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Listen to Echo on Rock the Podcast

Echo recently sat down with Jessica Rhodes and Margy Feldhuhn to discuss business, planning and her upcoming book release!!

20 February 2020

Listen to Echo on Rock the Podcast

PLAY THE EPISODE

Rock the PodCast Episode: Women in the Financial Planning Industry with Echo Huang, CFA, CFP®, CPA

In this client feature episode of Rock the Podcast, Jessica interviews Echo Huang. Echo is a female Chinese immigrant who moved to America with only $800 in her pocket at the age of 20 and founded Echo Wealth Management as a Registered Investment Advisor (RIA) in 2015. She is passionate about educating women that Financial Planning is a viable career path for them and that increasing the number of female CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in America will help transform the financial industry and income inequality between men and women.

 

Developing Leadership Presence as a Woman

Why Women Face Unique Challenges – and How to Overcome Them

12 February 2020

Developing Leadership Presence as a Woman

Anyone who successfully serves in a leadership role – or who hopes to – should think about how they are perceived by others. Education, experience, and results mean little if you aren’t viewed as a leader, and so quite a bit of your potential success comes down to presence.

Financial Advice for Married Couples: How to Get in Sync with Your Spouse

Nine Important Money Practices to Implement Right Now

22 January 2020

Financial Advice for Married Couples: How to Get in Sync with Your Spouse

Oh, the dichotomy of money discussions. They’re so important to have, yet they are often uncomfortable and, therefore, avoided at all costs. Couple that with the fact that money disagreements are a leading cause of divorce,[i] and it’s no surprise most married couples aren’t properly communicating about financial habits and money values.

 

[i] https://www.cnbc.com/2015/02/04/money-is-the-leading-cause-of-stress-in-relationships.html

Lifetime Financial Goals

No matter where you are in your life, it’s never too late to start setting financial goals for yourself.

18 December 2019

Lifetime Financial Goals

Setting financial goals helps you stay on track, whether unexpected expenses and gain peace of mind for your later years. In this article, we will review seven goals that can help you get on track – and stay there – for the duration of your financial future. 

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