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The secret to success doesn’t come from a pill. Julia Carlson shares tips she sees her rich clients use to create wealth.
Surprisingly, most of her tips don’t involve being the best at investing:
• Couples do finances together
• Investing while living on less than you make
• Making purchases based on experiences and not stuff
She also shares information about her clients paying off the mortgage and what it does for the overall health of their finances.
Our show sponsors
Today’s guest, Julia Carlson:
Founder of Financial Freedom Wealth Management Group, LLC, Julia has been practicing financial planning for more than 20 years and specializes in helping people who are either retired or close to retirement. She is an Investment Advisor Representative and Registered Principal with LPL Financial and has her Series 24, 7, 63, 66 Securities registrations held with LPL Financial, as well as her Life and Health Insurance license.
In 2016, Julia became a SmartVestor Pro for nationally syndicated radio talk show host Dave Ramsey. She leads our SmartVestor Pro team for southwest Washington and most of Oregon.
Connect with Julia on her Facebook page
or her website www.financialfreedomwmg.com
Doug Goldstein | Goldstein on Gelt
Joe Saul-Sehy | Money in the Morning
Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Planting Money Seeds
Joe, Miranda, and more financial podcasters will be in Philadelphia on July 22, 2018.
For information on joining them at Podcastrophy 2018, go to https://www.facebook.com/events/2208810722681356
For a quick bio of each of our show participants, head on over to our panelists’ page.
Send us your questions for a future Listener Letters episode
About our sponsor, BUZZ Index
Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange-traded fund and trading under the ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large-cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments, and blogs are analyzed each month!
Here’s how it works: First, BUZZ targets the most mentioned large-cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.
Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data-driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.
Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.