Women on Wealth, By Women For Women
Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!
Podcasting since 2021 • 116 episodes
Women on Wealth, By Women For Women
Latest Episodes
Trump Accounts: A New Tool For Raising Financially Confident Kids
Parents today have more options than ever when it comes to saving and investing for their children's future. In this episode, Julina sits down with fellow Wealth Advisor Andrew Cialek, CFP®, to discuss the new Trump Accounts, how they work, who...
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25:58
The Next Frontier: Reasons for Optimism in 2026
In this episode of Women on Wealth, Julina Ogilvie is joined by Principle Wealth's Founder and CEO, Bob Paolucci, to discuss the firm's mid-year outlook, The Next Frontier. Together, they explore the key themes shaping the secon...
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44:03
Money Is A Conversation, Women Belong In It
In this episode of Women on Wealth, Julina Ogilvie sits down with communication expert, author, and educator Peggy Bud to discuss her article, “Money is a Conversation; Women Belong in It.” Together, they explore why so many w...
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42:44