Kathy Longo Featured on the Pearl Planning Podcast

Hosted by Melissa Joy, CFP®, CDFA®

Kathy Longo recently sat down with Melissa Joy, CFP®, president of Pearl Planning and host of the Pearl Planning Podcast to discuss the role emotions can play in financial decisions.

This episode covers:

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.

or on Spotify

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Kathy Longo Featured on the Pearl Planning Podcast

Flourish Wealth Management

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