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 • 118 episodes
Women on Wealth, By Women For Women
Latest Episodes
From Acceptance to Affordability: A Parent’s Guide to College
The college process has changed dramatically, and for parents, the financial stakes have never been higher. In this episode of Women on Wealth, Julina Ogilvie sits down with Shellee Howard, founder and CEO of College Ready, to d...
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57:48
Survivor Tips For The Sandwich Generation
Caring for aging parents while raising children, managing a career, and planning for your own financial future can feel overwhelming. Estate planning attorney Candace Dellacona joins Julina Ogilvie to discuss the unique challenges facing the Sa...
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50:07
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