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.
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Where to find Randa HoffmanWhere to find Misty Website:
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@mistylynchcfp
