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The Kelly Roach Show

1112. The Power of Smart Investing: How to Build Wealth with Strategy and Purpose with Lynn Kitchen

The Kelly Roach Show

Kelly Roach

Smallbusiness, Selfdevelopment, Confidence, Entrepreneurship, Entrepreneur, Personaldevelopment, Buildyourbusiness, Salessuccess, Improvementcourses, Business, Financialfreedom, Marketing, Personalgrowth, Salesgrowth, Wealth, Entrepreneurialsuccess, Sales

5928 Ratings

🗓️ 13 March 2025

⏱️ 39 minutes

🧾️ Download transcript

Summary

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:

The Kelly Roach Show is your business podcast that gives you quick, actionable trainings for business growth, sales growth, and leadership. Kelly teaches about the entrepreneurial mindset and how to leverage building an unstoppable team with high performance strategies for rapid and sustainable business growth.

Transcript

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0:00.0

Welcome to the Kelly Roach Show, the place for no fluff, easy to implement 20 minute or less

0:11.4

business and leadership lessons to help you build a sustainable business that scales.

0:17.3

Lead with integrity and create a lasting legacy. I'm Kelly Roach, former NFL cheerleader and

0:23.9

Fortune 500 executive turned eight-figure entrepreneur. Let's get started. Learn how to build wealth

0:30.0

like a billionaire. We have guest expert Lynn Kitchen here today and she helps empower you to

0:36.6

achieve your financial goals. And Lynn, I am so

0:39.9

excited to have you on the show today. Big welcome. Thank you so much, Kelly. It's a great honor to be here.

0:45.2

It is so awesome to have you here. And so many times we have conversations about building and growing

0:50.6

our businesses. But we also need to make sure that we're paying attention to our

0:55.3

investments, to our wealth building strategies outside of the business, the ways that we're using

1:00.8

the work that we're doing in our businesses to make sure that we have security and a long-term

1:05.1

plan outside the business. So I'm so happy to have you here today for this conversation.

1:09.9

Why don't you start by just giving a little bit of your background and expertise so people

1:13.6

understand the kind of the context for how you began doing this work and what you do to

1:18.7

help people to build and grow their wealth today?

1:21.2

Well, thank you for that.

1:22.7

Thank you so much.

1:24.2

I have a almost 50-year history, really, a love affair with the stock market, bond market,

1:30.3

investing in general. I jumped into the investment world right out of college at a time when

1:37.3

women were not allowed to be stockbrokers unless you had at least 10 years of experience

1:43.3

as a secretary or a back office

1:45.8

professional supporting a stockbroker but I felt I had sales experience I had

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