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If you'll be seeing family for the holidays, it may be a good time to consider how to approach conversations about money, estate planning, retirement planning, elder care, and more. These conversations aren't easy, yet they are necessary for protecting your family’s financial future. In this episode, you'll learn a strategy to approach these discussions, called the “TALK Method." It just may be the key to conquering your money conversation anxiety so you can broach meaningful financial topics with those you love. Listen now!
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
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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, and that's the topic of this episode. Listen now!
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
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/064e8394-ac50-4f21-ba60-504750bc5a24
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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!
Find out more at https://flourish-financially.pinecast.co
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/7ad10a37-0c05-4937-bbfa-1afb38b22fbb
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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!
Find out more at https://flourish-financially.pinecast.co
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/9c4e4a80-3f35-4fb0-adad-55c461c22f26
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The holiday season is approaching once again, and while it can be joyful, it can also be a prime time for fighting with your spouse or partner about money. 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 find yourselves disagreeing on financial matters this time of year, 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 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!
Find out more at https://flourish-financially.pinecast.co
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/a37ee713-7748-48f9-9685-adc59743226b
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Even the strongest couples face challenges during life transitions, and retirement is one of them. For a couple to successfully enjoy their retirement together, one of the most important things they can do is to get the timing right for both of them. That’s why it’s so important to have a thoughtful discussion beforehand. You and your spouse should have a shared understanding of your visions for retirement, your preferred timing, and even details like how to accomplish daily housework tasks. In this episode, you'll learn how to start the conversation.
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
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/282fe811-357d-471b-9345-3b5b6a82be39
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As a woman, you face special challenges when it comes to retirement. Don’t let your retirement dreams become derailed by common myths that continue to persist. When you have a strong understanding of both the financial and emotional realities of retirement, you are far more likely to enjoy this phase of 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
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/b9bc4c75-a61e-4c92-b0d6-d833ebb86507
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There’s a reason so many companies create a mission statement. 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, in order to make sure you are making decisions that line up with your values. In this episode, you'll learn 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
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/c94436d7-79e1-4b47-b736-645554004601
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If there simply aren't enough hours in the day to accomplish all the things you'd like to, you're not alone. The good news is, there are simple, low-effort strategies you can use to check "managing money" off the to-do list and feel more confident about your financial wellness. In this episode, I share tips for making your money management "out of sight and out of mind" so you can feel more confident about your finances - while being less occupied by them, 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!
Find out more at https://flourish-financially.pinecast.co
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/67061f18-f54b-4f9c-86fa-3e4a61511bb6
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Fall has arrived - meaning the holiday season is right around the corner. It's easy to overspend this time of year, so if your financial health is on your mind, you’re in the right place. In this episode, we review the 10 ingredients that are essential for financial well-being so you can stay on track while still enjoying all the Fall season has to offer.
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
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/20c55691-ca62-440d-9d52-d86afaf35bbb
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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!
Find out more at https://flourish-financially.pinecast.co
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/b038a149-3b8c-4fc9-960a-23a03263056a
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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 an essential piece of the puzzle, too. As you level-up your career, you'll level-up your earning potential - and your net worth, 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!
Find out more at https://flourish-financially.pinecast.co
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/0a05cfc5-1010-4189-9959-60a692b15ae1
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Even when it’s the right decision for everyone involved, divorce still often feels like the rug has been pulled out from under you. The future you had previously mapped out might seem out of focus now, and it can be hard to navigate your own emotions – let alone the practical steps you should be taking for your financial security. It is possible to bounce back, though - and to become stronger both emotionally and financially. Listen now to learn more!
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
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/edfb03fd-0d05-49fd-b4d0-2fea7c830dd6
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Our social circles greatly influence all aspects of our lives. How we act, how stressed we feel, how long we live, the choices we make, the risks we take, our self-control… studies have shown that our friends significantly impact us in all of these areas and more. Of course, the way we manage our finances is strongly influenced by our circle of friends, too, which can be both positive and negative. We'll explore both sides of the coin 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!
Find out more at https://flourish-financially.pinecast.co
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/02e134db-7ca4-409d-874c-cc37f2d5f4e4
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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!
Find out more at https://flourish-financially.pinecast.co
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/12dcec93-e44d-4b4c-83a3-e4d64fe01017
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If there simply aren't enough hours in the day to accomplish all the things you'd like to, you're not alone. The good news is, there are simple, low-effort strategies you can use to check "managing money" off the to-do list and feel more confident about your financial wellness. In this episode, I share tips for making your money management "out of sight and out of mind" so you can feel more confident about your finances - while being less occupied by them, 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!
Find out more at https://flourish-financially.pinecast.co
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/ccdc9776-f1f4-42fc-945b-1d7c2e4a9beb
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Retirement can be a difficult transition as you move from a structured career to a life of leisure, and it can be daunting and filled with uncertainty. And, many retirees don’t end up enjoying retirement like they thought they would. At my financial advisory firm, Flourish Wealth Management, we always say that EQ + IQ = Wealth because we understand the importance of preparing for your retirement years in a holistic way. In this episode, I’m going to explore the mindset needed for a smooth and successful transition into retirement and share the retirement mindset work many people overlook.
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
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/febc0df4-1dd4-4a27-9975-c3ebdf9ad467
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Although it’s no longer the beginning of the calendar 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 between financial goals and well-being is not only wise but essential for a fulfilling life. That’s why this episode explores the significance of setting wellness-centric financial goals and how they can contribute to a more satisfying 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
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/69353af3-4210-44f5-8138-d369b7bca2b4
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Financial freedom has obvious benefits, doesn’t it? They include things like increased savings, investment potential, and a 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, I will 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!
Find out more at https://flourish-financially.pinecast.co
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/f43b105a-e0cb-4a7f-8050-d0dd9e7026cf
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When you think about your finances, you probably don’t simultaneously consider your core values. But... maybe you should! In this episode, you'll learn why it’s important to get a bit introspective about your finances and consider things like your intrinsic values. This can take some getting used to if you’re not accustomed to thinking about your finances in a values-based way – and it may even feel like the values that guide your life and the pursuit of money are at odds with each other. But, that doesn’t have to be the case. Listen now to learn more!
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
Send us your feedback online: https://pinecast.com/feedback/flourish-financially/a9811830-2ee0-4df7-a5e9-d8ad77575b7c
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