What Your Financial Planner Isn’t Telling You With Mary Lyons

EPISODE 568: Unsure whether you’ll have the income you need to live life on your own terms? Tune in as Liz and Andresa sit down with Mary Lyons to reveal what your financial planner isn’t telling you, along with how to create wealth that actually feels aligned. If you’re ready for a more grounded, fulfilling approach to building wealth, this episode is for you.

What to listen for:

• Maintaining a scorecard based on other people’s expectations keeps you from feeling fulfilled, no matter how much money you make. (00:56)
• Breaking your big vision into a tangible plan will let you use money as a tool to build a satisfying life, but you have to know what you want. (12:05)
• How to compound income rather than focusing solely on building net worth, because your cash flow determines your lifestyle. (19:21)
• The importance of getting liquid when you have underperforming properties to replenish your capital and get your income flowing again. (24:44)

About Mary Lyons:

Named by USA Today as one of the most innovative financial advisors in the country, Mary Lyons is on a mission to change the way Americans think about wealth. Her clients call her “the Brené Brown of personal finance” for her ability to blend expertise with deep human insight. As a second-generation financial advisor, she grew up learning that wealth isn’t just about numbers—it’s a tool to create impact, security, and opportunity for generations to come.

In the top 1% of her industry nationwide, Mary is a sought-after speaker and educator, training advisors at major financial firms and sharing game-changing strategies at national conferences. She helps ambitious professionals move beyond outdated financial models and embrace modern, intentional strategies that align with their values and goals. Her approach isn’t just about growing wealth—it’s about designing a life of financial freedom, significance, and lasting legacy.

Mary believes that success should never come at the cost of living fully in the present. She works with those who want to have it all—abundance, impact, and the ability to enjoy what they’ve built. With humility, wisdom, and an innovative approach, she dynamically empowers her clients to step into the next level of financial prosperity with confidence.

Connect with Mary:

• http://www.wealthwoman.com/ 
• Facebook and Instagram: @thewealthwoman

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See you in the arena!

Liz & Andresa