If you'll be seeing family for the holidays, it may be a good time to consider how to approach conversations about money, estate planning, retirement planning, elder care, and more. These conversations aren't easy, yet they are necessary for protecting your family’s financial future. In this episode, you'll learn a strategy to approach these discussions, called the “TALK Method." It just may be the key to conquering your money conversation anxiety so you can broach meaningful financial topics with those you love. Listen now!

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

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Estate planning is a foundational aspect of planning for your family’s future and for generational success. There is an important feeling of reassurance that comes with knowing your loved ones will be looked after, your hard-earned assets protected, and your legacy carried forward. Thoughtful estate planning involves more than just a will or a trust, however. It's about thoughtful preparation and strategic management to help foster prosperity for generations to come, and that's the topic of this episode. Listen now!

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!

Find out more at https://flourish-financially.pinecast.co

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We all know about traditional retirement planning options like 401(k)s and IRAs, but there's another tool that often flies under the radar—health accounts. These accounts can actually play a big role in boosting your retirement savings. So, in this episode, we’re diving into the world of alternative retirement savings where health and wealth intersect, giving you more ways to support your future.

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!

Find out more at https://flourish-financially.pinecast.co

Send us your feedback online: https://pinecast.com/feedback/flourish-financially/7ad10a37-0c05-4937-bbfa-1afb38b22fbb