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 to Caregiver to Founder

05:45 – What is Tendercare?

08:33 – The Power of AI in Caregiving

11:52 – Tech Partnerships & Community Resource Integration

13:52 – Challenges of Building the Platform

16:15 – What the Tendercare App Experience Looks Like

18:20 – Tendercare’s Reach & Growth Plans

20:07 – The Financial Burden of Caregiving

24:00 – Cross-Sector Collaboration for Change

27:25 – Replacing Doomscrolling with Trusted Guidance

30:25 – Business Model: How Tendercare Stays Free

Connect with Julina Ogilvie:
Website
YouTube
LinkedIn
Email- [email protected]

Link to Tendercare: https://trytendercare.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

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 looks like for female founders around the world.

Show Highlights:

• 03:47 – “If the table isn’t built for you, build a new one”: Aurora’s mission
• 05:48 – Why access—not just funding—is the true game-changer
• 08:03 – 2,000 applicants, 173,000 lives impacted
• 10:41 – The overlooked challenge: language as a barrier to entrepreneurship
• 12:44 – Creating visibility, community, and culturally relevant support
• 19:23 – Bella’s path from apathy burnout to purpose-driven leadership
• 24:56 – InDrive’s bold goal: Positively impact 1 billion people by 2030
• 27:25 – The pattern recognition problem in venture capital

Connect with Julina Ogilvie:
Website
YouTube
LinkedIn
Email- [email protected]

Link to Aurora Tech Award: https://www.auroratechaward.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

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 quickly emotions can derail even the best-laid investment plans
31:37 – Practical strategies to recognize and control your emotions when managing money
42:59 – The “Happy Face Project” and what it reveals about mindset and success
47:55 – A timeless lesson from Warren Buffett

Connect with Julina Ogilvie:
Website
YouTube
LinkedIn
Email- [email protected]

Link to Money Market Circle: https://www.smartmoneycircle.com/

Link to Happy Face Project: https://happyfaceproject.org/

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

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 move us to practical ways to craft your own, this conversation explores how storytelling helps simplify complex ideas, build confidence, and inspire action in both business and life.

Show Highlights:

2:49 – Why storytelling is a powerful communication tool and the role of oxytocin

5:23 – How storytelling helps a message stand out in today's fast-paced world

8:21 – Examples of how storytelling builds trust, credibility, and authentic relationships

13:31 – How storytelling makes complicated topics more accessible and compelling

18:30 – How storytelling builds confidence

20:33 – How to adapt your story effectively for different audiences

24:20 – Advice for those who need help crafting their story

Connect with Julina Ogilvie:
Website
YouTube
LinkedIn
Email- [email protected]

Connect with Sara Gomez:

https://www.saragomezconsulting.com/story-spotlight-package

https://www.linkedin.com/search/results/all/?fetchDeterministicClustersOnly=true&heroEntityKey=urn%3Ali%3Afsd_profile%3AACoAACGcTkkByNrAujf4kRXgxAe7zHOG9AOd70U&keywords=sara%20g%C3%B3mez&origin=RICH_QUERY_SUGGESTION&position=0&searchId=8d6a3f09-c864-43f1-b631-165ebe75dc90&sid=X_%3B&spellCorrectionEnabled=false

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 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:
Website
YouTube
LinkedIn
Email- [email protected]

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 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:
Website
YouTube
LinkedIn
Email- [email protected]

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

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 plan

Connect with Julina Ogilvie:
Website
YouTube
LinkedIn
Email- [email protected]

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, “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:
Website
YouTube
LinkedIn
Email- [email protected]

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

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:
Website
YouTube
LinkedIn
Email- [email protected]

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, 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:
Website
YouTube
LinkedIn
Email- [email protected]

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