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!

Julie Johnson on LinkedIn

XY Communication

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

Referenced in our conversation:

Warren Buffett's Shareholder Letter