Julia M.

Founder at Generational Wisdom

Financial Services and Wealth Management

Education: University of Wyoming, Univerisity of Tennessee
Columbia, MO, USA

Biography

Dr. Julia Myers is a sought-after speaker, founder of Generational Wisdom, and the leading expert on how to talk to kids about money.

As a keynote speaker, Julia has empowered hundreds of wealthy families to transform their money mindset and regain control over their generational wealth. She has spoken at several large events including the White Coat Investor Conference and the DLP Elite and Prosperity Retreat to name a few.

A gifted presenter, Julia has led countless panels, moderated well attended events, and hosted National Webinars where she inspired participants with actionable takeaways and memorable storytelling. Julia believes that every experience can be a lesson with the right perspective.

As a Doctor of Pharmacy, with an MBA in Health Care Administration, and 15 years of corporate and clinical experience, Julia is also the quintessential working mom. As a mom to 5 children living at home, Julia is intimately familiar with the pressures facing parents today. Julia has rapidly become the national expert in helping wealthy families navigate entitlement.

Julia’s insights have been featured in top podcasts such as Your Financial Pharmacist and Unscripted; a show about authentic and real-life conversations. Julia has been recognized as a member of Columbia Magazine 20 Under 40 class of 2021 for exceptional community impact.

As a widely regarded public speaker and coach, Julia can help any wealthy family struggling with entitlement to experience clarity, discernment, and confidence by utilizing her Money Mindset Framework.

Passion

The data says 70% of wealth is lost in one generation. I am passionate about helping wealthy families preserve generational wealth through common cents and wisdom. Money is not a taboo topic and needs to be a regular part of family conversations.

I am willing to travel

More than 100 miles

When it comes to payments

Everything is negotiable

Topics

parenting women entrepreneurship financial literacy money mindset generational wealth women wisdom and wealth estate planning

Best Story

Common sense is not so common. My daughter once though her fuel level indicator was the required speed limit and then blamed us parents for NOT telling her it was miles to empty, not MPH.

Origin Story

After facing a life changing and career ending medical condition, I found myself looking into a new chapter. I have always loved balancing motherhood, wealth building, entrepreneurship and through speaking, I can share my Money Mindset Framework to help wealthy families gain confidence and discernment when talking about money.