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 impactful initiatives. Tune in to discover more about the efforts driving financial literacy among youth.
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.
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.
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.
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.
In this episode, we dive into the world of interest rates with Kyle Farrell, CFA, 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 opportunities?
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.
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 their domestic responsibilities and, in turn, revitalize their relationships.
In this episode, we're joined by Julie Gillespie, CPA at Simione, Macca, and Larrow. Julie will provide insights into how current tax rates stack up against historical rates, offering valuable context for tax planning. She also discusses tax deductions, tax credits, tax deferrals through retirement contributions and the power of a 529 plan.
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 community.
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.
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.
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.
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.
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 unique qualities that make women great entrepreneurs. Additionally, she delves into the challenges women face in entrepreneurship and offers innovative ideas for financing their ventures.
Bob Paolucci, CFP®, 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.
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 can benefit from it, and how it complements Medicare coverage. They also delve into the financial and family dynamics long-term care can bring and shed light on how it integrates into a comprehensive financial plan.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180