Retirement is often viewed as the ultimate goal, a reward for decades of hard work and diligent saving. However, the transition from a structured career to a life of leisure can be daunting and filled with uncertainty. At Flourish Wealth Management, we have always believed that a successful retirement isn't just about financial stability; it's about aligning your emotional and intellectual intelligence to create a fulfilling and balanced life post-retirement. Our philosophy, EQ + IQ = Wealth, encapsulates this holistic approach. In this episode, we explore the mindset needed for a smooth and successful transition into retirement and discuss the retirement mindset work that many people overlook.

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!

Retirement is a time to pursue dreams, explore new opportunities, and enjoy the rewards of years of hard work. - but making sure 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 keep it on track.

Whether you’re a few years away from retirement or already enjoying your golden years, I suggest 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.

Don't forget to leave a review on our Podcast and keep Flourishing!

According to a recent study from the Pew Research Center, roughly 38 percent of adults are living alone, and more than half are women. That’s one reason why I think it’s so important to educate women about managing their own money to ensure they can take care of themselves now and in the future. Regardless of your relationship status, the five financial strategies we’re talking about today will help you safeguard your financial future and feel more confident in your decision-making.

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!

It’s common to have multiple retirement accounts with overlapping objectives - and little time to organize them. However, if your accounts aren’t organized effectively, you may not be making the most of your savings and investments. In this episode, you’ll learn how to use a financial “tune-up” to create a structure and planning process that lets you quickly check in on your savings and spending goals to ensure you’re staying on track. This can also help you plan for contingencies, allowing you to feel more empowered to meet your financial and life goals.

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!

We may be closer to the end of the calendar year than to the beginning, but I believe that it’s always a good time to think about your financial goals. Money touches every part of our lives, including our relationships and our emotions, too, so striking a balance between financial goals and well-being is not only wise but essential for a fulfilling life. That’s why this episode explores the significance of setting wellness-centric financial goals and how they can contribute to a more satisfying life.

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!

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.

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!

As parents, our world centers on our children when they’re young, which is why it's common to struggle with the transition from a full house and a busy schedule of kid-related activities to an empty nest and lots of free time. It can be an incredibly emotional time for parents. While you might feel happy and proud to have successfully launched young adults out into the world, you might simultaneously feel sadness. If you’re fast approaching an empty nest, I’m going to share five empty nester tips to help you to focus on the positive and remember that this can be a rich and rewarding time in your life.

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!

You might think that the level of happiness you feel about money, your work, your social life, or your relationships is derived by what happens in each of those areas of your life. But, it's actually your perception of the things that happen that 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.” Learn more 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!