Episodes
263
Latest episode
Jun 2026
Language
EN
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.
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!
Estate planning is one of those tasks that often gets sidelined in the busy flow of daily life. However, it's not just for the wealthy or the elderly. In fact, estate planning is essential for every adult, regardless of the size of your estate or your stage of life. Mid-year, with its natural pause as we leave spring behind and settle fully into summer, offers a perfect opportunity to evaluate and adjust your financial and estate plans. In this episode, you'll learn practical steps to keep your estate well-organized so you can better protect your legacy and your loved ones. For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com. Don't forget to leave a review on our Podcast and keep Flourishing!
Financial freedom has obvious benefits, doesn’t it? They include things like increased savings, investment potential, and a more secure retirement. However, the less obvious impacts of financial freedom are not discussed as frequently, although they are just as significant. They can subtly transform various aspects of your life, from improving mental health to fostering better relationships. In fact, the ripple effects of achieving financial freedom extend far beyond your bank account. In this episode, we explore these nuanced benefits and share how financial freedom can holistically enhance your life in ways you may not have considered before. For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com. Don't forget to leave a review on our Podcast and keep Flourishing!
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!
In today's world, achieving financial independence is more crucial than ever. For women, building wealth is not just about amassing money; it's about gaining control, security, and the freedom to live life on your terms. Whether you're a woman seeking financial independence or a man looking to guide your daughters or granddaughters, in this episode you'll discover actionable strategies to build wealth effectively. For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com. Don't forget to leave a review on our Podcast and keep Flourishing!
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, try the four steps shared in this episode. For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com. Don't forget to leave a review on our Podcast and keep Flourishing!
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!
In the journey toward financial well-being, age is merely a number. Whether you're just starting your career, raising a family, or enjoying your retirement, achieving financial health is a goal that transcends generational boundaries. In this episode, we'll explore key principles and strategies to help you foster financial well-being at any stage of life. For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com. Don't forget to leave a review on our Podcast and keep Flourishing!
Achieving financial freedom – whatever that might mean to you personally – can seem like an insurmountable task. But the truth is, your journey to achieving any major milestone begins with small steps and smart habits that you put into practice each day. While it’s possible that there are external factors impacting your finances, there’s also a chance that your personal money habits are keeping you from meeting your goals. Since you *can* control your own habits, that’s what we'll discuss in this episode. For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com. Don't forget to leave a review on our Podcast and keep Flourishing!
Retirement is a time to pursue dreams, explore new opportunities, and enjoy the rewards of years of hard work. - but making sure your retirement aligns with your aspirations requires regular attention to your financial plan. Life changes, market conditions, and evolving goals all play a role in shaping your retirement strategy, making it essential to revisit your plan periodically to keep it on track. Whether you’re a few years away from retirement or already enjoying your golden years, I suggest six steps to help you evaluate and adjust your retirement plan to better align with your needs and aspirations. For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com. Don't forget to leave a review on our Podcast and keep Flourishing!
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