Financial Mentors

In this episode Julina interviews Deborah Pratt Johnson Burns, founder of Literacy to Legacy Mentors, who shares more than thirty years of experience as a business and personal finance mentor.  They discuss the following key topics: the importance of family values as it relates to money, the lack of financial literacy education and its impact, the importance of working with a financial mentor and the results that Deborah has found.  These include how people struggle with financial topics and why, trends with those approaching and in retirement, and common threads that all successful CEO's share.   Finally, some simple steps for those who are seeking practical financial solutions. 

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Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180