Women on Wealth, By Women For Women

By Julina Ogilvie

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Subscribers: 34
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Episodes: 106

Description

Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!

Episode Date
Supercharge Your Business With AI Confidence
Nov 16, 2025
Conversations That Build Wealth and Connection
Oct 11, 2025
Turning Idle Cash Into Opportunity
Oct 04, 2025
The Psychology of Money: 7 Biases to Watch Out For
Sep 13, 2025
Summer Recess: Why the Fed Matters and Markets Keep Moving
Sep 04, 2025
Caring Smarter – How Tech Is Empowering Family Caregivers
Aug 23, 2025
The Power of Access: Supporting Bold Women Entrepreneurs
Aug 01, 2025
Mind Over Market
Jun 29, 2025
Storytelling as Strategy: Communicate Clearly, Connect Deeply
Jun 19, 2025
DementiaWise: Supporting Families with Compassion and Care
May 31, 2025
Are Taxes Eating Your Returns? Let's Talk About It
May 20, 2025
Annuities Unwrapped
May 03, 2025
Wonder Over Worry: Tariffs and Volatility in 2025
Apr 08, 2025
Legal Essential in Real Estate
Mar 23, 2025
The Business Owner’s Playbook: Smarter Strategies for Long-Term Success
Mar 01, 2025
2025 Market Outlook: Lessons from Last Year, Opportunities for the Future- Part 2
Feb 12, 2025
2025 Market Outlook: Lessons from Last Year, Opportunities for the Future- Part 1
Jan 20, 2025
Having the Talk: Navigating Health and Finances with Aging Parents
Dec 31, 2024
Advisor's Alpha: Unlocking the True Value of Financial Advice
Dec 14, 2024
End-of-Life Planning for Peace of Mind
Dec 01, 2024
Financial Intimacy
Nov 07, 2024
Doubtful to Decisive
Oct 26, 2024
Framed: Women in the Family Court Underworld
Oct 04, 2024
Key Concepts for Retirement Planning
Sep 27, 2024
Understanding and Protecting Yourself From Financial Exploitation
Sep 14, 2024
From Victim to Advocate
Aug 23, 2024
Unmasking Recent Market Volatility
Aug 15, 2024
Tick Tock
Aug 01, 2024
Unpacking the Role of Financial Advisors: A Barron's Editor's Perspective
Jun 18, 2024
What Do You Really Want
May 23, 2024
Legal Essentials for College-Bound Families
May 14, 2024
Protecting Your Assets With An Umbrella Policy
Apr 28, 2024
Retirement Plan Strategies for Businesses
Apr 09, 2024
From Money Chaos to Confidence: A Journey to Financial Clarity
Mar 22, 2024
Career Safari
Mar 13, 2024
Estate Planning Essentials: Steering Clear of Common Mistakes
Mar 01, 2024
Fight For Financial Literacy
Feb 14, 2024
Money Confident Girls
Feb 01, 2024
Closer to Normal: Outlook for 2024
Jan 24, 2024
College Admissions Unveiled: Then and Now
Jan 18, 2024
Publish Your Purpose
Dec 26, 2023
Women and Philanthropy
Dec 06, 2023
Financial Infidelity And It's Impact On Marriage And Divorce
Nov 22, 2023
Is Cash King?
Nov 07, 2023
Fair Play With Eve Rodsky
Oct 17, 2023
Winning Strategies For Tax Planning
Oct 03, 2023
Navigating A Career Transition
Sep 14, 2023
Make-A-Wish
Aug 30, 2023
Downgrade of US Debt
Aug 24, 2023
Why Bonds Now
Aug 14, 2023
Personal Insurance- Managing Risk In A Changing Landscape
Jul 31, 2023
Tips For Female Entrepreneurs
Jun 24, 2023
Market Outlook for 2023, Bull Market or Recession?
Jun 18, 2023
The Most Important Takeaways for Women's Long Term Care
Jun 07, 2023
Digital Assets In An Estate Plan
May 31, 2023
The Debt Ceiling, What You Need to Know
May 03, 2023
Teach Savings To Young Kids
Apr 25, 2023
The Importance of Municipal Bonds
Apr 09, 2023
The Bank Blowup: What Happened and the Implications
Mar 15, 2023
Secure Act 2.0- Implications for Retirees and Retirement Savers
Mar 07, 2023
Safeguarding Your Financial Independence
Feb 16, 2023
The Fundamental Concepts of Investing
Jan 26, 2023
Market Update for 2023
Jan 19, 2023
Lending Landscape Series: Life Stages of Home Ownership
Jan 11, 2023
Lending Landscape Series: Property Values and Benefits of Energy Efficient Improvements
Nov 19, 2022
Impact of Lifechanging Events On Insurance
Nov 03, 2022
Lending Landscape Series: Mortgage Rates
Oct 19, 2022
Your Money Story with Julie Genjac from Hartford Funds
Oct 07, 2022
Higher Education Reform and Navigating Transition with President Casey, Colgate University
Sep 23, 2022
Active ETFs
Sep 07, 2022
Tax Strategies For Effective Estate Planning
Aug 19, 2022
Future of Finance Is More Female
Aug 04, 2022
Tips on Cybersecurity
Jul 15, 2022
Financial Fitness Unleashed
Jun 30, 2022
Behavioral Finance
Jun 15, 2022
Growing A Seven Figure Business, And Beyond
Jun 06, 2022
Reasons for Optimism in Today's Market
May 17, 2022
Insight on Volatility, Inflation, and Fed
May 05, 2022
Women Serving on Boards
Apr 11, 2022
Non-Adversarial Divorce
Apr 06, 2022
Market Volatility This Year,
Mar 07, 2022
Understanding College Financial Aid
Feb 15, 2022
Ladies, Just Do It!
Feb 03, 2022
The Impact of a Non-Profit
Feb 02, 2022
A Smarter Way to Give
Jan 21, 2022
From Destitute to COO
Nov 18, 2021
Preparing A Loved One for Senior Care
Nov 17, 2021
Wake Up Mom
Nov 15, 2021
Medicaid & Asset Protection
Nov 10, 2021
It's My Money
Oct 27, 2021
Power of Control
Oct 13, 2021
Understanding IRAs
Sep 16, 2021
Bitcoin Demystified
Aug 30, 2021
Navigating Social Security,
Aug 20, 2021
Financial Mentors
Aug 04, 2021
Markets Today
Jul 21, 2021
What Keeps You Up At Night
Jul 07, 2021
Financial Abuse, A Form of Coercive Control
Jun 17, 2021
Protect What You Have
Jun 01, 2021
Dividend Income and Investing Lessons from CEO & Portfolio Manager, Jenny Harrington
May 26, 2021
Baking Fundamentals Applied to Investing
May 05, 2021
The Intimidating B-Word
Apr 21, 2021
Women, Money and Emotions
Apr 05, 2021
The Investment No-No!
Mar 22, 2021
The Silent Risk for Women
Mar 08, 2021
Why WOW? Well 90%
Mar 08, 2021