Financial Planning for Your Retirement with Echo Huang

“Probably the most common problem is that people simply don’t have any plan at all. If you ask someone what is their net worth, and if they know how much they need to accumulate before they can retire, sometimes the person can’t answer these simple questions.” - Echo Huang Today’s Brave By Design expert guest is on a mission to let people know that wealth management isn’t just for the wealthy. You don’t have to be wealthy to start managing wealth, and you can start growing it right now from where you stand. However it will take a solid plan, which she shares more about on this episode. Echo Huang is a financial planner with CFP® (Certified Financial Planner) designation and over 25 years of experience in the financial services and accounting industries. She helps executives and entrepreneurs in Minneapolis and St. Paul take the complexity out of their personal and business finances. Born and raised in China, she came to the United States with $800 in her pocket in hopes of pursuing – and achieving – the American dream. Through higher learning, continued education, and hard work, she gained valuable experience and extensive knowledge about wealth management, investment strategies, and tax planning. After years of working as an accountant, a financial advisor and partnering with other financial firms, she founded Echo Wealth Management in 2015. Echo is the author of Own Your Future: One Woman’s Story of Immigration and Financial Freedom.As Echo states in this episode, she wants to be a financial guru for many people, even if she cannot serve as a financial advisor for every person. I think you’re going to learn so much from the financial tips and advice she gives in this informative conversation, which is why I’m so excited to share it with you today. Connect with Echo: http://ownyourfuture.guru/Remember to hit SUBSCRIBE wherever you listen to podcasts! What You’ll Hear In This Episode: Echo's own story of growing up, and how she became a success in the field of finance [4:44]The ways in which she grew from the confidence set before her by her mother [13:05]What the motivation was for Echo to write her book, Own Your Future [18:39]What she considers to be the four major problems people often have when planning for their financial future [21:06]Additional Links & Resources: Get Echo’s Book, Own Your Future Connect with Her on LinkedInEcho’s Facebook, Twitter & InstagramSupport the show