Women on Wealth, By Women For Women

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Women on Wealth, By Women For Women

Julina Ogilvie

105 episodes

3 days ago

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...

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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...

Show more...

Episodes (20/105)

Women on Wealth, By Women For Women

Conversations That Build Wealth and Connection

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...

1 month ago

57 minutes

Women on Wealth, By Women For Women

Turning Idle Cash Into Opportunity

In this episode of Women on Wealth, host Julina Ogilvie is joined by Josh Ouellette, CFP®, Wealth Advisor at Principle Wealth Partners, to unpack the cash conversation dominating today’s markets. With more than $7 trillion sitting on the sidelines, investors face critical decisions about whether holding cash is a safety net or a missed opportunity. Timestamps: 02:00 – Why cash is top of mind 05:00 – The Fed’s role & falling rates 08:00 – Purpose of cash & asset allocation 13:00 ...

1 month ago

39 minutes

Women on Wealth, By Women For Women

The Psychology of Money: 7 Biases to Watch Out For

Why do smart people still make money mistakes? Julina Ogilvie and guest Ben Rizzuto, Director and Wealth Strategist at Janus Henderson Investors, uncover the seven deadly biases that influence our financial choices. Learn how to spot anchoring, FOMO, loss aversion, and more—and discover practical strategies to make calmer, smarter money decisions. Timestamps: 02:23 – Why money decisions are so emotional 04:01 – System 1 vs. System 2 thinking 08:46 – Why intelligence doesn’t preven...

2 months ago

59 minutes

Women on Wealth, By Women For Women

Summer Recess: Why the Fed Matters and Markets Keep Moving

In this episode of Women on Wealth, Julina Ogilvie is joined by Bob Paolucci, Founder and CEO of Principle Wealth, to break down the mid-year market environment in Summer Recess. Together, they explore where the markets stand so far in 2025, reasons for optimism, and the Federal Reserve’s dependence on backward-looking data around employment and inflation. This adapted version of Principle Wealth’s monthly webinar includes insights on market reversals, corporate earnings, business spending on...

2 months ago

26 minutes

Women on Wealth, By Women For Women

Caring Smarter – How Tech Is Empowering Family Caregivers

In this powerful episode, Julina Ogilvie is joined by Shauna Sweeney, a former Meta executive turned mission-driven entrepreneur, who founded Tendercare after her father was diagnosed with early-onset Alzheimer’s. Shauna shares how her personal journey led to the creation of the first AI-powered smart care platform designed to simplify caregiving and support families facing one of life’s most emotionally and financially demanding roles. Show Highlights: 01:27 – From Tech Executive...

2 months ago

36 minutes

Women on Wealth, By Women For Women

The Power of Access: Supporting Bold Women Entrepreneurs

In this milestone 100th episode of Women on Wealth, Julina Ogilvie is joined by Bella Ghassemi Smith, Head of the Aurora Tech Award and host of The Day I… podcast. Bella shares her compelling journey from corporate venture capital to leading a global initiative that empowers women tech founders in emerging markets. Together, they explore the barriers women face in tech and entrepreneurship—from language access to lack of representation—and how Aurora Tech is reshaping what support really look...

3 months ago

49 minutes

Women on Wealth, By Women For Women

Mind Over Market

Emotions—not markets—are often the biggest threat to your investment plan. Julina talks with Adam Sarhan, author of Psychological Analysis, about how to make smarter decisions, ask the right questions, and stay calm under pressure—just like smart money does. Show Highlights: 13:49 – Why technical and fundamental analysis aren’t enough—and how emotional decisions often override both 24:11 – The three most important questions to ask before making any investment decision 25:08 – How quic...

4 months ago

52 minutes

Women on Wealth, By Women For Women

Storytelling as Strategy: Communicate Clearly, Connect Deeply

Why do some messages fade while others stick with us for years? The answer is storytelling. In this episode of Women on Wealth, Julina Ogilvie sits down with Sara Gómez, a seasoned strategic communications consultant with more than 20 years of experience working with global health nonprofits like Save the Children and the WHO. Sara shares why storytelling is far more than just a communications tool—it's a catalyst for connection, trust, and change. From the neuroscience behind why stories mov...

5 months ago

32 minutes

Women on Wealth, By Women For Women

DementiaWise: Supporting Families with Compassion and Care

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...

5 months ago

27 minutes

Women on Wealth, By Women For Women

Are Taxes Eating Your Returns? Let's Talk About It

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)C...

6 months ago

28 minutes

Women on Wealth, By Women For Women

Annuities Unwrapped

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 ca...

6 months ago

32 minutes

Women on Wealth, By Women For Women

Wonder Over Worry: Tariffs and Volatility in 2025

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 th...

7 months ago

42 minutes

Women on Wealth, By Women For Women

Legal Essential in Real Estate

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 as...

7 months ago

34 minutes

Women on Wealth, By Women For Women

The Business Owner’s Playbook: Smarter Strategies for Long-Term Success

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 ...

8 months ago

38 minutes

Women on Wealth, By Women For Women

2025 Market Outlook: Lessons from Last Year, Opportunities for the Future- Part 2

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 navigat...

9 months ago

52 minutes

Women on Wealth, By Women For Women

2025 Market Outlook: Lessons from Last Year, Opportunities for the Future- Part 1

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 navigat...

10 months ago

52 minutes

Women on Wealth, By Women For Women

Having the Talk: Navigating Health and Finances with Aging Parents

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 st...

10 months ago

35 minutes

Women on Wealth, By Women For Women

Advisor's Alpha: Unlocking the True Value of Financial Advice

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 por...

11 months ago

47 minutes

Women on Wealth, By Women For Women

End-of-Life Planning for Peace of Mind

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 ...

11 months ago

43 minutes

Women on Wealth, By Women For Women

Financial Intimacy

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 discussi...

1 year ago

41 minutes