Women on Wealth, By Women For Women

Dec 01 2024 87 ep. 35 mins 70
Women on Wealth, By Women For Women Podcast artwork

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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End-of-Life Planning for Peace of Mind

Dec 01 2024 43 mins  
In this episode of Women on Wealth, Julina Ogilvie talks with Brian Cimbak, a funeral pre-planning specialist, about End-of-life Planning for Peace of Mind. They discuss the importance of pre-planning, the ideal timing, overcoming common fears, and financial considerations. Tune in for practical advice on managing this essential part of financial and life planning. Show Highlights:

Financial Intimacy

Nov 07 2024 41 mins  
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. Adam highlights common mistakes couples make, the influence of personal money stories, and what financial behaviors we pass on to our children. H

Doubtful to Decisive

Oct 26 2024 44 mins  
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 (2:0

Framed: Women in the Family Court Underworld

Oct 04 2024 37 mins  
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 family court system, the impact of Jennifer’s Law, and the lack of court training. The conversation covers financial burdens, finding the right attorne

Key Concepts for Retirement Planning

Sep 27 2024 60 mins  
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 expenses in retirement, estate and charitable giving, and strategies for managing income in retirementWhether you're nearing retirement or simply

Understanding and Protecting Yourself From Financial Exploitation

Sep 14 2024 40 mins  
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? We dive into the definition of financial exploitation, identify common perpetrators, and explore how this issue has evolved over the years. Ben also shares

From Victim to Advocate

Aug 23 2024 43 mins  
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 insidious nature of identity theft and discuss practical steps for protecting loved ones. Karen also sheds light on the differences between coe

Unmasking Recent Market Volatility

Aug 15 2024 32 mins  
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, and rates, address recession fears, and analyze the impact of Japan's market movements, offering insights on the direction of the market and

Tick Tock

Jul 31 2024 24 mins  
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: Market Performance (4:20) Magnificent Seven (5:43) Earnings Climb Higher (7:53) US Continues to Lead Growth Worldwide (10:57) Inflation Keeps Going Lower (13:15) Indication

Unpacking the Role of Financial Advisors: A Barron's Editor's Perspective

Jun 18 2024 38 mins  
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 female advisors. Learn what to look for in an advisor, key questions to ask, and understand the impact of the Great Wealth Transfer.Show Highlig