Navigating the world of finance and entrepreneurship doesn't have to feel like a maze, especially when you've got a guide like Cecily Welch to break it all down. In this episode, Dr. Sylvia Morris and Dr. Angela Walker delve into calculated risks and the entrepreneurial journey with Cecily, a certified financial planner, CPA, and owner of Welch Financial Advisors. Cecily shares her unconventional path from aspiring dancer to financial whiz, offering candid insights into building a successful business, managing finances, and the importance of having advocates. Describing herself as "the hippiest capitalist," she emphasizes the importance of money in supporting the things you value. Tune in for practical advice on estate planning, navigating complex tax laws, and how to achieve financial success without sacrificing the joy of living in the moment, all delivered with Cecily's signature blend of pragmatism and humor.
Centennial Celebration: What Can I Do to Mark the 100th Anniversary of the First Black CPA?
Of the approximately 650,000 CPAs, less than one percent are Black...
CPAs: An Undervalued Profession
Want to depict a character as boring and passive? Make them an accountant! I laugh along with everyone else. However, I get angry when lawmakers use these traits to devalue our profession...
WSJ's Voices: Cecily Welch, On Working with a Surviving Spouse
WSJ's "Voices" is an occasional column that allows wealth managers to address issues of interest to the advisory community...
Tax Season Due Dates: How the New Dates Will Affect the Workload
There have been rumors, plans, and hints for years, but the AICPA’s recommendation that tax deadlines...
Cobb County asked Cecily Welch to teach constituents about their grants
Watch the videos below to hear what she had to say.
Cecily Welch, The Accountant You Can Understand® actually speaks your language. With a gift for breaking down complicated tax and financial topics, she helps people make smart decisions that align with real-life goals.
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