Ep 140: The Journey to the No with Julia Carlson

Julia is the Founder of Financial Freedom Wealth Management Group, LLC.  She has been practicing financial planning for more than 20 years and specializes in helping people who are either retired or close to retirement. Julia is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and distribution planning.  The Business Enterprise Institute (BEI) recognizes her qualifications to provide comprehensive exit planning services to business owners.

Golden nuggets:

  • Failure is not an option
  • Learn to uncover the objections
  • Put systems in place that allow your business to run without you

Keys to success:

  • Consistency
  • Strong work ethic
  • Set boundaries

Actionable tip:

  • Always look at learning as an investment


“Would you like me to give you a formula for success? It’s quite simple, really: Double your rate of failure. You are thinking of failure as the enemy of success. But it isn’t at all. You can be discouraged by failure or you can learn from it, so go ahead and make mistakes. Make all you can. Because remember that’s where you will find success.”

— Thomas J. Watson

Guest Information:

Julia Carlson – https://www.financialfreedomwmg.com/