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We trace Jooliana’s path from a childhood lesson about money and opportunity to a career helping advisors grow, exit well, and serve families with integrity. Along the way we unpack long-term investing, women-led leadership, client succession, and how to reach the next generation with clarity.
• Money as opportunity and motivation
• Choosing finance to translate complex ideas
• AI, crypto and disciplined long-term strategy
• Why 60-40 still works for many retirees
• From cash under the mattress to diversified portfolios
• Advisor M&A framed as partnership and culture fit
• Women of Merit, representation and mentorship
• Serving the millionaire next door
• Engaging spouses early to build trust
• Winning next-gen by including heirs now
• Three traits of great advisors: integrity, energy fit, humanity
“Everything we’re doing you like, and you want us to do more of it. 2026 is going to be an exciting year—subscribe and stay with us.”
Straight Talk for All - Nonsense for None
Please check out our other podcasts:
https://skepticsguidetoinvesting.buzzsprout.com
Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.
