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Empowering Minds, Transforming Finances with Paul Lim Interviewed by Carter Wilcoxson

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Manage episode 421793556 series 1182008
Content provided by Eliances Heroes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eliances Heroes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Empowering Minds, Transforming Finances with Paul Lim Carter Wilcoxson In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome Paul Lim, a financial advisor and Advisory Board Member of the San Diego Financial Literacy Center (SDFLC). The hosts discuss Paul's journey into financial advising and his passion for simplifying complex financial concepts. Paul emphasizes the importance of visual explanations in teaching and shares insights on tax deductions using a metaphor of peeling dollars off the top of a pile. The conversation delves into the challenges of the Great Recession and the unique work culture shift from the East Coast to the West Coast.
  continue reading

1105 episodes

Artwork
iconShare
 
Manage episode 421793556 series 1182008
Content provided by Eliances Heroes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eliances Heroes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Empowering Minds, Transforming Finances with Paul Lim Carter Wilcoxson In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome Paul Lim, a financial advisor and Advisory Board Member of the San Diego Financial Literacy Center (SDFLC). The hosts discuss Paul's journey into financial advising and his passion for simplifying complex financial concepts. Paul emphasizes the importance of visual explanations in teaching and shares insights on tax deductions using a metaphor of peeling dollars off the top of a pile. The conversation delves into the challenges of the Great Recession and the unique work culture shift from the East Coast to the West Coast.
  continue reading

1105 episodes

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