Share
))
HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
…
continue reading
Manage episode 522521504 series 3700839
Content provided by Steve Davenport, Clement Miller, Steve Davenport, and Clement Miller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Davenport, Clement Miller, Steve Davenport, and Clement Miller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Please text and tell us what you like
We trace Juliana’s path from a childhood lesson about money and opportunity to a career helping advisors grow, exit well, and serve families with integrity. Along the way we unpack long-term investing, women-led leadership, client succession, and how to reach the next generation with clarity.
• Money as opportunity and motivation
• Choosing finance to translate complex ideas
• AI, crypto and disciplined long-term strategy
• Why 60-40 still works for many retirees
• From cash under the mattress to diversified portfolios
• Advisor M&A framed as partnership and culture fit
• Women of Merit, representation and mentorship
• Serving the millionaire next door
• Engaging spouses early to build trust
• Winning next-gen by including heirs now
• Three traits of great advisors: integrity, energy fit, humanity
“Everything we’re doing you like, and you want us to do more of it. 2026 is going to be an exciting year—subscribe and stay with us.”
Straight Talk for All - Nonsense for None
Please check out our other podcasts:
https://skepticsguidetoinvesting.buzzsprout.com
Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.
Chapters
1. How A First-Gen Story Shapes Modern Wealth Advice (00:00:00)
2. Welcome And Guest Introduction (00:01:14)
3. Juliana’s Childhood Money Awakening (00:02:04)
4. Choosing Finance Over Entertainment (00:05:40)
5. Markets, AI, And Long-Term Thinking (00:10:40)
6. From Cash Under The Mattress To Crypto (00:13:27)
7. What Merit Does And Juliana’s Role (00:14:58)
8. Women Of Merit And Representation (00:18:56)
9. Who Merit Serves And How They Invest (00:21:37)
10. Gender, Longevity, And Client Trust (00:25:19)
11. Reaching Next-Gen Clients And Saying No (00:28:55)
12. What Makes A Great Advisor (00:33:55)
13. Hard Work, Integrity, And Closing (00:37:06)
117 episodes
