What you will learn in this episode:
- How even small investments are a start
- The power of growing money by investing in yourself
- How your mindset and relationship with money is essential to understanding money management
- Why money is a taboo topic and shouldn’t be
- The differences between decisions and restrictions
- How your choices impact your finances short-term and long-term
- How to free yourself by creating a plan to eliminate your debts if they are present in your life
- The options and resources available to you, from investment options to retirement plans and more
Questions I Ask:
•Why did you start your business?
•When did you find your passion for business and finances?
•What advice would you give a person starting in the financial advising world?
•For a person nearing retirement, what would you say to them about their retirement goals?
•How is Financial Freedom Wealth Management Group different than other wealth management companies?
•What is the most common mistake you see people make with their retirement?
•Where do you see yourself in five years?
•If someone was worried about investing money and losing their money to the stock market, what would you tell them?
Listen to the Episode:
Learn More About Julia:
Julia Carlson founder and CEO of Financial Freedom Wealth Management Group LLC, started this business after working in the investment department at a bank in Waldport, Oregon, where she found her passion as a wealth advisor. In 2000, Julia was recruited by a financial services company out of Portland to open an office in Newport. She saw this as a chance to do what she loves and be her own boss.
Julia’s passion has always been about helping people win with money. She loves to help others by inspiring them to follow a plan for growth and pursue financial freedom. In 2007, Julia found Dave Ramsey and followed his principles about money. It changed the way she helped families and aligned with her philosophy. In 2008, her business began to expand as she became what is now known as SmartVestor Pro. Today, her dream to serve her community and become a financial advisor has turned into so much more.
As an award-winning advisor, Julia desires to bring her experience to help empower women to become financially confident. She hopes to show women they can pursue their dreams, while still being a mom. in 2018, Julia was named by Forbes as one of the Best-In-State Wealth Advisors in Oregon, as well as Forbes Top Women Wealth Advisor
Connect With Julia:
Free copy of my eBook for listeners – Fit Money http://www.financialfreedomwmg.com/fitmoney
Personal website www.Juliamcarlson.com
Information in this material is for general information only and not intended as investment, tax, or legal advice. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.
Julia Carlson offers Advisory and Security services through LPL Financial.