Discussions about money can feel complicated and even awkward, and this includes discussing money issues with your parents as they age. However, these conversations have a meaningful purpose, and keeping the lines of communication open will be the best way to meet your parents’ wishes and protect your family’s finances. In this episode, Kathy shares three questions you can ask to start these critical discussions with your parents, designed to help you better understand what they may need and what they want to happen when they pass.

Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

Don't forget to leave a review on our Alexa skill and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

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. Kathy shares guidance on how to start the conversation in this episode focused on communication for couples nearing retirement. for this week’s challenge

Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

Don't forget to leave a review on our Alexa skill and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

The choices we make about money are closely tied to our emotions. They impact how we perceive things like success, happiness, finance, and the experiences that shape our lives. While this is a normal part of the human condition, our money stories can create barriers to meeting our goals. When you can learn to understand the emotions connected to your financial decision-making, you can separate the emotional from the rational, clarify your true goals, and make better financial decisions.

Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

Don't forget to leave a review on our Alexa skill and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

It’s incredibly common to have multiple retirement accounts with overlapping objectives - and little time to organize them. However, if your accounts aren’t organized effectively, you may not be making the most of your savings and investments. In this episode, you’ll learn how to use a financial “tune-up” to create a structure and planning process that lets you easily check-in on your savings and spending goals to ensure you’re on track. This can also help you plan for contingencies, allowing you to feel more empowered to meet your financial and life goals.

Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

Don't forget to leave a review on our Alexa skill and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

Research shows that kids learn their money habits and values from their parents, yet 69 percent of parents are reluctant to discuss money with their children. Kids are always watching, however, and parents are teaching by example - whether they realize it or not. Since parents are such powerful influencers over their children, it is critical to discuss money matters so that kids are learning from a combination of talking about money and watching their parents’ actions. There are dozens of ways to start personal finance conversations with kids of all ages, and Kathy shares her best tips for helping kids develop healthy money habits in this value-packed episode.

Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

Don't forget to leave a review on our Alexa skill and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

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 not alone. Equating money with stress can make it difficult to make financial decisions or to meet your goals, and it often comes down to a lack of confidence. Luckily, there are four steps you can take right now to increase your financial confidence, and Kathy shares them in this episode of the Flourish Financially Challenge podcast.

Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.

For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

Don't forget to leave a review on our Alexa skill and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

Money decisions are about much more than dollars and cents - they are about your core values and how they impact your financial planning and decision-making. Unfortunately, many people experience disharmony between their values and their financial decisions. If you could benefit from more clarity about your values and what they mean for your financial and life goals, your challenge this week is to complete a “values check.” This process will allow you to uncover what is truly important to you and let it drive your decisions going forward.

Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

Don't forget to leave a review on our Alexa skill and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

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 uncomfortable in financial conversations, even though women control 51% of personal wealth and have a greater desire than ever to take control of their financial futures.

Add in the fact that the majority of women will be responsible for their own finances at some point, and it becomes crucial to remember that a man is not a plan when it comes to preparing for your financial future.for this week’s challenge

Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

Don't forget to leave a review on our Alexa skill and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

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 family’s financial future. In this episode, Kathy explains how to approach these discussions using the “TALK Method” to conquer your money conversation anxiety and broach just one meaningful financial topic with someone you love.

Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.

For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

Don't forget to leave a review on our Alexa skill and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co

Retirement planning requires having a smart strategy on several fronts, including your investment plan. One way to achieve a successful and fruitful retirement is to make smart investment decisions - and more importantly, to avoid making common investment mistakes. In this episode, Kathy shares the three most common investment mistakes, and challenges you to review your investments to ensure your accounts are poised to preserve your assets and grow them for the future.

Don't forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo's book, Flourish Financially, as well as a customized Amazon Echo Dot.

For more information about Kathy, her firm and the great things they are doing for people like you, visit www.flourishwealthmanagement.com

Don't forget to leave a review on our Alexa skill and keep Flourishing!

Find out more at https://flourish-financially.pinecast.co