Women on Wealth, By Women For Women

Julina Ogilvie

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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!

7 THG 11

Financial 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 discussi...

42 phút
26 THG 10

Doubtful to Decisive

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 actio...

45 phút
4 THG 10

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...

38 phút
27 THG 9

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...

1 giờ
14 THG 9

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 ...

41 phút
23 THG 8

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...

43 phút
15 THG 8

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 (...

32 phút
1 THG 8

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-...

25 phút

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10 Xếp hạng

Nhà sáng tạo

Julina Ogilvie
Năm hoạt động

2021 - 2024
Tập

86
Xếp hạng

Sạch
Trang web chương trình

Women on Wealth, By Women For Women

Women on Wealth, By Women For Women

Financial Intimacy

Doubtful to Decisive

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

Xếp Hạng & Nhận Xét

Giới Thiệu

Thông Tin

Women on Wealth, By Women For Women

Tập

Financial Intimacy

Doubtful to Decisive

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

Xếp Hạng & Nhận Xét

Giới Thiệu

Thông Tin