Shows
The Blunt DollarJulia Carreon: The Shocking Truth About Financial Illiteracy on TikTokIn this episode of The Blunt Dollar, we sit down with Julia Carreon, a digital transformation powerhouse with leadership experience at Wells Fargo and Citi, to dissect the crossroads of finance, technology, and generational change. Julia brings her signature candor and deep industry knowledge to a conversation that spans everything from AI and gamification to social media misinformation and the trust crisis in banking.We explore what it truly takes to modernize wealth management for Gen Z and millennials, and why the clock is ticking for traditional players.🎯 Why big banks are struggling to k...
2025-06-2458 min
Just Press RecordSeven Unforgettable Just Press Record Conversations | Best of 2024Seven standout moments from Just Press Record's first year, curated by host Matt Zeigler. Starting with the power of small acts over institutional loyalty, moving through engaging conversations about artistic co-creation, personal change, balancing structure with spontaneity, authentic relationship building, and ending with a powerful lesson on being present that will hit you like a lightning bolt...
Each clip celebrates the show's core mission: showing you how to play more deeply with your networks of both ideas and people. As my Cultish Creative blog turns 7 years old, these moments showcase why connecting with others in meaningful ways, and, taking...
2024-12-3136 min
Talking Billions with Bogumil BaranowskiJulia Carreon: The Future Of Wealth Management, Digital Transformation, Reimagined Client & Advisor Experience And MoreMy guest today is Julia Carreon, a Business Transformation and Integration Executive. In her own words, in an industry rife with friction and failed projects, she leads teams that are in the 1% of executing reimagined client/advisor experiences. Today, we are talking about the Future of Wealth Management, digital transformation and more.
https://www.linkedin.com/pulse/make-mistake-gen-zs-social-skills-fierce-julia-c-carreon/
https://www.linkedin.com/posts/julia-c-carreon-8318674_courage-opinions-leadership-activity-7201617334648676353-_1dd?utm_source=share&utm_medium=member_ios
Takeaways
Julia's childhood experiences shaped her views on money and power.
Technology should enhance human...
2024-10-3154 min
Women's Money WisdomEpisode 240: What You Need to Know About Menopause and Your Money with Julia CarreonThe financial and economic impact of menopause is often overlooked, but the numbers are staggering. With 75 million American women in menopause and more than two-thirds of them active in the workplace, the Mayo Clinic reports productivity losses of $1.8 billion and related health care costs reaching an additional $24 billion.In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA®, welcomes back friend of the show, Julia Carreon. Together, they explore the stigma surrounding menopause and emphasize the importance of taking control of your health and finances before and during menopause. Melissa and Julia also share pe...
2024-10-0833 minJust Press RecordThe Big Quit, Commit, PivotIn this episode of Just Press Record, I've brought together two incredible minds who've never met before and an incredibly inspiring conversation ensued.
Meet Dr. Hal Hershfield, the future self guru from UCLA, and Julia Carreon, a thought-leader in finance and technology. We dive deep into how we see what Hal's research calls our "future selves" and why it matters.
Julia shares her journey of quitting a high-profile job to pursue a passion project, and then pivoting again. Hal breaks down the psychology behind these big life decisions, and we explore how generations from Boomers to Gen Z are...
2024-09-131h 03
Women's Money WisdomEpisode 94: Tips for the Next Generation From a Financially Responsible Millennial with Ashley MontIn this episode, Melissa Fradenburg, Financial Advisor, and Ashley Mont, discuss smart financial moves that can help millennials (and future generations) build wealth. Ashley, a biomedical engineer, is the founder & CIO of a technology start up and a financially savvy millennial. Ashley shares some tips that helped her to lay a solid financial groundwork as well as mistakes she has witnessed others in her generation make. You will learn:· How budgeting can set you up for future success.· Why understanding interest rates is an important component of large purchase decisions. · How to read the fine pr...
2021-12-1425 min
PR Future, the USC Center for Public Relations PodcastBrand Purpose Best Practices with Burghardt Tenderich and Julia KiefaberCreating a truly purpose-driven communications campaign is a nuanced and laborious process — one that has become increasingly crucial in the world of public relations. In an era where brands are expected to be a part of social change efforts and use their influence for good, it is essential that companies have a road map for creating authentic campaigns that make an impact. Luckily, our team at the Center for Public Relations analyzed almost 300 purpose campaigns in early 2020 to create just such a map. Our associate director Burghardt “BT” Tenderich and director of strategic planning at Weber Shandwick Julia Ki...
2021-08-1934 min
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 188 - Planet MicroCap Podcast: LIVE "GenZ Investing Roundtable" with Caitlin Cook, Julia Carreon, Michael LiuFor this episode of the Planet MicroCap Podcast, I’m sharing with you the Planet MicroCap Podcast: LIVE panel that we broadcast at the SNN Network Summer Virtual Event 2021. The theme for this panel was "GenZ Investing" with the goal of helping listeners understand this next generation, who is here right now, and how that affect the future of business in all aspects. I've assembled an all-star panel to join in this conversation, and they deliver. Moral of the story, as if you're an investor and/or a business owner, you need to be thinking about GenZ and the tr...
2021-08-181h 00
Fintech Talks (a Georgia Fintech Academy podcast)S2-Episode 11: Transformative effects of Gen-Z on financial services - Julia Carreon, GenZ expert and Daniel Hadgu, Georgia State alumThis episode features Julia Carreon, a former Wells Fargo executive and expert on Gen Z and the impacts of this demographic on financial services today and tomorrow. She is joined by Georgia State alum and fintech entrepreneur Daniel Hadgu.Send us a textSupport the showGeorgia Fintech Academy https://www.georgiafintechacademy.org/LinkedIn (Georgia Fintech Academy) https://www.linkedin.com/company/georgia-fintech-academy/
2021-04-3046 min
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 169 - The Power of Haptic Memory in Technology Disruption with Julia Carreon, Author #GenZDisruption @juliaccarreonFor this episode of the Planet MicroCap Podcast, I spoke with Julia Carreon. She is a longtime digital executive in financial services who now specializes in GenZ. I'm a firm believer that as investors, business owners, evaluators of businesses, no question about it, you want to understand your investments' customer base, and as business owners, your customer. As part of a generation, millennials, that's been traditionally "poo-poo'd" on themost, I was starting to see that same pattern happening with GenZ, even falling for some of those easy criticisms myself. However, I wanted to break this thought process and better...
2021-04-141h 11
Riches in the Niches Investor PodcastInvesting to Stay Relevant in Financial Services with Julia CarreonRichard sits down with Julia Carreon. Julia has been a major advocate for innovation and technology in the financial services industry. Today, Julia provides us with a detailed roadmap for Banks or other companies looking to stay relevant via technology investment. We will also learn Julia’s story, hear about how haptics influence our decision making process, talk Gen Z disruption, E-Sports, a little Pac-Man and more. Julia also clears the air on Warren Buffett. Please check out Julia via her LinkedIn Profile. To learn more about Richard and thinkAEN check out www.thinkaen.com.
2021-03-1648 min
The Phil Bak PodcastJulia Carreon: Transforming WealthTechJulia Carreon joins the podcast to talk about her personal journey and how she became a leading voice advocating for financial institutions to better connect to Gen Z. Innovation and technology in financial services Why legacy firms struggle to adapt The coming generational wealth transfer Being self-promotional and out front Lots more
2021-03-0142 min
The Black Swans PodcastBridging the Generational Divide: Special Guest Julia CarreonJulia Carreon is a strategic adviser whose specialty is in Gen Z, Wealth Tech & Digital Transformation. Her relentless focus on execution has served her and her teams well. She has led 400+ person teams at a Fortune 50 company where she was responsible for everything from strategy to launch of end-to-end digital initiatives for clients and employees. Her team was among the first to launch a mobile app for financial advisors to use with clients while out of the office. She co-authored the Future of Advice strategy, which predicted many aspects of the current digital-advice/hybrid model that is now ubiquitous. More rec...
2021-02-1251 min
Women's Money WisdomEpisode 50: Gen Z Disruption with Julia CarreonIn this episode, Melissa Joy, CFP®, and Julia Carreon, CFP®, discuss why the generation after millennials is set for an imminent demographic transformation. Julia is a managing director at Wells Fargo, with twenty-five years of financial service professional experience and a long track record of ideating and implementing technological innovation. We will discuss:· Why the next 10 years will be the largest turnover of generations by the numbers and what that means for wealth management. · How COVID has accelerated the technological advancements that would be needed for the future generation of wealth.· What to expect as m...
2021-02-0223 minPR Future, the USC Center for Public Relations PodcastThe Time is Now: Diversity, Equity and Inclusion in 2021This year, we’ve not only experienced a pandemic that continues to upend our lives, but the resurgence of a powerful racial justice movement that has reminded us all that it is time for change. It is time for equality. It is time to put in the work across our industry and many others to dismantle white supremacy and systemic racism, and establish a work environment where everyone sees themselves represented and feels comfortable speaking their mind.In this episode, our guests Bill Imada, chairman of IW Group, Julia Wilson, CEO of Wilson Global Communications and Margenett Moor...
2021-01-1135 min
Psyched! a psychiatry blog - EpisodesHis Lovely Wife in the Psych Ward: An Interview on Love, Writing, and Mental Illness (with Mark Lukach)In this episode, we talk to Mark Lukach, author of the book My Lovely Wife in the Psych Ward: A Memoir, about his experiences as the loved one of someone with new onset symptoms of mania, depression, suicidality, and psychosis. Mark tells us the story of his wife Giulia and how their future changed unexpectedly when they were 27 years old and she was first hospitalized on a psych ward.He describes why he wrote his article and then his book (no other books on caregiving in a romantic relationship! and feelings of loneliness), the response from others (including par...
2018-09-0600 min