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Discover the key to maximizing your financial future as Julina Ogilvie interviews Maria Quinn, Senior Advice Strategist at Vanguard. From behavioral Coaching and tax-efficient strategies to building t…

Discover the key to …

Discover the key to maximizing your financial future as Julina Ogilvie interviews Maria Quinn, Senior Advice Strategist at Vanguard. From behavioral coaching and tax-efficient strategies to building trust and optimizing portfolios, this episode reveals how financial advisors can deliver a 3% "Advisor Alpha" and guide clients through every phase of life.Show Highlights:Vanguard and their role (2:11)Advisor Alpha, starts with 3% (4:36)The importance of behavioral coaching (9:52)Optimal portfolio construction and asset allocation (14:41)Common fees investors overlook (20:12)How advisors can creat…

 In this episode of Women on Wealth, Julina Ogilvie talks with Brian Cimbak, a funeral pre-planning specialist, about End-of-life Planning for Peace of Mind. They discuss the importance of pre-planni…

 In this episode of…

 In this episode of Women on Wealth, Julina Ogilvie talks with Brian Cimbak, a funeral pre-planning specialist, about End-of-life Planning for Peace of Mind. They discuss the importance of pre-planning, the ideal timing, overcoming common fears, and financial considerations. Tune in for practical advice on managing this essential part of financial and life planning. Show Highlights:The role of a funeral pre-planning specialist (3:28)Why discuss pre-planning (6:45)How early you should plan (10:34)Common fear on end-of-life planning (11:28)Key financial considerations (13:59)Lock in rates when…

 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 significan…

 In this episode Ju…

 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. Show Highlights:Why money convers…

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 s…

In this episode of W…

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. Show Highlights:Why people feel stuck and how it applies to finances (2:04)An actionable step when one feels stuck (8:05)How to create boundaries to move forward (14:20)How to create actionable steps to get past fear (20:57)S.M.A.R.T. goals and how it pertains to finances (27:00)Why aware…

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 t…

Join host Julina Ogi…

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.  Show Highlights:The impetus to the book, Framed (2:54)What is Jennifers…

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…

In this episode, Dev…

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 retirementWhether you're nearing retirement or simply planning ahead, this episode is packed with essential advice for securing your future!Show Highlights:Longevity risk and retirement planning (2:41)Social Security options (11:19)Managing health care expenses (2…

 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 pr…

 In this episode of…

 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. Show Highlights:Who should wor…

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 agains…

In this powerful epi…

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.Show Highlights:What led Karen to become a financial advocate for financial abuse victims (2:32)Who is most susceptible to identi…

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. Th…

In this episode, Jul…

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  Show highlights:Changes Happen Fast. . In Stocks, Bonds and Rates (3:37)Addressing Recession Concerns (7:55)Small Caps (11:10)Japan's Biggest Two-Day Drop (13:37)Observi…

Join Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, as they reflect on the markets for the first half of 2024 and discuss the sense of urgency for the year's second half.�…

Join Julina and Bob …

Join Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, as they reflect on the markets for the first half of 2024 and discuss the sense of urgency for the year's second half.  Show highlights: Market Performance (4:20) Magnificent Seven (5:43) Earnings Climb Higher (7:53) US Continues to Lead Growth Worldwide (10:57) Inflation Keeps Going Lower (13:15) Indications of a Slowdown (15:13) Jobs and Unemployment (17:40) The Fed-Why It's Time to Make A Decision (19:22)Connect with Julina Ogilvie:Website- https://www.julinaogilvie.comWebsite- principlewealthpar…

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 satisf…

Join us as Amey Ston…

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.Show Highlights:The importance of financial planning the future of individuals (5:01)Two types of women that work with financial advisors (6:52)Research of women's satisfaction working with advisors (11:47)Survey …

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 wi…

Welcome to "What Do …

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.Show Highlights:Why Cayla decided to have a steady job by the age of eight (1:48)Advice in considering a …

In this episode, I am joined by Alesandra 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 famil…

In this episode, I a…

In this episode, I am joined by Alesandra 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.Show Highlights:Why estate documents are essential for college (4:32)When young adults need to consider a will (12:24)Power of attorney and health care proxy (15:19)Where to store documents (25:48)R…

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 p…

Join us as we delve …

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.Show Highlights:What is an umbrella policy? (1:49)What it covers (2:59)Why review the policy (3:48)New coverages in these policies (4:24)Who this is for (4:59)How it works with existing coverage (8:23)Life events in…

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 r…

Tune in for a high-l…

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.Show Highlights:What Are Corporate Retirement Plan Strategies? (2:12)Top Considerations for Businesses in 2024 (2:50)How Employers Can Encourage Active Participation (5:16)Rise of ESG (Environmental, Social, Governance) (6:42)Technological Advances (7:47)Are …

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 m…

Tune in to Women on …

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.Show Highlights:What is financial therapy (3:04)Money mindset and its impact on financial success (10:28)How to shift the money mindset (16:14)How financial therapy can heal the way you think about money (19:56)What most in therapy want to see change (21:59)Signs of money confidence (23:12)Who needs financial therapy (26:…

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 profe…

Seeking inspiration …

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.Show Highlights:The intent of Career Safari (6:48)What women get from Career Safari (9:34)The origination of Career Safari (11:07)Commonalities of what global members look for (12:17)Torchbearers (15:40)The financial evolution of creating a career (17:46)Prioritizing a budget (21:21)Why work with a financial advisor (25:08)Connect with Julina Ogilvie:Website- principlewealthpa…

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, highli…

In this episode, Jul…

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.Show Highlights:Why this topic is for everyone (3:00)Mistake of not having an estate plan at all (3:21)Estate tax exemptions (11:08)Why stay up to date with an estate plan (17:43)Mistake of not planning…