Michael Lynch is the award-winning financial planner and the author of Keep it simple, Make it Big. He is a Certified Financial Planner with nearly twenty years of experience working with American families to craft plans that fund their dreams, educate their children, and finance their retirement.

Michael Lynch has been doing financial planning with businesses and business owners, professionals, and even janitors for about 20 years. He got into it after a successful career in media, in the think tank world. He is passionate about helping people really live the best life they possibly can and finance it. He accumulates wealth, uses wealth, and enjoys their life.

In our conversation, we discussed:

The Platinum rule says to treat people the way they want to be treated.
Clarify your wealth plan and clarify what's real.
Some of the biggest secrets for high net worth individuals to keep it simple and not make mistakes with the wealth accumulated.

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Cutting through the BS to put you back in charge of your wealth with Michael Lynch, CFP