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21. How Did We Get From Advisor to Mentor? with Julie Johnson
Manage episode 459194725 series 3590071
Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Today we chat with Julie Johnson, a financial advisor turned mentor, as she shares her journey of helping families and advisors navigate the challenges of wealth transfer. Julie blends empathy and expertise, shaped by her own personal experiences, in a fresh perspective to managing finances across generations.
We also explore the growing role of women in finance, the importance of mental health, and the concept of "funded contentment"—a balance between financial security and living a fulfilled life.
Connect with us!
Referenced in our conversation:
38 에피소드
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