
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 • 105 episodes
Women on Wealth, By Women For Women
Latest Episodes
Conversations That Build Wealth and Connection
In this episode of Women on Wealth, Julina Ogilvie sits down with communication expert Peggy Bud to explore one of the most powerful tools in both family life and financial planning, intentional conversation.From navigating vaca...
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57:21

Turning Idle Cash Into Opportunity
In this episode of Women on Wealth, host Julina Ogilvie is joined by Josh Ouellette, CFP®, Wealth Advisor at Principle Wealth Partners, to unpack the cash conversation dominating today’s markets. With more than $7 trillio...
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39:18

The Psychology of Money: 7 Biases to Watch Out For
Why do smart people still make money mistakes? Julina Ogilvie and guest Ben Rizzuto, Director and Wealth Strategist at Janus Henderson Investors, uncover the seven deadly biases that influence our financial choices. Learn how to ...
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59:12
