[Investment Squad] Guest Speaker: Managing Cash Flow – the Unsung Hero of Long-term Financial Success

​Having a good cash flow management system provides key insights into your spending, which enables you to make important strategic decisions around spending & saving. Both are critical to preparing for a work-optional life, and spending is the critical variable for creating a sustainable retirement plan. Learn how to create an efficient cash flow system for yourself that doesn’t take over your life – so that you’re in good position to intentionally make these key decisions.

​ Firm & Speaker Bios

​ Rob & Becca work as a team at Johnson Lyman Wealth Advisors, a boutique wealth management firm in Los Altos, CA. See what makes them unique.

​ Rob Lyman, CFP®

​Becca Lyman, CFP®