Jenn Foster and Melanie Johnson co-owners of Elite Online Publishing, interview Lynda Paul about the world of finance, investments, and financial planning. Including strategies for achieving work-life balance.
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What You’ll Learn In This Episode:
- How to plan for your retirement.
- How A.I is affecting the financial industry.
- How to structure entities.
“There are lot of moving parts and the only thing that’s constant is change. The tax law changes. We change as individuals. Our plans change. And so, and life throws in a few curve balls as we go. So yeah, financial planning is is a moving target.” (05:03)
“With a financial advisor, you have a partner and I review these things once a year with my clients. Now if nothing has changed, I just say, you know what, nothing has changed. But it’s always a good idea to keep eyes on your estate plan because things do change. Tax law changes.” (15:36)
“The bank is an intermediary, right? So there’s the third party, they facilitate the transaction, but with cryptocurrency and the blockchain and all those things. They are trying to remove the middle guy and have you go to the two parties to communicate yourself and eliminate the middleman.” (22:46)
About Lynda Paul:
Lynda Paul is the owner, founder, and chief investment advisor of Sound Money Management, Inc., RIA, an independent Registered Investment Advisory firm in San Antonio, Texas. She is a Certified Financial Planner® professional and an inactive CPA. With an undergraduate degree in corporate finance from Ball State University and a master’s degree in finance and marketing from Keller Graduate School of Management, Lynda is celebrating 28 years serving the needs of her clients in a spectacular way, operating her firm as a fiduciary. Lynda believes that when it comes to choosing a financial planner, independence, trust, and competence are foundational virtues. She has helped more than 500 clients achieve their financial goals and manages millions of dollars for her clients around the country.
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Video URL: https://youtu.be/RF-KGtctKak