Transcribed
Redefining Traditional Financial Advice with Randa Hoffman
Oct 21, 2024 ·
38m 25s
Download and listen anywhere
Download your favorite episodes and enjoy them, wherever you are! Sign up or log in now to access offline listening.
Redefining Traditional Financial Advice with Randa Hoffman
This is an automatically generated transcript. Please note that complete accuracy is not guaranteed.
Description
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...
show more
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.
Where to find Randa Hoffman
Website:
Instagram: @mistylynchcfp
show less
- 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.
Where to find Randa Hoffman
- Website: linktr.ee/radiantranda
- LinkedIn: randa-hoffman-ca
- Facebook: RadiantWealthPlanning
- YouTube: youtube.com/channel/UCxHh-91aAG9lsqzqCuSFK-g
Website:
Instagram: @mistylynchcfp
Information
| Author | Misty Lynch |
| Organization | Misty Lynch |
| Website | - |
| Tags |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
