast.co
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.
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.
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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Find out more at https://flourish-financially.pinecast.co
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.
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.
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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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.
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.
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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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.
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.
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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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.
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.
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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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
Don't forget to leave a review on our Alexa skill and keep Flourishing!
Find out more at https://flourish-financially.pinecast.com
Find out more at https://flourish-financially.pinecast.co
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.
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.
For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com
Don't forget to leave a review on our Alexa skill and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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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?
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.
For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com
Don't forget to leave a review on our Alexa skill and keep Flourishing!
Find out more at https://flourish-financially.pinecast.co
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.
Find out more at https://flourish-financially.pinecast.co
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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