77 episodes
Women on Wealth, By Women For Women Julina Ogilvie
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- Arts
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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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...
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Legal Essentials for College-Bound Families
In this episode, I am joined by Alesandra Messineo, Founder and Owner of the Law Offices of Alessandra M. Messineo Long. Join us as we dive into the world of legal essentials for college-bound families where we explore crucial topics that every family sending a child off to college should consider. It's not too early for young adults to have a will, power of attorney, and a health care proxy.Show Highlights:Why estate documents are essential for college (4:32)When young adults need to c...
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Protecting Your Assets With An Umbrella Policy
Join us as we delve into the crucial topic of protecting your assets with an umbrella policy. Our guest, Devin Wells from Howard and Gay Insurance, sheds light on key aspects such as how an umbrella policy provides additional liability coverage beyond standard insurance, what the policy covers, how often to review the policy, and how to negotiate coverage and premiums with carriers.Show Highlights:What is an umbrella policy? (1:49)What it covers (2:59)Why review the policy (3:48)New coverages...
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Retirement Plan Strategies for Businesses
Tune in for a high-level conversation on securing your business' future with Alison Smith from Principal, as we explore the latest trends and strategies for navigating 401(k) and organizational retirement plans in 2024. Discover actionable insights to enhance employee retention and organizational efficiency amidst market enhancements.Show Highlights:What Are Corporate Retirement Plan Strategies? (2:12)Top Considerations for Businesses in 2024 (2:50)How Employers Can Encourage Active Participa...
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From Money Chaos to Confidence: A Journey to Financial Clarity
Tune in to Women on Wealth for an enlightening episode on Financial Therapy with Wendy Wright, a seasoned Financial Therapist. Explore the essence of financial therapy, delve into the intricacies of money mindset, and uncover its profound impact on achieving financial success.Show Highlights:What is financial therapy (3:04)Money mindset and its impact on financial success (10:28)How to shift the money mindset (16:14)How financial therapy can heal the way you think about money (19:56)What most...
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Career Safari
Seeking inspiration or actionable insights to nurture a rewarding career journey? Tune in as we delve into Wamite Muthara's Career Safari and its mission to empower women in reshaping their professional trajectories.Show Highlights:The intent of Career Safari (6:48)What women get from Career Safari (9:34)The origination of Career Safari (11:07)Commonalities of what global members look for (12:17)Torchbearers (15:40)The financial evolution of creating a career (17:46)Prioritizing a budget (21:...
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