
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 • 97 episodes
Women on Wealth, By Women For Women
Latest Episodes
DementiaWise: Supporting Families with Compassion and Care
In this episode of Women on Wealth, Julina Ogilvie sits down with Neil Anand, owner of ComForCare Home Care in Fairfield, CT, to discuss DementiaWise—a program designed to enhance the quality of life for individuals livi...
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27:14

Are Taxes Eating Your Returns? Let's Talk About It
In this episode, Julina Ogilvie sits down with Kyle Farrell, Senior Investment Specialist at Principle Wealth, to break down the often-overlooked topic of taxes and investing. From capital gains to tax-efficient strategies, Kyle shares practica...
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28:24

Annuities Unwrapped
Annuities can sound like the perfect solution for retirement income—but are they really? In this episode of Women on Wealth, Julina Ogilvie sits down with Glenn Zavorskas from Principle Wealth, to break down the truth behind the promis...
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32:46
