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...
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 ...
Women on Wealth, By Women For Women
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...
