• Julia Colantuono: Holistic Financial Planning to Build Wealth

  • May 9 2024
  • Length: 38 mins
  • Podcast

Julia Colantuono: Holistic Financial Planning to Build Wealth

  • Summary

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    In this episode we meet with Julia Colantuono, a Certified Financial Planner renowned for her fee-only, life-aligned methodology. Her holistic approach to finances, looking at the bigger picture, not just trading within a portfolio, is aligned with our way of thinking about and building a rich life. This episode's conversation illuminates how financial planning is more than just numbers—it's a gateway to achieving your dreams. Julia's transition from large financial firms to her own practice highlights the importance of personalized guidance, and her story becomes a beacon for those looking to integrate real estate into their financial future.

    We discuss the common hesitations that prevent many from taking control of their wealth. Learn how to confront these challenges with practical strategies and an empowered mindset that transforms apprehension into action. Julia and we share our personal experiences with unconventional avenues like utilizing Roth IRAs for home purchases, and how embracing financial literacy can pave the path to entrepreneurship and a life of abundance.

    Step boldly into the world of real estate investing with our inspiring tales of success and the critical insights for starting your journey. Don't let the myth of the perfect moment hold you back; we explain how to seize opportunities, build a network, and navigate markets strategically to develop a rewarding investment portfolio. Join us as we demystify the complexities of wealth management and celebrate the triumphs of women taking charge of their financial destinies.

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