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!

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Women on Wealth, By Women For Women

Doubtful to Decisive

October 26, 2024 • Julina Ogilvie

In this episode of Women on Wealth, business coach, speaker, and author Monica Leggett shares actionable strategies to help you move from feeling stuck to decisive in your financial life. We explore setting boundaries, overcoming fear, the importance of S.M.A.R.T. goals, and when it’s time to seek coaching.

Show Highlights:
Why people feel stuck and how it applies to finances (2:04)
An actionable step when one feels stuck (8:05)
How to create boundaries to move forward (14:20)
How to create actionable steps to get past fear (20:57)
S.M.A.R.T. goals and how it pertains to finances (27:00)
Why awareness is key (33:57)
The need to say no (36:42)
When someone is ready for coaching (38:51)

Connect with Julina Ogilvie:
Website
YouTube
LinkedIn
Email- jogilvie@principlewealthpartners.com

Connect with Monica Leggett:
https://www.monicaleggett.com/

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180