Kathy Longo CFP®, CAP®, CDFA®
Flourish Financially with Kathy Longo
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Kathy Longo CFP®, CAP®, CDFA®
Flourish Financially with Kathy LongoEpisodes
Kathy Longo CFP®, CAP®, CDFA®
Flourish Financially with Kathy Longo
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Episodes of Flourish Financially
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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 a
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. Fina
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 elab
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 a
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 –
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
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 epis
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
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 prote
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 b
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
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, especial
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 t
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 harbor
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
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 esta
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
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 yo
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 Flo
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
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
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
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 sto
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 incr
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 mak
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