Financial Bliss with Kelley Long Kelley C. Long, CFP®, CPA/PFS
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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!
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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!
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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!
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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? -
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. -
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. -
Ep 12: Why Changing Your Financial Life Is About More Than Just Learning How to Budget
Ever try a new budgeting tool and experience initial success, but then quickly slip back into old habits after a month or two?
The reason so many of us struggle with changing our financial habits and situations, even when we end up making more money, is partly because there’s not a simple, one-size-fits-all solution. After all, if it were easy you’d already be doing it!
To change a financial cycle or habit for good, you need to first change your mindset. Once you’ve changed your mindset, the changes in your daily practices flow with greater ease.
Famed psychologist and one of the founders of neuro-linguistic programming philosophy (NLP), Robert Dilts, identifies six steps that can lead to achieving change: environment, behaviors, capabilities, values and beliefs, identity, and purpose.
By applying insights from Dilts’ Six Logical Levels of Change to your financial practices, you can develop new learned behaviors and achieve your money goals — not just temporarily, but for the long haul, too.
Listen to this episode to learn: