Women on Wealth, By Women For Women

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 t...

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 unce...

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 sh...

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 r...

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 ca...

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 grea...

 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...

Cybersecurity 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 fina...

In 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 storytelli...

Starting 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 pr...

In 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: Th...

In 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,...

In 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 mind 05...

 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 e...

In 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 Wealt...

 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 emo...

In 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 l...

Emotions—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 t...

Why 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 to...

 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 c...

In 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 mist...

Annuities 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...

In this episode, “Wonder Over Worry: Tariffs and Volatility in 2025,” we’re diving into a timely and important conversation about what’s driving the recent market pullback. From rising tariffs to renewed volatility, investors are facing a lot of headlines—and even more uncertainty. Joining me is Bob Paolucci, the Founder and CEO of Principle Wealth, to help us unpack what’s really going on. We’ll...

Buying a home or investing in real estate comes with legal complexities that many buyers overlook. In this episode of Women on Wealth , I sit down with Corinne Abbott, an attorney at Grassette & Associates, to break down key legal aspects of real estate transactions. We discuss common misconceptions, first-time buyer mistakes, and how RESPA has shaped transactions. Corinne also explains title...

 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...