Cover art for podcast The Flourish Financially Challenge

The Flourish Financially Challenge

41 EpisodesProduced by Kathy Longo CFP®, CAP®, CDFA®Website

The flourish financially mini-cast is a weekly resource for those who want to set goals, grow and flourish financially by starting where they are and growing from there. Author and Financial Planner, Kathy Longo will help guide you through exercises and challenges that can help you identify your mon… read more

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Episode 41: Building Your Financial Confidence

May 14th, 2021

3:33

Did you know that 33 percent of women and 25 percent of men find talking about money to be stressful? If you find yourself in this category, you’re …

Episode 40: Money & Your Values

May 7th, 2021

3:14

Money decisions are about much more than dollars and cents - they are about your core values and how they impact your financial planning and …

Episode 39: A Man is Not a Plan

April 30th, 2021

3:11

The financial services industry remains dominated by men, and there is a lingering feeling in some circles that women take a backseat when it comes to money matters. This can lead many women to feel unheard or …

Episode 38: Using the TALK Method for Family Money Discussions

April 24th, 2021

2:34

Conversations with family regarding money, estate planning, retirement planning, elder care, and what will happen to investments when someone dies are not easy. Of course, they are also necessary for protecting your …

Episode 37: Retirement Planning Investment Mistakes to Avoid

April 16th, 2021

2:38

Retirement planning requires having a smart strategy on several fronts, including your investment plan. One way to achieve a successful and fruitful …

Episode 36: The Money Conversations You Should Be Having

April 9th, 2021

3:27

Your financial life won’t flourish in a vacuum, so it is crucial to engage in money conversations with the people around you. This includes your spouse or partner, your children, your aging parents, and even your close …

Episode 35: Considering Your Legacy

April 3rd, 2021

2:27

If your financial plan focuses mainly on your current phase of life, plus overarching goals like maxing out on retirement contributions, you need to ask yourself if you’ve done enough legacy planning. If you’d like to …

Episode 34: Staying Active in Retirement

March 27th, 2021

Retirement looks different for everyone, but you’re likely to be happier and healthier if you remain active and engaged in the world around you. …

Episode 33: Your Retirement Identity Makeover

March 20th, 2021

The transition from working full-time to retirement raises all types of emotions - including challenging ones like apprehension and sadness. When you …

Episode 32: Preparing for Boomerang Kids

March 13th, 2021

2:24

According to the Bureau of Labor Statistics, nearly 55% of young adults will move back in with their parents for a period of time before age 27. …

Episode 31: Nurturing the Empty Nest

March 6th, 2021

2:41

When your children leave home for the first time, the transition to an empty house can be challenging. It can also be very exciting! Just as with any other transition in life, you’ll probably experience a range of …

Episode 30: Protecting Yourself From Financial Surprises

February 27th, 2021

2:28

In this life, financial surprises are all but inevitable. One thing we can control, though, is how we handle surprises when they come along, and …

Episode 29: Good Debt & Bad Debt

February 20th, 2021

Most Americans will have debt at some point, but this isn’t necessarily a financial failure. That’s because there is a distinction between “good …

Episode 28: College Savings vs. Retirement

February 13th, 2021

Parents often feel responsible for setting their children up for a successful future. However, in terms of priorities, your retirement savings should …

Episode 27: Preparing for Unique Situations

February 6th, 2021

2:26

When it comes to financial planning, there is no one-size-fits-all strategy. Your situation is unique – and so are your goals – and you may find that you need more extensive planning than most people. For example, do …

Episode 26: Finances for Blended Families

January 30th, 2021

3:11

Financial conversations are often difficult, particularly within marriages. This is especially true for those who have been married more than once, …

Episode 25: Charitable Giving

January 23rd, 2021

2:52

Charitable giving is a very personal decision, and two-thirds of Americans give money to a charitable organization annually. If giving back is a …

Episode 24: Money & Sadness

January 16th, 2021

2:56

It is an unfortunate truth that money can be the catalyst for some of our most difficult struggles. This is why it is so important to minimize the …

Episode 23: Financial Infidelity

January 9th, 2021

3:13

Financial infidelity comes in various forms, but they are all characterized by keeping money secrets from your spouse or partner. This can be incredibly damaging to your relationship, and to your finances, which is why …

Episode 22: Tightening Your Budget Belt

January 2nd, 2021

2:33

Happy New Year! Whether it’s due to a change in income or simply a decision to prioritize savings goals, we all need to tighten our budget belts sometimes. While it’s not easy to change your spending habits, it begins …

Episode 21: Reconciling Emotions & Money

December 26th, 2020

3:30

During an emotional life transition, it can be difficult to get outside of our own heads. Emotional turmoil clouds our decision-making, yet there are …

Episode 20: Divorce & Your Finances

December 19th, 2020

3:49

While most people don’t plan for divorce, it impacts roughly 50 percent of families. It changes nearly every aspect of our lives, and it is both mentally and emotionally draining. Very few things happen overnight in a …

Episode 19: Mastering Money Mechanics

December 12th, 2020

2:40

If you play or watch sports, you’re likely familiar with the importance of players mastering the mechanics; that is, gaining proficiency in the fundamentals of how the game is played. It’s the same with finding success …

Episode 18: Money & Marriage

December 5th, 2020

2:58

You and your spouse each bring your own money story, values, and financial resources and obligations to your marriage, which can create …

Episode 17: Facing Financial Uncertainty

November 28th, 2020

3:19

Society encourages us to look at things in black and white but, when our finances are uncertain, this mentality can hinder our ability to see a new path forward.

The Sherpas of Nepal spend their days guiding eager, …

Episode 16: Reflection

November 20th, 2020

2:23

Have you ever experienced a major transition in your life? One that changed everything, including your finances? Times like these can be exciting, …

Episode 15: Resilience

November 14th, 2020

3:11

One of the frustrating parts of financial planning is that your plan is never permanent. Unexpected financial setbacks happen to all of us, and they can be things like job loss, the death of a spouse, suffering the …

Episode 14: Owning the Moment

November 6th, 2020

2:34

Right now in the world, so many people are going through transitions, many of which were unexpected. This is difficult. It’s painful. And it’s easy …

Episode 13: Taking Small Steps

October 30th, 2020

3:15

Episode 13: Taking Small Steps

Mindset is often the biggest obstacle we need to overcome in order to create a financial plan that will help us meet …

Episode 12: Cash Flow Focus

October 24th, 2020

3:20

Episode #12: Cash Flow Focus

It can be difficult to get excited about your finances, particularly if you feel burdened by debt, lack the income you …

Episode 11: Numerophobia

October 16th, 2020

2:49

Do you find money topics to be confusing? Do you lack confidence in your ability to understand financial concepts? If so, you may be suffering from numerophobia - and you’re not alone. This inevitably leads to a …

Episode 10: Know Your Number

October 9th, 2020

2:24

Your credit score takes into account your amount owed, credit, length of credit history, credit mix, and payment history. It can make or break your ability to accomplish financial and life goals like buying a home and, …

Episode 9: Learning the Lingo

October 2nd, 2020

2:25

For this week’s challenge, I’m going to encourage you to wade through something that many people avoid, but which is helpful if you really want to …

Episode 8: Lifestyle Creep

September 25th, 2020

3:22

for this week’s challenge, I want you to think back to the last time you received a pay increase. Did you immediately rework your monthly budget to allocate more of your income to savings? Or, like many people tend to …

Episode 7: Building Your Financial Safety Net

September 18th, 2020

3:14

For this week’s challenge, I am talking about building a financial safety net. The world can become an uncertain place in a short time. This economic …

Episode 6: Money Roles and Rules

September 11th, 2020

2:46

For this week’s challenge, I’m going to talk about Money Roles and Rules. Remember that you can visit www.flourishfinanciallychallenge.com to find …

Episode 5: Facing Financial Reality

September 4th, 2020

3:16

For this week’s challenge, I encourage you and your spouse to get down to brass tacks about your shared financial reality.

Whether you’re on the sharing or receiving end of a financial secret, try to remain calm and …

Episode 4: Your Spouse and Money

August 28th, 2020

3:18

for this week’s challenge, I am going to talk about your spouse and money. To download your Seven Questions to Ask Your Spouse or Partners worksheet, login to the flourish financially challenge.

Don't forget to visit

Episode 3: The Numbers Game

August 21st, 2020

2:29

Episode 3: The Numbers Game

for this week’s challenge, think about a number you’ve been fixated on. It could be the number of clients you’d like to …

Episode 2: Your Money Story

August 14th, 2020

2:42

Episode 2: Your Money Story

This week, host and Flourish Wealth Management owner, Kathy Longo reflects on her earliest money memory. Her challenge for you this week is to think back to your earliest money memory and how …

Episode 1: The Wheel of Life

July 24th, 2020

2:41

Don't forget to write us a review on your favorite podcast provider as well as on your Amazon Alexa app.

To get in touch with Kathy, learn more about her firm, Flourish Wealth Management, or download resources from the …

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