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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:

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