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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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