By Julina Ogilvie
5
1010 ratings
The podcast currently has 84 episodes available.
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:
Website
YouTube
LinkedIn
Email- [email protected]
To Learn More About Framed
Perfect Prey Podcast
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, 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 retirement
Whether 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.com
Website- principlewealthpartners.com/team
Email- [email protected]
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
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, 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.com
Website- principlewealthpartners.com/team
Email- [email protected]
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
For the video of this webinar:
https://www.youtube.com/watch?v=uwNYciAY7hw
To 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.com
Website- principlewealthpartners.com/team
Email- [email protected]
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
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 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.com
Website- principlewealthpartners.com/team
Email- [email protected]
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
For the video of this webinar:
https://youtu.be/FczLt405jr8
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 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.com
Website- principlewealthpartners.com/team
Email- [email protected]
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @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.com
Website- principlewealthpartners.com/team
Email- [email protected]
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
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
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.com
Website- principlewealthpartners.com/team
Email- [email protected]
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
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, 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.com
Website- principlewealthpartners.com/team
Email- [email protected]
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
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 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.
Show Highlights:
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.com
Website- principlewealthpartners.com/team
Email- [email protected]
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
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
The podcast currently has 84 episodes available.