Moolala: Money Made Simple – What Should You Do When You Win The Lottery
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about what to do and what not to do when you unexpectedly get a large sum of money.
What Makes Life Good? It’s More Than Money
Plot twist: the good life isn’t for sale! Psychologist Daniel Kahneman cracked the code with five life essentials; joy, deep work, killer relationships, purpose, and personal growth. Money’s nice, but flourishing happens when you invest in experiences over expenses!
Why advisors must move beyond transactions with savvier investors
Clients have moved on from transactional relationships and are now demanding an advisor who is relational. But what exactly is a relational advisor?
The 30-Year Weekend: Planning for the Retirement Adventure of a Lifetime
Retirement could last as long as your career, think of it as the longest weekend ever. With smart planning, flexible strategies, and a dash of optimism, you can turn your nest egg into decades of freedom, fun, and financial confidence.
Understanding Family Dynamics in Estate Planning
Julia shares her expertise on the evolving dynamics of wealth transfer, emphasizing the importance of open family communication and recognizing various forms of wealth beyond financial assets.