In this episode Melissa Joy, CFP® speaks with Kathy Longo, CFP®, CAP®, CDFA®, founder of Flourish Wealth Management on the topic of understanding emotions in financial decisions. Many of the decisions we make surrounding money come from a place of emotion, so it is important to acknowledge those emotions and know your money story.
You will learn:
- Are you making money decisions from a place of fear?
- What are the 4 stages of transitions?
- How to focus on what you can control when it comes to money.
- Layout a task in terms of Now, Soon, and Later.
- Find out more about Kathy
- Listen to the Flourish Financially Podcast
- Order Kathy’s book Flourish Financially
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Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.