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The Art of Passive Income

Wealth Management—Removing The Taboo Behind Money

The Art of Passive Income

Mark Podolsky

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5681 Ratings

🗓️ 10 October 2019

⏱️ 27 minutes

🧾️ Download transcript

Summary

Learn how to manage wealth and Flourish Financially with Certified Financial Planner, Kathy Longo.

Transcript

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0:00.0

Do you have solo economic dependency?

0:03.2

That is, if you aren't working, you aren't making money.

0:06.6

The art of passive income podcast is the solution.

0:10.3

Discover passive income models so you can enjoy life on your own terms.

0:15.2

Let freedom ring.

0:17.6

Hey, this is Mark Podolsky, La Land Geek, with her favorite niche real estate website,

0:22.1

www.w.w.com. And Scott Todd is out today, but that just means we get to go to our guests

0:30.5

even quicker. So without further ado, our guest today is Kathy Longo. Now, if you don't know Kathy, she is a certified financial planner,

0:41.0

a chartered advisor in philanthropy, which sounds really cool, like just a giver. A certified

0:47.3

divorce financial analyst, which sounds even cooler because, let's face it, that's like a big

0:53.5

part of the population. We don't even

0:54.8

talk about that a lot and what goes on with that. With over 25 years of wealth management experience,

1:00.2

she's the founder and president of Floresh wealth management, an independent boutique

1:04.4

wealth management firm in the Minneapolis area. Before launching Floresh in 2014, Kathy worked as a

1:10.1

wealth manager, financial planner, and firm manager at companies of varying sizes in both Chicago and Minneapolis.

1:17.2

Kathy Longo, how are you?

1:18.8

I'm great. Thanks for having me.

1:21.1

Well, I'm so glad that you could take time to talk to us about wealth management because, you know, in our niche, we're

1:30.7

always about building wealth, passive income, but there's always places where we want to sort of

1:39.3

round out those edges, if you will. And so I think it's really, you know, important to kind of learn more about

1:47.1

wealth management in these different areas and kind of, you know, go a little bit deeper into it.

1:52.7

So let's just kind of rewind the tape. What got you involved in wealth management?

...

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