Women on Wealth, By Women For Women

This episode will address the ten life-changing events or transitions and their impact on health insurance coverage. Anne McGuire is the founder of Healthcare Pathfinder, LLC, a Health and Long-Term Care Advice, Advocacy, and Management Firm. She will address the key questions and points for significant illness, retiring, turning 65, divorce, loss of a spouse, moving, COBRA ending, aging/long-term...

The first 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 what to do as a consumer if you want to purchase or refinance your home. Anna also reviews the challenge of looking online for interest rate programs and why the non-profit world may offer a solution. Th...

Julie Genjac is a Managing Director of Applied Insights at the Hartford Funds. In Your Money Story, she shares what our past can reveal about our relationship with money. Our memories and influences impact how we feel about finance, and our decisions regarding how we save, spend and invest. Learn how to uncover your money story, gain insight into your relationship with money, and ultimately make b...

Listen to how one university is charting a path of major reform for its future students. Higher Education Reform and Navigating Transition is a conversation with President Casey, Colgate University,  discussing how the university has transitioned during his tenure. In particular, how they handled the COVID Pandemic and the funding needed from alumni. He then explains the launch of the Colgate Comm...

Ivana Delevska, Founder & CIO of Spear Invest, walks us through why she wanted to create her own investment firm and how she got there. After working in a male-dominated industry for several firms in the financial services industry, she went off on her own and conceived SPEAR Alpha ETF listed on the NASDAQ exchange. Ivana compares the differences between popular investment strategies such as m...

Tax Strategies For Effective Estate Planning is a conversation with CJ Griffith, Partner at Sullivan, Griffith & Beatty. CJ highlights the three tax strategies to consider for a more effective estate plan: defer wealth transfers with appreciating assets, manage tax liability using trusts, and reduce estate planning by skipping the next generation.  If you enjoy this podcast, please consider le...

Steven Chiavarone, CFA, a Federated Hermes portfolio manager, is responsible for formulating the company's views on the economy and financial markets. In his research of secular bull and bear markets, he identifies why women are a driving force of future economic growth. He analyzes why the millennial's story is about women and how they differ from previous generations. He concludes with...

Maheen Asim, an Associate Director of Cyber Risk Management at K2 Integrity, shares insight into the daily risks of cybersecurity.  She provides tips on our usage of bank accounts, phones, e-mail, online passwords, wifi connections, texting, and even cryptocurrency. If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast w...

Financial Fitness Unleashed is a conversation with the Founder, Raechelle Minney about her experience with women addressing the emotional side of investing. She and Julina will discuss why a lot of investment decisions are still new to women and the danger of deferring to a spouse to make these important decisions. They will also share how beliefs and conversations around money form at a young age...

Fuller & Thaler is an asset management firm that uses an innovative approach to incorporate behavioral finance with clients. In this episode, Ed Stubbins, CFA and Partner, discusses the background of this field, the emotions of investors as it pertains to investing, and common investment mistakes as a result. Learn how to manage emotions when investing in all types of market conditions.   If y...

Growing A Seven Figure Business, And Beyond is a discussion with Kim Kasparian, a business coach, and owner of Success Genie. Kim stresses the importance of simplifying a business plan and what every business owner needs. To do this she uses a dashboard with four critical sections for success: mindset, marketing, money, and management. This dashboard can be used to manage not only your business bu...

The markets have been volatile this year. Both stocks and bonds are down double digits as of May 2022. In this podcast, Julina and Bob Paolucci, CFP®, Founder & CEO of Principle Wealth Partners, address what's going on in the market and why it's happening but also, the reasons to be optimistic and why times like these are normal. For a copy of the slides referenced, please reach out...

In this podcast, Julina shares a timely update on the markets as of April 2020 through an interview with Bob Paolucci, CFP®, Founder & CEO of Principle Wealth Partners.  Bob addresses what's going on in the market, inflation concerns, and the impact of the Federal Reserve's comments and actions. He concludes by discussing reasons for optimism and areas of opportunities for investors...

Women Serving on Boards is a discussion with Susan Certoma, an executive leader, board director, and strategic advisor. Susan addresses the most common questions when considering joining a board. Which board is the right fit for you? What are some critical considerations and the actions to take if you have never served on one? How do you start this process? She also highlights what women bring to...

The topic is non-adversarial divorce. This is a conversation with Rosemarie Ferrante, a family attorney, regarding the topic of non-adversarial divorce through mediation and collaborative divorce. We will discuss what non-adversarial divorce actually is and why couples should consider this. Rosemarie will break down the emotional, financial, and legal parts of this discussion. If you enjoy this po...

In this episode, Julina shares a recent interview with Bob Paolucci, Founder & CEO of Principle Wealth Partners around the market volatility in 2022.  Bob addresses what's going on in the market, some reasons for optimism going forward, and how investors should think about this.   For a copy of the slides referenced, please reach out to Julina. If you enjoy this podcast, please consider l...

Planning for College is a conversation with Jodi Okun, Founder of College Financial Aid Advisors.  Jodi addresses the different types of financial aid, common terms to know, and the resources available.  She includes recent legislative changes that affect financial aid and the most common challenges students face. If you enjoy this podcast, please consider leaving a review so others can find this,...

Ladies, Just Do It! is a candid discussion with the Co-Founder and Former Editor-In-Chief of Bella Magazine, Courtenay Hall.  Her story of being an entrepreneur and a married mother of three as she self-funded a magazine in the New York area and successfully grew it into global distribution.  She will discuss how she positioned herself as a professional early on and faced financial and emotional c...

The Impact of a Non-Profit ,  is an interview with Martha Wells Hoffman, President of Call to Care Uganda.   She shares how she followed her heart to create a non-profit organization and its impact in Uganda.  She also explains how her focus on clean water projects has leveraged today to improve their health, education, and economic opportunity. If you enjoy this podcast, please consider leaving a...

In  A Smarter Way to Give,  Julina and her colleague, Theresa Donatelli discuss  more efficient ways to give. They highlight the advantages of utilizing a Donor Advised Fund and Qualified Charitable Donation.   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 women. Connect with Julina Ogilvie: We...

In Destitute to COO, Julina interviews Kaile Zagger, Aspira Women's Health Chief Operating Officer, and Chief Executive Officer of the non-profit, MAT Designation. Kaile is an accomplished healthcare industry executive involved in the transformation of healthcare, her passion stemming from the personal experiences she and her family endured, both emotionally and financially.  She channeled th...

In this episode, Julina has a conversation with Laurie Pensiero, Business Development Manager at Osborn Home Care.   There are many options today for senior living.  As an advocate for the growing aging community, Laurie will share how families prepare for this critical transition.  She then discusses steps to take, some common challenges, and finally, resources available to families.   If you enj...

In this episode, Julina has a conversation with her mother, Linda Lee Henderson on the recent publication of her book, "Wake Up Mom."  Listen to her story as a mother with a son struggling with addiction.  They discuss the family circumstances as he grew up, the evolution of the addiction, and the stress it imposed from a mental and financial standpoint.   If you enjoy this podcast, plea...

Our special guest for this episode is Nicole Camporeale, Partner at Wiley Etter Doyon, LLC.  She will guide us through this conversation starting with the cost of long-term care, how individuals pay for it, and the differences with Medicare.  She then addresses some key elements of Medicaid: what does it pay for, the eligibility, how it may apply to a spouse, and the assets that are included.  Fin...

Patrina Dixon is an advocate for financial literacy; a personal finance expert, an international speaker, and an award-winning author of the book series, "It's My Money."  She discusses the importance of money management for all ages.  Some lessons discussed in this are checking and savings accounts, the essentials of saving, income from a job, and budgeting.  Finally, she grades ho...