Flourish Financially with Kathy Longo

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