Women on Wealth, By Women For Women

Julina Ogilvie

5.0(10개의 평가)
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격주 업데이트

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!

10월 4일

Framed: Women in the Family Court Underworld

Join host Julina Ogilvie as she interviews Dr. Christine Cocchiola and Amy Polacko, authors of Framed: Women in the Family Court Underworld. They discuss the inspiration behind their book, exploring the struggles women face in the 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 i...

38분
9월 27일

Key Concepts for Retirement Planning

In this episode, Devin Ekberg from PIMCO joins me to dive into Key Concepts for Retirement Planning. We’ll tackle four crucial topics: longevity risk and how it impacts your retirement plans, Social Security options, managing healthcare expenses in retirement, estate and charitable giving, and strategies for managing income in retirementWhether you're nearing retirement or simply planning ahead, this episode is packed with essential advice for securing your future!Show Highlights:Longevity ri...

1시간
9월 14일

Understanding and Protecting Yourself From Financial Exploitation

In this episode of Women on Wealth, we're joined by Ben Rizzuto from Janus Henderson Investors to discuss the critical topic of financial exploitation. Who is at risk, and what can you do to protect yourself and your loved ones? 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 ...

41분
8월 23일

From Victim to Advocate

In this powerful episode, we sit down with Karen Robbins, an advocate for financial abuse victims. Karen shares her personal journey from being a victim herself to becoming a voice in the fight against financial exploitation. We explore the 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 K...

43분
8월 15일

Unmasking Recent Market Volatility

In this episode, Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, delve into the recent market volatility, exploring its causes and the prevailing concerns in the marketplace. They discuss rapid changes in stocks, bonds, 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 (...

32분
8월 1일

Tick Tock

Join Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, as they reflect on the markets for the first half of 2024 and discuss the sense of urgency for the year's second half. Show highlights: 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-...

25분
6월 18일

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

Join us as Amey Stone, writer and editor for Barron's Advisor, delves into the pivotal role of financial advisors. Discover the importance of financial planning, insights into women's satisfaction with advisors, and the challenges faced by 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 financ...

38분
5월 23일

What Do You Really Want

Welcome to "What Do You Really Want," the episode where we dive deep into the journeys, challenges, and triumphs of individuals who have dared to dream big and pursue their passions. Today we speak with Cayla Craft, a self-made millionaire and 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 Hi...

38분

모두 보기(84개)

5

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10개의 평가

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!

제작진

Julina Ogilvie
방송 연도

2021년 - 2024년
에피소드

84
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Women on Wealth, By Women For Women

Women on Wealth, By Women For Women

Framed: Women in the Family Court Underworld

Key Concepts for Retirement Planning

Understanding and Protecting Yourself From Financial Exploitation

From Victim to Advocate

Unmasking Recent Market Volatility

Tick Tock

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

What Do You Really Want

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소개

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좋아할 만한 다른 항목

Women on Wealth, By Women For Women

에피소드

Framed: Women in the Family Court Underworld

Key Concepts for Retirement Planning

Understanding and Protecting Yourself From Financial Exploitation

From Victim to Advocate

Unmasking Recent Market Volatility

Tick Tock

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

What Do You Really Want

평가 및 리뷰

소개

정보

좋아할 만한 다른 항목