Shows
Financial Freedom and Wealth Trailblazers PodcastNon-Traditional Business Owners: Demystifying Money and Building a Solid Financial Plan With Misty LynchWelcome to the Financial Freedom & Wealth Trailblazers Podcast! In today’s episode, we're helping non-traditional business owners, and those who’ve left corporate life, demystify money and create a solid financial plan.Misty Lynch, CFP® is a personal finance expert and the Owner and CEO of Sound View Financial Advisors, LLC. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of the DEMYSTIFYING MONEY book and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Inves...
2025-11-1117 min
Liz on Biz® with Liz TheresaE381 – Misty Lynch – What’s Going on with Women & MoneyMisty Lynch, CFP® is a personal finance expert and the Owner and CEO of Sound View Financial Advisors, LLC. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of the DEMYSTIFYING MONEY book and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero, and many others.Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow “because sometimes you nee...
2025-09-0839 min
Everyone's Talkin' MoneyDemystifying Money Myths & Building a Real-Life Money Plan with Misty Lynch, CFP®Ever feel like you’re following all the “right” financial steps and still feel stuck? You’re not alone — and today’s episode proves it.
Shari sits down with Misty Lynch, CFP®, the powerhouse behind Demystifying Money and the reality show HEARTBROKE, to talk about how to ditch stale money myths and build a money plan that actually fits your life.
You’ll walk away knowing:
Why traditional financial advice often backfires for real people
The #1 thing to do first if you feel overwhelmed by money
How your money mindset shapes your financial confidence
Why money fight...
2025-07-1253 min
Mindset Mastery Moments with Dr. Alisa WhyteMastering the Money Mindset with Misty Lynch: From Scarcity to AbundanceIn this powerful episode of Mindset Mastery Moments, Dr. Alisa Whyte is joined by Certified Financial Planner™, author, and life coach Misty Lynch for a deep dive into the beliefs and behaviors that shape our financial lives. Together, they unpack the often-overlooked difference between financial literacy and money mindset, revealing why mastering both is key to lasting wealth and success.The conversation covers:The impact of financial trauma and childhood experiences on adult money behaviorWhy mindset is the operating system behind every financial tool or strategyHow wo...
2025-07-0651 min
Get Ready: Before Life Happens PodcastChange Your Relationship With MoneySend a textOn this episode of The Get Ready Money Podcast, I spoke with Misty Lynch, CEO of Sound View Advisors, podcast and reality tv show host about changing the way we think about our relationship with money,In this episode we discussed:Be accepting of the way things are. Don’t let labels hold you back, it’s important to not think of things as good or bad. Question your beliefs. Couples should be open minded about what’s important to each other.How to overcome fear with our money. As...
2025-03-2541 min
THE BOGART EFFECT: A Wealthy Wisdom PodcastRetirement Strategies: Risk – Episode 25On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP® for the third and final part of our Retirement Strategies mini-series all about assessing and dealing with Risk. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other inv...
2025-03-1721 min
Demystifying MoneyNavigating New Parent Finances with Sophia YudkowskyIn this enlightening episode of Demystifying Money, host Misty Lynch and guest Sophia Yudkowski delve into financial planning for young families. Learn how to manage your finances confidently and prepare for future family needs.Discover strategies for combining finances after marriage while maintaining financial independence.Learn the importance of setting common financial goals for couples.Explore the concept of financial nesting to prepare financially for parenthood.Get insights into budgeting for childcare and other family-related expenses.Understand special financial planning needs for families with loved ones with special needs.Where to find Sophia YudkowskiWebsite...
2025-03-1033 min
THE BOGART EFFECT: A Wealthy Wisdom PodcastRetirement Strategies: Tax Planning – Episode 24On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP® for part 2 of our Retirement Strategies mini-series. This episode is all about strategies and tricks for Tax Planning. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other inv...
2025-02-2431 min
THE BOGART EFFECT: A Wealthy Wisdom PodcastRetirement Strategies: Withdrawal – Episode 23On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP® to cover strategies and techniques in withdrawing from your portfolio in retirement. This episode is the first part of a multi-part series on Retirement Strategies. Stay tuned for more to come! Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the...
2025-02-1019 minDemystifying MoneyTips for College Financial Planning with Brad BaldridgeJoin Misty as she sits down with Brad Baldridge, a CFP specializing in college planning, to demystify the complexities of funding education. This episode of Demystifying Money offers critical advice for families navigating the financial maze of college preparation.Strategic borrowing for education with an emphasis on long-term impacts.Variability in college expenses and the importance of understanding the difference between sticker price and actual cost.The evolving landscape of college admissions and financial aid post-COVID.Effective strategies for applying to scholarships and maximizing financial support.Early-stage versus late-stage college planning and the importance of starting early....
2024-12-0243 min
Jessica Benson Show with CJ HurtScotty Pippen, Jr's Big Game In Chicago, College Football Mayhem, And Bo Nix For ROYJessica recaps the Grizzlies game against the Bulls, talks about the crazy CFB weekend, gets Gary Parrish's thoughts on Memphis v. UCONN, and more.start set the show:08 Jessica saw "Wicked" this weekend:12 Grizzlies weekend recapScotty Pippen, Jr's big gameGrizzlies need to go streakingJa Morant injury update:26 Belief in the GrizzliesJessica's colonoscopy thoughts:31 Crazy CFB weekendA lot of upsetsDoes IU get into the CFP?:46 Gary ParrishKendrick Lamar's new albumMemphis v. UCONN previewOptimism in Memphis Tigers men's basketballPerception of Memphis men's basketballGrizzlies thoughts1:27 NFL weekend recapCowboys beat...
2024-11-251h 53
Why You Hate SalesHow to Build Wealth in Simple Ways As Your Business Grows | E109The best thing you can do with your money is use it to make even more money!
On this episode of People Over Profit, Misty Lynch shares exactly how she thinks about building true, lasting wealth and how she invests her money to compound over time without much risk (and with lots of liquidity!).
You’ll love how she dives deep into practical strategies without forgetting to talk about the beliefs and habits that impact our financial fitness, like how we spend money, how we invest money, and even how we FEEL about money.
...
2024-11-0436 min
THE BOGART EFFECT: A Wealthy Wisdom PodcastCommon Retirement Mistakes – Episode 13On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Misty Garza, CFP®, from Bogart Wealth's Houston, TX office to cover a few common retirement mistakes that retirees and future retirees can think about in their planning. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a sub...
2024-08-2331 min
NoBS Wealth®Ep. 77 - Empowering Wealth Through Connection w/ Misty Lynch CFP®Welcome back to the NOB$ Wealth Podcast Minority CFP Series, where we delve into the journeys of minority Certified Financial Planners and their unique contributions to the financial industry. In this episode, we have the pleasure of welcoming Misty Lynch, CFP®, back to the show. Misty, a standout guest from our 12 Days of Giving series, shares her personal journey, the evolution of her business Soundview Financial Advisors, and her approach to financial planning that transcends traditional boundaries.Misty talks about her experience taking over Soundview Financial Advisors, a fee-only firm based in Walpole, Massachusetts, and how she's t...
2024-04-1042 min
NoBS Wealth®12 Days of Giving: Day #8 - Building a Legacy, Not Just a Business🎄 "12 Days of Giving" Series - Day 8: Exploring Entrepreneurship in the Holiday Season with Misty Lynch 🌟Welcome to Day 8 of our festive series! Today's episode features Misty Lynch, a profound voice in the world of small business and entrepreneurship. We dive into the emotional and financial rollercoaster that business owners often experience, especially during the holiday season. Misty shares her expertise on managing the all-or-nothing nature of entrepreneurship, providing actionable advice for small business owners to navigate the festive season with grace and success.👉 Listen to the full conversation:Spotify AppleYoutubeJoin...
2023-12-2025 min
Top Advisor PodcastEpisode #53 Using Financial Advisor Podcasts to Acquire Ideal Clients with Misty Lynch, CFP®Have you ever wondered if the hosts of financial advisor podcasts actually get new clients from it? Is all the effort worth it?
And, by the way, do many of your prospects and clients seem to have limiting beliefs and mistaken assumptions about money?
In this episode, Referral Coach Bill Cates and his guest Misty Lynch, CFP®, author of the book Demystifying Money and host of the Demystifying Money Podcast have a lively discussion on these two (and other) topics.
Misty shares her journey from a financially struggling family to becoming a top fina...
2023-11-2939 minDemystifying MoneyEpisode 108 - Financial Self-CareIn this episode Misty discusses how self-care can mean taking control of your finances. She is joined by Anna Sergunina, CFP® the President & CEO at MainStreet Financial Planning, Inc. to talk about how we can begin to take better care of ourselves by improving our financial health.Where to find Lauren GoldsteinWebsite: www.mainstreetplanning.com/your-team/anna-serguninaLinkedIn: www.linkedin.com/in/anna-sergunina-cfp%C2%AE-5654a07/Where to find MistyWebsite:mistylynch.comsoundviewfinancialadvisors.comInstagram: www.instagram.com/mistylynchcfp
2023-06-2637 min
Bold Like Her Podcast"Heartbroke" with Finance Expert Misty LynchMisty Lynch, CFP® helps busy business owners and their families handle finances with confidence using investment management, financial planning and coaching strategies. Misty hosts the realty TV series Heartbroke and the weekly podcast Demystifying Money. She is a personal finance expert and a resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report named her one of the 9 Women in Finance to Follow "because some...
2022-10-1029 min
Podcast Like A Champion TodayEpisode 3: Kent St. Preview, Florida Adventures w/ Johnny, Roller Coaster Scaries, CFP Expansion, Giveaway Winner, and Bets with the Boys.The crew got together to preview the Kent St game and Johnny calls in from Florida. Next we discuss CFP expansion and it's effects on SEC move, recruiting, and the general state of college football. We update the listeners on the winner of the ticket giveaway (congrats Misty). Finally got to Bets with the Boys and updated rankings.
Make sure to leave us a 5 star review and follow all of our socials to stay in the know and to be entered into future giveaways.
White Lie by Harris Heller: https...
2022-09-0858 min
UNREASONABLE with Lindsey Badillo#53: Going ALL IN on your business, Investments, & Wealth BuildingMisty Lynch, CFP® helps high achieving women and families handle their finances with confidence using investment management, financial planning and coaching strategies. Misty hosts the weekly podcast Demystifying Money. She is a personal finance expert and a resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report named her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice".
https://mistylynch.com/...
2022-01-0534 minDemystifying MoneyEpisode 52 - Could Your Marriage Use a Money Date?In this episode Misty will discuss how couples need to get on the same page financially if they want a peaceful relationship. She is joined by Anna Sergunina, CFP, President of MainStreet Financial Planning to talk about how money dates and open conversations about money can help relationships thrive in good times and in bad.
2021-11-2834 min
Money Boss Parent#122: Finances for the Mom Business Owner | Misty Lynch, CFP®Points Discussed:What are the most important things women business owners need to implement:Financial side Separating personal and business financesKeeping a good accounting structureLegal side Estate planningBusiness continuationLife insuranceABOUT OUR GUEST:Misty Lynch, CFP® helps high-achieving women and families handle their busy lives and finances with confidence for the betterment of their future. Misty hosts the weekly podcast Demystifying Money. She is a personal finance expert and a resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and...
2021-08-1335 min
Get Your FILL, Financial Independence and Long LifeGet Ready to be RichWondering what you have to change in your life to retire in style? These four successful entrepreneurs share the philosophies that got them where they are today. Can you apply the same principles for your success?
Ionnie McNeill
Featured in magazines such as Black Enterprise, Seventeen, and Better Investing since high school, Ionnie McNeill is also known as The Baby Billionaire because of her future net worth of millions. At age 7, Ionnie began learning how to invest and by age 10 already had a portfolio invested in stocks and bonds. As a freshman in high school...
2021-08-0256 min
Money with MadisonWomen & Investing - With Misty Lynch, CFPMadison & Misty dive deep on the real fears women have around investing and managing their money and how to get over those. Misty gives actionable tips to stop letting fear stop you from investing and how to get started. || About the Guest Expert ||Misty Lynch is a Certified Financial Planner™, Certified Life Coach and Financial Advisor at Beck Bode, LLC. She is also the host of the radio show and podcast Modern Money with Misty Lynch on Boston's WRKO AM680. She helps people handle their money with confidence for the betterment of their life, family and...
2020-12-0337 minDemystifying MoneyEpisode 15: Investment Strategy with Benjamin BeckIn this episode Misty discusses the investment strategy she uses with her clients. She is joined by Benjamin Beck, CFP one of the Managing Partners at Beck Bode who shares why he started the firm and how he plans to grow the business.
2020-11-0829 min
The AlignWomen Podcast023: Women In Finance: How To Succeed In A Male-Dominated Industry - Misty WeltzienMisty is a Managing Partner at Pacific Advisors, a West Coast-based financial services firm and she also leads the advisor experience. She has a lot of designations, including CFP and CLU, and she is in the process of writing a book. Misty helps people become financially stable and uses her voice to make her industry more inclusive for women. Episode Sponsor: Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.What you will le...
2020-10-2122 min
The F WordSeason 2 | EPISODE 7: Misty Lynch - Beck Bode, LLCOn today's episode of The F Word, Sheryl Hickerson is speaking with financial advisor and Director of Financial Planning, Misty Lynch, CFP®, of Beck Bode, LLC
Misty Lynch is a CERTIFIED FINANCIAL PLANNER™, Behavioral Financial Advisor, Certified Life/Business Coach and Financial Advisor at Beck Bode, LLC. She helps people handle their money with confidence for the betterment of their life, family and business. Misty is also a personal finance expert and a resource for media outlets. She has been featured in The New York Times, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. US...
2020-05-1435 min
Master Your Finances(Official 107.7 The Bronc Podcast)Season 5 Episode 1: Employee Legislation!This week we are joined by Misty Avalone and Hanan Isaacs who discuss new laws that every employer must know!
2019-07-2146 min
Retirement Answer Man Show#34 Healthcare Options Before Age 65 [Podcast]Medicare eligibility starts at at 65. If you’re blessed to be able leave your career earlier, you’ll need to evaluate your healthcare options until then. This week I talk with health insurance guru, Misty Kimbrough, about your healthcare options before age 65. Invest Wisely: 3 things you can do to ignore the voices in your […]
The post #34 Healthcare Options Before Age 65 [Podcast] appeared first on Roger Whitney.
2014-10-0630 min
Retirement Answer Man#34 Healthcare Options Before Age 65Medicare eligibility starts at at 65. If you're blessed to be able leave your career earlier, you'll need to evaluate your healthcare options until then. This week I talk with health insurance guru, Misty Kimbrough about your healthcare options before age 65. Invest Wisely 3 things you can do to ignore the voices in your head I'm starting to hear voices in my head. Maybe you are too. They're asking "Should I move to the sidelines? Should I wait to invest?" Certainly we've heard these voices on our beloved financial media outlets. Over the last 3 weeks or so, equity markets have...
2014-10-0630 minRetirement Answer ManUnwrapping Medicare: The Basics“How do I understand Social Security and Medicare?” This is a question I hear most often from people planning for retirement. It's understandable. Social Security and Medicare benefits will play a big part in your retirement. In this episode we begin to unwrap both and begin to build a framework for you make decisions about your Social Security and Medicare benefits. I say we “begin” intentionally. These are BIG subjects. In future episodes, we’ll continue to improve your understanding of your Social Security and Medicare. Announcements If you enjoy the podcast, I would consider it a great favor...
2014-07-0747 min