Women on Wealth, By Women For Women

 In this episode of Women on Wealth, Julina Ogilvie sits down with Neil Anand, owner of ComForCare Home Care in Fairfield, CT, to discuss DementiaWise—a program designed to enhance the quality of life for individuals living with dementia. Together, they explore the importance of care coordination, caregiver education, and respite services, and share practical advice for families navigating the challenges of dementia care. Show Highlights:What is DementiaWise? (2:44)Medicare's new initiative (6:01)Care coordination and management (9:42)Caregiver education and support (11:00)A personalized care plan (12:02)Respite care (14:03)Biggest misconceptions families have (15:05)It's impact on families and patients (16:06)Eligibility (18:19)Advice for a loved one showing signs of memory decline (19:48)Employer benefits (23:44)Connect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comThe 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

In this episode, Julina Ogilvie sits down with Kyle Farrell, Senior Investment Specialist at Principle Wealth, to break down the often-overlooked topic of taxes and investing. From capital gains to tax-efficient strategies, Kyle shares practical insights to help you grow your wealth while keeping more of it.Show Highlights:Taxes are an important consideration in investing (1:21)Most common mistakes with taxes in investing (2:27)Tax efficient strategies (4:54)Tax advantage vs taxable (8:40)Capital gains (10:40)Tax loss harvesting (13:12)Benefits of tax advantaged accounts (16:27)Municipals vs corporate bonds (18:31)Estate considerations (20:15)Upcoming tax policies to pay attention to (27:36)Connect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comThe 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

Annuities can sound like the perfect solution for retirement income—but are they really? In this episode of Women on Wealth, Julina Ogilvie sits down with Glenn Zavorskas from Principle Wealth, to break down the truth behind the promises.We dive into: ✅ What annuities really are and how they work ✅ Common misconceptions and hidden pitfalls ✅ Who annuities are right for—and who should think twice ✅ Key questions to ask before buying one ✅ How annuities can (or can't) fit into your retirement planConnect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comThe 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

In this episode, “Wonder Over Worry: Tariffs and Volatility in 2025,” we're diving into a timely and important conversation about what's driving the recent market pullback. From rising tariffs to renewed volatility, investors are facing a lot of headlines—and even more uncertainty.Joining me is Bob Paolucci, the Founder and CEO of Principle Wealth, to help us unpack what's really going on. We'll explore why volatility is a normal part of investing, how global trade tensions may be shaping the current environment, and where we believe the economy stands today.Show Highlights:Tariffs: A negotiating tactic (5:07)Stock Market Pullback (12:01)Bonds Are Behaving (20:26)Volatility Is Normal (22:43)Best Days Happen During Volatile Times (25:16)Was It Tariffs or Deepseek? Or Both? (28:01)Back to Tariffs (30:56)Economic Date: What Matters Most (35:39)Connect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comThe 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

Buying a home or investing in real estate comes with legal complexities that many buyers overlook. In this episode of Women on Wealth, I sit down with Corinne Abbott, an attorney at Grassette & Associates, to break down key legal aspects of real estate transactions.We discuss common misconceptions, first-time buyer mistakes, and how RESPA has shaped transactions. Corinne also explains title options in Connecticut, staying compliant with real estate laws, and the essential questions to ask a real estate attorney. Plus, we dive into the role attorneys play in preventing legal issues, key considerations for women in real estate, and expert investment advice.Show Highlights:Misconceptions homebuyers have about the real estate purchasing process (4:20)Common mistakes from first-time homebuyers (9:21)How the Real Estate Settlement Procedures Act (RESPA) impacted transactions (13:14)How people can hold title in Connecticut (16:41)How to ensure you're compliant with current real estate laws (18:49)Questions to ask real estate attorneys (20:52)The role a real estate attorney plays in preventing legal issues (23:36)Considerations for women (28:41)Advice for investing in today's real estate market (29:51)Connect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comThe 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

 In this episode of Women on Wealth, host Julina Ogilvie welcomes Michelle Fuller, a Certified Exit Planning Advisor, to discuss the key strategies business owners need to build, scale, and secure their financial future. They explore how to align personal, business, and financial goals, the importance of value growth advisors, and why smart planning isn't just about exiting—it's about maximizing long-term success. Whether you're looking to grow your business, increase its value, or plan for the future, this episode is packed with actionable insights to help you take control of your financial journey. Show Highlights:Advanced planning for business owners (3:55)The role of a value growth advisor (7:55)Business valuation and owner perception (14:13)The Value Acceleration Methodology (19:40)Finding the right advisors (30:23)Connect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comThe 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

Join Julina Ogilvie and Bob Paolucci, Founder & CEO of Principle Wealth for an in-depth look at the market outlook for 2025. In this two-part series, we kick off the year by reflecting on the market trends and key events that shaped 2024. We also uncover the most pressing themes and opportunities that investors should prioritize in 2025. Whether you're an experienced investor or just starting to build your financial confidence, this episode will equip you with valuable insights to navigate the markets with clarity and purpose. Show Highlights: Stocks: Earnings, opportunities, and what to expect during the year (1:06)Bonds: Opportunities in high-yield bonds, convertibles, and municipals (18:14)Economy & Policy 1:12:18 (23:40)Everything Else: Real estate, China, crypto, AI, GLP-1, X-Factor 1:22:14 (33:35)Connect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comThe 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

Join Julina Ogilvie and Bob Paolucci, Founder & CEO of Principle Wealth for an in-depth look at the market outlook for 2025. In this two-part series, we kick off the year by reflecting on the market trends and key events that shaped 2024. We also uncover the most pressing themes and opportunities that investors should prioritize in 2025. Whether you're an experienced investor or just starting to build your financial confidence, this episode will equip you with valuable insights to navigate the markets with clarity and purpose. Show Highlights: 2024 Stock Market (8:32)Diversified Index Returns (10:12)2024 Asset Class Returns (12:40)2024 In Review- Key Economic Data (16:42)Correction Free- The Twin of 2023 (20:01)Abundance of Cash (22:12)          2025 What Matters Most in the Years Ahead? (24:11)The Boss: 10-Year Treasury Yield (30:05)Monetary Policy: The Fed's Dual Mandate (34:23)Fiscal Policy: Out of Balance (35:41)Trade: Tariffs On US Imports (36:40)Regulation: Cut the Tape (40:04)Employment: Less employment=lower rates (42:30)Earnings and Buybacks (46:13)Connect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comThe 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

 In this episode of Women on Wealth, Julina Ogilvie interviews Anne McGuire, founder of Healthcare Pathfinder, about how adult children can navigate crucial conversations with their aging parents. They discuss strategies for addressing sensitive topics like health care, long-term care planning, and financial decisions with empathy and confidence. Gain actionable insights to prepare for the future and support your parents through life's transitions. Show Highlights:Effective ways to start a conversation with aging parents (7:08)The most critical health and financial issues to address (10:31)How adult children can approach these conversations (13:59)The importance of these conversations before a crisis (17:11)When families should seek guidance (24:28)Advice for adult children looking for balance (28:34)Connect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comThe 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

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 create tax efficiency in a portfolio (24:58)Spending strategies (30:19)The role that trust plays (35:01)How advisors can continue to offer advice at each phase of a client (38:57)The power of 3% from an advisor (44:27)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

 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 you pre-plan (19:11)The role of life insurance (21:29)How to have conversations with family (30:09)Government programs and VA options (33:29)The reason it's set up third party (36:40)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

 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 conversations are so difficult for couples and the benefits to overcome them (3:22)Most common mistakes made (9:06)Your money story (15:11)What is passed to our children (19:41)Four essentials that every chouple should address (24:20)Examples of unhealthy financial discussions (26:54)Process to identify how to prioritize your financial situation (33:17)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

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 awareness is key (33:57)The need to say no (36:42)When someone is ready for coaching (38:51)Connect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comConnect with Monica Leggett:https://www.monicaleggett.com/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

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' Law? (4:24)Who the book is for and stories from some of the women (5:46)The lack of training in the family court system (13:13)The stigma of supporting domestic abuse (18:33)Evaluation of states (20:54)How to find the right attorney (22:01)The financial impact (23:31)Connect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comTo Learn More About FramedPerfect Prey PodcastThe 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

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 (20:13)Estate and charitable giving (27:55)Managing income in retirement (39:05)Common misconceptions and how individuals can personalize their retirement plan (49:13)Connect with Julina Ogilvie:Website- https://www.julinaogilvie.comWebsite- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

 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 worry about financial exploitation? (3:21)Definition of financial exploitation (8:22)Common perpetrators (9:55)What families can do to protect themselves (11:08)How financial exploitation has changed over the years (12:28)The most common frauds (19:09)What's being done on a federal and state level (32:45)Where to learn more (37:24)Connect with Julina Ogilvie:Website- https://www.julinaogilvie.comWebsite- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvie For the video of this webinar:https://www.youtube.com/watch?v=uwNYciAY7hwTo learn more:https://www.olderadultnestegg.com/https://www.janushenderson.com/en-us/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

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 identity theft (8:40)The emotional and practical impacts this had on the family (10:10)Protecting the elderly (12:08)Where to begin in this situation (16:50)Coerced debt vs financial abuse and recent regulation (19:10)Texas and financial protection for women (24:50)Advice for someone in this situation (32:24)Recent bill in Connecticut (26:08)What can be done on a local basis (39:20)Connect with Julina Ogilvie:Website- https://www.julinaogilvie.comWebsite- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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)Observing the Direction of the Market (14:38)Earnings Are Up (17:34)Japan Effect on Recent Market Volatility (19:32)Why It's Time to Cut Rates (26:55)Connect with Julina Ogilvie:Website- https://www.julinaogilvie.comWebsite- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvie For the video of this webinar:https://youtu.be/FczLt405jr8The 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

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- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvie  For the video of this webinar:https://www.youtube.com/watch?v=NeQuP5lQ6GY   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

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 of female advisors (14:28)Why women still feel patronized (17:35)The average age of today's advisor (18:57)Why there are so few women advisors today (20:35)How advisors can help (24:23)What to look for when searching for an advisor (26:44)Questions to ask an advisor in an interview (29:34)How advisors structure fees (31:26)The Great Wealth Transfer (35:02)Connect with Julina Ogilvie:Website- https://www.julinaogilvie.comWebsite- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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 career shift (9:49)Mommy Millionaire (10:54)How she coaches entrepreneurs (12:50)Living paycheck to paycheck to becoming a millionaire (15:15)Accepting reality (17:50)Practical steps to build wealth (18:32)Where to start (22:28)Strategies to build a social media presence (25:59)The process of What Do You Really Want (28:32)The one nugget about social media platforms (36:27)Connect with Julina Ogilvie:Website- https://www.julinaogilvie.comWebsite- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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)Requirements for these documents (27:24)How often to review (28:47)Connect with Julina Ogilvie:Website- https://www.julinaogilvie.comWebsite- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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.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 which to review or add a policy (10:22)Misconceptions (16:39)How insurance companies determine coverage and premiums (18:12)Negotiating with a carrier (20:27)Change in costs (21:20)How agencies work with different insurance carriers (21:59)Recent fraud (23:54)The process (27:21)Connect with Julina Ogilvie:Website- https://www.julinaogilvie.comWebsite- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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 Corporate Plans Still Suitable for Retirement Savings (10:16)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieInsurance products and plan administrative services provided through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. 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

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 (26:18)How to talk to loved ones about money (27:43)When most go searching for financial therapy (34:12)How clients can work with a financial therapist (36:41)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieTo Access Wendy's Coupon:https://wendywright.podia.com/intersection-of-money-milkshakes?coupon=HEALING-THRU-THE-MONEY-FOOD-CONNECTION-WOMENONWEALTH Free Access to Healing thru the Money and Food Connection:https://wendywright.podia.com/?coupon=GUEST-OF-WENDY 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

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- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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 for probate and how unique each state is (20:23)Benefits of a revocable trust (25:05)Choosing the wrong executor and trustees (26:10)Not having a power of attorney or health care proxy (32:10)Importance of up-to-date documents, even if they don't expire (36:20)Tax planning (39:57)Designating beneficiaries (46:09)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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 women and girls (8:09)Survey of the States (14:17)New legislation in CT (19:04)What CEE provides teachers (22:24)CEE's planned impact on CT (26:17)Status of other states (29:36)The commitment from Principle Wealth Partners and the ask of other advisors in CT (30:35)Study by the National Endowment for Financial Education (NEFE) on teachers (31:55)The reach of CEE (33:39)What individuals can do if their state does not have a requirement (esp. NY, MA, DE, OK) (37:10)Link to CEE:https://www.councilforeconed.org/Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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 encourage girls to be more financially inclusive (17:29)Who the book is appropriate for (19:08)Why the book targets parents/guardians (19:54)Strategies around money relevant to children (20:37)Advise on investing (22:53)Allowance (27:25)Tools for parents (27:56)To Order Money Confident Girls:https://www.amazon.com/Money-Confident-Girls-Financially-Children/dp/B0CRWZ8YQ8/ref=sr_1_1?crid=30OTOAAQQEGX5&keywords=money+confident+girls&qid=1706802320&sprefix=money+confident+girls%2Caps%2C81&sr=8-1Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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 fed got it right. . . in 2021 (12:51)Looking ahead to 2024 (14:17)The path for interest rates (17:19)Inflation below 3% is on the horizon (20:35)Earnings drive return (24:21)Cash on the sidelines (26:47)Small over large in 2024 (34:15)The average stock is cheap (35:45)Year-end rallies create momentum (44:21)Bonds are back (45:50)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieFor the webinar in its entirety:https://www.youtube.com/watch?v=J-pVezahHfAThe 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

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 colleges (13:34)Are merit scholarships negotiable? (14:57)Advice to parents (20:24) Deadlines (24:14)How to marry the athletics component to the admissions process (24:59)How the application process has changed (28:35)The common application (30:37)Early action vs early decision vs early decision round two (37:07)Standardized testing (44:18)An ideal timeline to work with a counselor (48:12)Tips for touring a college (53:48)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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 of how to publish (29:44) Usage of AI (35:15) Questions to ask a publisher (37:48) The success of Publish Your Purpose (40:33)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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 challenges (19:45)How to get more involved (24:30)Trust based philanthropy (26:11)Future role of women (28:26)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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 in financial infidelity (11:49)How to determine if you're at risk of financial fraud (13:11)The most common place a spouse hides money (15:30)Who needs a forensic accountant (18:51)Costs associated with this (20:35)How to save money in the judicious process (21:18)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

In this episode, we dive into the world of interest rates with Kyle Farrell, 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?Show Highlights:History of interest rates (2:25)Cause for recent rate hikes (4:15)Where do interest rates go from here (8:15)The massive shift to money market (11:00)Volatility in cash yields (14:05)Opportunities in bonds (18:15)Bond returns after negative declines (19:30)Bond returns after rates peak (21:05)Opportunities for equities (23:30)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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.Show Highlights:The blueberry breakdown (2:40)How she became a statistic where women shoulder managing a family (6:11)The she-fault parent (6:55)The evolution of the system (11:00)The result on women (13:50)Four rules of fair play (14:40)The important question. How does mustard get in your refrigerator? (20:20)How finance fits in the system (23:45)The one card (of 100 in the system), that needs to be redealt amongst spouses (27:38)The impact of the pandemic, evolving to her new book (28:56)Unpaid labor in the workforce (35:25)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

In this episode, we're joined by Julie Gillespie, CPA at Simione, Macca, and Larrow. Julie will be sharing a variety of strategies to consider to reduce taxes.Show Highlights:Today's tax rates vs. historical (1:00)Deductions- standard vs. itemized (4:35)Credits (7:50)Deferring with retirement contributions (9:40)Asset location (11:55)529 college savings plan (14:30)HSA account (15:15)Donor-advised fund (16:48)Qualified charitable donation (18:20)Tax-free bonds (19:55)Tax loss harvesting (22:50)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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.Show Highlights:Why Dorothy left corporate America (1:55)How Dorothy created Ellevate Collective (5:40)Why we continue to lack women leaders (9:35)How women are their own biggest obstacle (16:42)The impact of mentorship and sponsorship programs (22:05)How women can elevate their game (25:25)What is needed to transition on your own (29:55)What women are notorious for and how to avoid it (38:08)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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.But that's not all – I also have some exciting news to share. As part of my commitment to giving back, I'll be undertaking a personal fundraising effort for Make-A-Wish with my upcoming Ironman 140.6 race in Panama City Beach, Florida. Please click the link below to learn more or if you would like to donate!2022-23 Wish Your Way Connecticut: Julina Ogilvie - Make-A-Wish Foundation Show Highlights:Pam's path to a non-profit and advice on a life-changing event (1:50)History of Make-A-Wish (5:00)Scientific data behind wishes (6:45)Financial success in CT (8:50)Financial breakdown, including the average cost of one wish (10:50)Types of wishes (12:45)How people can help, including how many wishes are in the queue in CT(15:10)The impact of small donations (17:55)How they include alumni (22:35)My personal commitment to Make-A-Wish (24:15)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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.To view the slides referenced, please click on the YouTube link below.If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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.Show Highlights:What is a bond (8:00)Why bonds are important in a portfolio (11:15)History of yields and inflation (21:05)Volatility of bonds (25:15)The fastest rate hiking cycle in recent history  (29:30)Future interest rates and how to position bonds going forward (31:50)Opportunities in bonds (38:40)Importance of active management in bonds (55:20)If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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. Show Highlights:Insurance Is Not Just For The Affluent (3:25)How Proactive Planning Pays Off (4:55)How Often You Need To Review Insurance (9:25)Impact of Natural Disasters (11:55)Growth of Cybersecurity (21:00)Importance Of An Umbrella In A Litigious World (24:15)Leaving A Legacy (30:55)Make It A Priority (34:45) If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieConnect with David Thomas:Email- david.thomas@hubinternational.comWebsite- https://hubinternational.comThe 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

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.Show Highlights:The Process To Create A Business (6:05)The Foundation Of A Good Business (9:15)The Importance Of A Business That Gives Back (10:10)Bridging The Gap With A Brand (12:00)How To Target Your Market (15:05)The Influence On Girls (17:54)Why Women Are Great Entrepreneurs (19:35)Why More Women Aren't Entrepreneurs (20:38)Options To Finance A Business (22:35)If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

Bob Paolucci, 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.Show Highlights:Fed, Interest Rates, And Inflation (5:30)Stock Market Return (12:20)Earnings (20:28)Bull Market (22:15)Opportunities In Small Caps (27:25)How Markets React After A Fed Pause (30:35)Bonds Are Back In Fashion (32:30)The Most Anticipated Recession In Recorded History (33:42)Bull And Bear Markets (37:20)To view the slides referenced, please click on the YouTube link below.If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

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.To review the slides, please click the youtube link below.If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

Herb Nass and Katherine Brennan, two attorneys from Davis & Gilbert in New York City, discuss the importance of digital assets in an estate plan. They review what digital assets are, their challenges, and potential remedies. They also provide solutions to protect digital assets and discuss who typically handles this aspect in an estate plan. It is important to consult with an attorney or estate planning professional to understand the specific laws, regulations, and options available in your jurisdiction regarding including digital assets in your estate plan.If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

Bob Paolucci, Founder and CEO of Principle Wealth Partners, returns to the podcast to discuss the debt ceiling, potential outcomes, and the economic and market implications.To view the slides referenced, please click on the YouTube link below.If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

"Teach Savings To Young Kids" is a podcast episode that features a conversation between Julina and Sam Renick, the creator of Sammy Rabbit and the Money School. The podcast focuses on the importance of developing good financial habits in children early on, and Renick's efforts to improve children's financial literacy. During the conversation, Renick emphasizes the need for parents and educators to teach children how to save money, set financial goals, budget, and avoid impulse purchases.If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieConnect with Sam Renick:Website- https://sammyrabbit.com/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

Stephanie Larosiliere is a Senior Client Portfolio Manager and the Head of Municipal Business Strategies and Development for Invesco. In The Importance of Municipal Bonds, she first explains what municipal bonds are and the tax benefit of investing in them. She further describes why to own municipal bonds over the long term and the opportunity in today's environment.If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

Recent bank failures have prompted concerns from investors. Listen to Julina and  Bob Paolucci, Founder and CEO of Principle Wealth Partners, discuss what occurred, why these are unique, and how the government has stepped in. To watch this video which includes the slides, please click here:julinaogilvie.com/videosIf you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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

In the final days of 2022, Congress passed a massive 4,155-page spending package that included SECURE Act 2.0, providing numerous changes to retirement savings and distribution rules. Bob Paolucci, Founder and CEO of Principle Wealth Partners, and Julina discuss some of the law's key provisions and potential implications for retirees and retirement savers. To watch this video which includes the slides, please click here:julinaogilvie.com/videosIf you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe 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