Retirement is a time to pursue dreams, explore new opportunities, and enjoy the rewards of years of hard work. But ensuring your retirement aligns with your aspirations requires regular attention to your financial plan. Life changes, market conditions, and evolving goals all play a role in shaping your retirement strategy, making it essential to revisit your plan periodically to ensure it remains on track. Whether you’re a few years away from retirement or already enjoying your golden years, learn six steps to help you evaluate and adjust your retirement plan to better align with your needs and aspirations.

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

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You might think that the level of happiness you feel about money, your work, your social life, or your relationships is derived from what happens in each of those areas of your life. But, actually, your perception of the things that happen is what truly makes a difference in your outlook. It really is all about perspective, and psychologists who study this cognitive bias call it the “framing effect.”

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

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While we often associate resolutions with the start of a new year, financial goal-setting can happen whenever you're ready to take action. Establishing clear financial goals can help provide direction and structure for your money management, whether you’re saving for the future, managing debt, or working toward a specific milestone. In this episode, you'll learn four main advantages of setting financial resolutions and how they can contribute to a more focused and intentional financial strategy.

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

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Even when it’s the right decision for everyone involved, divorce still often feels like the rug has been pulled out from under you. The future you had previously mapped out might seem out of focus now, and it can be hard to navigate your own emotions – let alone the practical steps you should be taking for your financial security. It is possible to bounce back, though - and to become stronger both emotionally and financially.

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

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Women face so many expectations these days, especially working moms. We are bombarded on all sides by endless streams of advice on how to be better parents as expectations for parent involvement have been growing, alongside many other, more elaborate expectations for working mothers. Does this mean you can’t find success both at work and at home? No! In fact, I believe you can. You just have to change the rules of the game. Want to learn more? Listen now!

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

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Lifestyle inflation can begin subtly, and it’s not just a financial phenomenon; it's a psychological trap, too. The excitement of extra income can quickly turn into a desire for a more luxurious life. You get that promotion, and suddenly you're eyeing a more upscale apartment or contemplating a flashy new gadget. It happens to the best of us, and today we'll discuss the three most common culprits.

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

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When you think about your finances, you probably don’t simultaneously consider your core values. But... maybe you should! In this episode, you'll learn why it’s important to get a bit introspective about your finances and consider things like your intrinsic values. This can take some getting used to if you’re not accustomed to thinking about your finances in a values-based way – and it may even feel like the values that guide your life and the pursuit of money are at odds with each other. But, that doesn’t have to be the case. Listen now to learn more!

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

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Financial freedom has obvious benefits, doesn’t it? They include things like increased savings, investment potential, and a secure retirement. However, the less obvious impacts of financial freedom are not discussed as frequently, although they are just as significant. They can subtly transform various aspects of your life, from improving mental health to fostering better relationships. In fact, the ripple effects of achieving financial freedom extend far beyond your bank account. In this episode, I will explore these nuanced benefits and share how financial freedom can holistically enhance your life in ways you may not have considered before.

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

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