Women on Wealth, By Women For Women

Join founder Jenn Grace on "Publish Your Purpose" as we dissect authorship's core challenges: common hesitations, prevalent mistakes, and the pivotal role of mindset. Uncover the secrets to effective writing processes, the significance of thorough editing, and the diverse spectrum of publishing options available.    Show Highlights:  The most common hesitancies of authors (10:49)  C...

In this episode, we delve into the world of philanthropy with Stefanie Borsari, founder of Stefanie Borsari Consulting. We explore the role of a philanthropic advisor, why it holds special significance for women, and how it intertwines with long-term planning and legacy planning.  Show Highlights: What is a philanthropic advisor (4:06) Why philanthropy is important to women (5:28) Definition of ph...

In this episode, Julina is joined by Tracy Coenen, a forensic accountant, whose expertise sheds light on the hidden corners of financial deception.  As the founder of Divorce Money Guide, Tracy has spent years uncovering the tangled webs of deceit within relationships. Show Highlights: Why this is a conversation for anyone in a relationship (1:37) The role of a forensic accountant (2:03) What is f...

In this episode, we dive into the world of interest rates with Kyle Farrell, analyst at Principle Wealth Partners. We explore where interest rates have been and why cash is currently paying so much to investors. In a financial landscape that's constantly shifting, it's essential to ask the critical question: Are these rates sustainable, or should we be looking elsewhere for investment op...

In this episode, we delve into a thought-provoking conversation with Eve Rodsky, renowned New York Times bestselling author of "Fair Play." Through her groundbreaking work, Eve has ignited a crucial dialogue surrounding the often-overlooked importance of unpaid labor and caregiving. Join us as we explore how her innovative life-management system empowers partners to rediscover balance in...

In this episode, we're joined by Julie Gillespie, CPA at Simione, Macca, and Larrow. Julie will be sharing a variety of strategies to consider to reduce taxes. Show Highlights: Today's tax rates vs. historical (1:00) Deductions- standard vs. itemized (4:35) Credits (7:50) Deferring with retirement contributions (9:40) Asset location (11:55) 529 college savings plan (14:30) HSA account (1...

In this episode, we're joined by Dorothy Enriquez, Founder of The Ellevate Collective and a seasoned 15-year veteran of Corporate America. Dorothy will be sharing invaluable insights on what women should consider as they navigate the corporate ladder or make the transition from corporate America to becoming their own boss. Show Highlights: Why Dorothy left corporate America (1:55) How Dorothy...

In this episode, Pam Keough, President & CEO of Make-A-Wish Foundation of Connecticut, shares her inspiring journey in philanthropy and leadership. Pam's dedication to fulfilling the wishes of critically ill children has transformed countless lives and brought hope to families in need. Her visionary leadership has taken Make-A-Wish Connecticut to new heights, spreading joy in the communit...

Bob Paolucci, Founder & CEO of Principle Wealth Partners, returns to the podcast to provide insights on the recent downgrade of the US debt. In this episode, he engages in a conversation with Julina about what the downgrade means and the potential impact on the economy. To view the slides referenced, please click on the YouTube link below. If you enjoy this podcast, please consider leaving a r...

In this episode, Priscilla Hancock draws upon her extensive forty years of fixed income experience to provide a comprehensive and insightful discussion on bonds. With a clear and concise approach, she explains the fundamental concepts of bonds, their mechanics, and underscores their significance in today's investment landscape. Show Highlights: What is a bond (8:00) Why bonds are important in...

In this episode, David Thomas, Private Risk Advisor at Hub International, shares his insights on the changing landscape of personal insurance. He will discuss why creating a plan and addressing the changing three areas in today's environment is important.  Show Highlights: Insurance Is Not Just For The Affluent (3:25) How Proactive Planning Pays Off (4:55) How Often You Need To Review Insuran...

In this episode, Rachel Thebault, Co-Founder of Woodley & Lowe, shares her valuable insights and experiences as a seasoned entrepreneur. With her second venture, she successfully created a brand wardrobe specifically tailored for GenZ girls. Throughout the episode, Rachel discusses the significance of giving back to society, her business's strategic approach to target its market, and the...

Bob Paolucci, Founder & CEO of Principle Wealth Partners, returns to the podcast to provide insights on the market outlook for 2023. In this episode, he engages in a conversation with Julina about various aspects including the forecast of the Federal Reserve, earnings projections, market returns, and the potential for a recession. Show Highlights: Fed, Interest Rates, And Inflation (5:30) Stoc...

Natalie Karp and Rona Loshak, the founders of Karp Loshak Long Term Care Insurance Solutions Brokerage, engage in a detailed conversation about the significance of safeguarding your lifestyle, family, independence, and financial security through long-term care solutions in today's marketplace. During their discussion with Julina, they thoroughly explain how long-term care insurance works, who...

Herb Nass and Katherine Brennan, two attorneys from Davis & Gilbert in New York City, discuss the importance of digital assets in an estate plan. They review what digital assets are, their challenges, and potential remedies. They also provide solutions to protect digital assets and discuss who typically handles this aspect in an estate plan. It is important to consult with an attorney or estat...

Bob Paolucci, Founder and CEO of Principle Wealth Partners, returns to the podcast to discuss the debt ceiling, potential outcomes, and the economic and market implications. To view the slides referenced, please click on the YouTube link below. If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing wome...

"Teach Savings To Young Kids" is a podcast episode that features a conversation between Julina and Sam Renick, the creator of Sammy Rabbit and the Money School. The podcast focuses on the importance of developing good financial habits in children early on, and Renick's efforts to improve children's financial literacy. During the conversation, Renick emphasizes the need for pare...

Stephanie Larosiliere is a Senior Client Portfolio Manager and the Head of Municipal Business Strategies and Development for Invesco. In The Importance of Municipal Bonds , she first explains what municipal bonds are and the tax benefit of investing in them. She further describes why to own municipal bonds over the long term and the opportunity in today’s environment. If you enjoy this podcast, pl...

Recent bank failures have prompted concerns from investors. Listen to Julina and  Bob Paolucci, Founder and CEO of Principle Wealth Partners, discuss what occurred, why these are unique, and how the government has stepped in. To watch this video which includes the slides, please click here: julinaogilvie.com/videos If you enjoy this podcast, please consider leaving a review so others can find this...

In the final days of 2022, Congress passed a massive 4,155-page spending package that included SECURE Act 2.0, providing numerous changes to retirement savings and distribution rules. Bob Paolucci, Founder and CEO of Principle Wealth Partners, and Julina discuss some of the law's key provisions and potential implications for retirees and retirement savers. To watch this video which includes t...

Amy Polacko, Founder & CEO of Freedom Warrior Divorce Coaching and an award-winning journalist, and Julina discuss the importance of financial independence for women, especially in a divorce. Amy references her recent story for the British online newspaper, The Independent , on why women are jealous but cheering Gisele Bundchen's ability to divorce Tom Brady so quickly. They also discuss...

Karen Dolan, Head of Marketing at Dimensional Fund Advisors, discusses fundamental investing concepts with Julina. They address how uncertainty applies to investing and the importance of time, diversification, and rebalancing. Karen and Julina also review the fundamentals of what makes the stock market move and reasons to remain optimistic about investing.  If you enjoy this podcast, please consid...

What’s going to happen to the markets in 2023? Listen in as Julina interviews Bob Paolucci, CFP®, Founder & CEO of Principle Wealth Partners, on the current state of the markets and the outlook for this year. To watch this video which includes the slides, please click here: julinaogilvie.com/videos If you enjoy this podcast, please consider leaving a review so others can find this, subscribe t...

The third part of the Lending Landscape Series is Life Stages of Home Ownership. Anna DeSimone is the author of Live In A Home That Pays You Back and Housing Finance 2020. In this final episode, she will discuss the three life stages of home ownership. This includes the criteria to consider in each phase and the effect on someone's financial plan. Anna will also review the adjusted cost basis...

The second part of the Lending Landscape Series is Mortgage Rates Today. Anna DeSimone is the author of Live In A Home That Pays You Back and Housing Finance 2020. In this episode, she will discuss the value of spending money on your home for energy-efficient improvements. Anna addresses the new tax credits from the Inflation Reduction Act recently passed by President Biden. She will also review w...