Women on Wealth, By Women For Women

Julina Ogilvie
  • 5.0 (11)
  • Arts
  • Updated Bimonthly

Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!

  1. 3d ago

    Survivor Tips For The Sandwich Generation

    Caring for aging parents while raising children, managing a career, and planning for your own financial future can feel overwhelming. Estate planning attorney Candace Dellacona joins Julina Ogilvie to discuss the unique challenges facing the Sandwich Generation and how thoughtful planning can help families navigate them. From starting difficult conversations with aging parents to powers of attorney, trusts, caregiving, and protecting your own financial future, Candace shares practical steps families can take before a crisis occurs. Timestamps 1:58 – What is the Sandwich Generation, and who does it include? 3:47 – Why caregiving responsibilities can sneak up on families 6:19 – The financial and emotional realities of caring for aging parents 7:36 – The biggest mistake families make 9:11 – Conversations and estate planning documents every family should consider 12:10 – Probate, trusts, and why planning differs by state 14:54 – Warning signs that an aging parent may need help 17:30 – How to approach a parent who insists, “I’m fine” 20:19 – Siblings, family dynamics, and deciding who should take the lead 22:49 – Why a power of attorney is so important 25:01 – Don't forget your own estate plan, and documents for children turning 18 27:03 – Why financial advisors and estate planning attorneys need to work together 28:27 – A common trust mistake: creating it but never funding it 30:31 – How proper planning can help prevent family conflict 32:43 – Why women so often become the default caregiver 34:51 – The financial impact of caregiving on women, careers, and retirement 37:48 – Planning for long-term care and protecting your own future 40:00 – Resources available to caregivers and families Connect with Julina Ogilvie: Website YouTube LinkedIn Email- jogilvie@principlewealthpartners.com The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180

  2. Jul 11

    Trump Accounts: A New Tool For Raising Financially Confident Kids

    Parents today have more options than ever when it comes to saving and investing for their children's future. In this episode, Julina sits down with fellow Wealth Advisor Andrew Cialek, CFP®, to discuss the new Trump Accounts, how they work, who may benefit, and where they fit alongside 529 plans, custodial accounts, Roth IRAs, and other savings strategies. More importantly, they explore how these accounts can spark meaningful conversations that help raise financially confident kids. Timestamps 2:00 – What are Trump Accounts and who qualifies? 5:00 – Is the $1,000 government contribution enough to make a difference? 7:00 – Why starting early matters and the power of long-term investing 9:45 – Trump Accounts vs. 529 plans, UTMAs, and other savings options 13:00 – Understanding the tax implications of each account type 16:00 – Why there isn't a one-size-fits-all solution 18:00 – The emotional side of saving for your children's future 21:30 – Helping kids build healthy financial habits from an early age Connect with Julina Ogilvie: Website YouTube LinkedIn Email- jogilvie@principlewealthpartners.com The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180

  3. Jun 19

    The Next Frontier: Reasons for Optimism in 2026

    In this episode of Women on Wealth, Julina Ogilvie is joined by Principle Wealth's Founder and CEO, Bob Paolucci, to discuss the firm's mid-year outlook, The Next Frontier. Together, they explore the key themes shaping the second half of 2026, including earnings growth, AI, market volatility, IPO activity, and the reasons long-term investors may have for optimism despite continued uncertainty.  Connect with Julina Ogilvie: Website YouTube LinkedIn Email- jogilvie@principlewealthpartners.com The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180

  4. May 24

    Money Is A Conversation, Women Belong In It

    In this episode of Women on Wealth, Julina Ogilvie sits down with communication expert, author, and educator Peggy Bud to discuss her article, “Money is a Conversation; Women Belong in It.” Together, they explore why so many women still step back from financial conversations, how that impacts confidence and long-term planning, and why financial transparency is essential in relationships. Peggy shares practical ways couples can create healthier money conversations, how advisors can better engage women in the planning process, and why being part of the conversation leads to greater independence and confidence.  Timestamps  2:01 – “If you’re not part of the conversation, you’re not part of the plan”  4:03 – Financial delegation in relationships and the risks of stepping back  7:37 – What “money is a conversation” really means for couples and families  12:04 – Why even successful women sometimes avoid financial discussions  16:03 – How women engage differently with financial planning versus investing  19:05 – The subtle ways women can be excluded from financial conversations  22:00 – Practical ways women can build confidence before financial meetings  25:06 – How advisors can simplify conversations and encourage engagement  29:02 – Important financial questions women should be asking  34:07 – Does financial confidence come from knowledge or mindset?  36:13 – How financial conversations strengthen trust and relationships Connect with Julina Ogilvie: Website YouTube LinkedIn Email- jogilvie@principlewealthpartners.com The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180

  5. Apr 29

    Why Financial Wellness Is About More Than Just Money

    In this episode of Women on Wealth, Julina Ogilvie sits down with Dr. Darla Bishop to explore a powerful and often overlooked truth, financial wellness is about far more than just money. Blending financial expertise with a public health perspective, Dr. Darla shares how our finances impact not only our bank accounts, but also our stress, health, relationships, and even life expectancy. From the role of zip codes and systemic barriers to the emotional stories we carry about money, this conversation challenges the traditional view of financial planning. 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

  6. Mar 31

    Making Smarter Social Security Decisions

    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

  7. Mar 15

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

    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  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

  8. Feb 24

    Cybersecurity For Business Owners: The Hidden Risks

    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 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

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About

Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!

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