Episode Details

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Budget besties, you are in for a treat! Today, we’re bringing on our actual good friend, the wise, wonderful, and always inspiringJulia Meyers to talk aboutGenerational Wisdom—because let’s be real, passing down money means nothing if we’re not passing down the knowledge to manage it.

Julia is an accomplished healthcare leader, mom of five (yes, FIVE!), and a recovering perfectionist. She’s been recognized nationally for her work in medication access, but her true passion? Helping families build financial confidence and break the cycle of lost generational wealth.

We’re unpacking:

💡 Whygenerational wealth isn’t the right term (and what to focus on instead)

🧠 The shocking stats on why most inherited money disappears (yikes!)

🗣 How to start real, impactful money convos with your kids

🛠 Practical ways to build financial confidence in the next generation

📊 TheGenerational Wisdom Discernment Quadrant (this is a game-changer, y’all)

And because Julia is the best, she’s sharing a FREE resource with you: atwo-week mini course with conversation starters to help you talk money with your kids (in a way that won’t make them roll their eyes). Grab it atJuliaMeyers.com/talk.

If you’ve ever worried about raising entitled kids or wondered how to truly prepare them for financial independence—this episode is for you!

Let’s Take Our Relationship To The Next Level:

1️⃣ Facebook Group ➡︎ budgetbesties.com/facebook

2️⃣ Be on the Podcast ➡︎ budgetbesties.com/livecall

3️⃣ Private 1-on-1 Coaching. ➡︎ budgetbesties.com/coaching

This podcast is for educational and informational purposes only and is not personal financial, legal, or tax advice.

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