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!
Episodes
86 episodes
Financial Intimacy
In this episode Julina Ogilvie interviews Adam Kol, a Couples Financial Coach, on the topic of financial intimacy. They explore why money conversations are challenging for couples and the significant benefits of overcoming these barriers....
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41:34
Doubtful to Decisive
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,...
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44:32
Framed: Women in the Family Court Underworld
Join host Julina Ogilvie as she interviews Dr. Christine Cocchiola and Amy Polacko, authors of Framed: Women in the Family Court Underworld. They discuss the inspiration behind their book, exploring the struggles women face in the fami...
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37:32
Key Concepts for Retirement Planning
In this episode, Devin Ekberg from PIMCO joins me to dive into Key Concepts for Retirement Planning. We’ll tackle four crucial topics: longevity risk and how it impacts your retirement plans, Social Security options, managing healthcare expense...
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1:00:04
Understanding and Protecting Yourself From Financial Exploitation
In this episode of Women on Wealth, we're joined by Ben Rizzuto from Janus Henderson Investors to discuss the critical topic of financial exploitation. Who is at risk, and what can you do to protect yourself and your loved ones? ...
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40:43
From Victim to Advocate
In this powerful episode, we sit down with Karen Robbins, an advocate for financial abuse victims. Karen shares her personal journey from being a victim herself to becoming a voice in the fight against financial exploitation. We explore the ins...
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43:27
Unmasking Recent Market Volatility
In this episode, Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, delve into the recent market volatility, exploring its causes and the prevailing concerns in the marketplace. They discuss rapid changes in stocks, bonds, a...
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32:05
Tick Tock
Join Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, as they reflect on the markets for the first half of 2024 and discuss the sense of urgency for the year's second half. Show highlights: Mark...
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24:44
Unpacking the Role of Financial Advisors: A Barron's Editor's Perspective
Join us as Amey Stone, writer and editor for Barron's Advisor, delves into the pivotal role of financial advisors. Discover the importance of financial planning, insights into women's satisfaction with advisors, and the challenges faced by fema...
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38:13
What Do You Really Want
Welcome to "What Do You Really Want," the episode where we dive deep into the journeys, challenges, and triumphs of individuals who have dared to dream big and pursue their passions. Today we speak with Cayla Craft, a self-made millionaire and ...
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38:03
Legal Essentials for College-Bound Families
In this episode, I am joined by Alesandra Messineo, Founder and Owner of the Law Offices of Alessandra M. Messineo Long. Join us as we dive into the world of legal essentials for college-bound families where we explore crucial topics that...
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35:36
Protecting Your Assets With An Umbrella Policy
Join us as we delve into the crucial topic of protecting your assets with an umbrella policy. Our guest, Devin Wells from Howard and Gay Insurance, sheds light on key aspects such as how an umbrella policy provides additional liability coverage...
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31:29
Retirement Plan Strategies for Businesses
Tune in for a high-level conversation on securing your business' future with Alison Smith from Principal, as we explore the latest trends and strategies for navigating 401(k) and organizational retirement plans in 2024. Discover actionable insi...
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13:07
From Money Chaos to Confidence: A Journey to Financial Clarity
Tune in to Women on Wealth for an enlightening episode on Financial Therapy with Wendy Wright, a seasoned Financial Therapist. Explore the essence of financial therapy, delve into the intricacies of money mindset, and uncover its profound impac...
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42:23
Career Safari
Seeking inspiration or actionable insights to nurture a rewarding career journey? Tune in as we delve into Wamite Muthara's Career Safari and its mission to empower women in reshaping their professional trajectories.Show Highlights:...
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37:12
Estate Planning Essentials: Steering Clear of Common Mistakes
In this episode, Julina is joined by Stephen Napier, a member of Berkowitz, Trager and Trager. Together, they dive into the crucial components of estate planning that are frequently overlooked, highlighting the importance of thoughtful decision...
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53:05
Fight For Financial Literacy
In this episode of Women on Wealth, Julina is joined by Nan Morrison, President and CEO of the Council for Economic Education (CEE), as they discuss CEE's mission to equip K-12 students with essential tools and knowledge in personal finance. Th...
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42:18
Money Confident Girls
In this episode, Jenn Grace, Founder of Publish Your Purpose, assumes the hosting duties, engaging in a dynamic interview with Julina on launching her book, Money Confident Girls. They address the journey of the writing process and the in...
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36:07
Closer to Normal: Outlook for 2024
Join Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, as they reflect on the critical events of 2023, laying the groundwork for what lies ahead in the upcoming year. They will discuss the challenges faced in the past and t...
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49:53
College Admissions Unveiled: Then and Now
Join us on College Admission Unveiled: Then and Now, where we delve into the dynamic evolution of college admissions with a special guest, Nicole Kelman, Founder of New England Education Consultants. Together, we uncover the transforma...
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57:02
Publish Your Purpose
Join founder Jenn Grace on "Publish Your Purpose" as we dissect authorship's core challenges: common hesitations, prevalent mistakes, and the pivotal role of mindset. Uncover the secrets to effective writing processes, the significance of thoro...
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49:46
Women and Philanthropy
In this episode, we delve into the world of philanthropy with Stefanie Borsari, founder of Stefanie Borsari Consulting. We explore the role of a philanthropic advisor, why it holds special significance for women, and how it intertwines with lon...
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33:34
Financial Infidelity And It's Impact On Marriage And Divorce
In this episode, Julina is joined by Tracy Coenen, a forensic accountant, whose expertise sheds light on the hidden corners of financial deception. As the founder of Divorce Money Guide, Tracy has spent years uncovering the tangled webs o...
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26:50