|   Flourish Financially with Kathy Longo

Episode 28: College Savings vs. Retirement

Parents are used to sacrificing for their children, but your retirement savings should always come before saving for college.
By Kathy Longo, CFP®, CAP®, CDFA®
Monday, 15 February 2021

Episode 28: College Savings vs. Retirement

Parents often feel responsible for setting their children up for a successful future. However, in terms of priorities, your retirement savings should generally always come before saving for college.

Episode 27: Preparing for Unique Situations

Your financial situation is unique and so are your goals, so don’t settle for a one-size-fits-all financial plan.
By Kathy Longo, CFP®, CAP®, CDFA®
Monday, 08 February 2021

Episode 27: Preparing for Unique Situations

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. 

Episode 26: Finances for Blended Families

Money discussions in blended families can become quite complex, and there are key discussion points you’ll want to keep in mind when raising children with input from multiple sets of parents.
By Kathy Longo, CFP®, CAP®, CDFA®
Monday, 01 February 2021

Episode 26: Finances for Blended Families

Financial conversations are often difficult, particularly within marriages. This is especially true for those who have been married more than once, and for those with children from prior marriages. However, money discussions in blended families can become quite complex, 

Episode 25: Charitable Giving

If a money value you hold dear is the ability to support causes and organizations that are meaningful to you, use these six tips to get the most out of your giving.
By Kathy Longo, CFP®, CAP®, CDFA®
Monday, 25 January 2021

Episode 25: Charitable Giving

Charitable giving is a very personal decision, and two-thirds of Americans give money to a charitable organization annually. If giving back is a money value you hold dear, you’ll want to make sure you get the most “give” for your giving. 

Episode 24: Money & Sadness

There is significant interplay between our emotions and our financial decisions and sadness, in particular, can lead to disastrous financial behavior when left unchecked.
By Kathy Longo, CFP®, CAP®, CDFA®
Monday, 18 January 2021

Episode 24: Money & Sadness

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 negative impact that our emotions have on our financial decisions during challenging times.

Episode 23: Financial Infidelity

Harboring money secrets can damage your relationship, yet a large percentage of Americans are failing to have candid conversations about finances with their spouse or partner
By Kathy Longo, CFP®, CAP®, CDFA®
Monday, 11 January 2021

Episode 23: Financial Infidelity

Did you know that 31% of Americans say they have lied to their spouse about money? Or that 80% of couples spend secret money?

Episode 22: Tightening Your Budget Belt

We all need to tighten our budget belts to save money at times, and it begins with remembering the differences between necessary and nice-to-have spending.
By Kathy Longo, CFP®, CAP®, CDFA®
Monday, 04 January 2021

Episode 22: Tightening Your Budget Belt

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 and the new year is a perfect time to get started. 

Episode 21: Reconciling Emotions & Money

The end of a relationship marks a personal and financial transition in our lives that stirs up emotions and makes it difficult to move forward with clarity.
By Kathy Longo, CFP®, CAP®, CDFA®
Monday, 28 December 2020

Episode 21: Reconciling Emotions & Money

One of the most effective ways to come out financially on top after a difficult life transition is to keep emotion out of your decision making. Of course, that’s easier said than done! While it may be an uphill battle, though, there are things you can do try to keep your emotions separate from your financial decisions.

Episode 20: Divorce & Your Finances

One of the most challenging and stressful events we can go through in life is the end of a marriage, yet there are financial practicalities that must be addressed.
By Kathy Longo, CFP®, CAP®, CDFA®
Monday, 21 December 2020

Episode 20: Divorce & Your Finances

Welcome to your weekly opportunity to take a few minutes to set a small goal that can help you achieve your larger aspirations. This week I will be talking about DIvorce & Your FInances. 

Episode 18: Money & Marriage

No matter what your marriage looks like, having the money conversation with your new spouse can be complex.
By Kathy Longo, CFP®, CAP®, CDFA®
Monday, 07 December 2020

Episode 18: Money & Marriage

Taking the time to get on the same page as your spouse with household finances is always a positive step – and one that I encourage all married couples to take, even if they’re far past the newlywed stage. 

Episode 16: Reflection

Taking stock of who you really are and what you really want can have a lasting impact on how you manage a challenging life transition.
By Kathy Longo, CFP®, CAP®, CDFA®
Monday, 23 November 2020

Episode 16: Reflection

In the midst of transition, self-reflection helps you identify your main sources of challenge and worry. So, this week’s challenge is to jump-start your self-reflection process and gain greater clarity in your goals. 

Episode 15: Resilience

Unexpected financial setbacks happen to all of us and often cause us to reevaluate our plans, but resilience can help us move forward in these difficult situations.
By Kathy Longo, CFP®, CAP®, CDFA®
Monday, 16 November 2020

Episode 15: Resilience

One of the frustrating parts of financial planning is that your plan is never permanent. Unexpected financial setbacks happen to all of us, and each time they do we must reevaluate our plans. After the initial shock of a financial setback, resilient people choose how to respond, and they focus on the positive. Using this mindset allows you to see your situation in a different way and to thoughtfully reevaluate a financial plan that no longer accomplishes your desired goals.


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