Wealth Management—Removing The Taboo Behind Money

Certified Financial Planner, Kathy Longo joins us today to talk about money and relationships and how having those big conversations about finances with your spouse can lead to good financial decisions.

Kathy is also a chartered advisor in philanthropy and a certified divorce financial analyst.  With over 25 years of wealth management experience she is the founder and president of Flourish Wealth Management

Before launching Flourish in 2014, Kathy worked as a wealth manager, financial planner and firm manager in companies of varying sizes in both Chicago and Minneapolis.

Listen in as Kathy removes the taboo behind money and shows us why finances need to become a normal conversation in your household.

We dive deep into: 

  • The emotions attached to money
  • The definition of certified divorce financial analyst 
  • Talking freely about money and using every day experiences to educate your children

Kathy also advises Scott, who is a spender, on how to start a productive conversation with his wife, who is the saver, so that they can build wealth together.

I feel people take advice with lack of information so they’re basing their own financial decisions on what they’re seeing but not with a solid education or understanding of what their goals are.

Kathy Longo

Listen in now to learn more on how to manage wealth and Flourish Financially, on today’s episode of The Art of Passive Income!

TIP OF THE WEEK

Mark: Learn more about becoming wealthy by getting your emotions in check about money at FlourishWealthManagement.com. And, be sure to check out Kathy’s book, Flourish Financially: Values, Transitions, & Big Conversation

Scott: Check out Privacy.com to create private secure credit cards that are linked to your checking account.

Kathy: Visit KathyLongo.com and take the Financial Readiness Test. It’s an assessment that will score where you’re at in terms of your financial readiness for success.

Isn’t it time to create passive income so you can work where you want, when you want and with whomever you want?


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