Elite Expert Insider

Jenn Foster and Melanie Johnson co-owners of Elite Online Publishing, interview Lynda Paul about the world of finance, investments, and financial planning. Including strategies for achieving work-life balance. What You’ll Learn In This Episode: How to plan for your retirement. How A.I is affecting the financial industry. How to structure entities. Quotes: "There are lot of moving parts and the only thing that's constant is change. The tax law changes. We change as individuals. Our plans change. And so, and life throws in a few curve balls as we go. So yeah, financial planning is is a moving target." (05:03) "With a financial advisor, you have a partner and I review these things once a year with my clients. Now if nothing has changed, I just say, you know what, nothing has changed. But it's always a good idea to keep eyes on your estate plan because things do change. Tax law changes." (15:36) "The bank is an intermediary, right? So there's the third party, they facilitate the transaction, but with cryptocur