• 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
マネジメント・リーダーシップ リーダーシップ 経済学
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エピソード
  • Building a Resilient Financial Plan in Uncertain Economic Times

    Building a Resilient Financial Plan in Uncertain Economic Times
    2025/04/14
    In this episode of Demystifying Money, Misty Lynch dives into the implications of global tariffs and market shifts. She covers essential financial strategies to help small business owners and individuals navigate these turbulent times.
    • Impact of tariffs on small businesses and family budgets.
    • Understanding market corrections and their historical context.
    • Strategies to adjust your investment approach in volatile markets.
    • The importance of diversification in asset classes and income sources.
    • Tips on maintaining your financial health and mindset during economic uncertainty.
    Where to find Misty

    Websites:
    • mistylynch.com
    • soundviewfinancialadvisors.com
    Instagram: @mistylynchcfp
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    21 分
  • Secure Your Legacy with Sherri Montecalvo

    Secure Your Legacy with Sherri Montecalvo
    2025/04/07
    Unlock the secrets of estate planning with experts Tracy Hoth and Sherri Montecalvo. This episode of Demystifying Money dives into essential strategies that can streamline your planning and secure your assets.
    • The personal inspiration behind Tracy Hoth's focus on estate planning.
    • Common misconceptions about the effectiveness of a simple will.
    • Estate planning strategies for families with young children.
    • Addressing Medicaid planning and long-term care with an emphasis on early preparation.
    • The importance of retitling assets and updating beneficiary designations for comprehensive estate planning.
    Join us for an insightful discussion on how to protect your legacy and make informed decisions for the future.

    Where to find Sherri Montecalvo
    • Website: estateplanningwithsherimontecalvo.com
    • Facebook: facebook.com/estateplanningwithsheri

    Where to find Misty

    Websites:
    • mistylynch.com
    • soundviewfinancialadvisors.com
    Instagram: @mistylynchcfp
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    29 分
  • Demystifying Business Finances with Priya Chanduraj

    Demystifying Business Finances with Priya Chanduraj
    2025/03/31
    Join Misty Lynch on Demystifying Money as she chats with Priya Chandaraj, CEO of Finteam1, about transforming business finances for small and mid-sized companies. Together, they dive into practical strategies for financial management and growth.
    • Priya's career path from Fortune 500 companies to founding Finteam1.
    • Importance of modern financial transformation and digital finance.
    • Challenges faced by small and medium-sized business owners in handling finances.
    • The role and significance of cash flow management, bookkeeping, and valuing owner contributions.
    • How technology and AI are reshaping financial services for businesses.
    Where to find Priya Chandaraj
    • LinkedIn: linkedin.com/in/priya-chanduraj-aa86753/

    Where to find Misty

    Websites:
    • mistylynch.com
    • soundviewfinancialadvisors.com
    Instagram: @mistylynchcfp
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    29 分

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