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12 Days of Giving: Day #7 - Lessons from a Child-Of-Immigrants Power Couple

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Manage episode 390407036 series 3410786
Content provided by Stoy Hall, CFP® and Stoy Hall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stoy Hall, CFP® and Stoy Hall 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.

Message us, here for you!

Welcome to Day #7 of our 12 Days of Giving series! In this episode, we're joined by the incredible Lei Deng, CFA, CFP®. Together, we delve into a client story that sheds light on the emotional and behavioral aspects of financial planning.
Lei specializes in assisting children of immigrants, small business owners, and individuals with unique financial backgrounds. She emphasizes the importance of understanding the psychology of money and how it impacts our financial choices.
🎧 Listen to the full episode on Spotify & Apple Podcast:
📺 Watch the episode on YouTube
This conversation transcends mere numbers and highlights the significance of achieving life goals, securing financial futures, and cultivating a healthy money mindset.
Join us on this enlightening journey and consider subscribing to our channel for more insightful content. 💼💡 #FinancialPlanning #MoneyMindset #12DaysOfGiving

Welcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
Follow our Host, Stoy Hall:
Twitter, FaceBook, Instagram, Tiktok
Research our companies or partners:
blackmammoth.com

  continue reading

93 episodes

Artwork
iconShare
 
Manage episode 390407036 series 3410786
Content provided by Stoy Hall, CFP® and Stoy Hall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stoy Hall, CFP® and Stoy Hall 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.

Message us, here for you!

Welcome to Day #7 of our 12 Days of Giving series! In this episode, we're joined by the incredible Lei Deng, CFA, CFP®. Together, we delve into a client story that sheds light on the emotional and behavioral aspects of financial planning.
Lei specializes in assisting children of immigrants, small business owners, and individuals with unique financial backgrounds. She emphasizes the importance of understanding the psychology of money and how it impacts our financial choices.
🎧 Listen to the full episode on Spotify & Apple Podcast:
📺 Watch the episode on YouTube
This conversation transcends mere numbers and highlights the significance of achieving life goals, securing financial futures, and cultivating a healthy money mindset.
Join us on this enlightening journey and consider subscribing to our channel for more insightful content. 💼💡 #FinancialPlanning #MoneyMindset #12DaysOfGiving

Welcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
Follow our Host, Stoy Hall:
Twitter, FaceBook, Instagram, Tiktok
Research our companies or partners:
blackmammoth.com

  continue reading

93 episodes

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