Women on Wealth, By Women For Women

Making Smarter Social Security Decisions

Mon, 30 Mar 2026 20:00:00 -0400

In this episode of Women on Wealth, Julina Ogilvie sits down with Social Security expert and author Marcia Mantel to unpack one of the biggest concerns facing pre-retirees today: Will Social Security be there for me?

Together, they cut through the headlines and misconceptions—explaining how Social Security is actually funded, what “running out of money” really means, and why claiming decisions can have long-term consequences.

Timestamps:

04:30 – Is Social Security going bankrupt?
08:00 – How Social Security is funded (and why it matters)
11:30 – The 2032 reserve fund timeline & potential benefit cuts
15:00 – How different generations view Social Security
19:00 – Why claiming early can be a costly mistake
23:30 – The impact on spouses and survivor benefits
27:00 – COLA adjustments, Medicare premiums & hidden effects
30:00 – The danger of claiming at 62 (and how common it is)
34:00 – Longevity reality: Why planning for your 90s matters
38:00 – Can you undo a Social Security decision?
42:00 – Why there is no “one-size-fits-all” claiming strategy
46:00 – Full retirement age confusion (65 vs. 67)
49:00 – Earnings limits: Why you may get $0 if you claim early
52:30 – How Social Security benefits are taxed
56:00 – Potential policy changes and future fixes
1:00:00 – Creative solutions & global comparisons
1:04:00 – Final thoughts: Why planning matters more than ever

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

How To Ask Like An Auctioneer And Maximize The Potential Of Every Ask

Sun, 15 Mar 2026 10:00:00 -0400

In this episode of Women on Wealth, Julina Ogilvie speaks with leadership communications coach and author Dia Bondi about how to ask like an auctioneer. Dia shares why the best opportunities often come when we push into the “Zone of Freaking Out” (Zofo) and stop asking only for what we think we can get. Learn practical strategies to make bigger asks, handle rejection differently, and unlock greater opportunities in your career and life.

Timestamps:

6:34 – How Dia became an auctioneer and what the auction stage taught her about asking

11:04 – The biggest mistake people make: asking for what they think they can get

17:24 – The power of “the no” and why rejection shows you’ve maximized the ask

24:04 – Setting your “reserve”: defining your minimum before you ask

34:04 – The “Zofo” (Zone of Freaking Out) and why the best opportunities live there

37:34 – Applying auctioneer strategies to non-financial asks like titles, visibility, and leadership

41:24 – Storytelling and framing your ask to create value for the other person

47:34 – Practical frameworks for making bigger asks and stepping into new opportunities

Cybersecurity For Business Owners: The Hidden Risks

Mon, 23 Feb 2026 19:00:00 -0500

Cyber threats don’t just target large corporations, small and mid-sized businesses are often the most vulnerable. In this episode, Julina and cybersecurity expert Sam Disraelly, CEO of Your Tech Department, explore the financial, legal, and reputational risks business owners face and the proactive steps that can significantly reduce exposure. If you own a business, serve clients, or manage a team, this conversation is essential listening.

Timestamps:

04:00 – One click can cost hundreds of thousands

08:30 – The “blast radius”: how one employee mistake spreads

11:30 – Why small & mid-sized businesses are prime targets (10–100 employees)

17:30 – What ransomware actually looks like in real life

18:20 – The 170-day problem: hackers lurk before they strike

21:00 – The true cost of a breach (downtime, legal, PR, reputation)

24:00 – FTC reporting requirements & legal exposure

31:00 – The NIST framework: Identify, Protect, Detect, Respond, Recover

32:30 – The non-negotiables: your cybersecurity “stack”

36:20 – The cloud myth: Microsoft’s shared responsibility model

37:45 – Cyber insurance: what most business owners misunderstand

41:30 – How to vet your IT provider

44:30 – Cybersecurity as fiduciary responsibility

48:20 – What to do in the first 24 seconds of a breach

53:20 – Emerging risks: AI, shadow IT & data ownership

Cybersecurity at Home: Protecting Your Family in a Digital World

Fri, 30 Jan 2026 20:00:00 -0500

Cybersecurity isn’t just a technology issue, it’s a family and financial issue. In this episode, Julina is joined by cybersecurity expert Sam Disraelly, Founder of Your Tech Department, to discuss the real online risks individuals and families face every day, from phishing scams to identity theft and account takeovers. You’ll learn simple, practical steps to better protect your personal and financial information and build confidence navigating today’s digital world.

Timestamps:

04:50 – The two types of cyber attacks people face

07:00 – How COVID, Colonial Pipeline, and now AI changed the threat landscape

10:45 – Why you should NOT click links in emails

12:30 – The Google search trap & the fake USAA site story

15:15 – The most common mistake families make

17:00 – Passwords: “Long, Strong, Unique”

19:00 – Why built-in browser password managers (Google/Chrome/Apple) are risky

22:15 – How to move your passwords into a real password manager

24:30 – The hidden dangers of free email accounts

27:30 – The Optimum.net warning

30:20 – What your email MUST be able to do (2FA, login visibility, session control)

31:30 – Verizon outage example: why SMS 2FA can fail

32:40 – Kids & teens online: AI, images, and why this is getting scarier

34:00 – DNS filters: the most powerful tool parents don’t know about

38:00 – Pi-Hole and network-level protection at home

39:10 – The easiest habits to start TODAY

41:00 – Use a trusted partner before you click

48:00 – Three email strategy

50:00 – “Plus addressing” with Gmail to control spam

52:30 – Cyber insurance in homeowners & umbrella policies

56:30 – Sam’s takeaway: 95–98% of attacks are stopped by 3 things

Connect with Julina Ogilvie:
Website

YouTube

Email- jogilvie@principlewealthpartners.com

Connect with Sam Disraelly:

https://yourcyber.team/

https://yourcyber.news/

https://www.linkedin.com/in/aridisraelly/

Keep Talking: Raising Confident Teens Through Better Conversations

Thu, 15 Jan 2026 19:00:00 -0500

In this episode of Women on Wealth, Julina Ogilvie sits down with author Jen Shoemaker-Davidson to explore why staying connected with teens starts by simply keeping the conversation going.

From navigating tough topics and building trust to talking about money without fear or anxiety, Jen shares practical tools parents can use to raise confident, resilient kids. The conversation covers storytelling, listening more than lecturing, learning from mistakes, and how everyday moments—like budgeting, first jobs, and financial missteps—can become powerful teaching opportunities.

Connect with Julina Ogilvie:
Website

YouTube

Email- jogilvie@principlewealthpartners.com

Legal Essentials For Women Entrepreneurs

Wed, 17 Dec 2025 19:00:00 -0500

Starting or scaling a business is exciting—but the legal side can feel overwhelming. In this episode of Women on Wealth, Julina Ogilvie sits down with Robyn Drucker, Transactional Attorney at Cohen and Wolf, to break down the legal foundations every woman entrepreneur needs.

Robyn has helped countless business owners—from new founders to women inheriting businesses—navigate the decisions that protect their assets, reduce risk, and support long-term success. Together, we unpack the practical steps, overlooked pitfalls, and confidence-building strategies that can make or break your business.

Episode Breakdown

02:00 – The First Legal Steps When Starting a Business

07:00 – Unique Challenges Women Entrepreneurs Face

10:00 – Legal Considerations When Scaling

14:50 – When (and How Often) to Check in With a Lawyer

15:40 – The Biggest Legal Risks Entrepreneurs Face

18:00 – Real-World Examples of Things Going Wrong

20:00 – Contracts 101: What Must Be Included

24:00 – Can You Use Online Templates or AI for Legal Documents?

32:00 – Protecting Personal vs. Business Assets

35:00 – Multiple Streams of Income: When Is It a “Real” Business?

37:40 – Hiring Your First Employee

40:50 – The Truth About Independent Contractors vs. Employee

Connect with Julina Ogilvie:
Website

YouTube

Email- jogilvie@principlewealthpartners.com

Connect with Robyn Drucker:

https://www.linkedin.com/in/robyn-drucker-77244147/

Supercharge Your Business With AI Confidence

Sun, 16 Nov 2025 18:00:00 -0500

In this episode of Women on Wealth, host Julina Ogilvie sits down with Gail Zona, a former tech exec turned entrepreneur and the founder of Learn AI for Biz. With over 800 professionals and business owners under her belt, Gail has made it her mission to demystify artificial intelligence and empower anyone to use it confidently in their day-to-day lives and businesses.

Together, they explore:

The real-world power of AI for small businesses
How to use AI for content creation, social media, and email follow-up
What it means to customize prompts and train AI to reflect your voice and brand
Busting myths: “Will AI take your job?” and “Is it cheating?”
How to balance innovation with compliance and privacy
The surprising truth about who is actually embracing AI—and thriving because of it

Whether you're a self-proclaimed AI newbie or already experimenting, this episode will leave you feeling energized, empowered, and equipped to start using AI with confidence.

Connect with Julina Ogilvie:
Website

YouTube

LinkedIn
Email- jogilvie@principlewealthpartners.com

Conversations That Build Wealth and Connection

Fri, 10 Oct 2025 21:00:00 -0400

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

Connect with Julina Ogilvie:
Website

YouTube

LinkedIn
Email- jogilvie@principlewealthpartners.com

Turning Idle Cash Into Opportunity

Fri, 03 Oct 2025 22:00:00 -0400

In this episode of Women on Wealth, host Julina Ogilvie is joined by Josh Ouellette, CFP®, Wealth Advisor at Principle Wealth Partners, to unpack the cash conversation dominating today’s markets. With more than $7 trillion sitting on the sidelines, investors face critical decisions about whether holding cash is a safety net or a missed opportunity.

Timestamps:

02:00 – Why cash is top of mind

05:00 – The Fed’s role & falling rates

08:00 – Purpose of cash & asset allocation

13:00 – CDs: the hidden risks

19:00 – Cash vs. S&P 500 returns

22:00 – Beyond CDs: exploring bonds

27:00 – Bonds & diversification

30:00 – The power of compounding

33:00 – The “jelly bean” chart & diversification

Connect with Julina Ogilvie:
Website

YouTube

LinkedIn
Email- jogilvie@principlewealthpartners.com

The Psychology of Money: 7 Biases to Watch Out For

Fri, 12 Sep 2025 20:00:00 -0400

Why do smart people still make money mistakes? Julina Ogilvie and guest Ben Rizzuto, Director and Wealth Strategist at Janus Henderson Investors, uncover the seven deadly biases that influence our financial choices. Learn how to spot anchoring, FOMO, loss aversion, and more—and discover practical strategies to make calmer, smarter money decisions.

Timestamps:

02:23 – Why money decisions are so emotional

04:01 – System 1 vs. System 2 thinking

08:46 – Why intelligence doesn’t prevent mistakes

10:36 – The 7 deadly biases in finance

39:26 – Strategies to slow down emotional decisions

42:12 – Gender differences in investing confidence

45:21 – Family money stories & couples’ communication

49:11 – Planning tools & stress-testing portfolios

50:19 – Teaching kids about money

Connect with Julina Ogilvie:
Website

YouTube

LinkedIn
Email- jogilvie@principlewealthpartners.com

Summer Recess: Why the Fed Matters and Markets Keep Moving

Wed, 03 Sep 2025 23:00:00 -0400

In this episode of Women on Wealth, Julina Ogilvie is joined by Bob Paolucci, Founder and CEO of Principle Wealth, to break down the mid-year market environment in Summer Recess. Together, they explore where the markets stand so far in 2025, reasons for optimism, and the Federal Reserve’s dependence on backward-looking data around employment and inflation.

This adapted version of Principle Wealth’s monthly webinar includes insights on market reversals, corporate earnings, business spending on AI, Fed policy shifts, and the real story behind recent jobs data revisions.

⏱️ Episode Timestamps

01:16 – Market recap: highs, lows, and a sharp reversal in 2025
03:15 – Reasons for optimism: earnings, profit margins, and AI-driven CapEx
07:28 – Capital inflows and trade developments boosting the U.S. economy
09:06 – Why tolerating volatility is key to long-term investing success
11:40 – Spotlight on the Federal Reserve: July meeting takeaways and future rate cuts
14:59 – Rare dissent within the Fed: first in 30 years
16:51 – Jobs report revisions and implications for monetary policy
19:09 – Criticism of the Fed’s reliance on backward-looking and flawed data
21:31 – Inflation, tariffs, and why the data doesn’t match the headlines

Connect with Julina Ogilvie:
Website

YouTube

LinkedIn
Email- jogilvie@principlewealthpartners.com

Caring Smarter – How Tech Is Empowering Family Caregivers

Fri, 22 Aug 2025 20:00:00 -0400

In this powerful episode, Julina Ogilvie is joined by Shauna Sweeney, a former Meta executive turned mission-driven entrepreneur, who founded Tendercare after her father was diagnosed with early-onset Alzheimer’s. Shauna shares how her personal journey led to the creation of the first AI-powered smart care platform designed to simplify caregiving and support families facing one of life’s most emotionally and financially demanding roles.

Show Highlights:

01:27 – From Tech Executive to Caregiver to Founder

05:45 – What is Tendercare?

08:33 – The Power of AI in Caregiving

11:52 – Tech Partnerships & Community Resource Integration

13:52 – Challenges of Building the Platform

16:15 – What the Tendercare App Experience Looks Like

18:20 – Tendercare’s Reach & Growth Plans

20:07 – The Financial Burden of Caregiving

24:00 – Cross-Sector Collaboration for Change

27:25 – Replacing Doomscrolling with Trusted Guidance

30:25 – Business Model: How Tendercare Stays Free

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

Link to Tendercare: https://trytendercare.com/

The Power of Access: Supporting Bold Women Entrepreneurs

Fri, 01 Aug 2025 08:00:00 -0400

In this milestone 100th episode of Women on Wealth, Julina Ogilvie is joined by Bella Ghassemi Smith, Head of the Aurora Tech Award and host of The Day I… podcast. Bella shares her compelling journey from corporate venture capital to leading a global initiative that empowers women tech founders in emerging markets. Together, they explore the barriers women face in tech and entrepreneurship—from language access to lack of representation—and how Aurora Tech is reshaping what support really looks like for female founders around the world.

Show Highlights:

03:47 – “If the table isn’t built for you, build a new one”: Aurora’s mission
05:48 – Why access—not just funding—is the true game-changer
08:03 – 2,000 applicants, 173,000 lives impacted
10:41 – The overlooked challenge: language as a barrier to entrepreneurship
12:44 – Creating visibility, community, and culturally relevant support
19:23 – Bella’s path from apathy burnout to purpose-driven leadership
24:56 – InDrive’s bold goal: Positively impact 1 billion people by 2030
27:25 – The pattern recognition problem in venture capital

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

Link to Aurora Tech Award: https://www.auroratechaward.com/

Mind Over Market

Sun, 29 Jun 2025 07:00:00 -0400

Emotions—not markets—are often the biggest threat to your investment plan. Julina talks with Adam Sarhan, author of Psychological Analysis, about how to make smarter decisions, ask the right questions, and stay calm under pressure—just like smart money does.

Show Highlights:

13:49 – Why technical and fundamental analysis aren’t enough—and how emotional decisions often override both
24:11 – The three most important questions to ask before making any investment decision
25:08 – How quickly emotions can derail even the best-laid investment plans
31:37 – Practical strategies to recognize and control your emotions when managing money
42:59 – The “Happy Face Project” and what it reveals about mindset and success
47:55 – A timeless lesson from Warren Buffett

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

Link to Money Market Circle: https://www.smartmoneycircle.com/

Link to Happy Face Project: https://happyfaceproject.org/

Storytelling as Strategy: Communicate Clearly, Connect Deeply

Wed, 18 Jun 2025 22:00:00 -0400

Why do some messages fade while others stick with us for years? The answer is storytelling. In this episode of Women on Wealth, Julina Ogilvie sits down with Sara Gómez, a seasoned strategic communications consultant with more than 20 years of experience working with global health nonprofits like Save the Children and the WHO.

Sara shares why storytelling is far more than just a communications tool—it's a catalyst for connection, trust, and change. From the neuroscience behind why stories move us to practical ways to craft your own, this conversation explores how storytelling helps simplify complex ideas, build confidence, and inspire action in both business and life.

Show Highlights:

2:49 – Why storytelling is a powerful communication tool and the role of oxytocin

5:23 – How storytelling helps a message stand out in today's fast-paced world

8:21 – Examples of how storytelling builds trust, credibility, and authentic relationships

13:31 – How storytelling makes complicated topics more accessible and compelling

18:30 – How storytelling builds confidence

20:33 – How to adapt your story effectively for different audiences

24:20 – Advice for those who need help crafting their story

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

Connect with Sara Gomez:

https://www.saragomezconsulting.com/story-spotlight-package

https://www.linkedin.com/search/results/all/?fetchDeterministicClustersOnly=true&heroEntityKey=urn%3Ali%3Afsd_profile%3AACoAACGcTkkByNrAujf4kRXgxAe7zHOG9AOd70U&keywords=sara%20g%C3%B3mez&origin=RICH_QUERY_SUGGESTION&position=0&searchId=8d6a3f09-c864-43f1-b631-165ebe75dc90&sid=X_%3B&spellCorrectionEnabled=false

DementiaWise: Supporting Families with Compassion and Care

Fri, 30 May 2025 20:00:00 -0400

In this episode of Women on Wealth, Julina Ogilvie sits down with Neil Anand, owner of ComForCare Home Care in Fairfield, CT, to discuss DementiaWise—a program designed to enhance the quality of life for individuals living with dementia. Together, they explore the importance of care coordination, caregiver education, and respite services, and share practical advice for families navigating the challenges of dementia care.

Show Highlights:

What is DementiaWise? (2:44)

Medicare's new initiative (6:01)

Care coordination and management (9:42)

Caregiver education and support (11:00)

A personalized care plan (12:02)

Respite care (14:03)

Biggest misconceptions families have (15:05)

It's impact on families and patients (16:06)

Eligibility (18:19)

Advice for a loved one showing signs of memory decline (19:48)

Employer benefits (23:44)

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

Are Taxes Eating Your Returns? Let's Talk About It

Mon, 19 May 2025 21:00:00 -0400

In this episode, Julina Ogilvie sits down with Kyle Farrell, Senior Investment Specialist at Principle Wealth, to break down the often-overlooked topic of taxes and investing. From capital gains to tax-efficient strategies, Kyle shares practical insights to help you grow your wealth while keeping more of it.

Show Highlights:

Taxes are an important consideration in investing (1:21)
Most common mistakes with taxes in investing (2:27)
Tax efficient strategies (4:54)
Tax advantage vs taxable (8:40)
Capital gains (10:40)
Tax loss harvesting (13:12)
Benefits of tax advantaged accounts (16:27)
Municipals vs corporate bonds (18:31)
Estate considerations (20:15)
Upcoming tax policies to pay attention to (27:36)

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

Annuities Unwrapped

Fri, 02 May 2025 20:00:00 -0400

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

Wonder Over Worry: Tariffs and Volatility in 2025

Tue, 08 Apr 2025 17:00:00 -0400

In this episode, “Wonder Over Worry: Tariffs and Volatility in 2025,” we’re diving into a timely and important conversation about what’s driving the recent market pullback. From rising tariffs to renewed volatility, investors are facing a lot of headlines—and even more uncertainty.

Joining me is Bob Paolucci, the Founder and CEO of Principle Wealth, to help us unpack what’s really going on. We’ll explore why volatility is a normal part of investing, how global trade tensions may be shaping the current environment, and where we believe the economy stands today.

Show Highlights:

Tariffs: A negotiating tactic (5:07)

Stock Market Pullback (12:01)

Bonds Are Behaving (20:26)

Volatility Is Normal (22:43)

Best Days Happen During Volatile Times (25:16)

Was It Tariffs or Deepseek? Or Both? (28:01)

Back to Tariffs (30:56)

Economic Date: What Matters Most (35:39)

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

Legal Essential in Real Estate

Sun, 23 Mar 2025 15:00:00 -0400

Buying a home or investing in real estate comes with legal complexities that many buyers overlook. In this episode of Women on Wealth, I sit down with Corinne Abbott, an attorney at Grassette & Associates, to break down key legal aspects of real estate transactions.

We discuss common misconceptions, first-time buyer mistakes, and how RESPA has shaped transactions. Corinne also explains title options in Connecticut, staying compliant with real estate laws, and the essential questions to ask a real estate attorney. Plus, we dive into the role attorneys play in preventing legal issues, key considerations for women in real estate, and expert investment advice.

Show Highlights:

Misconceptions homebuyers have about the real estate purchasing process (4:20)

Common mistakes from first-time homebuyers (9:21)

How the Real Estate Settlement Procedures Act (RESPA) impacted transactions (13:14)

How people can hold title in Connecticut (16:41)

How to ensure you're compliant with current real estate laws (18:49)

Questions to ask real estate attorneys (20:52)

The role a real estate attorney plays in preventing legal issues (23:36)

Considerations for women (28:41)

Advice for investing in today's real estate market (29:51)

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

The Business Owner’s Playbook: Smarter Strategies for Long-Term Success

Sat, 01 Mar 2025 17:00:00 -0500

In this episode of Women on Wealth, host Julina Ogilvie welcomes Michelle Fuller, a Certified Exit Planning Advisor, to discuss the key strategies business owners need to build, scale, and secure their financial future. They explore how to align personal, business, and financial goals, the importance of value growth advisors, and why smart planning isn’t just about exiting—it’s about maximizing long-term success. Whether you're looking to grow your business, increase its value, or plan for the future, this episode is packed with actionable insights to help you take control of your financial journey.

Show Highlights:

Advanced planning for business owners (3:55)

The role of a value growth advisor (7:55)

Business valuation and owner perception (14:13)

The Value Acceleration Methodology (19:40)

Finding the right advisors (30:23)

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

2025 Market Outlook: Lessons from Last Year, Opportunities for the Future- Part 2

Wed, 12 Feb 2025 08:00:00 -0500

Join Julina Ogilvie and Bob Paolucci, Founder & CEO of Principle Wealth for an in-depth look at the market outlook for 2025. In this two-part series, we kick off the year by reflecting on the market trends and key events that shaped 2024. We also uncover the most pressing themes and opportunities that investors should prioritize in 2025. Whether you're an experienced investor or just starting to build your financial confidence, this episode will equip you with valuable insights to navigate the markets with clarity and purpose.

Show Highlights:
Stocks: Earnings, opportunities, and what to expect during the year (1:06)
Bonds: Opportunities in high-yield bonds, convertibles, and municipals (18:14)
Economy & Policy 1:12:18 (23:40)
Everything Else: Real estate, China, crypto, AI, GLP-1, X-Factor 1:22:14 (33:35)

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

2025 Market Outlook: Lessons from Last Year, Opportunities for the Future- Part 1

Mon, 20 Jan 2025 18:00:00 -0500

Join Julina Ogilvie and Bob Paolucci, Founder & CEO of Principle Wealth for an in-depth look at the market outlook for 2025. In this two-part series, we kick off the year by reflecting on the market trends and key events that shaped 2024. We also uncover the most pressing themes and opportunities that investors should prioritize in 2025. Whether you're an experienced investor or just starting to build your financial confidence, this episode will equip you with valuable insights to navigate the markets with clarity and purpose.

Show Highlights:
2024 Stock Market (8:32)
Diversified Index Returns (10:12)
2024 Asset Class Returns (12:40)
2024 In Review- Key Economic Data (16:42)
Correction Free- The Twin of 2023 (20:01)
Abundance of Cash (22:12)
2025 What Matters Most in the Years Ahead? (24:11)
The Boss: 10-Year Treasury Yield (30:05)
Monetary Policy: The Fed’s Dual Mandate (34:23)
Fiscal Policy: Out of Balance (35:41)
Trade: Tariffs On US Imports (36:40)
Regulation: Cut the Tape (40:04)
Employment: Less employment=lower rates (42:30)
Earnings and Buybacks (46:13)

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

Having the Talk: Navigating Health and Finances with Aging Parents

Tue, 31 Dec 2024 09:00:00 -0500

In this episode of Women on Wealth, Julina Ogilvie interviews Anne McGuire, founder of Healthcare Pathfinder, about how adult children can navigate crucial conversations with their aging parents. They discuss strategies for addressing sensitive topics like health care, long-term care planning, and financial decisions with empathy and confidence. Gain actionable insights to prepare for the future and support your parents through life’s transitions.

Show Highlights:
Effective ways to start a conversation with aging parents (7:08)
The most critical health and financial issues to address (10:31)
How adult children can approach these conversations (13:59)
The importance of these conversations before a crisis (17:11)
When families should seek guidance (24:28)
Advice for adult children looking for balance (28:34)

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

Advisor's Alpha: Unlocking the True Value of Financial Advice

Fri, 13 Dec 2024 21:00:00 -0500

Discover the key to maximizing your financial future as Julina Ogilvie interviews Maria Quinn, Senior Advice Strategist at Vanguard. From behavioral coaching and tax-efficient strategies to building trust and optimizing portfolios, this episode reveals how financial advisors can deliver a 3% "Advisor Alpha" and guide clients through every phase of life.

Show Highlights:
Vanguard and their role (2:11)
Advisor Alpha, starts with 3% (4:36)
The importance of behavioral coaching (9:52)
Optimal portfolio construction and asset allocation (14:41)
Common fees investors overlook (20:12)
How advisors can create tax efficiency in a portfolio (24:58)
Spending strategies (30:19)
The role that trust plays (35:01)
How advisors can continue to offer advice at each phase of a client (38:57)
The power of 3% from an advisor (44:27)

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

End-of-Life Planning for Peace of Mind

Sun, 01 Dec 2024 08:00:00 -0500

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:
The role of a funeral pre-planning specialist (3:28)
Why discuss pre-planning (6:45)
How early you should plan (10:34)
Common fear on end-of-life planning (11:28)
Key financial considerations (13:59)
Lock in rates when you pre-plan (19:11)
The role of life insurance (21:29)
How to have conversations with family (30:09)
Government programs and VA options (33:29)
The reason it's set up third party (36:40)

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

Financial Intimacy

Thu, 07 Nov 2024 12:00:00 -0500

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. He also shares four essential elements every couple should address, examples of unhealthy financial discussions, and a process to help couples prioritize their financial situation.

Show Highlights:
Why money conversations are so difficult for couples and the benefits to overcome them (3:22)
Most common mistakes made (9:06)
Your money story (15:11)
What is passed to our children (19:41)
Four essentials that every chouple should address (24:20)
Examples of unhealthy financial discussions (26:54)
Process to identify how to prioritize your financial situation (33:17)

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

Doubtful to Decisive

Sat, 26 Oct 2024 11:00:00 -0400

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/

Framed: Women in the Family Court Underworld

Fri, 04 Oct 2024 10:00:00 -0400

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 attorney, and the stigma around domestic abuse. A must-listen for anyone looking to understand the challenges women face in their pursuit of justice.

Show Highlights:
The impetus to the book, Framed (2:54)
What is Jennifers' Law? (4:24)
Who the book is for and stories from some of the women (5:46)
The lack of training in the family court system (13:13)
The stigma of supporting domestic abuse (18:33)
Evaluation of states (20:54)
How to find the right attorney (22:01)
The financial impact (23:31)

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

To Learn More About Framed
Perfect Prey Podcast

Key Concepts for Retirement Planning

Fri, 27 Sep 2024 17:00:00 -0400

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 retirement

Whether you're nearing retirement or simply planning ahead, this episode is packed with essential advice for securing your future!

Show Highlights:
Longevity risk and retirement planning (2:41)
Social security options (11:19)
Managing health care expenses (20:13)
Estate and charitable giving (27:55)
Managing income in retirement (39:05)
Common misconceptions and how individuals can personalize their retirement plan (49:13)

Connect with Julina Ogilvie:
Website- https://www.julinaogilvie.net
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Understanding and Protecting Yourself From Financial Exploitation

Sat, 14 Sep 2024 16:00:00 -0400

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 insights on the most prevalent frauds today and the steps being taken on both federal and state levels to combat them. Tune in to learn more and safeguard your financial future.

Show Highlights:
Who should worry about financial exploitation? (3:21)
Definition of financial exploitation (8:22)
Common perpetrators (9:55)
What families can do to protect themselves (11:08)
How financial exploitation has changed over the years (12:28)
The most common frauds (19:09)
What's being done on a federal and state level (32:45)
Where to learn more (37:24)

Connect with Julina Ogilvie:
Website- https://www.julinaogilvie.net
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

For the video of this webinar:
https://www.youtube.com/watch?v=uwNYciAY7hw

To learn more:
https://www.olderadultnestegg.com/
https://www.janushenderson.com/en-us/

From Victim to Advocate

Fri, 23 Aug 2024 18:00:00 -0400

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 coerced debt and financial abuse, and recent regulations aimed at addressing these issues.

Show Highlights:
What led Karen to become a financial advocate for financial abuse victims (2:32)
Who is most susceptible to identity theft (8:40)
The emotional and practical impacts this had on the family (10:10)
Protecting the elderly (12:08)
Where to begin in this situation (16:50)
Coerced debt vs financial abuse and recent regulation (19:10)
Texas and financial protection for women (24:50)
Advice for someone in this situation (32:24)
Recent bill in Connecticut (26:08)
What can be done on a local basis (39:20)

Connect with Julina Ogilvie:
Website- https://www.julinaogilvie.net
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Unmasking Recent Market Volatility

Thu, 15 Aug 2024 12:00:00 -0400

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 why it might be time to cut rates.

Show highlights:
Changes Happen Fast. . In Stocks, Bonds and Rates (3:37)
Addressing Recession Concerns (7:55)
Small Caps (11:10)
Japan's Biggest Two-Day Drop (13:37)
Observing the Direction of the Market (14:38)
Earnings Are Up (17:34)
Japan Effect on Recent Market Volatility (19:32)
Why It's Time to Cut Rates (26:55)

Connect with Julina Ogilvie:
Website- https://julinaogilvie.net/
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

For the video of this webinar:
https://youtu.be/FczLt405jr8

Tick Tock

Wed, 31 Jul 2024 21:00:00 -0400

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)
Indications of a Slowdown (15:13)
Jobs and Unemployment (17:40)
The Fed-Why It's Time to Make A Decision (19:22)

Connect with Julina Ogilvie:
Website- https://www.julinaogilvie.net
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

For the video of this webinar:
https://www.youtube.com/watch?v=NeQuP5lQ6GY

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

Tue, 18 Jun 2024 14:00:00 -0400

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 Highlights:
The importance of financial planning the future of individuals (5:01)
Two types of women that work with financial advisors (6:52)
Research of women's satisfaction working with advisors (11:47)
Survey of female advisors (14:28)
Why women still feel patronized (17:35)
The average age of today's advisor (18:57)
Why there are so few women advisors today (20:35)
How advisors can help (24:23)
What to look for when searching for an advisor (26:44)
Questions to ask an advisor in an interview (29:34)
How advisors structure fees (31:26)
The Great Wealth Transfer (35:02)

Connect with Julina Ogilvie:
Website- https://www.julinaogilvie.net
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

What Do You Really Want

Thu, 23 May 2024 16:00:00 -0400

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 accomplished entrepreneur, to uncover the secrets behind her rise. From her early determination to secure a steady job at the age of eight to her current role as a coach for aspiring entrepreneurs, Cayla's story is both inspiring and instructive.

Show Highlights:
Why Cayla decided to have a steady job by the age of eight (1:48)
Advice in considering a career shift (9:49)
Mommy Millionaire (10:54)
How she coaches entrepreneurs (12:50)
Living paycheck to paycheck to becoming a millionaire (15:15)
Accepting reality (17:50)
Practical steps to build wealth (18:32)
Where to start (22:28)
Strategies to build a social media presence (25:59)
The process of What Do You Really Want (28:32)
The one nugget about social media platforms (36:27)

Connect with Julina Ogilvie:
Website- https://www.julinaogilvie.net
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Legal Essentials for College-Bound Families

Tue, 14 May 2024 16:00:00 -0400

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 every family sending a child off to college should consider. It's not too early for young adults to have a will, power of attorney, and a health care proxy.

Show Highlights:
Why estate documents are essential for college (4:32)
When young adults need to consider a will (12:24)
Power of attorney and health care proxy (15:19)
Where to store documents (25:48)
Requirements for these documents (27:24)
How often to review (28:47)

Connect with Julina Ogilvie:
Website- https://www.julinaogilvie.net
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Protecting Your Assets With An Umbrella Policy

Sun, 28 Apr 2024 10:00:00 -0400

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 beyond standard insurance, what the policy covers, how often to review the policy, and how to negotiate coverage and premiums with carriers.

Show Highlights:
What is an umbrella policy? (1:49)
What it covers (2:59)
Why review the policy (3:48)
New coverages in these policies (4:24)
Who this is for (4:59)
How it works with existing coverage (8:23)
Life events in which to review or add a policy (10:22)
Misconceptions (16:39)
How insurance companies determine coverage and premiums (18:12)
Negotiating with a carrier (20:27)
Change in costs (21:20)
How agencies work with different insurance carriers (21:59)
Recent fraud (23:54)
The process (27:21)

Connect with Julina Ogilvie:
Website- https://www.julinaogilvie.net
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Retirement Plan Strategies for Businesses

Mon, 08 Apr 2024 21:00:00 -0400

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 insights to enhance employee retention and organizational efficiency amidst market enhancements.

Show Highlights:
What Are Corporate Retirement Plan Strategies? (2:12)
Top Considerations for Businesses in 2024 (2:50)
How Employers Can Encourage Active Participation (5:16)
Rise of ESG (Environmental, Social, Governance) (6:42)
Technological Advances (7:47)
Are Corporate Plans Still Suitable for Retirement Savings (10:16)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Insurance products and plan administrative services provided through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.

From Money Chaos to Confidence: A Journey to Financial Clarity

Fri, 22 Mar 2024 14:00:00 -0400

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 impact on achieving financial success.

Show Highlights:
What is financial therapy (3:04)
Money mindset and its impact on financial success (10:28)
How to shift the money mindset (16:14)
How financial therapy can heal the way you think about money (19:56)
What most in therapy want to see change (21:59)
Signs of money confidence (23:12)
Who needs financial therapy (26:18)
How to talk to loved ones about money (27:43)
When most go searching for financial therapy (34:12)
How clients can work with a financial therapist (36:41)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

To Access Wendy's Coupon:
https://wendywright.podia.com/intersection-of-money-milkshakes?coupon=HEALING-THRU-THE-MONEY-FOOD-CONNECTION-WOMENONWEALTH

Free Access to Healing thru the Money and Food Connection:
https://wendywright.podia.com/?coupon=GUEST-OF-WENDY

Career Safari

Tue, 12 Mar 2024 21:00:00 -0400

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:
The intent of Career Safari (6:48)
What women get from Career Safari (9:34)
The origination of Career Safari (11:07)
Commonalities of what global members look for (12:17)
Torchbearers (15:40)
The financial evolution of creating a career (17:46)
Prioritizing a budget (21:21)
Why work with a financial advisor (25:08)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Estate Planning Essentials: Steering Clear of Common Mistakes

Fri, 01 Mar 2024 16:00:00 -0500

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 decisions in maintaining a legacy. Using relatable examples, they highlight the key factors necessary to protect both your assets and your desires for the future.

Show Highlights:
Why this topic is for everyone (3:00)
Mistake of not having an estate plan at all (3:21)
Estate tax exemptions (11:08)
Why stay up to date with an estate plan (17:43)
Mistake of not planning for probate and how unique each state is (20:23)
Benefits of a revocable trust (25:05)
Choosing the wrong executor and trustees (26:10)
Not having a power of attorney or health care proxy (32:10)
Importance of up-to-date documents, even if they don't expire (36:20)
Tax planning (39:57)
Designating beneficiaries (46:09)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Fight For Financial Literacy

Tue, 13 Feb 2024 20:00:00 -0500

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. They explore recent legislation in CT mandating high school students to take a personal finance course, highlighting it as an example of CEE's impactful initiatives. Tune in to discover more about the efforts driving financial literacy among youth.

Show Highlights:
How CEE works (4:59)
Invest in Girls (7:08)
Why an emphasis on financial literacy with women and girls (8:09)
Survey of the States (14:17)
New legislation in CT (19:04)
What CEE provides teachers (22:24)
CEE's planned impact on CT (26:17)
Status of other states (29:36)
The commitment from Principle Wealth Partners and the ask of other advisors in CT (30:35)
Study by the National Endowment for Financial Education (NEFE) on teachers (31:55)
The reach of CEE (33:39)
What individuals can do if their state does not have a requirement (esp. NY, MA, DE, OK) (37:10)

Link to CEE:
https://www.councilforeconed.org/

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Money Confident Girls

Thu, 01 Feb 2024 10:00:00 -0500

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 insights toward fostering financial empowerment for girls.

Show Highlights:
The inspiration to write a book (3:12)
Why the focus on women for the podcast and girls for the book (5:17)
The experiences that led Julina to a career in finance (7:54)
What shaped Julina's money mindset (11:10)
Messages at a young age that shape the money mindset (14:14)
How to encourage girls to be more financially inclusive (17:29)
Who the book is appropriate for (19:08)
Why the book targets parents/guardians (19:54)
Strategies around money relevant to children (20:37)
Advise on investing (22:53)
Allowance (27:25)
Tools for parents (27:56)

To Order Money Confident Girls:
https://www.amazon.com/Money-Confident-Girls-Financially-Children/dp/B0CRWZ8YQ8/ref=sr_1_1?crid=30OTOAAQQEGX5&keywords=money+confident+girls&qid=1706802320&sprefix=money+confident+girls%2Caps%2C81&sr=8-1

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Closer to Normal: Outlook for 2024

Wed, 24 Jan 2024 10:00:00 -0500

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 the anticipation of a more normalized 2024, offering insights and thoughtful analysis for this year.

Show highlights:
Beginning of the bull market (2:31)
Big Wall Street firms were wrong. . . again (3:50)
What Principle Wealth Partners was saying in 2023 (5:11)
Rolling recessions and recoveries continue (6:23)
Inconsistent data defined the 2023 economy 8:16)
The fed got it right. . . in 2021 (12:51)
Looking ahead to 2024 (14:17)
The path for interest rates (17:19)
Inflation below 3% is on the horizon (20:35)
Earnings drive return (24:21)
Cash on the sidelines (26:47)
Small over large in 2024 (34:15)
The average stock is cheap (35:45)
Year-end rallies create momentum (44:21)
Bonds are back (45:50)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

For the webinar in its entirety:
https://www.youtube.com/watch?v=J-pVezahHfA

College Admissions Unveiled: Then and Now

Thu, 18 Jan 2024 11:00:00 -0500

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 transformation of the admission process over time, exploring the shifting landscapes, new expectations, and invaluable insights gleaned from Nicole's extensive expertise.

Show Highlights:
The role of an independent counselor (2:15)
Navigating an abundance of school options (6:34)
Merit scholarships and how they work (10:09)
How to build out your application list of colleges (13:34)
Are merit scholarships negotiable? (14:57)
Advice to parents (20:24)
Deadlines (24:14)
How to marry the athletics component to the admissions process (24:59)
How the application process has changed (28:35)
The common application (30:37)
Early action vs early decision vs early decision round two (37:07)
Standardized testing (44:18)
An ideal timeline to work with a counselor (48:12)
Tips for touring a college (53:48)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Publish Your Purpose

Tue, 26 Dec 2023 18:00:00 -0500

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 thorough editing, and the diverse spectrum of publishing options available.

Show Highlights:
The most common hesitancies of authors (10:49)
Common mistakes authors make (13:00)
The importance of the mindset (16:46)
The target reader (21:12)
Suggestions for creating a writing process (23:54)
The importance of the editing process (26:54)
Options of how to publish (29:44)
Usage of AI (35:15)
Questions to ask a publisher (37:48)
The success of Publish Your Purpose (40:33)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Women and Philanthropy

Wed, 06 Dec 2023 17:00:00 -0500

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 long-term planning and legacy planning.

Show Highlights:
What is a philanthropic advisor (4:06)
Why philanthropy is important to women (5:28)
Definition of philanthropy (6:49)
How it fits in an overall plan (8:20)
Leaving a legacy (12:08)
Collaborative giving (13:56)
How to measure the impact (16:09)
How philanthropy can reduce tax liability (18:39)
Common challenges (19:45)
How to get more involved (24:30)
Trust based philanthropy (26:11)
Future role of women (28:26)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Financial Infidelity And It's Impact On Marriage And Divorce

Tue, 21 Nov 2023 22:00:00 -0500

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 of deceit within relationships.

Show Highlights:
Why this is a conversation for anyone in a relationship (1:37)
The role of a forensic accountant (2:03)
What is financial infidelity (4:49)
What to do if you suspect financial infidelity (7:13)
What to do if you don't have access to your accounts (8:33)
Predictable ways to find hidden accounts (10:37)
Red flags in financial infidelity (11:49)
How to determine if you're at risk of financial fraud (13:11)
The most common place a spouse hides money (15:30)
Who needs a forensic accountant (18:51)
Costs associated with this (20:35)
How to save money in the judicious process (21:18)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Is Cash King?

Mon, 06 Nov 2023 21:00:00 -0500

In this episode, we dive into the world of interest rates with Kyle Farrell, analyst at Principle Wealth Partners. We explore where interest rates have been and why cash is currently paying so much to investors. In a financial landscape that's constantly shifting, it's essential to ask the critical question: Are these rates sustainable, or should we be looking elsewhere for investment opportunities?

Show Highlights:
History of interest rates (2:25)
Cause for recent rate hikes (4:15)
Where do interest rates go from here (8:15)
The massive shift to money market (11:00)
Volatility in cash yields (14:05)
Opportunities in bonds (18:15)
Bond returns after negative declines (19:30)
Bond returns after rates peak (21:05)
Opportunities for equities (23:30)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Fair Play With Eve Rodsky

Tue, 17 Oct 2023 18:00:00 -0400

In this episode, we delve into a thought-provoking conversation with Eve Rodsky, renowned New York Times bestselling author of "Fair Play." Through her groundbreaking work, Eve has ignited a crucial dialogue surrounding the often-overlooked importance of unpaid labor and caregiving. Join us as we explore how her innovative life-management system empowers partners to rediscover balance in their domestic responsibilities and, in turn, revitalize their relationships.

Show Highlights:
The blueberry breakdown (2:40)
How she became a statistic where women shoulder managing a family (6:11)
The she-fault parent (6:55)
The evolution of the system (11:00)
The result on women (13:50)
Four rules of fair play (14:40)
The important question. How does mustard get in your refrigerator? (20:20)
How finance fits in the system (23:45)
The one card (of 100 in the system), that needs to be redealt amongst spouses (27:38)
The impact of the pandemic, evolving to her new book (28:56)
Unpaid labor in the workforce (35:25)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Winning Strategies For Tax Planning

Tue, 03 Oct 2023 12:00:00 -0400

In this episode, we're joined by Julie Gillespie, CPA at Simione, Macca, and Larrow. Julie will be sharing a variety of strategies to consider to reduce taxes.

Show Highlights:
Today's tax rates vs. historical (1:00)
Deductions- standard vs. itemized (4:35)
Credits (7:50)
Deferring with retirement contributions (9:40)
Asset location (11:55)
529 college savings plan (14:30)
HSA account (15:15)
Donor-advised fund (16:48)
Qualified charitable donation (18:20)
Tax-free bonds (19:55)
Tax loss harvesting (22:50)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Navigating A Career Transition

Thu, 14 Sep 2023 13:00:00 -0400

In this episode, we're joined by Dorothy Enriquez, Founder of The Ellevate Collective and a seasoned 15-year veteran of Corporate America. Dorothy will be sharing invaluable insights on what women should consider as they navigate the corporate ladder or make the transition from corporate America to becoming their own boss.

Show Highlights:
Why Dorothy left corporate America (1:55)
How Dorothy created Ellevate Collective (5:40)
Why we continue to lack women leaders (9:35)
How women are their own biggest obstacle (16:42)
The impact of mentorship and sponsorship programs (22:05)
How women can elevate their game (25:25)
What is needed to transition on your own (29:55)
What women are notorious for and how to avoid it (38:08)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Make-A-Wish

Wed, 30 Aug 2023 13:00:00 -0400

In this episode, Pam Keough, President & CEO of Make-A-Wish Foundation of Connecticut, shares her inspiring journey in philanthropy and leadership. Pam's dedication to fulfilling the wishes of critically ill children has transformed countless lives and brought hope to families in need. Her visionary leadership has taken Make-A-Wish Connecticut to new heights, spreading joy in the community.

But that's not all – I also have some exciting news to share. As part of my commitment to giving back, I'll be undertaking a personal fundraising effort for Make-A-Wish with my upcoming Ironman 140.6 race in Panama City Beach, Florida.

Please click the link below to learn more or if you would like to donate!
2022-23 Wish Your Way Connecticut: Julina Ogilvie - Make-A-Wish Foundation

Show Highlights:
Pam's path to a non-profit and advice on a life-changing event (1:50)
History of Make-A-Wish (5:00)
Scientific data behind wishes (6:45)
Financial success in CT (8:50)
Financial breakdown, including the average cost of one wish (10:50)
Types of wishes (12:45)
How people can help, including how many wishes are in the queue in CT(15:10)
The impact of small donations (17:55)
How they include alumni (22:35)
My personal commitment to Make-A-Wish (24:15)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Downgrade of US Debt

Thu, 24 Aug 2023 14:00:00 -0400

Bob Paolucci, Founder & CEO of Principle Wealth Partners, returns to the podcast to provide insights on the recent downgrade of the US debt. In this episode, he engages in a conversation with Julina about what the downgrade means and the potential impact on the economy.

To view the slides referenced, please click on the YouTube link below.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Why Bonds Now

Mon, 14 Aug 2023 14:00:00 -0400

In this episode, Priscilla Hancock draws upon her extensive forty years of fixed income experience to provide a comprehensive and insightful discussion on bonds. With a clear and concise approach, she explains the fundamental concepts of bonds, their mechanics, and underscores their significance in today's investment landscape.

Show Highlights:
What is a bond (8:00)
Why bonds are important in a portfolio (11:15)
History of yields and inflation (21:05)
Volatility of bonds (25:15)
The fastest rate hiking cycle in recent history (29:30)
Future interest rates and how to position bonds going forward (31:50)
Opportunities in bonds (38:40)
Importance of active management in bonds (55:20)

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Personal Insurance- Managing Risk In A Changing Landscape

Mon, 31 Jul 2023 14:00:00 -0400

In this episode, David Thomas, Private Risk Advisor at Hub International, shares his insights on the changing landscape of personal insurance. He will discuss why creating a plan and addressing the changing three areas in today's environment is important.

Show Highlights:
Insurance Is Not Just For The Affluent (3:25)
How Proactive Planning Pays Off (4:55)
How Often You Need To Review Insurance (9:25)
Impact of Natural Disasters (11:55)
Growth of Cybersecurity (21:00)
Importance Of An Umbrella In A Litigious World (24:15)
Leaving A Legacy (30:55)
Make It A Priority (34:45)

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Tips For Female Entrepreneurs

Sat, 24 Jun 2023 18:00:00 -0400

In this episode, Rachel Thebault, Co-Founder of Woodley & Lowe, shares her valuable insights and experiences as a seasoned entrepreneur. With her second venture, she successfully created a brand wardrobe specifically tailored for GenZ girls. Throughout the episode, Rachel discusses the significance of giving back to society, her business's strategic approach to target its market, and the unique qualities that make women great entrepreneurs. Additionally, she delves into the challenges women face in entrepreneurship and offers innovative ideas for financing their ventures.

Show Highlights:
The Process To Create A Business (6:05)
The Foundation Of A Good Business (9:15)
The Importance Of A Business That Gives Back (10:10)
Bridging The Gap With A Brand (12:00)
How To Target Your Market (15:05)
The Influence On Girls (17:54)
Why Women Are Great Entrepreneurs (19:35)
Why More Women Aren't Entrepreneurs (20:38)
Options To Finance A Business (22:35)

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Market Outlook for 2023, Bull Market or Recession?

Sun, 18 Jun 2023 18:00:00 -0400

Bob Paolucci, Founder & CEO of Principle Wealth Partners, returns to the podcast to provide insights on the market outlook for 2023. In this episode, he engages in a conversation with Julina about various aspects including the forecast of the Federal Reserve, earnings projections, market returns, and the potential for a recession.

Show Highlights:
Fed, Interest Rates, And Inflation (5:30)
Stock Market Return (12:20)
Earnings (20:28)
Bull Market (22:15)
Opportunities In Small Caps (27:25)
How Markets React After A Fed Pause (30:35)
Bonds Are Back In Fashion (32:30)
The Most Anticipated Recession In Recorded History (33:42)
Bull And Bear Markets (37:20)

To view the slides referenced, please click on the YouTube link below.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

The Most Important Takeaways for Women's Long Term Care

Tue, 06 Jun 2023 21:00:00 -0400

Natalie Karp and Rona Loshak, the founders of Karp Loshak Long Term Care Insurance Solutions Brokerage, engage in a detailed conversation about the significance of safeguarding your lifestyle, family, independence, and financial security through long-term care solutions in today's marketplace. During their discussion with Julina, they thoroughly explain how long-term care insurance works, who can benefit from it, and how it complements Medicare coverage. They also delve into the financial and family dynamics long-term care can bring and shed light on how it integrates into a comprehensive financial plan.

To review the slides, please click the youtube link below.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Digital Assets In An Estate Plan

Wed, 31 May 2023 19:00:00 -0400

Herb Nass and Katherine Brennan, two attorneys from Davis & Gilbert in New York City, discuss the importance of digital assets in an estate plan. They review what digital assets are, their challenges, and potential remedies. They also provide solutions to protect digital assets and discuss who typically handles this aspect in an estate plan. It is important to consult with an attorney or estate planning professional to understand the specific laws, regulations, and options available in your jurisdiction regarding including digital assets in your estate plan.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

The Debt Ceiling, What You Need to Know

Wed, 03 May 2023 16:00:00 -0400

Bob Paolucci, Founder and CEO of Principle Wealth Partners, returns to the podcast to discuss the debt ceiling, potential outcomes, and the economic and market implications.

To view the slides referenced, please click on the YouTube link below.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Teach Savings To Young Kids

Tue, 25 Apr 2023 10:00:00 -0400

"Teach Savings To Young Kids" is a podcast episode that features a conversation between Julina and Sam Renick, the creator of Sammy Rabbit and the Money School. The podcast focuses on the importance of developing good financial habits in children early on, and Renick's efforts to improve children's financial literacy. During the conversation, Renick emphasizes the need for parents and educators to teach children how to save money, set financial goals, budget, and avoid impulse purchases.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

The Importance of Municipal Bonds

Sat, 08 Apr 2023 21:00:00 -0400

Stephanie Larosiliere is a Senior Client Portfolio Manager and the Head of Municipal Business Strategies and Development for Invesco. In The Importance of Municipal Bonds, she first explains what municipal bonds are and the tax benefit of investing in them. She further describes why to own municipal bonds over the long term and the opportunity in today’s environment.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

The Bank Blowup: What Happened and the Implications

Wed, 15 Mar 2023 16:00:00 -0400

Recent bank failures have prompted concerns from investors. Listen to Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, discuss what occurred, why these are unique, and how the government has stepped in.

To watch this video which includes the slides, please click here:
julinaogilvie.com/videos

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Secure Act 2.0- Implications for Retirees and Retirement Savers

Mon, 06 Mar 2023 21:00:00 -0500

In the final days of 2022, Congress passed a massive 4,155-page spending package that included SECURE Act 2.0, providing numerous changes to retirement savings and distribution rules. Bob Paolucci, Founder and CEO of Principle Wealth Partners, and Julina discuss some of the law's key provisions and potential implications for retirees and retirement savers.

To watch this video which includes the slides, please click here:
julinaogilvie.com/videos

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Safeguarding Your Financial Independence

Thu, 16 Feb 2023 10:00:00 -0500

Amy Polacko, Founder & CEO of Freedom Warrior Divorce Coaching and an award-winning journalist, and Julina discuss the importance of financial independence for women, especially in a divorce. Amy references her recent story for the British online newspaper, The Independent, on why women are jealous but cheering Gisele Bundchen's ability to divorce Tom Brady so quickly. They also discuss how society contributes to some of these financial roles for men and women. Lastly, Amy will advise on maintaining financial independence while in a marriage or for those thinking about a divorce.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

The Fundamental Concepts of Investing

Thu, 26 Jan 2023 15:00:00 -0500

Karen Dolan, Head of Marketing at Dimensional Fund Advisors, discusses fundamental investing concepts with Julina. They address how uncertainty applies to investing and the importance of time, diversification, and rebalancing. Karen and Julina also review the fundamentals of what makes the stock market move and reasons to remain optimistic about investing.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:
Website- julinaogilvie.com
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Market Update for 2023

Thu, 19 Jan 2023 12:00:00 -0500

What’s going to happen to the markets in 2023? Listen in as Julina interviews Bob Paolucci, CFP®, Founder & CEO of Principle Wealth Partners, on the current state of the markets and the outlook for this year.

To watch this video which includes the slides, please click here:
julinaogilvie.com/videos

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Lending Landscape Series: Life Stages of Home Ownership

Wed, 11 Jan 2023 14:00:00 -0500

The third part of the Lending Landscape Series is Life Stages of Home Ownership. Anna DeSimone is the author of Live In A Home That Pays You Back and Housing Finance 2020. In this final episode, she will discuss the three life stages of home ownership. This includes the criteria to consider in each phase and the effect on someone's financial plan.

Anna will also review the adjusted cost basis of the home. What not to forget in your closing statement and home improvements to increase this basis, thus decreasing the tax consequence.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Lending Landscape Series: Property Values and Benefits of Energy Efficient Improvements

Sat, 19 Nov 2022 14:00:00 -0500

The second part of the Lending Landscape Series is Mortgage Rates Today. Anna DeSimone is the author of Live In A Home That Pays You Back and Housing Finance 2020. In this episode, she will discuss the value of spending money on your home for energy-efficient improvements. Anna addresses the new tax credits from the Inflation Reduction Act recently passed by President Biden. She will also review what affects the property value of a home, what is a net zero home and how to determine where to allocate your investments.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Impact of Lifechanging Events On Insurance

Thu, 03 Nov 2022 16:00:00 -0400

This episode will address the ten life-changing events or transitions and their impact on health insurance coverage. Anne McGuire is the founder of Healthcare Pathfinder, LLC, a Health and Long-Term Care Advice, Advocacy, and Management Firm. She will address the key questions and points for significant illness, retiring, turning 65, divorce, loss of a spouse, moving, COBRA ending, aging/long-term care, and a child turning 18, 26, or 29.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Lending Landscape Series: Mortgage Rates

Wed, 19 Oct 2022 14:00:00 -0400

The first part of the Lending Landscape Series is Mortgage Rates Today. Anna DeSimone is the author of Live In A Home That Pays You Back and Housing Finance 2020. In this episode, she will discuss what to do as a consumer if you want to purchase or refinance your home. Anna also reviews the challenge of looking online for interest rate programs and why the non-profit world may offer a solution. Third, why a mortgage is not a one size fits all solution, and some options to consider in today's environment.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Your Money Story with Julie Genjac from Hartford Funds

Fri, 07 Oct 2022 12:00:00 -0400

Julie Genjac is a Managing Director of Applied Insights at the Hartford Funds. In Your Money Story, she shares what our past can reveal about our relationship with money. Our memories and influences impact how we feel about finance, and our decisions regarding how we save, spend and invest. Learn how to uncover your money story, gain insight into your relationship with money, and ultimately make better financial decisions.

For more information on Your Money Story, please click here:
MAI266.pdf (hartfordfunds.com)
To download Your Money Story Worksheet, please click here:
MAI259.pdf (hartfordfunds.com)

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Higher Education Reform and Navigating Transition with President Casey, Colgate University

Fri, 23 Sep 2022 12:00:00 -0400

Listen to how one university is charting a path of major reform for its future students. Higher Education Reform and Navigating Transition is a conversation with President Casey, Colgate University, discussing how the university has transitioned during his tenure. In particular, how they handled the COVID Pandemic and the funding needed from alumni. He then explains the launch of the Colgate Commitment, a new policy that provides full tuition for low-income students. Finally, he addresses the announcement of the Third Century Plan, the university's largest and most significant transformation moving forward.

If you would like to learn more about the Colgate Campaign for the Third Century, please click here:
https://www.colgate.edu/give

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Active ETFs

Wed, 07 Sep 2022 19:00:00 -0400

Ivana Delevska, Founder & CIO of Spear Invest, walks us through why she wanted to create her own investment firm and how she got there. After working in a male-dominated industry for several firms in the financial services industry, she went off on her own and conceived SPEAR Alpha ETF listed on the NASDAQ exchange. Ivana compares the differences between popular investment strategies such as mutual funds, ETFs (exchange-traded funds), and active ETFs. She concludes with her investment strategy and reasons for optimism in today's market.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Tax Strategies For Effective Estate Planning

Fri, 19 Aug 2022 15:00:00 -0400

Tax Strategies For Effective Estate Planning is a conversation with CJ Griffith, Partner at Sullivan, Griffith & Beatty. CJ highlights the three tax strategies to consider for a more effective estate plan: defer wealth transfers with appreciating assets, manage tax liability using trusts, and reduce estate planning by skipping the next generation.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Future of Finance Is More Female

Thu, 04 Aug 2022 07:00:00 -0400

Steven Chiavarone, CFA, a Federated Hermes portfolio manager, is responsible for formulating the company's views on the economy and financial markets. In his research of secular bull and bear markets, he identifies why women are a driving force of future economic growth. He analyzes why the millennial's story is about women and how they differ from previous generations. He concludes with why he believes we are currently in a secular bull market, what that means, and what drives this future market growth.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Tips on Cybersecurity

Fri, 15 Jul 2022 11:00:00 -0400

Maheen Asim, an Associate Director of Cyber Risk Management at K2 Integrity, shares insight into the daily risks of cybersecurity. She provides tips on our usage of bank accounts, phones, e-mail, online passwords, wifi connections, texting, and even cryptocurrency.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Financial Fitness Unleashed

Thu, 30 Jun 2022 11:00:00 -0400

Financial Fitness Unleashed is a conversation with the Founder, Raechelle Minney about her experience with women addressing the emotional side of investing. She and Julina will discuss why a lot of investment decisions are still new to women and the danger of deferring to a spouse to make these important decisions. They will also share how beliefs and conversations around money form at a young age that are instilled in us as adults. Raechelle will conclude with how she uses NLP (Neuro-Linguistic Programming), a process to help women decide, commit and resolve these emotions.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Behavioral Finance

Wed, 15 Jun 2022 16:00:00 -0400

Fuller & Thaler is an asset management firm that uses an innovative approach to incorporate behavioral finance with clients. In this episode, Ed Stubbins, CFA and Partner, discusses the background of this field, the emotions of investors as it pertains to investing, and common investment mistakes as a result. Learn how to manage emotions when investing in all types of market conditions.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Growing A Seven Figure Business, And Beyond

Mon, 06 Jun 2022 13:00:00 -0400

Growing A Seven Figure Business, And Beyond is a discussion with Kim Kasparian, a business coach, and owner of Success Genie. Kim stresses the importance of simplifying a business plan and what every business owner needs. To do this she uses a dashboard with four critical sections for success: mindset, marketing, money, and management. This dashboard can be used to manage not only your business but your personal life as well.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

Connect with Kim Kasparian:
Website: successgenie.com
Facebook- https://www.facebook.com/groups/businessownersgrowingtosevenfigures
LinkedIn- @kimkasparian

Reasons for Optimism in Today's Market

Tue, 17 May 2022 19:00:00 -0400

The markets have been volatile this year. Both stocks and bonds are down double digits as of May 2022. In this podcast, Julina and Bob Paolucci, CFP®, Founder & CEO of Principle Wealth Partners, address what's going on in the market and why it's happening but also, the reasons to be optimistic and why times like these are normal.

For a copy of the slides referenced, please reach out to Julina.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Insight on Volatility, Inflation, and Fed

Thu, 05 May 2022 14:00:00 -0400

In this podcast, Julina shares a timely update on the markets as of April 2020 through an interview with Bob Paolucci, CFP®, Founder & CEO of Principle Wealth Partners. Bob addresses what's going on in the market, inflation concerns, and the impact of the Federal Reserve's comments and actions. He concludes by discussing reasons for optimism and areas of opportunities for investors to consider.

For a copy of the slides referenced, please reach out to Julina.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Women Serving on Boards

Mon, 11 Apr 2022 15:00:00 -0400

Women Serving on Boards is a discussion with Susan Certoma, an executive leader, board director, and strategic advisor. Susan addresses the most common questions when considering joining a board. Which board is the right fit for you? What are some critical considerations and the actions to take if you have never served on one? How do you start this process? She also highlights what women bring to the role of being a board member, her experience in resolving conflict, and what characteristics define a good leader.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Non-Adversarial Divorce

Wed, 06 Apr 2022 11:00:00 -0400

The topic is non-adversarial divorce. This is a conversation with Rosemarie Ferrante, a family attorney, regarding the topic of non-adversarial divorce through mediation and collaborative divorce. We will discuss what non-adversarial divorce actually is and why couples should consider this. Rosemarie will break down the emotional, financial, and legal parts of this discussion.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Market Volatility This Year,

Mon, 07 Mar 2022 16:00:00 -0500

In this episode, Julina shares a recent interview with Bob Paolucci, Founder & CEO of Principle Wealth Partners around the market volatility in 2022. Bob addresses what's going on in the market, some reasons for optimism going forward, and how investors should think about this.

For a copy of the slides referenced, please reach out to Julina.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Understanding College Financial Aid

Tue, 15 Feb 2022 12:00:00 -0500

Planning for College is a conversation with Jodi Okun, Founder of College Financial Aid Advisors. Jodi addresses the different types of financial aid, common terms to know, and the resources available. She includes recent legislative changes that affect financial aid and the most common challenges students face.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Ladies, Just Do It!

Wed, 02 Feb 2022 21:00:00 -0500

Ladies, Just Do It! is a candid discussion with the Co-Founder and Former Editor-In-Chief of Bella Magazine, Courtenay Hall. Her story of being an entrepreneur and a married mother of three as she self-funded a magazine in the New York area and successfully grew it into global distribution. She will discuss how she positioned herself as a professional early on and faced financial and emotional challenges, and mistakes along the way.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

The Impact of a Non-Profit

Wed, 02 Feb 2022 15:00:00 -0500

The Impact of a Non-Profit, is an interview with Martha Wells Hoffman, President of Call to Care Uganda. She shares how she followed her heart to create a non-profit organization and its impact in Uganda. She also explains how her focus on clean water projects has leveraged today to improve their health, education, and economic opportunity.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

A Smarter Way to Give

Fri, 21 Jan 2022 13:00:00 -0500

In A Smarter Way to Give, Julina and her colleague, Theresa Donatelli discuss more efficient ways to give. They highlight the advantages of utilizing a Donor Advised Fund and Qualified Charitable Donation.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

From Destitute to COO

Thu, 18 Nov 2021 16:00:00 -0500

In Destitute to COO, Julina interviews Kaile Zagger, Aspira Women's Health Chief Operating Officer, and Chief Executive Officer of the non-profit, MAT Designation. Kaile is an accomplished healthcare industry executive involved in the transformation of healthcare, her passion stemming from the personal experiences she and her family endured, both emotionally and financially. She channeled the struggles from her past to create a successful career, and focus on mitigating a devastating disease and improving a broken healthcare system.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Preparing A Loved One for Senior Care

Wed, 17 Nov 2021 17:00:00 -0500

In this episode, Julina has a conversation with Laurie Pensiero, Business Development Manager at Osborn Home Care. There are many options today for senior living. As an advocate for the growing aging community, Laurie will share how families prepare for this critical transition. She then discusses steps to take, some common challenges, and finally, resources available to families.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Wake Up Mom

Mon, 15 Nov 2021 14:00:00 -0500

In this episode, Julina has a conversation with her mother, Linda Lee Henderson on the recent publication of her book, "Wake Up Mom." Listen to her story as a mother with a son struggling with addiction. They discuss the family circumstances as he grew up, the evolution of the addiction, and the stress it imposed from a mental and financial standpoint.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Medicaid & Asset Protection

Wed, 10 Nov 2021 15:00:00 -0500

Our special guest for this episode is Nicole Camporeale, Partner at Wiley Etter Doyon, LLC. She will guide us through this conversation starting with the cost of long-term care, how individuals pay for it, and the differences with Medicare. She then addresses some key elements of Medicaid: what does it pay for, the eligibility, how it may apply to a spouse, and the assets that are included. Finally, Nicole shares estate planning options that should be considered in this process.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

It's My Money

Wed, 27 Oct 2021 13:00:00 -0400

Patrina Dixon is an advocate for financial literacy; a personal finance expert, an international speaker, and an award-winning author of the book series, "It's My Money." She discusses the importance of money management for all ages. Some lessons discussed in this are checking and savings accounts, the essentials of saving, income from a job, and budgeting. Finally, she grades how we as a society are doing around financial literacy.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Power of Control

Wed, 13 Oct 2021 11:00:00 -0400

What does the "power of control" mean to you? My special guest, Lyly Ha is a successful woman, both personally and professionally. Listen to her story as she describes the fall of Saigon at the age of ten, which resulted in financial devastation for her once, upper class family. She describes the game of monopoly as she managed finances at a young age, and some of the emotional and financial consequences. She finally discusses how she overcomes these hurdles; receives a college education in the U.S., marries and raises two successful children, and becomes a leader in her career.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Understanding IRAs

Thu, 16 Sep 2021 12:00:00 -0400

Three key facts: deferrals, flexibility and contributions. How do these key facts affect you?

In this episode, Julina addresses one of the more common questions around financial planning, what you need to know around Individual Retirement Accounts (IRA's). This brief but detailed podcast will review the key facts to know and the different options that are available in an IRA.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Bitcoin Demystified

Mon, 30 Aug 2021 15:00:00 -0400

In this episode, Julina interviews Linda Duessel, a senior equity strategist at Federated Hermes. This discussion includes; what is bitcoin, how it works, how to invest, and considerations on why to own it. Linda compares the growth of bitcoin to the internet, addressing some of the recent changes in this space, and whether it's considered currency. Finally, she discusses the types of risks you need to consider if you own it.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Navigating Social Security,

Fri, 20 Aug 2021 13:00:00 -0400

This episode, Navigating Social Security is an interview with Julina and her colleague Megan Maruzo. This discussion includes three components: the essentials that we need to know, our options of benefits, and some key strategies to consider. They will answer the popular questions; when is the right time to start claiming benefits? Are social security benefits taxable? How do earnings affect benefits? Who else can receive your benefits?

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Financial Mentors

Wed, 04 Aug 2021 14:00:00 -0400

In this episode Julina interviews Deborah Pratt Johnson Burns, founder of Literacy to Legacy Mentors, who shares more than thirty years of experience as a business and personal finance mentor. They discuss the following key topics: the importance of family values as it relates to money, the lack of financial literacy education and its impact, the importance of working with a financial mentor and the results that Deborah has found. These include how people struggle with financial topics and why, trends with those approaching and in retirement, and common threads that all successful CEO's share. Finally, some simple steps for those who are seeking practical financial solutions.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Markets Today

Wed, 21 Jul 2021 16:00:00 -0400

What are the key issues affecting the markets today? In this episode, Julina explains optimism for the U.S. economy and recovery efforts post pandemic. She also discusses the rotation in the equity market returns, what "meme" stocks are and the sustainability of this trend. Lastly, what can impact interest rates and investments including: the potential for rising rates, inflationary pressures and market volatility.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

What Keeps You Up At Night

Wed, 07 Jul 2021 14:00:00 -0400

Jenine Garrelick is our special guest discussing "What Keeps You Up At Night".

As women, we have a lot to think about financially. Knowing to ask questions is the first step toward finding solutions. Jenine explains how the role of women has changed and how the pandemic has disproportionately affected more women than men. She also describes the three stages of our lives and the challenges women face within the generations.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Financial Abuse, A Form of Coercive Control

Thu, 17 Jun 2021 08:00:00 -0400

What is financial abuse, and why do abusers use this tactic? How does this cause mental health issues? Join guest expert Christine Cocchiola, tenured college educator in the field of social work where she explains how financial abuse is often part of a larger, new term known as coercive control. Finally, listen to how to better equip yourself, how to remove it, and prevent this type of control from happening to you or your family.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Protect What You Have

Tue, 01 Jun 2021 10:00:00 -0400

Many woman have admitted lately that they don’t have an estate plan, or even a will. This compelled her to create this discussion about the benefits of having a well-thought-out estate plan. In this episode, Julina interviews Alessandra Long, Founder and Principle of the Law Offices of Alessandra M. Messineo Long & Assoc. She discusses the importance of having an estate plan, the most important documents that everyone needs to have, and for what reasons. Alessandra also highlights the importance of maintaining accurate documentation of your beneficiaries and some of the potential legislative changes that could impact estate plans moving forward.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Dividend Income and Investing Lessons from CEO & Portfolio Manager, Jenny Harrington

Wed, 26 May 2021 14:00:00 -0400

This episode is a recent interview with Julina and CEO & Portfolio Manager of Gilman Hill Asset Management, Jenny Harrington. Using her twenty years of experience, she provides insight into the views of the market going forward including: the challenges, opportunity, and volatility that may come with it. She discusses the popularity of social media and reminds us of the importance of fundamentals for long-term investing. Finally, her philosophy of dividends and the possible effect of dividend taxation going forward.

To watch the full podcast, please click here to be redirected to our YouTube channel.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Baking Fundamentals Applied to Investing

Wed, 05 May 2021 17:00:00 -0400

In this episode, Julina addresses how to simplify investing by referencing baking concepts. With help from her niece and daughter, she discusses how ingredients, measurements, time and temperature relate to investing fundamentals. Despite how complex one may invest, it always starts with a foundation.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

The Intimidating B-Word

Wed, 21 Apr 2021 15:00:00 -0400

In this episode, Julina addresses one of the most important financial concepts that most choose to ignore, how to build a budget. She uses a simple rule of thumb to create guidelines to make a budget work for you. The concept is 50/30/20, she reviews these 3 pieces and explains why the 20 is the most important, and may be the most difficult to manage.

Let’s stop thinking about budgets as a feeling of deprivation and focus on the discipline.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Women, Money and Emotions

Mon, 05 Apr 2021 15:00:00 -0400

In this episode, Julina interviews her first guest speaker, Dr. Patty Ann Tublin on the topics of money and emotions for women. Dr. Patty Ann has authored two best-selling books and appears frequently as a subject matter expert on major media outlets.

This discussion highlights:

The emotional toil money takes on women, and how that influences a woman’s career choice
The gender wage gap and what to do about it
She also talks about tips on how to negotiate with your employer and what not to say
And lastly, how to “train your brain” and create a new mindset to look at your experiences with money in a more positive light

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

The Investment No-No!

Mon, 22 Mar 2021 13:00:00 -0400

Emotions are not going away. In this episode, Julina shares how emotions can impact investment decisions. She begins with the correction of 2020 and compares to past periods of volatility. She also addresses how investors have tried to time the market and why it's so difficult to do successfully.

With all this emotion, creating guidelines help us manage our investment decisions.

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

The Silent Risk for Women

Mon, 08 Mar 2021 14:00:00 -0500

In this episode, Julina shares a recurring past experience that she refers to as “the investment guy” to compare the distinct difference between the men and women she met at investment seminars. The topic she addresses is how women invest differently than men and the consequence that it may have on investment return (this is the good news!). The not so good news is the silent risk you can create if you invest too conservatively.

It’s all about a proper balance to your portfolio!

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie

Why WOW? Well 90%

Mon, 08 Mar 2021 11:00:00 -0500

In this first episode, Julina addresses why she felt compelled to create Women on Wealth. This comes from both her experiences at a younger age which led her to the financial industry, and subsequent observations from working with financial advisors over the last 20 years. The takeaway is a staggering statistic of 90%.

Specifically, Julina will discuss:

- The importance of this 90% and why it needs to be addressed

- The challenges that women inherently have due to demographics and societal issues.

Let’s build confidence in our financial future together!

If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.

Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie