Lorene Roberts speaks to this week’s inspirational woman Juliann Gumulak-Smith in Wow Love Light Inspire Podcast as our guest, Juliann, talks about her personal journey of transitioning mid-life from science to her passion of finances, her financial journey and she shares with us about personal finance, the importance of financial basics and learning investment which isn't taught to us at school.
Personal financing is something we should all learn and do. It can be hard to save especially when for some earnings only cover making ends meet. Where and how do we start a secure financial foundation? Juliann knew there had to be a better way so she came up with a program that is accessible and approachable to all.
4:54 - Why I started the Investment Academy for Women.
7:42 - Knowing where your money is.
29:57 - Why spending some for yourself despite saving is okay.
“The amount of stress people go through just not having that little bit of safety net… It almost feels like torture, when you don’t have that little bit of savings.”
“Just assessing where you are right now, helps you with the future.”
“You need to have a balanced life. You do need to be able to go out and do things but you just have to readjust things to suit the budget. “
About the Guest:
Juliann Gumulak-Smith empowers women to take a more active role in their financial life. Founder of the Investment Academy for Women, she combines her love of investing, technical analysis, and life coaching to make investing simple and strategic. The 5-pillar approach she uses to teach about personal finance and the stock market makes it accessible to everyone and approachable through education, mindset, technical analysis, resources, and community.
Connect with Juliann Gumulak-Smith:
I have a free pdf file called 5 Steps to Build a Strong Financial Foundation to accompany the podcast and it can be found on my website. https://www.investmentacademyforwomen.com
Connect with Lorene Roberts:
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