#051 I’m joined today by certified financial planner, Julia Prisco, who helps her clients fulfill their full financial potential with a process she calls Life Planner.
Julia has an interesting backstory that includes emigrating to the United States from Ukraine when she was a child and watching her parents work hard to make a new life in America. Watching her parents save but not invest inspired Julia’s career path.
We cover a range of topics including:
We end this episode with our Dose of Inspiration segment, where Julia shares some of the things that are lighting her up these days.
I came away from this conversation with a practical understanding on the importance of holistic life planning and taking the emotion out of the financial decisions we make by relying on facts and educating ourselves.
Links:
My Brilliant Friend – book series
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