Echo Huang's Blog, page 7

Echo Huang Featured on Girls Gone Boss Podcast

Echo recently sat down with Gaby Ortega & Alex Pender of the Girls Gone Boss Podcast to share her unique story, and discuss the importance of educating women about financial planning as a personal practice and a viable career path. 












About the podcast:














"Girls Gone Boss brings you amazing conversations with real women, overcoming real obstacles yet defying them with...

Do Women Face Unique Financial Challenges?

If you are a woman and someone says you are “unique,” how does that make you feel? The confident woman might say it is a complement, and others might say it is a negative statement.

No matter your self-perspective, I’ve noticed that women face “unique” financial challenges. First, the facts show us that women today work about twelve years less than men, mainly due to having caregiving resp...

Do You Know Your Financial Independence Day?

Independence Day is one of Americas favorite summer holidays. What is one of your favorite traditions on Independence Day: fireworks, hotdogs, parades? In this blog, I want to talk about another kind of Independence Day, your Financial Independence Day.

If money and time were not an issue, what kind of activities would you be doing over the next twelve months? The day when work becomes optionalwhen you can choose to stop working and start doing those activities that you...

Echo Huang Talks Managing Finances in a Crisis on the Balance Boldly Podcast

Echo Huang recently sat down with Naketa R. Thigpen of the





Balance Boldly for Ambitious Women in Business Podcast





to discuss managing your finances during a crash and how her own journey has shaped her current approach.






















Listen in to learn how she transformed from being an accountant to ...

Clearing the Behavioral Bias Hurdles in Your Wealth Management Plan

Do you have biases? Perhaps you never thought about it, but consider how you look at someone different than you. Have you ever been caught up in the environment in which you were in and reacted in a way the others were reacting? Does college pledging ring a bell?

Behavioral biases can act as a contact lens by which we view the world. Some have blue-tinted contacts which influence how we see the colors or the world. 

In my last blog, I explained that we are all wired...

Are You Wired for Wealth?

Its an interesting question: are you wired for wealth? I believe we all are, but we have different biases that can cause us to stumble or get in the way of achieving the financial independence we desire. In our last conversation , we talked about how a financial advisor should get to know you, like I do through a Discovery Meeting. Today, I want to dive a little deeper into why you do what you do--financially. Lets see how you are wired and how those influences and...

Echo Huang featured by Reader's Digest: How to Save for Retirement During the Coronavirus Crash

Whether you're in your 20s or close to retirement age, chances are high that the global pandemic has had an impact on your retirement plans.

Take advantage of an automatic savings plan

"Some people with the means to save for retirement may know they need to do so, but they often have difficulty sacrificing present co...

You’re More Than Just a Number

Ever feel like youre just a faceless number? You shouldnt. And you shouldnt be treated that way by someone whos going to be handling your finances. In my last blog, I began to demystify the idea of wealth management so that you can better understand how to start on this path of engaging a wealth manager should you opt to engage a professional financial advisor /planner.  I presented some questions for you to ponder and I pointed out 4 common problems found in...

Examining Your Personal Assets, But How?

Remember how simple things were when you were a kid? Life was good. Everything you owned could fit into a box. All your worldly possessions were in one safe place, which made you feel secure. Then, as time passed, you collected more things and more boxes, and life became less simple. Like many people, you may have suddenly noticed that life had gotten more and more complicated, and youd arrived at a point in time where you didnt know where everything was or what everything was worth. Then...

Don't Be Constrained by the Lack of Running Water in Your Life

Some people may say I am a Rags to Riches story, some may say I am the Woman-Hear Me Roar song, but I say, I am a woman who ran through snake and leech infested rice paddy fields in rural China to being a five star   wealth manager   with over $100 million assets under management.

Not only did I immigrate to a new county, but I immigrated away from governmental constraints, sexism and poverty. I had no running water in my home as a child, but I had dreams, and they were...