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Investing · Kelley C. Long, CFP®, CPA/PFS

Financial Bliss with Kelley Long

by Kelley C. Long, CFP®, CPA/PFS

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. Author of the book "But Who Will Take Care of You When You're Old? Financial Planning for People Without Kids," Kelley C. Long, CFP®, CPA/PFS is a financial coach who uses her decades of experience and work with over 3,000 individuals and couples to break down the psychological and practical barriers that get in the way of making the most of your money.

Latest episodes

Showing 20 · updated from the feed

The Difference Between Being Prepared and Just Being Paranoid - E37

Kelley explores how to prepare financially and emotionally for climate uncertainty without allowing fear, doomscrolling, or an obsession with control to take over. Using

Oct 20
25 min

Are You Waiting for the “Perfect” Time to Live? l E36

What’s keeping you from making the changes you know you need to make? The idea of a “growth edge” describes that uncomfortable space where fear, uncertainty, or perfectio

Sep 15
23 min

Why I'm Not Setting New Goals for 2026 & Doing This Instead l E35

New Year, same me... One of the primary reasons we find it impossible to stick to new habits or goals or routines, especially when they are aspirational as New Year's R

Dec 30 2025
16 min

How to Choose the Best Bank for Your Money l E34

If you're keeping your savings at a big bank with lots of branches, there's a good chance you're losing hundreds, maybe even thousands, of dollars a year without realizin

Nov 26 2025
33 min

You'll Never Pay Off Your Debt Until You Stop Doing This One Thing l E33

Why do so many people struggle to pay off debt—even when they're doing "everything right"? In this episode, I reveal the one habit that's sabotaging your progress (and ke

Oct 26 2025
20 min

3 Tax Strategies from the New Law You Probably Haven't Heard About Yet (That You Can Actually Use) l E32

While everyone's debating the big-picture politics of the new tax law, financial expert Kelley Long cuts through the noise to reveal three under-the-radar changes that co

Aug 26 2025
19 min

The Social Pressure Tax: What Every Childfree Woman Knows But Can't Say l E31

Child-free and single women face unique financial pressure from constant wedding and baby shower gift-giving with no reciprocal celebrations. This isn't about financial h

Jul 26 2025
19 min

3 Things Every Woman Should Know About Her Finances l E30

It’s easy to get overwhelmed with all of the personal finance advice out there. In this episode, Kelley Long breaks down the top 3 things she thinks every woman (and real

Jun 26 2025
23 min

The Money Stories Keeping You Stuck (And How to Rewrite Them) l E29

Are you stuck in patterns that keep you from the life you want, but can't pinpoint what's holding you back? In this eye-opening episode, host Kelley Long explores how the

May 26 2025
25 min

Top 3 Financial Considerations for New Parents l E28

Based on her work with numerous new and hopeful parents, Kelley Long, CPA financial planner and unbiased money coach shares the top 3 financial considerations for new par

Mar 28 2025
31 min

Building Resilience: Self-Care as More Than Maintenance l E27

The term "self-care" has come to mean everything from taking a bubble bath to getting your bikini line waxed and is an area of spending that tends to get a free pass when

Feb 26 2025
28 min

Credit Scores Decoded: What You Need to Know l E26

Unpacking the mysteries of credit scores, CPA financial planner and money coach Kelley Long reveals the truth behind those three-digit numbers that can have such an impac

Jan 26 2025
24 min

The Secret to Crushing Your Goals: The Eisenhower Matrix Explained l E25

In this episode of Financial Bliss with Kelley Long, we dive into one of the most powerful productivity tools out there: the Eisenhower Matrix. Named after President Dwig

Dec 26 2024
20 min

Closing Chapters: Finding Clarity in Life's Changes & What's Next l E24

In this episode, Kelley Long opens up about the emotional and personal journey of navigating a major life transition—choosing to remain child-free after years of pursuing

Nov 26 2024
18 min

8 Game-Changing Facts About HSAs I Wish I Knew Sooner l E23

In this episode, Kelley Long shares valuable insights about Health Savings Accounts (HSAs) and the lessons she learned about health insurance that changed everything abou

Oct 26 2024
25 min

The Gray Area of Spending: Owning Your Choices Between Wants and Needs l E22

This episode is all about that sticky area of money where we try to separate out our wants versus needs when making decisions around how we want to spend our dollars. Th

Sep 26 2024
13 min

What is a Backdoor Roth IRA & How to Actually Open One l E21

You may have heard about a back door Roth IRA, especially if you make too much money to contribute directly into one right now. While a back door Roth and a regular Roth

Aug 26 2024
20 min

How to Stop Fighting About Money by Answering These 3 Questions l E20

When you know you need to start talking with your partner about money more, but don't know where to start, these 3 questions can help. Rather than jumping right into look

Jul 26 2024
19 min

The Surprising Reason You're Still Living Paycheck to Paycheck l E19

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 fo

Jun 26 2024
20 min

Shifting Perspectives on Homeownership: Reasons to Reevaluate Your Desire to Buy a Home l E18

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 t

May 26 2024
25 min

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