Financial Bliss with Kelley Long

Financial Bliss with Kelley Long

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. Narrator of Calm's "Navigating Financial Stress" series Kelley C. Long, CFP®, CPA/PFS is a financial wellness coach who 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!

Episodes

June 26, 2024 20 mins

If you find yourself living paycheck-to-paycheck despite earning more than enough to cover your bills and lifestyle and know that you have room to save this episode is for you.


When you find yourself always spending more than you intend, even when you know that you can easily cut back because you DO when your run out of money at the end of your pay cycle, there's a surprising habit that may be at play.


The good news ...

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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 stres...

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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 ultim...

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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 tha...

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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 deci...

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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...

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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.

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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 f...

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Shame has an impressive ability to rear its ugly head when it comes to money. Many of us experience money shame for a myriad of reasons: budgeting pitfalls, too much debt, not enough savings, or a failure to attain certain markers that are viewed as evidence of success, like buying a home or starting a family. 

But shame has the power to keep us in a cycle of wildly unhelpful self-talk. 

Many people aspire to develop healthier mone...

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What does the Serenity Prayer have to do with achieving financial bliss? For Kelley C. Long, CPA/PFS, CFP®, quite a lot.  

If you’ve ever experienced financial hardship that wasn’t your fault, you’re not alone. Even the most careful and diligent individuals can become victims of their circumstances, enduring things in life that put pressure on their pocketbooks. The end of a romantic relationship, a flooded basement, the loss of a ...

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You pay all your bills on time, you've either paid off your debt or have a plan in place to do so and you are looking at what's next, but there are so many options. How do you know which to tackle first?


The truth is, there is no definitive answer that works for everyone, which is why Kelley Long, financial coach and podcast host, created a checklist called the Post-Debt Life Checklist to get it all down on paper so yo...

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Putting money away for retirement can seem like a serious commitment, which it typically is due to rules around early withdrawal penalties and other abilities to tap your savings before your age 59 1/2.


In this episode, Kelley C. Long offers 4 reasons that one particular type of retirement savings account offers more flexibility than you might think when contributing your hard-earned money. Check it out to learn the often-misu...

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How much do you know about your 401k plan? In this episode, Kelley C. Long, CPA/PFS, CFP® shares five things that she's found are most surprising to people about their 401ks, which she learned during her time as an unbiased financial coach working for a workplace retirement wellness provider.


Resources to support further learning on the topics presented in this episode:

Income limits to deduct traditional IRA contribution...

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When it comes to getting started with optimizing your finances, sometimes the hardest part is just getting started. In this episode, Kelley C. Long, CPA/PFS, CFP® shares 6 tips to help overcome the various barriers that can get in the way, whether it's fear, perfectionism, a lack of confidence or knowledge or something else.

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The traditional financial planning industry will tell you that there is a retirement savings crisis in the US and that most people are at risk of running out of money in retirement, but those statistics are based on outdated systems and an unrealistic idea of what retirement even is. This episode explores where the modern ideal of retirement came from and introduces a shift in perspective in how to think about careers, saving for r...

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In her work with over 2,500 individuals from all walks of life as a money coach, Kelley C. Long, CPA/PFS, CFP® has pretty much seen it all. But if there is one thing she could tell EVERYONE, it's that there are very few money mistakes that you can't overcome. In this episode, you'll hear 5 common mishaps she's encountered in her work as an unbiased financial wellness coach along with practical financial planning tip...

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When Kelley asked several smart, responsible women who felt like they didn't have what it takes to optimize their money, she found a really interesting recurring theme. This episode digs into that one thing, what it really stems from, and how anyone, regardless of money in the bank, can move beyond it.


Resources mentioned:

www.financialblisscoach.com

Oriah Mountain Dreamer poem

The Alchemist, by Paolo Coehlo

The Simple Path to...

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This episode is geared toward those who, despite all their best efforts to "be better with money," can't seem to escape the cycle of boom or bust. It seems as soon as you get to a better place financially, BOOM, something happens to take you right back to where you were. While having a good money management system in place can help, the real fix for this goes much deeper into our money psychology. Listen as Kelley Long gets into wh...

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In this introductory episode, host Kelley C. Long, CPA/PFS, CFP® shares her frustration with how challenging it is for everyday people to access unbiased and reliable guidance and advice around their money decisions, along with how she has worked to find a way to solve that challenge throughout her career. You'll also learn a powerful exercise that Kelley uses to make important life decisions, including the decision to leave a grea...

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