Because money is such a big part of life, our wishes, hopes, dreams, and fears can sometimes make it hard to see the truth for what it is. Often, this happens without us realizing it, but the consequences can be very real. If you've been harboring any of these common money misconceptions, it might be time to set the record straight in your own mind and start embracing better choices. Your financial health and future will thank you!

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

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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.

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The New Year hits differently for everyone. For some, it might feel like hope, promise, and opportunity. But, what if you’re at a place in life where a new year doesn’t mean those things to you? What if you’re feeling stuck where you are and you aren’t sure how to move forward? Sometimes, a new year is less about charging toward massive goals and ambitions and more about taking one small step forward in a new direction – and that’s okay.

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

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Is money on your mind as we approach the New Year? As with many things in life, perspective is paramount. That's why mindset is critical in building wealth and achieving financial security. Money is a complex, complicated topic. Changing your mindset around it can take time, but it’s worth the effort. Viewing your wealth as a tool of empowerment and a creator of choice is an important step toward maximizing your financial potential in the ways that are most meaningful to your life, and that is the focus of this engaging episode.

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

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In today's world, achieving financial independence is more crucial than ever. For women, building wealth is not just about amassing money; it's about gaining control, stability, and the freedom to live life on your terms. Whether you're a woman seeking financial independence or a man looking to guide your daughters or granddaughters, in this episode I’ll share actionable strategies to build wealth effectively.

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

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Money and finances are the top cause of stress for Americans, and financial anxiety can be compounded during the holidays. In this episode, you'll learn a few ways you can reclaim your holiday joy instead of succumbing to financial worries AND make a plan for living with less financial stress the rest of the year, too.

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

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In the journey toward financial well-being, age is merely a number. Whether you're just starting your career, raising a family, or enjoying your retirement, achieving financial health is a goal that transcends generational boundaries. In this episode, explore key principles and strategies to help you foster financial well-being at any stage of life.

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

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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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