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.

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!

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.

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 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!

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.

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 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.

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 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.

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

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.

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