Financial Bliss with Kelley Long

What does the Serenity Prayer have to do with achieving financial bliss? For Kelley C. Long, CPA/PFS, CFP®, quite a lot.   If you’ve ever experienced financial hardship that wasn’t your fault, you’re not alone. Even the most careful and diligent individuals can become victims of their circumstances, enduring things in life that put pressure on their pocketbooks. The end of a romantic relationship,...

You pay all your bills on time, you've either paid off your debt or have a plan in place to do so and you are looking at what's next, but there are so many options. How do you know which to tackle first? The truth is, there is no definitive answer that works for everyone, which is why Kelley Long, financial coach and podcast host, created a checklist called the Post-Debt Life Checklist to...

Putting money away for retirement can seem like a serious commitment, which it typically is due to rules around early withdrawal penalties and other abilities to tap your savings before your age 59 1/2. In this episode, Kelley C. Long offers 4 reasons that one particular type of retirement savings account offers more flexibility than you might think when contributing your hard-earned money. Check...

How much do you know about your 401k plan? In this episode, Kelley C. Long, CPA/PFS, CFP® shares five things that she's found are most surprising to people about their 401ks, which she learned during her time as an unbiased financial coach working for a workplace retirement wellness provider. Resources to support further learning on the topics presented in this episode: Income limits to deduct...

When it comes to getting started with optimizing your finances, sometimes the hardest part is just getting started. In this episode, Kelley C. Long, CPA/PFS, CFP® shares 6 tips to help overcome the various barriers that can get in the way, whether it's fear, perfectionism, a lack of confidence or knowledge or something else.

The traditional financial planning industry will tell you that there is a retirement savings crisis in the US and that most people are at risk of running out of money in retirement, but those statistics are based on outdated systems and an unrealistic idea of what retirement even is. This episode explores where the modern ideal of retirement came from and introduces a shift in perspective in how t...

In her work with over 2,500 individuals from all walks of life as a money coach, Kelley C. Long, CPA/PFS, CFP® has pretty much seen it all. But if there is one thing she could tell EVERYONE, it's that there are very few money mistakes that you can't overcome. In this episode, you'll hear 5 common mishaps she's encountered in her work as an unbiased financial wellness coach along wi...

When Kelley asked several smart, responsible women who felt like they didn't have what it takes to optimize their money, she found a really interesting recurring theme. This episode digs into that one thing, what it really stems from, and how anyone, regardless of money in the bank, can move beyond it. Resources mentioned: www.financialblisscoach.com Oriah Mountain Dreamer poem The Alchemist , by...

This episode is geared toward those who, despite all their best efforts to "be better with money," can't seem to escape the cycle of boom or bust. It seems as soon as you get to a better place financially, BOOM, something happens to take you right back to where you were. While having a good money management system in place can help, the real fix for this goes much deeper into our money psychology....

In this introductory episode, host Kelley C. Long, CPA/PFS, CFP® shares her frustration with how challenging it is for everyday people to access unbiased and reliable guidance and advice around their money decisions, along with how she has worked to find a way to solve that challenge throughout her career. You'll also learn a powerful exercise that Kelley uses to make important life decisions, inc...