『Financial Bliss with Kelley Long』のカバーアート

Financial Bliss with Kelley Long

Financial Bliss with Kelley Long

著者: Kelley C. Long CFP® CPA/PFS
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Achieving financial bliss goes beyond financial planning knowledge and strategies. It starts with getting to the root cause of WHY you don't behave with money in a way that supports your bigger dreams and goals. Narrator of Calm's "Navigating Financial Stress" series Kelley C. Long, CFP®, CPA/PFS is a financial wellness coach who uses her decades of experience and work with over 2,500 individuals and couples to break down the psychological and practical barriers that get in the way of making the most of your money. Get ready to find your financial bliss!Kelley C. Long, CFP®, CPA/PFS 個人ファイナンス 経済学
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  • Ep. 30: 3 Things Every Woman Should Know About Her Finances
    2025/06/26

    It’s easy to get overwhelmed with all of the personal finance advice out there. In this episode, Kelley Long breaks down the top 3 things she thinks every woman (and really, every person) should know about their own finances, bare minimum. You’ll learn what those three things are, why they are important and how to figure them out for yourself.

    Resources to support this episode:

    www.annualcreditreport.com

    Decoding Credit Scores

    3 Common HSA Mistakes to Avoid

    8 Game-Changing Facts About HSAs I Wish I Knew Sooner


    The 4 Ways That a Roth IRA Can Help With Your Savings

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    24 分
  • Ep. 29: The Money Stories Keeping You Stuck (And How to Rewrite Them)
    2025/05/26

    Are you stuck in patterns that keep you from the life you want, but can't pinpoint what's holding you back? In this eye-opening episode, host Kelley Long explores how the unconscious stories we tell ourselves—especially about money—become the invisible barriers to our dreams. Drawing from the pioneering work of financial therapy experts, she reveals how childhood beliefs about money can sabotage our adult success, even when our circumstances have dramatically changed.

    Through a powerful interactive exercise featuring 30 thought-provoking prompts, you'll uncover your hidden "money scripts" and learn to identify which beliefs are keeping you trapped in outdated narratives. Whether you're the person who still feels "poor" despite financial success, or someone who can't enjoy their money even with substantial savings, this episode offers practical tools to rewrite your story. Kelley shares real-world examples of how these unconscious beliefs play out—from missing once-in-a-lifetime experiences to making automatic decisions that conflict with our true goals. Ready to break free from the stories that no longer serve you and create space for the future you actually want?

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    25 分
  • Ep. 28: Top 3 Financial Considerations for New Parents
    2025/03/28

    Based on her work with numerous new and hopeful parents, Kelley Long, CPA financial planner and unbiased money coach shares the top 3 financial considerations for new parents she hears about the most. In this episode, she covers how to think about making decisions around the best way to save for a child's future, what estate planning things you need to figure out ASAP and the new expenses that tend to cause the most challenges with growing families.


    Resources mentioned in this episode:

    www.savingforcollege.com

    https://www.journalofaccountancy.com/news/2023/mar/saving-college-new-529-to-roth-irs-transfer-rule/

    https://www.journalofaccountancy.com/news/2022/oct/the-ins-outs-roth-iras-for-children/

    https://www.journalofaccountancy.com/news/2022/aug/strategic-uses-roth-iras-beyond-retirement/

    https://www.financialblisscoach.com/post/want-surprisingly-flexible-savings-options-the-one-account-that-can-help

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    32 分

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