
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 • 93 episodes
Women on Wealth, By Women For Women
Latest Episodes
Legal Essential in Real Estate
Buying a home or investing in real estate comes with legal complexities that many buyers overlook. In this episode of Women on Wealth, I sit down with Corinne Abbott, an attorney at Grassette & Associates, to break down key legal a...
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34:02

The Business Owner’s Playbook: Smarter Strategies for Long-Term Success
In this episode of Women on Wealth, host Julina Ogilvie welcomes Michelle Fuller, a Certified Exit Planning Advisor, to discuss the key strategies business owners need to build, scale, and secure their financial future. They expl...
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38:04

2025 Market Outlook: Lessons from Last Year, Opportunities for the Future- Part 2
Join Julina Ogilvie and Bob Paolucci, Founder & CEO of Principle Wealth for an in-depth look at the market outlook for 2025. In this two-part series, we kick off the year by reflecting on the market trends and key events that shaped 2024. W...
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52:33

2025 Market Outlook: Lessons from Last Year, Opportunities for the Future- Part 1
Join Julina Ogilvie and Bob Paolucci, Founder & CEO of Principle Wealth for an in-depth look at the market outlook for 2025. In this two-part series, we kick off the year by reflecting on the market trends and key events that shaped 2024. W...
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52:33

Having the Talk: Navigating Health and Finances with Aging Parents
In this episode of Women on Wealth, Julina Ogilvie interviews Anne McGuire, founder of Healthcare Pathfinder, about how adult children can navigate crucial conversations with their aging parents. They discuss strategies for addre...
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35:45
