Women on Wealth, By Women For Women

Join Julina Ogilvie and Bob Paolucci, Founder & CEO of Principle Wealth for an in-depth look at the market outlook for 2025. In this two-part series, we kick off the year by reflecting on the market trends and key events that shaped 2024. We also uncover the most pressing themes and opportunities that investors should prioritize in 2025. Whether you're an experienced investor or just star...

Join Julina Ogilvie and Bob Paolucci, Founder & CEO of Principle Wealth for an in-depth look at the market outlook for 2025. In this two-part series, we kick off the year by reflecting on the market trends and key events that shaped 2024. We also uncover the most pressing themes and opportunities that investors should prioritize in 2025. Whether you're an experienced investor or just star...

 In this episode of Women on Wealth , Julina Ogilvie interviews Anne McGuire, founder of Healthcare Pathfinder, about how adult children can navigate crucial conversations with their aging parents. They discuss strategies for addressing sensitive topics like health care, long-term care planning, and financial decisions with empathy and confidence. Gain actionable insights to prepare for the future...

Discover the key to maximizing your financial future as Julina Ogilvie interviews Maria Quinn, Senior Advice Strategist at Vanguard. From behavioral coaching and tax-efficient strategies to building trust and optimizing portfolios, this episode reveals how financial advisors can deliver a 3% "Advisor Alpha" and guide clients through every phase of life. Show Highlights: Vanguard and thei...

 In this episode of Women on Wealth , Julina Ogilvie talks with Brian Cimbak, a funeral pre-planning specialist, about End-of-life Planning for Peace of Mind . They discuss the importance of pre-planning, the ideal timing, overcoming common fears, and financial considerations. Tune in for practical advice on managing this essential part of financial and life planning. Show Highlights: The role of...

 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 f...

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...

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...

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 retirement Whether you're nearing retirement or simply planning ah...

 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...

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 fi...

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 migh...

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...

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:...

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...

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...

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 Highlight...

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 Strate...

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 t...

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 fo...

In this episode, Julina is joined by Stephen Napier, a member of Berkowitz, Trager and Trager. Together, they dive into the crucial components of estate planning that are frequently overlooked, highlighting the importance of thoughtful decisions in maintaining a legacy. Using relatable examples, they highlight the key factors necessary to protect both your assets and your desires for the future. S...

In this episode of Women on Wealth, Julina is joined by Nan Morrison, President and CEO of the Council for Economic Education (CEE), as they discuss CEE's mission to equip K-12 students with essential tools and knowledge in personal finance. They explore recent legislation in CT mandating high school students to take a personal finance course, highlighting it as an example of CEE's impac...

In this episode, Jenn Grace, Founder of Publish Your Purpose, assumes the hosting duties, engaging in a dynamic interview with Julina on launching her book, Money Confident Girls.  They address the journey of the writing process and the insights toward fostering financial empowerment for girls. Show Highlights: The inspiration to write a book (3:12) Why the focus on women for the podcast and girls...

Join Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, as they reflect on the critical events of 2023, laying the groundwork for what lies ahead in the upcoming year. They will discuss the challenges faced in the past and the anticipation of a more normalized 2024, offering insights and thoughtful analysis for this year. Show highlights: Beginning of the bull market (2:31) Big...

Join us on College Admission Unveiled: Then and Now , where we delve into the dynamic evolution of college admissions with a special guest, Nicole Kelman, Founder of New England Education Consultants. Together, we uncover the transformation of the admission process over time, exploring the shifting landscapes, new expectations, and invaluable insights gleaned from Nicole's extensive expertise...