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 • 88 episodes
Women on Wealth, By Women For Women
Latest Episodes
Advisor's Alpha: Unlocking the True Value of Financial Advice
Discover the key to maximizing your financial future as Julina Ogilvie interviews Maria Quinn, Senior Advice Strategist at Vanguard. From behavioral coaching and tax-efficient strategies to building trust and optimizing portfolios, this episode...
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47:56
End-of-Life Planning for Peace of Mind
In this episode of Women on Wealth, Julina Ogilvie talks with Brian Cimbak, a funeral pre-planning specialist, about End-of-life Planning for Peace of Mind. They discuss the importance of pre-planning, the ideal timing, ...
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43:40
Financial Intimacy
In this episode Julina Ogilvie interviews Adam Kol, a Couples Financial Coach, on the topic of financial intimacy. They explore why money conversations are challenging for couples and the significant benefits of overcoming these barriers....
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41:34