• Demystifying Money

  • 著者： Misty Lynch
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Demystifying Money

著者： Misty Lynch
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  • Welcome to the Demystifying Money with Misty Lynch podcast! Each week you will hear unforgettable conversations with Certified Financial Planner™ and Life Coach, Misty Lynch and her expert guests. Join us for discussions about success, money, business and small steps you can take to elevate your life and wealth. For more info about Misty check out mistylynch.com.
    Copyright Misty Lynch
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あらすじ・解説

Welcome to the Demystifying Money with Misty Lynch podcast! Each week you will hear unforgettable conversations with Certified Financial Planner™ and Life Coach, Misty Lynch and her expert guests. Join us for discussions about success, money, business and small steps you can take to elevate your life and wealth. For more info about Misty check out mistylynch.com.
Copyright Misty Lynch
リーダーシップ 経済学
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エピソード
  • Financial Planning with Jared Hoole

    Financial Planning with Jared Hoole
    2024/10/28
    Join Misty Lynch as she sits down with Jared Hoole, president of Lakeside Financial Planning, to discuss the evolving landscape of financial planning and investment management. Get ready for an insightful conversation focused on practical advice and industry trends.
    • The impact of rising vacation home prices and remote work on real estate.
    • The importance of maintaining work-life balance and transitioning to self-employment.
    • Insights into Jared's preference for working with families where women are the primary breadwinners.
    • Essential strategies for long-term, diversified investment management.
    • Practical tax planning and the benefits of conservative financial approaches.
    Don't forget to subscribe, leave a review, and share if you find the episode helpful!

    Where to find Jared Hoole
    • Website: lakesidefinancialplan.com
    Where to find Misty

    Website:
    • mistylynch.com
    • soundviewfinancialadvisors.com
    Instagram: @mistylynchcfp
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    40 分
  • Redefining Traditional Financial Advice with Randa Hoffman

    Redefining Traditional Financial Advice with Randa Hoffman
    2024/10/21
    In this episode of Demystifying Money, host Misty Lynch sits down with Randa Hoffman to explore the evolving world of financial planning. From emotional integration in finance to the importance of tax strategy, this is an episode you won't want to miss.
    • Decline in accounting industry and the shift to tech fields.
    • Importance of strategic tax planning during less busy times.
    • Benefits of an empathetic, client-centered approach in financial advising.
    • Avoiding fear-based advising and promoting calm, confident decision-making.
    • Strategies for entrepreneurs to optimize their financial and tax situations.
    Subscribe to stay informed on financial success, business insights, and life elevation!

    Where to find Randa Hoffman
    • Website: linktr.ee/radiantranda
    • LinkedIn: randa-hoffman-ca
    • Facebook: RadiantWealthPlanning
    • YouTube: youtube.com/channel/UCxHh-91aAG9lsqzqCuSFK-g
    Where to find Misty

    Website:
    • mistylynch.com
    • soundviewfinancialadvisors.com
    Instagram: @mistylynchcfp
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    38 分
  • Balancing Personal Well-Being and Business Success with Jennifer Gray

    Balancing Personal Well-Being and Business Success with Jennifer Gray
    2024/10/14
    In this episode of Demystifying Money, host Misty Lynch and guest Jennifer Gray dive into the emotional challenges business owners face and share practical solutions for overcoming them. From imposter syndrome to financial anxiety, they cover essential strategies to maintain work-life balance and personal well-being.
    • The impact of imposter syndrome on confidence and how to address it
    • The importance of support networks for entrepreneurs dealing with loneliness
    • Managing financial anxiety and planning for worst-case scenarios
    • Balancing personal well-being and client needs to avoid burnout
    • Delegating tasks to "buy time back" and focus on core business responsibilities

    Where to find Jennifer Gray
    • Website: jennifergraycounseling.com
    • LinkedIn: linkedin.com/in/jennifergraylpc
    • Instagram: @jennifergraycounseling
    Where to find Misty

    Website:
    • mistylynch.com
    • soundviewfinancialadvisors.com
    Instagram: @mistylynchcfp
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    47 分

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