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Empowering Your Financial Future: Insights from Judy Carlson, Founder and CEO of Judy Carlson Financial Group
Manage episode 430409443 series 3577777
Innhold levert av Deana De La Cruz. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Deana De La Cruz eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this enlightening episode, we sit down with Judy Carlson, Founder and CEO of the Judy Carlson Financial Group, to explore the world of personal finance and wealth management. Judy’s passion for financial planning began in high school and has since evolved into a mission to educate and empower individuals, couples, and families with comprehensive financial strategies. With a rich background in public accounting and corporate finance, Judy transitioned to personal finance in 2012 and now specializes in Wealth Decumulation Strategies.
Join us as we delve into Judy’s journey from a high school student with a dream of becoming a CPA to a leader in the financial planning industry. Learn how Judy and her team design and implement coordinated financial plans that span from today through life expectancy and legacy. Whether you're looking to build wealth, plan for retirement, or secure your financial future, this episode offers valuable insights and practical advice to help you achieve your lifetime financial goals and dreams. Tune in and be inspired by Judy’s dedication to helping her clients navigate their financial journeys with confidence and clarity.
For more information about Judy and her services or to get a copy of her Long Term Care Planning Guide you can visit her website at www.judycarlson.com
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