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E49: Money Maven Rita Lakes: When Your Accountant Becomes Your Financial Superhero
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Money matters can be overwhelming, especially when you're not sure where to start. Meet Rita Lakes, a financial expert who turned her own financial struggles into a mission to empower others. As founder of HJP Lakes Financial Solutions, Rita has spent over 20 years helping clients not just with taxes and bookkeeping, but with building true financial security and confidence.
"I was great at taxes, but I didn't understand how to create wealth," Rita confesses, sharing how she once found herself in debt and worried about her future despite working in finance. This personal journey transformed her business from basic accounting services into a comprehensive financial planning practice. Today, she helps clients protect their income, build wealth strategically, and navigate the complex world of retirement planning.
Rita debunks several costly misconceptions during our conversation. Did you know there are over 2,700 rules governing Social Security benefits? Without proper guidance, you could leave hundreds of thousands of dollars unclaimed. She also challenges the notion that financial advisors are only for the wealthy. "Planning is what helps you build wealth," she explains, comparing waiting until you're rich to seek financial advice to "calling a fitness trainer after you've already lost weight." Her firm serves clients of all ages and backgrounds—from parents with newborns to 85-year-olds preparing their legacy.
What sets Rita apart is her commitment to education and empowerment. As a certified long-term care specialist, registered Social Security analyst, and financial educator, she creates a safe space where clients can ask questions and take confident action. Her motto says it all: "We don't just do your taxes—we help build your future." Ready to transform your financial outlook? Connect with Rita through her website or schedule a free consultation to discover how you can retire with confidence.
Chapters
1. Meet Rita Lakes: Financial Empowerment Expert (00:00:00)
2. Myths About Financial Planning Debunked (00:02:45)
3. Serving Clients From Birth To Retirement (00:05:40)
4. Overcoming Personal Financial Hardship (00:07:15)
5. Building Futures, Not Just Filing Taxes (00:09:55)
54 episodes
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