How to Manage Your Personal Finances During A Market Crash with Echo Huang

In this last episode of season 18 of the Balance Boldly Podcast with Naketa Ren Thigpen, we meet Echo Huang, an ambitious woman in business. She is the CFP and founder of Echo Wealth Management in Plymouth Minnesota and author of Own Your Future book.

Echo shares the story of her childhood and leaving China to pursue an education in America where she eventually gained a love or financial literacy. 

Listen in to learn how she transformed from being an accountant to a financial advisor running a solo practice when the economy was in a crisis. You will also hear some of her tips on how you can take advantage of the COVID-19 crisis to make beneficial financial decisions.

“We all have to figure out how to thrive in this crisis, figure out different ways to make yourself happy, hopeful, healthy, and seize opportunities.”– Echo Huang [40:26]

What you will learn:

·        How she transitioned from a senior tax specialist to a financial advisor entrepreneur when it was uncommon and the country was in recession. 

·        How to become adaptable to thinking ahead before selling products. How she started offering financial planning for a fee.

·        Echo’s one guiding principle of daring to dream.

·        The importance of education as a way to invest in yourself and choosing the right role models.

·        How she defined herself by learning, evolving, and surrounding herself with inspiring people.

·        Why she wrote her book, what it’s about, and how it helps people.

·        The importance of having a financial advisor with the right tools to keep you disciplined.

·        The purpose of staying prepared for a possible market crash. 

·        How she gives herself permission to pause and prioritize her health by pursuing two hobbies, dancing, and piano playing. 

More on Echo:

Echo Huang, CFP® is the Founder of Echo Wealth Management in Plymouth, MN and author of Own Your Future: One Woman’s Story of Immigration and Financial Freedom. 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.

Contact Echo: 

Website https://www.echohuang.com/

Company Website: www.echowm.com

LinkedIn: https://www.linkedin.com/in/echohuang

Instagram: https://www.instagram.com/echohuangcfp/

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Now Go. Create Your Balance. Create Your Joy. But remember, do it, BOLDLY! 

Thank you for listening!