Show cover of Flourish Financially with Kathy Longo

Flourish Financially with Kathy Longo

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.

Tracks

7 Money Lies You May Be Telling Yourself
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
07:49 2/20/24
Lifestyle Inflation: What it Is and How to Avoid It
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
05:26 2/13/24
Legacy Planning Tips: Combining Purpose and Passion
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
06:11 2/6/24
Setting Wellness-Centric Financial Goals
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
07:15 1/30/24
Getting Unstuck When the New Year Feels Like the Same Old
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
06:34 1/23/24
100th Episode Special: 10 Years of Flourish Wealth Management and a Podcasting Milestone
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
06:50 1/16/24
Cultivating a Wealthy Mindset for the New Year and Beyond
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
06:47 1/9/24
Achieving Financial Health at Any Age
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
07:38 1/2/24
Use Compass Goals to Achieve More This Year
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
06:49 12/26/23
Building a Values-Based Financial Plan
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
06:05 12/19/23
The Empty Nest: Making Life After Kids Rich and Rewarding
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
06:56 12/12/23
Reducing Your Financial Stress During the Holidays and Beyond
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
07:17 12/5/23
Financial Incompatibility in Relationships
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
07:44 11/28/23
Women and Money: 5 Common Financial Fears
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
07:27 11/21/23
Is It Ever OK to Take a Pay Cut?
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
06:42 11/14/23
Helping Your Teenagers Develop Good Habits Financially, Academically, and Physically
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
07:51 11/7/23
Using the TALK Method for Family Money Discussions
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
03:05 10/31/23
Understanding the Link Between Money and Mental Health
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
06:40 10/24/23
A Man is Not a Plan
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
03:42 10/17/23
Four Mental Roadblocks That Stall Your Financial Success
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
06:40 10/10/23
Why You Need a Family Mission Statement
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
05:43 10/3/23
Empower Yourself Through Financial Organization
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
03:10 9/26/23
Legacy Planning: Tips for Combining Purpose and Passion
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
05:42 9/19/23
Framing: The Key to a Happier and Wealthier Life
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
07:12 9/12/23
Money & Marriage - When Your Spouse Won't Talk About Money
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
06:10 9/5/23
Tips Before Tying the Knot: Financial Planning Prior to Marriage
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
07:54 8/29/23
Helping Teenagers Develop Good Habits Financially, Academically, and Physically
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
07:51 8/22/23
Planning for Retirement as a Couple
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
03:37 8/15/23
Emergency Funds are Important (No Matter How Much Money You Have or How Much You Earn)
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
07:00 8/8/23
Bouncing Back from Divorce – Emotionally and Financially
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
05:50 8/1/23