Flourish Financially with Kathy Longo

著者: Kathy Longo CFP® CAP® CDFA®
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  • 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.
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  • Planning for Retirement as a Couple
    2024/10/22

    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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    4 分
  • Three Retirement Myths Women Should Stop Believing
    2024/10/15

    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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    7 分
  • Why You Need a Family Mission Statement
    2024/10/08

    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

    続きを読む 一部表示
    6 分

あらすじ・解説

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.
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