18 episodes

Achieving financial bliss goes beyond financial planning knowledge and strategies. It starts with getting to the root cause of WHY you don't behave with money in a way that supports your bigger dreams and goals. Kelley C. Long, CFP®, CPA/PFS and money coach uses her decades of experience and work with over 2,500 individuals and couples to break down the psychological and practical barriers that get in the way of making the most of your money. Get ready to find your financial bliss!

Financial Bliss with Kelley Long Kelley C. Long, CFP®, CPA/PFS

    • Business
    • 5.0 • 12 Ratings

Achieving financial bliss goes beyond financial planning knowledge and strategies. It starts with getting to the root cause of WHY you don't behave with money in a way that supports your bigger dreams and goals. Kelley C. Long, CFP®, CPA/PFS and money coach uses her decades of experience and work with over 2,500 individuals and couples to break down the psychological and practical barriers that get in the way of making the most of your money. Get ready to find your financial bliss!

    Ep 18: Shifting Perspectives on Homeownership: Reasons to Reevaluate Your Desire to Buy a Home

    Ep 18: Shifting Perspectives on Homeownership: Reasons to Reevaluate Your Desire to Buy a Home

    The reasons you think you need to buy a home ASAP may not be as valid as you think.



    In this episode, Kelley Long gives a hot take on why home ownership is probably not the financial boondoggle a lot of us think it is.



    There are plenty of great reasons to want to buy a home. But there are also a lot of reasons it's not exactly the Best Thing Ever, despite what the so-called American Dream says.



    If you're stressed because you think you should be a homeowner by now and are frustrated that you haven't been able to get there yet, this episode is for you. Listen to the common reasons people give for needing to buy and why they may not be as true as the industry would have us believe.

    • 25 min
    Ep 17: The Science-Backed Way That Comparison Can Help You Improve Your Finances

    Ep 17: The Science-Backed Way That Comparison Can Help You Improve Your Finances

    It is human nature to compare ourselves to others, particularly when we are wondering whether or not we measure up. And for the most part, these types of comparisons cause us to feel like we are falling short in some way.



    In this episode, Kelley Long, financial coach and money mindset advocate, shares a research-backed way that we can use comparison to actually boost the way we feel about ourselves and our lives that can ultimately lead to better financial behaviors that are in support of your own personal life goals and values.



    It's true that comparison is the thief of joy. Except in this one instance. Give it a listen to learn more!



    Visit the episode page here.

    • 12 min
    Ep 16 Exploring the Origins of Your Money Worries

    Ep 16 Exploring the Origins of Your Money Worries

    This episode is all about self-exploration to uncover the root cause of financial anxieties. When we have a better understanding of our own origin stories and how they are showing up for us today, we can really accelerate any changes we’d like to make to our mindset and our behaviors, around money: how we earn it, how we spend it, how we save it, how we avoid it, etc.



    Grab a pen and a journal, and settle in for an exercise that will have you re-thinking your assumptions about money "truths" based on who you are today, versus who you were when the beliefs were formed. Enjoy!



    Full episode site here.

    • 19 min
    Ep 15: From Rollover to Cash-Out: Navigating Choices for Your Old 401k

    Ep 15: From Rollover to Cash-Out: Navigating Choices for Your Old 401k

    Get a breakdown of ALL the options you might want to explore before deciding what to do with your old 401k plan.



    This episode explores the pros and cons of each of the 4 options available while also touching on related retirement and tax rules at play, including:

    - The rule of 55

    - Net-unrealized appreciation rules for company stock

    - Why a rollover IRA might be a choice you regret

    - Where to go for more help making this decision



    Resources to support the topics discussed:

    How to do a backdoor Roth IRA

    How Are Financial Coaches Different From Financial Planners, CPAs & Financial Advisors?

    • 20 min
    Ep 14: Why You Can't Seem to Stay Motivated Toward Your Money Goals and What's Missing That Will Keep You on Track

    Ep 14: Why You Can't Seem to Stay Motivated Toward Your Money Goals and What's Missing That Will Keep You on Track

    Whether your goal this year is to pay off debt, reach a new savings level or achieve a specific financial-related goal, it's easy to lose motivation if working toward that goal also requires you to make trade-offs or change habits that you enjoy or are really used to.



    The main reason people lose motivation toward these types of goals is because they are actually tasks that need to be completed in pursuit of a greater, more exciting and rewarding goal.



    In this episode, Kelley Long, your fairy financial coach, gets into the reasons you may be struggling to stick with new habits you set to support your money goals and offers insight into how to reframe what you want so that you can push through and stay on track.



    Listen for her unpopular take on emergency funds, how she personally overcame debt more than once in her life and how to keep yourself accountable to the intentions you set, even when the excitement wears off.

    • 17 min
    Ep 13: 3 Common Money Beliefs That Stand in the Way of Financial Bliss

    Ep 13: 3 Common Money Beliefs That Stand in the Way of Financial Bliss

    We all carry several money beliefs, or money scripts as they are called in the financial therapy world, and those underlying beliefs influence the way we not only behave with money, but the way we make decisions in our lives.



    This episode dives into three that are commonly seen among clients who work in the Financial Bliss framework, along with tips to update those beliefs to be supportive of the life you wish to live into.

    • 16 min

Customer Reviews

5.0 out of 5
12 Ratings

12 Ratings

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