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Flourish Financially with Kathy Longo

Flourish Financially with Kathy Longo

Hosted by Kathy Longo CFP®, CAP®, CDFA®

Episodes

271

Latest episode

Aug 2026

Language

EN

About the show

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.

Listen to episodes

60 recent
August 10, 20267 min

How Gratitude Can Enhance Your Financial Life

When we think of gratitude, it's often about appreciating what we have in life, but what if we applied that same mindset to our financial lives? Practicing gratitude in the realm of money can lead to a more positive and resilient approach to managing our finances. It can reduce stress, improve decision-making, and foster a greater sense of satisfaction. In this episode, we’ll explore how cultivating gratitude in your financial life can transform the way you think about money and offer practical tips for incorporating gratitude into your everyday financial routine. 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!

August 5, 20269 min

Thoughtful Estate Planning: Passing on Prosperity

Estate planning is a foundational aspect of planning for your family’s future and for generational success. There is an important feeling of reassurance that comes with knowing your loved ones will be looked after, your hard-earned assets protected, and your legacy carried forward. Thoughtful estate planning involves more than just a will or a trust, however. It's about thoughtful preparation and strategic management to help foster prosperity for generations to come. In this episode, let's explore how you can create a robust, thoughtful estate plan that may not only preserve but also enhance your family’s wealth. 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!

July 28, 20267 min

Boosting Retirement Savings with Health Accounts

We all know about traditional retirement planning options like 401(k)s and IRAs, but there's another tool that often flies under the radar—health accounts. These accounts can actually play a big role in boosting your retirement savings. So, in this episode, we’re diving into the world of alternative retirement savings where health and wealth intersect, giving you more ways to support your 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!

July 14, 20269 min

The Psychology of Retirement

Retirement is often seen as the long-awaited reward after decades of hard work—a time to relax, travel, and enjoy freedom from the daily grind. While these are all aspects of retirement, the emotional and psychological transition from full-time work to retirement can be more challenging than many anticipate. This stage of life represents a major shift, and for many retirees, it can bring unexpected difficulties related to identity, purpose, and overall fulfillment. In this episode, I’ll explore four common psychological challenges retirees face when transitioning from work to retirement and share strategies for emotionally preparing for this phase. 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!

July 8, 20268 min

Financial Launchpad: Post-College Money Management

Graduating from college is an exciting milestone. If you or a loved one has recently achieved it, congratulations! However, this phase of life also comes with new financial responsibilities. As you step into the working world, managing your money effectively is crucial to building a stable future. In this episode, I’m sharing nine tips for post-college money management, covering everything from budgeting to investing, to help you or a loved one prepare for a successful financial journey. 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!

June 30, 20268 min

How Parents Can Cultivate Money Smarts in Kids

Financial literacy is a crucial skill for navigating life's financial challenges, yet most schools don’t teach it. This means it falls to parents to begin instilling financial wisdom in their kids from a young age. For parents, the responsibility of teaching children about money management offers a unique opportunity to set the foundation for a lifetime of financial health and responsibility, helping kids to grow into financially savvy adults. In this episode, learn actionable strategies and money lessons for kids to help parents cultivate money smarts in their households. 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!

June 24, 20266 min

Empower Yourself with Knowledge Through Financial Literacy

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!

June 17, 20267 min

Balancing Act: Navigating Burnout, Financial Wellness, and Overall Health

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 working toward 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!

June 10, 20266 min

Finding 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!

June 3, 20267 min

The State of Your Estate: A Mid-Year Check-Up

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!

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