• Financial Planning with Jared Hoole

  • Oct 28 2024
  • Length: 40 mins
  • Podcast

Financial Planning with Jared Hoole

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  • Summary

  • Join Misty Lynch as she sits down with Jared Hoole, president of Lakeside Financial Planning, to discuss the evolving landscape of financial planning and investment management. Get ready for an insightful conversation focused on practical advice and industry trends.
    • The impact of rising vacation home prices and remote work on real estate.
    • The importance of maintaining work-life balance and transitioning to self-employment.
    • Insights into Jared's preference for working with families where women are the primary breadwinners.
    • Essential strategies for long-term, diversified investment management.
    • Practical tax planning and the benefits of conservative financial approaches.
    Don't forget to subscribe, leave a review, and share if you find the episode helpful!

    Where to find Jared Hoole
    • Website: lakesidefinancialplan.com
    Where to find Misty

    Website:
    • mistylynch.com
    • soundviewfinancialadvisors.com
    Instagram: @mistylynchcfp
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