logo
episode-header-image
Mar 2025
38m 43s

1112. The Power of Smart Investing: How ...

KELLY ROACH
About this episode

Financial literacy is a necessity when it comes to creating success and security for yourself, your business, and your family. 

In this episode, we sit down with Lynn Kitchen, an expert investor and financial mentor, to talk about strategic wealth-building, smart investing, and financial empowerment.

Lynn shares the core principles of successful investing, how to analyze stocks with confidence, and why having a values-based investment strategy is key to long-term financial success.

We dive into how to navigate market volatility, the importance of cash flow in investment decisions, and how interest rates impact your portfolio.

Plus, Lynn breaks down the exact charts and analysis she uses to determine when to buy, hold, or sell stocks.

This episode is packed with actionable insights to help you build long-term wealth, make informed financial decisions, and become an active participant in your financial future.

Key Takeaways:

  • The Foundation of Smart Investing – Why quality investments at a good price are the key to building long-term wealth.
  • How to Analyze a Stock Before Buying – The fundamentals of stock analysis, including cash flow, earnings, and long-term trends.
  • The Role of Market Charts in Investing – How chart analysis (including Point and Figure Charts) helps determine the right time to buy or sell.
  • Why Interest Rates Matter – How interest rate trends impact the stock market and what to watch for in the coming years.
  • The Biggest Investment Mistakes to Avoid – How to avoid a “hodgepodge” portfolio and make intentional, strategic investment decisions.
  • Values-Based Investing – How to align your investments with your personal values, whether it’s education for your kids, retirement planning, or philanthropy.
  • How to Work with Lynn – Lynn shares her mentorship programs, group investment clinics, and ways to work with her one-on-one.

Timestamps: [02:15] Why smart investing is about quality investments at the right price [06:42] The fundamentals of stock analysis: cash flow, earnings & long-term trends [12:55] How chart analysis helps predict stock movement (Point & Figure Charts explained) [19:30] Why market volatility is normal—and how to manage risk [24:45] How interest rates shape the stock market and investment opportunities [32:50] Why most investors make big mistakes—and how to avoid them [38:10] How to work with Lynn: mentorship, financial clinics & investment education

Resources & Links:

Up next
Today
1149. When Burnout Signals It's Time for a Business Model Revolution
In this candid episode, Kelly shares a behind-the-scenes story about how a string of mismanaged logistics, broken agreements, and skyrocketing costs at a luxury hotel led to a major shift in her business model - and a powerful lesson about burnout, boundaries, and making executiv ... Show More
21m 16s
Jul 7
1148. Why Every Business Needs a PR Strategy in 2025 (And How to Build Yours for Free)
In today’s saturated, AI-driven, trust-recession market, your brand’s reputation is either happening by default, or by design. In this episode, Kelly walks you through the critical importance of building a proactive, intentional PR strategy to grow your credibility, authority, an ... Show More
17m 49s
Jul 3
1147. How to Attract Ideal Clients Through Podcasting (Without Relying on Big Name Guests)
If you’re creating consistent content but not seeing high-quality leads convert from your podcast, this episode will show you why—and what to do about it. Kelly shares how to turn your podcast or long-form content into a high-converting tool that attracts your most aligned, best- ... Show More
20m 13s
Recommended Episodes
Jan 2024
The TRUTH About Video Podcasting - Watch Before You Start a Video Podcast | Omar Elattar
Omar Elattar is the host of "The Passionate Few" podcast, where he shares inspiring stories of entrepreneurs, including notable figures like Grant Cardone and Gary Vee. Watch our full interview from September 2022! --- Want to be coached by me on real estate investing? Join our W ... Show More
47m 34s
Jun 2024
297 - From Hesitation to Passion: Chris Do on Podcasting
A Journey of Unexpected GrowthIn this episode, host Chris Do shares his journey from a reluctance to engage in media to embracing the power of podcasts. Chris recounts how he initially resisted creating podcast content and how he overcame his hesitation, realizing the intimate an ... Show More
7m 45s
Oct 2024
It’s a Matter of Taste: Part One with Jeff Goins
Bestselling author, podcaster, blogger, speaker, and my friend Jeff Goins, recently brought me along on a creative journey called Hey, Creator! We’re back with another episode from the second season titled “It’s a Matter of Taste.” This is part one of a two-part conversation. Jef ... Show More
1h 1m
Jun 2024
Rose Ann Garza on Practical Strategies for Talent Acquisition and Retention
If your organization is open for business, acquiring and retaining talent is a perpetual concern, and the benefits, resources and experiences available to your employees all play a part determining whether they stay or go. In this episode of Honest HR, host Amber Clayton speaks w ... Show More
47m 46s
Oct 2023
Getting Old with Mark Manson
Today, we're talking with my long time friend and renowned author and blogger Mark Manson. Mark Manson has authored several New York Times best selling books. Notably, "The Subtle Art of Not Giving a F*ck," &  "Everything Is F*cked”. 📚 Become part of the pre-launch team for my n ... Show More
51m 51s
Dec 2024
John Lee Dumas: Unlock Explosive Practice Growth with AI & Content Creation
Many audiologists struggle to define their niche and stand out in a competitive market. But by embracing AI and content creation, they can differentiate themselves as forward-thinking, tech-savvy professionals. John Lee Dumas, after an eight-year military career, found his true c ... Show More
36m 43s
Jan 2024
#641: Podcasting Secrets & Strategies For Dominating The Charts with Hala Taha, Founder Of YAP Media
How LinkedIn can elevate your podcast and your business with Hala Taha. If you're listening to the Online Marketing Made Easy show, I'm guessing you're a fan of podcasts, right? If you've ever thought about starting a podcast or wanted to leverage LinkedIn to grow your podcast an ... Show More
43m 58s
Feb 2025
Jay Shetty on Life, Love, and the Business of Podcasting
Jay Shetty, a #1 New York Times bestselling author, award-winning podcast host of On Purpose, Chief Purpose Officer of Calm, and purpose-driven entrepreneur, joins Scott to discuss his journey from monk to media mogul, the business of podcasting, and the key to successful relatio ... Show More
1h 7m
May 2024
Jason Cohen's Startup Koans (Bonus)
Two-time unicorn founder Jason Cohen (WP Engine, Smart Bear) returns to discuss his Twitter 'koans', exploring their implications for founders. In this bonus episode, Yaniv Bernstein, Chris Saad, and Jason Cohen discuss: Half-Baked Ideas: The pitfalls of working on too ma ... Show More
18m 17s
Sep 2024
Passion and Purpose (with Andy Slavitt)
On today's episode, Laurie talks purpose-driven businesses with Andy Slavitt. Andy’s been a White House advisor, crisis response leader, health and technology business leader and investor with Town Hall Ventures. He was also the host of Lemonada’s hit podcast In the Bubble. He’s ... Show More
35m 45s