About Julie

I am on a path to freedom from worry about my retirement and know the best years are ahead.” – Suzanne J.


Photo horizontalI am a veteran of the financial services industry. I have managed billions of dollars of investments for both institutions and individuals. In my career I managed a mutual fund, the fixed income portfolio for a mid-sized insurance company, oversaw the investment selection for thousands of company retirement plans, developed a financial planning business and managed the annuity business for that same insurer. My lasting takeaway from my career is that people simply don’t save enough.

Using the concepts covered here, my husband, Jeff, and I were able to leave work more than a decade early. My husband retired at the age of 55, and I followed him a year later, at the age of 51. Our success was not due to my knowledge of investments. It was the result of both of us working together to save enough money to maintain our lifestyle for decades.

grinnell-glacierWe live in Portland, Oregon with our daughter. Our greatest wish is for you to find the happiness, confidence and freedom that we have.

Save early. Save often.

 

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