Kathy Longo CFP®, CAP®, CDFA®

Flourish Financially with Kathy Longo

Society EN ↓ 267 episodes

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.

Author

Kathy Longo CFP®, CAP®, CDFA®

Category

Society

Latest episode

Jul 8, 2026

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Episodes

Understanding the Link Between Money and Mental Health 07.02.2023

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 informatio...

Money & Marriage - When Your Spouse Won't Talk About Money 31.01.2023

No matter what your marriage looks like, having money conversations with your spouse can be complex. You each bring your own money story, values, and financial resources and obligations to the relationship, which can create complications. In this episode, we'll talk about what productive money discussions look like, and how to overcome a partner who is hesitant to discuss money matters. For more i...

Women & Philanthropy - Charitable Giving Tips 24.01.2023

Women control more than $10 trillion in household financial assets – and that figure is steadily growing. What’s more, women are using their resources to support forces for good in the world. If making a difference is important to you, use these four charitable giving tips to be more intentional and strategic with your generosity - while keeping your own financial wellness in mind, too. For more i...

Women, Wealth & Wisdom 17.01.2023

Women’s wealth and their ability to make money are growing faster than ever. Unfortunately, two big issues remain in financial services: (1) many women don’t feel heard or part of the financial conversation, and (2) the majority of financial planners don’t engage in the bigger-picture purpose for the dollars. So, what's a woman to do? It's important to be intentional with your financial planning,...

Getting Unstuck When the New Year Feels Like the Same Old 10.01.2023

This time of year, we hear a lot of messaging about the promise and opportunity of a new year and a feeling of hope that we can change our lives for the better. But, what if you’re at a place in life where a new year doesn’t mean those things to you? What if you’re feeling stuck where you are and you aren’t sure how to move forward? In this episode, I want to set aside the idea that you need to be...

Using 'Compass Goals' to Achieve More in the New Year 03.01.2023

Our goals should inspire and motivate us, leaving us with a sense of hope for the future. But if you’re feeling haunted by past failures, the entire process of goal setting can make you feel anxious. Often, the root of the problem is that we’ve been setting the wrong kinds of goals, which is why I want to share the concept of “compass goals” with you in this episode. For more information about Kat...

How to Manage Your Money When You’re Extremely Busy 27.12.2022

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...

10 Ingredients for Financial Well-Being 21.12.2022

It’s that time of year when many of us are reflecting on the past 12 months and planning for the future, too. 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. For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com . Don't f...

Having it All: Being a Great Mom & Having a Successful Career 14.12.2022

Women face so many expectations these days, especially working moms. We are bombarded on all sides by endless streams of advice on how to be better parents as expectations for parent involvement have been growing, alongside many other more elaborate expectations for working mothers. Does this mean you can’t find success both at work and at home? No! In fact, I believe you can. You just have to cha...

Surviving and Celebrating the Holidays: Family Communication and Staying Present 07.12.2022

There are so many areas of our lives that can be made better with an intentional focus on communication – or which can suffer from a lack of communication. Your finances are one such area. Here are some communication tips to help you have better money discussions with your spouse, partner, or other family members during the holiday season and the rest of the year, too. For more information about K...

Reducing Your Financial Stress During the Holidays and Beyond 30.11.2022

Money and finances are the top cause of stress for Americans, and financial anxiety can be compounded during the holidays. In this episode, I suggest a few ways you can reclaim your holiday joy instead of succumbing to financial worries AND make a plan for living with less financial stress the rest of the year, too. For more information about Kathy, her firm, and the valuable services they offer f...

Practicing Gratitude During Thanksgiving and Beyond 23.11.2022

During the holiday season, it can be easy to be overcome by stress, frustration, and anxiety. If you’re struggling, remember there is a mysteriously easy way to improve many areas of your life: gratitude. Studies show that practicing gratitude is linked to benefits in the areas of social well-being, emotional health, and psychological functioning. Not only that, but science has also shown that reg...

Couples and Money: Choosing Your Financial Strategy 15.11.2022

Money is a very personal topic. It can be difficult to talk about, even with the person you’re sharing your life with. That’s one reason why determining your financial strategy as a couple can be a challenge. If you’ve been struggling to successfully blend this portion of your life, I have good news – there’s no “right” or “wrong” way to do it. Did you enjoy this episode? Please leave a rating and...

Your Spouse and Money 08.11.2022

Money matters can be so difficult to discuss, sometimes most especially with those closest to you. You may even have a bit of trepidation if you suspect you and your spouse or partner are out of harmony on financial matters, and that broaching the subject could lead to a disagreement. It might not be easy – it may even be messy – but it is crucial to have money conversations with the person you’re...

7 Money Lies You May Be Telling Yourself 01.11.2022

Because money is such a big part of life, our wishes, hopes, dreams, and fears can sometimes make it hard to see the truth for what it is. Often, this happens without us realizing it, but the consequences can be very real. If you've been harboring any of these common money misconceptions, it might be time to set the record straight in your own mind and start embracing better choices. Your financia...

Understanding Your Money Story 25.10.2022

We all have our own Money Story, made up of our entire history of financial decisions and influences. Your money story represents the emotional attachments you have to money, which impact how you spend and save. Understanding your money story and the emotions surrounding it are key steps in removing the barriers that keep many people from making level-headed financial decisions and achieving the s...

5 Strategies to Spend Less and Save More 18.10.2022

Overspending can be a difficult habit to break, but doing so means more financial security - and less financial anxiety. Try these five actionable steps to help you turn your best intentions into best practices so you can spend less - and save more - for your future. Remember, taking small steps consistently can change your life! For more information about Kathy, her firm, and the great things the...

Why You Buy: Getting to the Root of Your Overspending Habit 11.10.2022

So often, we have the best of intentions when it comes to our money goals – including with our spending. We might start the month resolving to stop unnecessary spending, only to be wooed by an unexpected sale here, and a fancy coffee there. Before we know it, we’ve spent more money than we wanted to, and we end the month beating ourselves up yet again. If you recognize this cycle, it’s time to get...

The Wheel of Life- 2 Year Anniversary Special 04.10.2022

The Wheel of Life is a concept I introduce to all my clients because of its incredible value in helping you get to the heart of your values and priorities. If you want to establish meaningful financial and life goals and create a decision-making framework for your money and your future, this tool can help you get there. It will help you develop more satisfaction, a better sense of well-being, and...

5 Personal Finance Habits That Lead to Financial Freedom 07.06.2022

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 yo...

Episode 72: Navigating Four Common Career Transitions 24.05.2022

Life transitions often throw us for a loop, and this certainly includes career transitions. Sometimes they’re planned, but many times they are unexpected and challenging. However, when we examine how these transitions might occur, they become easier to navigate. For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.co...

Episode 71: Framing: The Key to a Happier and Wealthier Life 20.04.2022

You might think that the level of happiness you feel about money, your work, your social life, or your relationships is derived from what happens in each of those areas of your life. But, actually, your perception of the things that happen is what truly makes a difference in your outlook. It really is all about perspective, and psychologists who study this cognitive bias call it the “framing effec...

Episode 70: Money Moves that Give Women Greater Financial Security 15.03.2022

So much is expected of us as modern women, and none of us can balance it all perfectly. However, many women devote so much time and energy to the other people in their lives that they can sometimes neglect to focus on their own finances. Set aside some focused time to make these five money moves and give yourself the gift of a firm foundation for the future. For more information about Kathy, her f...

Episode 69: Five Financial Strategies that Benefit Single Women 24.02.2022

According to a recent study from the Pew Research Center, roughly 38 percent of adults are living alone, and more than half are women. That’s one reason why I think it’s so important to educate women about managing their own money to ensure they can take care of themselves now and in the future. Regardless of your relationship status, the five financial strategies we’re talking about today will he...

Episode 68: Three Ways Female Entrepreneurs Can Self-Fund a New Business 15.02.2022

Securing financial backing for a new venture can be challenging – especially for women. Whether you’ve been wanting to be your own boss in order to have more flexibility, or you’re feeling as though you have fewer options in your current field due to our changing world, right now might be the right time to start your own business. 60% of female entrepreneurs choose to self-fund, and these are the...

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