Welcome to the Money Tree Investing Podcast.

Stock market, wealth, personal finance, value stocks, invest in your life.

Hey, and welcome to another episode.

I'm Joe Saul See-high and we'll get Doug Goldstein, who's driving this particular show today here in just a second.

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I'm really excited to be talking to Julia Carlson today.

She's the founder of Financial Freedom Wealth Management Group. Actually, it turns out that Julia and I are very similar. We've both been in the financial planning world for a little over two decades. And we both work with people who are either retired or pretty close to retired. And Julia, what I thought we could touch on today is one of the things that a lot of people ask me,

they say, Doug, you work with a lot of wealthy clients.

What's the secret to success?

So let's just start right there.

I understand you also work with a lot of high net worth clients.

What do you find is their secret to success?

I do.

Thank you, Doug.

Yes.

You know, the first thing is there is no magic pill or no magic secret,

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