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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

Conversations That Build Wealth and Connection

October 10, 2025 • Julina Ogilvie

In this episode of Women on Wealth, Julina Ogilvie sits down with communication expert Peggy Bud to explore one of the most powerful tools in both family life and financial planning, intentional conversation.

From navigating vacation disagreements to negotiating $300 sneakers, Julina and Peggy unpack the real-life breakdowns and breakthroughs that happen when families talk about money, emotions, and priorities. Peggy introduces her signature 5 Cs of Communication: conversations, collaboration, cooperation, compromise, and consensus. She highlights how these principles foster connection, clarity, and shared decision-making in households and boardrooms alike.

Timestamps:

02:30 – The real reason conversations break down at home
05:00 – The 7-38-55 Rule: Why your tone and body language matter more than words
08:00 – Teaching kids financial values through real-time conversations
14:00 – How to build empathy and active listening during emotionally charged talks
17:00 – The 5 Cs of Communication: A framework for resolving family conflict
24:00 – Pre-meetings and mini-conversations: A strategy to reduce family tension
31:00 – Modeling transparency and honesty in financial conversations with kids
36:00 – The power of storytelling in bridging generational money values
43:00 – How to know if your communication strategy is working

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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