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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.Â…

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…

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 esse…

In this episode of W…

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.Show Highlights:How CEE works (4:59)Invest in Girls (7:08)Why an emphasis on financial literacy with…

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 j…

In this episode, Jen…

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.Show Highlights:The inspiration to write a book (3:12)Why the focus on women for the podcast and girls for the book (5:17)The experiences that led Julina to a career in finance (7:54)What shaped Julina's money mindset (11:10)Messages at a young age that shape the money mindset (14:14)How to encoura…

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 di…

Join Julina and Bob …

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.Show highlights:Beginning of the bull market (2:31)Big Wall Street firms were wrong. . . again (3:50)What Principle Wealth Partners was saying in 2023 (5:11)Rolling recessions and recoveries continue (6:23)Inconsistent data defined the 2023 Economy 8:16)The…

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. …

Join us on College A…

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. Show Highlights: The role of an independent counselor (2:15)Navigating an abundance of school options (6:34)Merit scholarships and how they work (10:09)How to build out your application list of coll…

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 effec…

Join founder Jenn Gr…

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.  Show Highlights: The most common hesitancies of authors (10:49) Common mistakes authors make (13:00) The importance of the mindset (16:46) The target reader (21:12) Suggestions for creating a writing process (23:54) The importance of the editing process (26:54) Options …

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 significanc…

In this episode, we …

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.  Show Highlights:What is a philanthropic advisor (4:06)Why philanthropy is important to women (5:28)Definition of philanthropy (6:49)How it fits in an overall plan (8:20)Leaving a legacy (12:08)Collaborative giving (13:56)How to measure the impact (16:09)How philanthropy can reduce tax liability (18:39)Common challen…

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 s…

In this episode, Jul…

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.Show Highlights:Why this is a conversation for anyone in a relationship (1:37) The role of a forensic accountant (2:03)What is financial infidelity (4:49)What to do if you suspect financial infidelity (7:13)What to do if you don't have access to your accounts (8:33)Predictable ways to find hidden accounts (10:37)Red flags i…