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!

All Episodes

Women on Wealth, By Women For Women

Annuities Unwrapped

May 02, 2025 • Julina Ogilvie

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 promises.

We dive into:
✅ What annuities really are and how they work
✅ Common misconceptions and hidden pitfalls
✅ Who annuities are right for—and who should think twice
✅ Key questions to ask before buying one
✅ How annuities can (or can’t) fit into your retirement plan

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