In this episode of Women on Wealth, Julina Ogilvie sits down with communication expert, author, and educator Peggy Bud to discuss her article, “Money is a Conversation; Women Belong in It.” Together, they explore why so many women still step back from financial conversations, how that impacts confidence and long-term planning, and why financial transparency is essential in Relationships. Peggy shares practical ways couples can create healthier money conversations, how advisors can better engage women in the planning process, and why being part of the conversation leads to greater independence and confidence.
Timestamps
- 2:01 – “If you’re not part of the conversation, you’re not part of the plan”
- 4:03 – Financial delegation in relationships and the risks of stepping back
- 7:37 – What “money is a conversation” really means for couples and families
- 12:04 – Why even successful women sometimes avoid financial discussions
- 16:03 – How women engage differently with financial planning versus Investing
- 19:05 – The subtle ways women can be excluded from financial conversations
- 22:00 – Practical ways women can build confidence before financial meetings
- 25:06 – How advisors can simplify conversations and encourage engagement
- 29:02 – Important financial questions women should be asking
- 34:07 – Does financial confidence come from knowledge or mindset?
- 36:13 – How financial conversations strengthen trust and relationships
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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
Julina manages wealth for high-net-worth individuals and families in addition to guiding successful advisors through the firm’s succession planning strategy. Prior to joining Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country’s top advisors.
Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She has been recognized for her outstanding achievements and serves as a mentor for young women entering the business. With a passion for financial literacy, she created a podcast, Women On Wealth, to empower women on financial concepts. Additionally, she authored Money Confident Girls: A Parent’s Roadmap to Raising Financially Confident Children (From Toddlers to Teens), further solidifying her commitment to fostering financial competence from an early age.
Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney, and two dogs, Mudd and Sierra. She currently sits on the Ethics Board of the Investments & Wealth Institute, serves as VP of Finance at the Westport Women’s Club, and sits on the Board of Directors at River House Adult Day Center. Julina is an avid skier and triathlete who qualified for the Ironman World Championship in 2024.
