Our social circles greatly influence all aspects of our lives. How we act, how stressed we feel, how long we live, the choices we make, the risks we take, our self-control… studies have shown that our friends significantly impact us in all of these areas and more. Of course, the way we manage our finances is strongly influenced by our circle of friends, too, which can be both positive and negative. We'll explore both sides of the coin in this episode.

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

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As a woman, you face special challenges when it comes to retirement. Don’t let your retirement dreams become derailed by common myths that continue to persist. When you have a strong understanding of both the financial and emotional realities of retirement, you are far more likely to enjoy this phase of your 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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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.

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Retirement is more than the end of a career—it’s the beginning of a new chapter, filled with the people, passions, and possibilities you’ve long envisioned. Whether your dreams include traveling the world, spending time with grandchildren, volunteering, or exploring new interests, bringing your retirement vision to life requires careful planning and thoughtful financial decisions. Here are eight steps you can take to better align your financial strategy with your aspirations and prepare for a retirement that reflects your personal goals.

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

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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.

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As a couple, there are plenty of ups and downs you’ll face together and work through as a team. However, fighting about money doesn’t have to be one of your challenges. If you and your partner find yourselves disagreeing on financial matters, you’re not alone. In fact, money issues are one of the leading causes of contention in romantic relationships. If you’re looking to find healthier ways to communicate with your partner and stop money fights in their tracks, try the four steps shared in this episode.

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

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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 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.

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