Shows
Women on Wealth, By Women For WomenCybersecurity at Home: Protecting Your Family in a Digital WorldCybersecurity 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 face07:00 – How COVID, Colonial Pipeline, and now AI changed th...
2026-01-3157 minWomen on Wealth, By Women For WomenKeep Talking: Raising Confident Teens Through Better ConversationsIn 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:WebsiteYouT...
2026-01-1651 minWomen on Wealth, By Women For WomenLegal Essentials For Women EntrepreneursStarting 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 Breakdown02:00 – The First Le...
2025-12-1848 minWomen on Wealth, By Women For WomenSupercharge Your Business With AI ConfidenceIn 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 businessesHow to use AI for content creation, social media, and email follow-upWhat it means...
2025-11-1752 minWomen on Wealth, By Women For WomenConversations That Build Wealth and ConnectionIn 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 re...
2025-10-1157 minWomen on Wealth, By Women For WomenTurning Idle Cash Into OpportunityIn 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 mind05:00 – The Fed’s role & falling rates08:00 – Purpose of cash & asset allocation13:00 – CDs: the hidden risks19:00...
2025-10-0439 minWomen on Wealth, By Women For WomenThe Psychology of Money: 7 Biases to Watch Out For 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 emotional04:01 – System 1 vs. System 2 thinking08:46 – Why intelligence doesn’t prevent mistakes10:36 – The 7 deadly biases in finance39:26 – Strategies to slow down emotional d...
2025-09-1359 minWomen on Wealth, By Women For WomenSummer Recess: Why the Fed Matters and Markets Keep MovingIn 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 Timestamps01:16 – Market recap: highs, low...
2025-09-0426 minWomen on Wealth, By Women For WomenCaring Smarter – How Tech Is Empowering Family Caregivers 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 Founder05:45 – What is Tendercare?08:33 – The Power of AI in Caregiving11:5...
2025-08-2336 minWomen on Wealth, By Women For WomenThe Power of Access: Supporting Bold Women EntrepreneursIn 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 buil...
2025-08-0149 minWomen on Wealth, By Women For WomenMind Over MarketEmotions—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 em...
2025-06-2952 minWomen on Wealth, By Women For WomenStorytelling as Strategy: Communicate Clearly, Connect DeeplyWhy 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 sim...
2025-06-1932 minWomen on Wealth, By Women For WomenDementiaWise: Supporting Families with Compassion and Care 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...
2025-05-3127 minWomen on Wealth, By Women For WomenAre Taxes Eating Your Returns? Let's Talk About ItIn 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)
2025-05-2028 minWomen on Wealth, By Women For WomenAnnuities UnwrappedAnnuities 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 planConnect with Julina Ogilvie:WebsiteYo...
2025-05-0332 minWomen on Wealth, By Women For WomenThe Business Owner’s Playbook: Smarter Strategies for Long-Term Success 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 Highligh...
2025-03-0138 minWomen on Wealth, By Women For Women2025 Market Outlook: Lessons from Last Year, Opportunities for the Future- Part 2Join 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)Bo...
2025-02-1252 minWomen on Wealth, By Women For Women2025 Market Outlook: Lessons from Last Year, Opportunities for the Future- Part 1Join 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...
2025-01-2152 minWomen on Wealth, By Women For WomenHaving the Talk: Navigating Health and Finances with Aging Parents 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...
2024-12-3135 minWomen on Wealth, By Women For WomenAdvisor's Alpha: Unlocking the True Value of Financial AdviceDiscover 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...
2024-12-1447 minWomen on Wealth, By Women For WomenEnd-of-Life Planning for Peace of Mind 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)
2024-12-0143 minWomen on Wealth, By Women For WomenFinancial Intimacy In this episode Julina Ogilvie interviews Adam Kol, a Couples Financial Coach, on the topic of financial intimacy. They explore why money conversations are challenging for couples and the significant benefits of overcoming these barriers. 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 o...
2024-11-0741 minWomen on Wealth, By Women For WomenFramed: Women in the Family Court UnderworldJoin 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...
2024-10-0437 minWomen on Wealth, By Women For WomenUnmasking Recent Market VolatilityIn 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)
2024-08-1532 minWomen on Wealth, By Women For WomenTick TockJoin 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.netWebsite- principlewealthpartners.com/team
2024-08-0124 minWomen on Wealth, By Women For WomenProtecting Your Assets With An Umbrella PolicyJoin 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...
2024-04-2831 minWomen on Wealth, By Women For WomenRetirement Plan Strategies for BusinessesTune 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- ...
2024-04-0913 minWomen on Wealth, By Women For WomenFrom Money Chaos to Confidence: A Journey to Financial ClarityTune 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)...
2024-03-2242 minWomen on Wealth, By Women For WomenCareer SafariSeeking 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
2024-03-1337 minWomen on Wealth, By Women For WomenEstate Planning Essentials: Steering Clear of Common MistakesIn 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...
2024-03-0153 minWomen on Wealth, By Women For WomenFight For Financial LiteracyIn 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...
2024-02-1442 minWomen on Wealth, By Women For WomenMoney Confident GirlsIn 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)H...
2024-02-0136 minWomen on Wealth, By Women For WomenCloser to Normal: Outlook for 2024Join 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...
2024-01-2449 minWomen on Wealth, By Women For WomenCollege Admissions Unveiled: Then and NowJoin 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...
2024-01-1857 minWomen on Wealth, By Women For WomenPublish Your PurposeJoin 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...
2023-12-2749 minWomen on Wealth, By Women For WomenWomen and PhilanthropyIn 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 m...
2023-12-0633 minWomen on Wealth, By Women For WomenFinancial Infidelity And It's Impact On Marriage And DivorceIn 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 f...
2023-11-2226 minWomen on Wealth, By Women For WomenIs Cash King?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)...
2023-11-0727 minWomen on Wealth, By Women For WomenFair Play With Eve RodskyIn 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...
2023-10-1838 minWomen on Wealth, By Women For WomenWinning Strategies For Tax PlanningIn 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/teamEmail- jogilvie@principlewealthpartners.comYouTube-
2023-10-0328 minWomen on Wealth, By Women For WomenNavigating A Career TransitionIn 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...
2023-09-1443 minWomen on Wealth, By Women For WomenMake-A-WishIn 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. Ple...
2023-08-3027 minWomen on Wealth, By Women For WomenDowngrade of US DebtBob 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- ...
2023-08-2414 minWomen on Wealth, By Women For WomenWhy Bonds NowIn 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)I...
2023-08-1458 minWomen on Wealth, By Women For WomenPersonal Insurance- Managing Risk In A Changing LandscapeIn 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, pl...
2023-07-3144 minWomen on Wealth, By Women For WomenTips For Female EntrepreneursIn 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)
2023-06-2533 minWomen on Wealth, By Women For WomenMarket Outlook for 2023, Bull Market or Recession?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...
2023-06-1941 minWomen on Wealth, By Women For WomenThe Most Important Takeaways for Women's Long Term CareNatalie 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...
2023-06-0735 minWomen on Wealth, By Women For WomenDigital Assets In An Estate PlanHerb 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...
2023-06-0137 minWomen on Wealth, By Women For WomenThe Debt Ceiling, What You Need to KnowBob 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.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube...
2023-05-0323 minWomen on Wealth, By Women For WomenTeach Savings To Young Kids"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...
2023-04-2558 minWomen on Wealth, By Women For WomenThe Importance of Municipal BondsStephanie 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.Connect with Julina Ogilvie:Website- pr...
2023-04-0925 minWomen on Wealth, By Women For WomenThe Bank Blowup: What Happened and the ImplicationsRecent 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/videosIf 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
2023-03-1522 minWomen on Wealth, By Women For WomenSecure Act 2.0- Implications for Retirees and Retirement SaversIn 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/videosIf 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.
2023-03-0728 minWomen on Wealth, By Women For WomenSafeguarding Your Financial IndependenceAmy 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 l...
2023-02-1637 minWomen on Wealth, By Women For WomenThe Fundamental Concepts of InvestingKaren 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.comWebsite- p...
2023-01-2633 minWomen on Wealth, By Women For WomenMarket Update for 2023What’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/videosIf 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/teamEmail- j...
2023-01-1939 minWomen on Wealth, By Women For WomenLending Landscape Series: Life Stages of Home OwnershipThe 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 t...
2023-01-1145 minWomen on Wealth, By Women For WomenLending Landscape Series: Property Values and Benefits of Energy Efficient ImprovementsThe 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...
2022-11-1938 minWomen on Wealth, By Women For WomenImpact of Lifechanging Events On InsuranceThis 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.Connect with...
2022-11-0351 minWomen on Wealth, By Women For WomenLending Landscape Series: Mortgage RatesThe 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...
2022-10-1952 minWomen on Wealth, By Women For WomenYour Money Story with Julie Genjac from Hartford FundsJulie 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 (h...
2022-10-0731 minWomen on Wealth, By Women For WomenHigher Education Reform and Navigating Transition with President Casey, Colgate UniversityListen 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 m...
2022-09-2334 minWomen on Wealth, By Women For WomenActive ETFsIvana 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...
2022-09-0821 minWomen on Wealth, By Women For WomenTax Strategies For Effective Estate PlanningTax 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.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comFacebook- https://www.f...
2022-08-1937 minWomen on Wealth, By Women For WomenFuture of Finance Is More FemaleSteven 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, s...
2022-08-0436 minWomen on Wealth, By Women For WomenTips on CybersecurityMaheen 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.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comFacebook- https://www.facebook.com/principlewealthpartners
2022-07-1539 minWomen on Wealth, By Women For WomenFinancial Fitness UnleashedFinancial 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...
2022-06-3026 minWomen on Wealth, By Women For WomenBehavioral FinanceFuller & 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.Connect with Julina Ogilvie:W...
2022-06-1541 minWomen on Wealth, By Women For WomenGrowing A Seven Figure Business, And BeyondGrowing 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 w...
2022-06-0648 minWomen on Wealth, By Women For WomenReasons for Optimism in Today's MarketThe 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 w...
2022-05-1837 minWomen on Wealth, By Women For WomenInsight on Volatility, Inflation, and FedIn 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 th...
2022-05-0536 minWomen on Wealth, By Women For WomenWomen Serving on BoardsWomen 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 o...
2022-04-1138 minWomen on Wealth, By Women For WomenNon-Adversarial DivorceThe 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
2022-04-0627 minWomen on Wealth, By Women For WomenMarket Volatility This Year,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.co...
2022-03-0720 minWomen on Wealth, By Women For WomenUnderstanding College Financial AidPlanning 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/teamEmail- jogilvie@principlewealthpartners.com...
2022-02-1532 minWomen on Wealth, By Women For WomenLadies, Just Do It!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 wo...
2022-02-0324 minWomen on Wealth, By Women For WomenThe Impact of a Non-ProfitThe 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/tea...
2022-02-0220 minWomen on Wealth, By Women For WomenA Smarter Way to GiveIn 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/teamEmail- jogilvie@principlewealthpartners.comFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @juli...
2022-01-2116 minWomen on Wealth, By Women For WomenFrom Destitute to COOIn 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 s...
2021-11-1831 minWomen on Wealth, By Women For WomenPreparing A Loved One for Senior CareIn 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- prin...
2021-11-1736 minWomen on Wealth, By Women For WomenWake Up MomIn 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:W...
2021-11-1541 minWomen on Wealth, By Women For WomenMedicaid & Asset ProtectionOur 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 hea...
2021-11-1041 minWomen on Wealth, By Women For WomenIt's My MoneyPatrina 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.
2021-10-2739 minWomen on Wealth, By Women For WomenPower of ControlWhat 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 care...
2021-10-1325 minWomen on Wealth, By Women For WomenUnderstanding IRAsThree 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:
2021-09-1610 minWomen on Wealth, By Women For WomenBitcoin DemystifiedIn 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 wome...
2021-08-3059 minWomen on Wealth, By Women For WomenNavigating Social Security,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.Con...
2021-08-2031 minWomen on Wealth, By Women For WomenFinancial MentorsIn 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...
2021-08-0442 minWomen on Wealth, By Women For WomenMarkets TodayWhat 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 Ogi...
2021-07-2108 minWomen on Wealth, By Women For WomenWhat Keeps You Up At NightJenine 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 othe...
2021-07-0744 minWomen on Wealth, By Women For WomenFinancial Abuse, A Form of Coercive ControlWhat 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 po...
2021-06-1735 minWomen on Wealth, By Women For WomenProtect What You HaveMany 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 movin...
2021-06-0145 minWomen on Wealth, By Women For WomenDividend Income and Investing Lessons from CEO & Portfolio Manager, Jenny HarringtonThis 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. ...
2021-05-2648 minWomen on Wealth, By Women For WomenBaking Fundamentals Applied to InvestingIn 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/teamEmail- jogilvie@principlewealthpartners.comFa...
2021-05-0515 minWomen on Wealth, By Women For WomenThe Intimidating B-WordIn 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...
2021-04-2109 minWomen on Wealth, By Women For WomenWomen, Money and EmotionsIn 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 choiceThe gender wage gap and what to do about itShe also talks about tips on how to negotiate with your employer and what not to sayAnd lastly, how to “train your brain” and create a new mindset t...
2021-04-0532 minWomen on Wealth, By Women For WomenThe Investment No-No!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:
2021-03-2210 minWomen on Wealth, By Women For WomenThe Silent Risk for WomenIn 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 other...
2021-03-0810 minWomen on Wealth, By Women For WomenWhy WOW? Well 90%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 t...
2021-03-0811 min