Money And Cake

I’m Julie—a 40s+ former investment banker, wealth manager, and tech strategist who semi-retired after 20 years of work-life experience. Growing up in a poor family with money struggles shaped my passion for financial literacy and life design—to transform my family's fortunes.

Since quitting my 9-to-5 due to health issues at 38, I'm embracing a new life as I start over. I'm sharing lessons from navigating life’s stages—from financial hardship to a thriving career, to new challenges that come as you grow older and now exploring what’s next.

This channel is about creating a FINE life—Financial Independence, Next Endeavor. Together, we’ll explore:
✅ Managing life transitions
✅ Making your money work for you (ie. budgeting and investing)
✅ Balancing work, health, wealth, and relationships

Subscribe for weekly videos on financial literacy, life design, and navigating life’s many transitions. Because life isn’t just about numbers—it’s about making every moment sweeter.