Flourish Financially with Kathy Longo

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

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Episodes

277

Latest episode

Sep 2026

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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

September 23, 20267 min

How Women Can Enjoy a Financially Secure Retirement

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 episode, let's explore why proactive retirement planning is important for women and learn tips for creating a more stable 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!

September 16, 20265 min

Why You Should Spend Your Money on Experiences Instead of Possessions

Things. We all have so many of them, don’t we? Some of our material possessions are necessary aspects of modern life, but many are not. As you think about your life and creating long-lasting fulfillment, are physical possessions the way to do it? In this episode, we’re asking the question “How do we actually achieve happiness?” 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!

September 9, 20266 min

The Pressures and Benefits of Being a Female Breadwinner

If you’re a breadwinning woman – or on the verge of becoming one – congratulations on being strong and unafraid to grow your career! Regardless of your power and confidence, though, it’s likely you’re facing tricky societal pressures. In this episode, you'll find a frank discussion of the pressures and benefits of being a female breadwinner, along with practical advice for overcoming the challenges. 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!

September 2, 20265 min

Career Complacency Impacts Your Happiness (And Your Net Worth!)

If you have a job that you love and that challenges you, congratulations! It’s something that many people wish for but never find. I know how challenging it can be to feel disengaged or bored with the work you do every day. The truth is that career complacency is common. Many of us get comfortable in our jobs and we stop striving for growth and development. While this may feel safe and secure in some ways, career complacency can have a significant impact on both our happiness and our net worth. 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 26, 20267 min

Want to Stop Fighting About Money? Here's How

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, I suggest trying the four steps I share 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!

August 19, 20269 min

Aligning Philanthropy with Personal Values

For many of us, giving back is about expressing gratitude, creating change, and making a difference. But let’s be honest, with so many causes, organizations, and options out there, figuring out where to start can feel a little overwhelming. That’s why today we’re talking about values-based charitable giving. What does that mean? It’s about making sure your generosity reflects what matters most to you—your core beliefs—so that every contribution you make feels intentional and impactful. 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 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!