• Redefining Traditional Financial Advice with Randa Hoffman

  • 2024/10/21
  • 再生時間： 38 分
  • ポッドキャスト

Redefining Traditional Financial Advice with Randa Hoffman

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  • サマリー

  • 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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あらすじ・解説

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
続きを読む 一部表示

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