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 four essential elements every couple should address, examples of unhealthy financial discussions, and a process to help couples prioritize their financial situation.
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.
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 around domestic abuse. A must-listen for anyone looking to understand the challenges women face in their pursuit of justice.
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 ahead, this episode is packed with essential advice for securing your future!
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 on the most prevalent frauds today and the steps being taken on both federal and state levels to combat them. Tune in to learn more and safeguard your financial future. To learn more: https://www.olderadultnestegg.com/ https://www.janushenderson.com/en-us/
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 financial abuse, and recent regulations aimed at addressing these issues.
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 might be time to cut rates.
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.
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 current role as a coach for aspiring entrepreneurs, Cayla's story is both inspiring and instructive.
In this episode, I am joined by Allesandra 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.
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.
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.
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.
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.
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.
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
Copyright © 2024 Julina Ogilvie - All Rights Reserved.
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