Aug 24, 2020
Favorite quotes of the episode:
“Start financial planning right now, no matter where you are or how much money you have.”
“Wealth Management can be complicated but it doesn’t have to be.”
“You don’t have to be constrained by other people’s limitations and expectations.”
“Not starting a plan and avoiding the subject, I think is the worst mistake.”
“When looking for a financial advisor, you want to find someone you are comfortable talking with about your money history and don’t feel ashamed.”
Episode Overview
In this episode, I talk with Echo Huang. She left China at age 20 to cross the ocean with nothing but $800 and the hope of achieving the American Dream.
Her courage and dedication fueled her journey through the business world over the next twenty years, gaining experience working in financial planning firms of all sizes before venturing off on her own. Today, as founder and President of Echo Wealth Management with multiple designations such as Certified Financial Planner, Certified Public Accountant (CPA), and Chartered Financial Analyst charter, Echo helps the country's top executives and entrepreneurs take the complexity out of their finances, giving them the confidence to follow their dreams and achieve their goals.
TOPICS
- Echo’s career path and unique journey.
- How to “Own Your Future”
- Only 23% of certified financial planner professionals are women and how she as a triple minority, has succeeded against these odds.
- Top tips for women to overcome their unique challenges to achieve financial independence.
- Who are the key players on the financial dream team?
- Who can we enlist to help us achieve our financial goals?
5 Questions Segment
Q1. We know that the most successful and happy people have a morning routine, what do you do each morning or evening that sets your day up for success? In the evening, I normally do stretching. I start my morning by listening to Minnesota Public Radio. I write down the three things I want to accomplish before noon.
Q2. What's your definition of Success? Success means I have the freedom to do things I enjoy and with the people, I care about without too many limitations.
Q3. What's your definition of Happiness? Being content, knowing you have all you need. Everybody has bad days, I remind myself that I don’t need a lot to be happy, it is a mindset.
Q4. What do you know now that you wish you would have known 10 years ago? You can restart your venture if you don’t like where you are. You don’t have to be constrained by other people’s limitations and expectations.
Q5. What do you think is the biggest issue facing busy professionals today? Not having a financial plan. And failing to maximize opportunities without a trusted financial advisor who can guide them through the process.
RESOURCES
https://www.echowealthmanagement.com/
Connect with Echo on Social Media @echohuangcfp
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