Episodes

  • Lessons in Money, Family, and Insurance with Abbe F. Large

    Lessons in Money, Family, and Insurance with Abbe F. Large
    Dec 22 2025
    Get an inside look at the world of financial planning with Misty Lynch and guest Abbe F. Large, Managing Director at Lennox Advisors. In this episode, they break down the realities of wealth protection, insurance, and why having tough conversations matters.What you’ll learn in this episode:
    • Abbe F. Large’s journey into financial services and how she thrived in a male-dominated industry
    • The importance of authenticity and personal resilience in building a successful career
    • How major life events shape financial viewpoints and planning decisions
    • Strategies to help clients take action on insurance and estate planning before crisis hits
    • Why open communication about money within families is critical for long-term financial health
    Subscribe for more practical advice and real conversations about money, success, and building wealth that lasts.

    Where to find Abbe F. Large

    Website: lenoxadvisors.com/about/our-team/advisors/abbe-f-large/
    LinkedIn: @lenoxadvisors
    Facebook: @LenoxAdvisors

    Where to find Misty

    Websites:
    • mistylynch.com
    • soundviewfinancialadvisors.com
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    46 mins
  • Building Sustainable Nonprofits with Amanda LaFleur

    Building Sustainable Nonprofits with Amanda LaFleur
    Dec 15 2025
    In this episode of Demystifying Money, Misty Lynch talks with Amanda LaFleur about the realities of starting, running, and sustaining a nonprofit in today’s changing financial climate. They break down the myths and key steps to making an impact while keeping your nonprofit organization financially viable.

    Here’s what you’ll learn:
    • The current challenges facing nonprofits—especially around funding, grants, and government regulations
    • How leadership experience and financial literacy can make or break a nonprofit
    • Practical advice for building a sustainable nonprofit budget and finding diverse revenue streams
    • The importance of focusing on mission, storytelling, and relationship-building for successful fundraising
    • Common pitfalls, best practices, and where to find resources and support when launching your own charitable initiative
    Where to find Amanda

    Website: www.thenopi.org
    Instagram: @thenopiorg
    LinkedIn: @thenopi

    Where to find Misty

    Websites:
    • mistylynch.com
    • soundviewfinancialadvisors.com

    www.thenopi.org
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    43 mins
  • Navigating College to Career with Kathy Spillane

    Navigating College to Career with Kathy Spillane
    Dec 8 2025
    Kickstart your college-to-career journey with this practical conversation between Misty Lynch and Kathy Spillane, founder of Careers Matter. Get straightforward advice for students, parents, and career changers facing today's job market realities.In this episode:
    • The financial realities of paying for college vs. post-grad job outcomes
    • How mapping your major to real career paths creates an easier job search
    • The importance of networking and building a personal brand early on
    • Common mistakes students make in interviews—and how to avoid them
    • What parents can do to support their young adults without adding extra pressure
    Where to find Katie Pulsifer

    Website: www.careers-matter.com
    Facebook: Careers Matter
    LinkedIn: @careersmatter


    Where to find Misty

    Websites:
    • mistylynch.com
    • soundviewfinancialadvisors.com
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    41 mins
  • Unlocking Purpose and Financial Empowerment with Katie Pulsifer

    Unlocking Purpose and Financial Empowerment with Katie Pulsifer
    Dec 1 2025
    In this episode of Demystifying Money, Misty Lynch sits down with master certified life coach Katie Pulsifer for a direct conversation about mindset, purpose, and financial empowerment. Whether you're feeling stuck in a successful life or looking for your next step, this episode offers clear strategies and real-world advice.Topics covered include:
    • The differences between therapy and coaching, and how each supports personal growth
    • Why high-achieving women often hesitate to invest in themselves or take risks
    • Navigating complex emotions like gratitude and disappointment simultaneously
    • The importance of challenging inherited "rules" and setting boundaries for your time
    • Practical approaches for service-based entrepreneurs to price and value their work realistically
    Where to find Katie Pulsifer

    Website: katiepulsifercoaching.com
    Instagram: @katiepulsifer
    Facebook: Katie Pulsifer
    LinkedIn: @katiepulsifer


    Where to find Misty

    Websites:
    • mistylynch.com
    • soundviewfinancialadvisors.com
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    48 mins
  • Roth Conversions, Risk Management, and Wealth Transfer Explained with Charles Freeman

    Roth Conversions, Risk Management, and Wealth Transfer Explained with Charles Freeman
    Nov 24 2025
    Join Misty Lynch and Charles Freeman as they dig into practical strategies for building long-term wealth and navigating today’s market shifts. In this episode, get clear, actionable tips on investing, tax planning, and preparing for financial transitions.
    • Tax-efficient investing: mutual funds vs. ETFs and how to minimize taxes with smart moves like tax loss harvesting
    • Understanding Roth conversions, their tax implications, and strategies for wealth transfer
    • Segmenting your investments for different goals and using behavioral finance to manage risk
    • The importance of diversification—including alternatives like real estate and commodities—in a changing market
    • How to assess your portfolio balance, avoid common tax pitfalls, and know when to seek professional advice
    Subscribe for more straightforward advice on money, investing, and financial planning.

    Where to find Charles Freeman

    Websites: htgwealth.com/team/charles-freeman/


    Where to find Misty

    Websites:
    • mistylynch.com
    • soundviewfinancialadvisors.com
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    44 mins
  • Building Impactful Events with Lora Weaver

    Building Impactful Events with Lora Weaver
    Nov 17 2025
    Join Misty Lynch and Lora Weaver as they break down the realities of event-driven businesses and share actionable strategies for entrepreneurs and small business owners. This episode covers practical advice on building memorable experiences, money management, and the power of authentic connection.
    • How Lora Weaver transitioned from dance competitions to founding Happily Ever Expo and Her Connected conference
    • The financial realities and money beliefs entrepreneurs face when starting and growing an events business
    • Strategies for maximizing vendor and attendee engagement (even with a limited budget)
    • Smart approaches to vendor mix, pricing, and keeping conferences relevant to today’s trends
    • Common mistakes small business owners make at expos—and how to stand out and maximize ROI
    Where to find Lora Weaver
    Website: alleventweaver.com
    Instagram: @alleventweaver
    LinkedIn: linkedin.com/in/lorawe


    Where to find Misty

    Websites:
    • mistylynch.com
    • soundviewfinancialadvisors.com
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    36 mins
  • How to Protect Your Finances During a Government Shutdown

    How to Protect Your Finances During a Government Shutdown
    Oct 13 2025
    Worried about how a government shutdown could impact your finances? In this episode, Misty Lynch breaks down practical strategies to stay financially secure during uncertain times.
    • What a government shutdown actually means and who it affects
    • The real impact on travel, loans, and small businesses
    • Essential money moves to protect your finances during disruptions
    • Why an emergency fund matters—and how to actually use it
    • Tips for keeping calm, staying informed, and avoiding panic-driven financial decisions
    Stay tuned for straightforward advice to keep your money safe, no matter what comes next!

    Where to find Misty

    Websites:
    • mistylynch.com
    • soundviewfinancialadvisors.com
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    17 mins
  • Planning for Elder Care with Aaron Miller

    Planning for Elder Care with Aaron Miller
    Sep 29 2025
    Planning for elder care can be overwhelming, but understanding your options is key to protecting your loved ones and your finances. In this episode, Misty Lynch sits down with award-winning elder law and estate planning attorney Aaron Miller to break down the essentials of long-term care planning.

    Here's what you'll learn:
    • When and how to start thinking about elder care for yourself or your family
    • The main ways to pay for long-term care—including private pay, insurance, Medicaid, and VA benefits
    • Pros and cons of long-term care insurance and what today’s policies actually cover
    • Legal strategies for asset protection, including the use of trusts and planning around Medicaid requirements
    • How to have productive, non-confrontational conversations with loved ones about future care needs
    Stay informed and take proactive steps to ensure your family’s financial well-being as you plan for aging and long-term care.

    Where to find Aaron Miller
    Website: aaronmillerlaw.com
    Facebook: @MillerLawOfficePLLC
    LinkedIn: linkedin.com/in/aaronrmiller/
    YouTube: @MillerLawOfficePLLCPlano


    Where to find Misty

    Websites:
    • mistylynch.com
    • soundviewfinancialadvisors.com
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    40 mins