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Parents today have more options than ever when it comes to saving and Investing for their children's future. In this episode, Julina sits down with fellow Wealth Advisor Andrew Cialek, CFP®, to …

Parents today have m…

Parents today have more options than ever when it comes to saving and investing for their children's future. In this episode, Julina sits down with fellow Wealth Advisor Andrew Cialek, CFP®, to discuss the new Trump Accounts, how they work, who may benefit, and where they fit alongside 529 plans, custodial accounts, Roth IRAs, and other savings strategies. More importantly, they explore how these accounts can spark meaningful conversations that help raise financially confident kids.Timestamps2:00 – What are Trump Accounts and who qualifies?5:00 – Is the $1,000 government contribution…

In this episode of Women on Wealth, Julina Ogilvie is joined by Principle Wealth's Founder and CEO, Bob Paolucci, to discuss the firm's mid-year outlook, The Next Frontier. Together, they ex…

In this episode of W…

In this episode of Women on Wealth, Julina Ogilvie is joined by Principle Wealth's Founder and CEO, Bob Paolucci, to discuss the firm's mid-year outlook, The Next Frontier. Together, they explore the key themes shaping the second half of 2026, including earnings Growth, AI, market volatility, IPO activity, and the reasons long-term investors may have for optimism despite continued uncertainty. Connect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- [email protected] information provided is for educational and informational purposes only and does not constitute…

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.” Togeth…

In this episode of W…

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 independe…

In this episode of Women on Wealth, Julina Ogilvie sits down with Dr. Darla Bishop to explore a powerful and often overlooked truth, financial wellness is about far more than just money.Blending finan…

In this episode of W…

In this episode of Women on Wealth, Julina Ogilvie sits down with Dr. Darla Bishop to explore a powerful and often overlooked truth, financial wellness is about far more than just money.Blending financial expertise with a public Health perspective, Dr. Darla shares how our finances impact not only our bank accounts, but also our Stress, health, relationships, and even life expectancy. From the role of zip codes and systemic barriers to the emotional stories we carry about money, this conversation challenges the traditional view of financial planning.The information provided is for educational …

In this episode of Women on Wealth, Julina Ogilvie sits down with Social Security expert and author Marcia Mantel to unpack one of the biggest concerns facing pre-retirees today: Will Social Security …

In this episode of W…

In this episode of Women on Wealth, Julina Ogilvie sits down with Social Security expert and author Marcia Mantel to unpack one of the biggest concerns facing pre-retirees today: Will Social Security be there for me?Together, they cut through the headlines and misconceptions—explaining how Social Security is actually funded, what “running out of money” really means, and why claiming decisions can have long-term consequences.Timestamps:04:30 – Is Social Security going bankrupt? 08:00 – How Social Security is funded (and why it matters) 11:30 – The 2032 reserve fund timeline & p…

In this episode of Women on Wealth, Julina Ogilvie speaks with leadership communications coach and author Dia Bondi about how to ask like an auctioneer. Dia shares why the best opportunities often com…

In this episode of W…

In this episode of Women on Wealth, Julina Ogilvie speaks with leadership communications coach and author Dia Bondi about how to ask like an auctioneer. Dia shares why the best opportunities often come when we push into the “Zone of Freaking Out” (Zofo) and stop asking only for what we think we can get. Learn practical strategies to make bigger asks, handle rejection differently, and unlock greater opportunities in your career and life. Timestamps:6:34 – How Dia became an auctioneer and what the auction stage taught her about asking11:04 – The biggest mistake people make: asking for w…

 Cyber threats don’t just target large corporations, small and mid-sized businesses are often the most vulnerable. In this episode, Julina and Cybersecurity expert Sam Disraelly, CEO of Your Tech D…

 Cyber threats don�…

 Cyber threats don’t just target large corporations, small and mid-sized businesses are often the most vulnerable. In this episode, Julina and cybersecurity expert Sam Disraelly, CEO of Your Tech Department, explore the financial, legal, and reputational risks business owners face and the proactive steps that can significantly reduce exposure. If you own a business, serve clients, or manage a team, this conversation is essential listening. Timestamps:04:00 – One click can cost hundreds of thousands08:30 – The “blast radius”: how one employee mistake spreads11:30 – Why small &…

Cybersecurity isn’t just a Technology issue, it’s a Family and financial issue. In this episode, Julina is joined by cybersecurity expert Sam Disraelly, Founder of Your Tech Department, to discuss…

Cybersecurity isn’…

Cybersecurity isn’t just a technology issue, it’s a family and financial issue. In this episode, Julina is joined by cybersecurity expert Sam Disraelly, Founder of Your Tech Department, to discuss the real online risks individuals and families face every day, from phishing scams to identity theft and account takeovers. You’ll learn simple, practical steps to better protect your personal and financial information and build confidence navigating today’s digital world. Timestamps:04:50 – The two types of cyber attacks people face07:00 – How COVID, Colonial Pipeline, and now AI change…

In this episode of Women on Wealth, Julina Ogilvie sits down with author Jen Shoemaker-Davidson to explore why staying connected with teens starts by simply keeping the conversation going.From navigat…

In this episode of W…

In this episode of Women on Wealth, Julina Ogilvie sits down with author Jen Shoemaker-Davidson to explore why staying connected with teens starts by simply keeping the conversation going.From navigating tough topics and building trust to talking about money without fear or Anxiety, Jen shares practical tools parents can use to raise confident, resilient kids. The conversation covers storytelling, listening more than lecturing, learning from mistakes, and how everyday moments—like budgeting, first jobs, and financial missteps—can become powerful teaching opportunities.Connect with Julina O…

Starting or scaling a business is exciting—but the legal side can feel overwhelming. In this episode of Women on Wealth, Julina Ogilvie sits down with Robyn Drucker, Transactional Attorney at Cohen …

Starting or scaling …

Starting or scaling a business is exciting—but the legal side can feel overwhelming. In this episode of Women on Wealth, Julina Ogilvie sits down with Robyn Drucker, Transactional Attorney at Cohen and Wolf, to break down the legal foundations every woman entrepreneur needs.Robyn has helped countless business owners—from new founders to women inheriting businesses—navigate the decisions that protect their assets, reduce risk, and support long-term success. Together, we unpack the practical steps, overlooked pitfalls, and confidence-building strategies that can make or break your business…

In this episode of Women on Wealth, host Julina Ogilvie sits down with Gail Zona, a former tech exec turned entrepreneur and the founder of Learn AI for Biz. With over 800 professionals and business o…

In this episode of W…

In this episode of Women on Wealth, host Julina Ogilvie sits down with Gail Zona, a former tech exec turned entrepreneur and the founder of Learn AI for Biz. With over 800 professionals and business owners under her belt, Gail has made it her mission to demystify Artificial Intelligence and empower anyone to use it confidently in their day-to-day lives and businesses.Together, they explore:The real-world power of AI for small businessesHow to use AI for content creation, social media, and email follow-upWhat it means to customize prompts and train AI to reflect your voice and brandBusting myth…

In this episode of Women on Wealth, Julina Ogilvie sits down with communication expert Peggy Bud to explore one of the most powerful tools in both family life and financial planning, intentional conve…

In this episode of W…

In this episode of Women on Wealth, Julina Ogilvie sits down with communication expert Peggy Bud to explore one of the most powerful tools in both family life and financial planning, intentional conversation.From navigating vacation disagreements to negotiating $300 sneakers, Julina and Peggy unpack the real-life breakdowns and breakthroughs that happen when families talk about money, Emotions, and priorities. Peggy introduces her signature 5 Cs of Communication: conversations, collaboration, cooperation, compromise, and consensus. She highlights how these principles foster connection, Clarity…