Flourish Financially with Kathy Longo

By: Kathy Longo CFP® CAP® CDFA®
  • Summary

  • 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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Episodes
  • Thoughtful Estate Planning: Passing on Prosperity
    Nov 19 2024

    Estate planning is a foundational aspect of planning for your family’s future and for generational success. There is an important feeling of reassurance that comes with knowing your loved ones will be looked after, your hard-earned assets protected, and your legacy carried forward. Thoughtful estate planning involves more than just a will or a trust, however. It's about thoughtful preparation and strategic management to help foster prosperity for generations to come, and that's the topic of this episode. Listen now!

    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/064e8394-ac50-4f21-ba60-504750bc5a24

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    9 mins
  • Boosting Retirement Savings with Health Accounts
    Nov 12 2024

    We all know about traditional retirement planning options like 401(k)s and IRAs, but there's another tool that often flies under the radar—health accounts. These accounts can actually play a big role in boosting your retirement savings. So, in this episode, we’re diving into the world of alternative retirement savings where health and wealth intersect, giving you more ways to support your future.

    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/7ad10a37-0c05-4937-bbfa-1afb38b22fbb

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    7 mins
  • 5 Personal Finance Habits That Lead to Financial Freedom
    Nov 5 2024

    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 you from meeting your goals. Since you can control your own habits, that’s what we'll discuss in this episode.

    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/9c4e4a80-3f35-4fb0-adad-55c461c22f26

    Show more Show less
    7 mins

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