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.

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The holiday season is approaching once again, and while it can be joyful, it can also be a prime time for fighting with your spouse or partner about money. As a couple, there are plenty of ups and downs that you’ll face together and work through as a team. However, fighting about money doesn’t have to be one of your challenges. If you find yourselves disagreeing on financial matters this time of year, you’re not alone. In fact, money issues are one of the leading causes of contention in romantic relationships. If you’re looking to find healthier ways to communicate with your partner and stop money fights in their tracks, I suggest trying the four steps shared in this episode.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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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.

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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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