Women on Wealth, By Women For Women

Money Is A Conversation, Women Belong In It

24 May 2026

Contributed by Lukas

In this episode of Women on Wealth, Julina Ogilvie sits down with communication expert, author, and educator Peggy Bud to discuss her article, “Mone...

Why Financial Wellness Is About More Than Just Money

29 Apr 2026

Contributed by Lukas

In this episode of Women on Wealth, Julina Ogilvie sits down with Dr. Darla Bishop to explore a powerful and often overlooked truth, financial wellnes...

Making Smarter Social Security Decisions

31 Mar 2026

Contributed by Lukas

In this episode of Women on Wealth, Julina Ogilvie sits down with Social Security expert and author Marsha Mantel to unpack one of the biggest concern...

How To Ask Like An Auctioneer And Maximize The Potential Of Every Ask

15 Mar 2026

Contributed by Lukas

In this episode of Women on Wealth, Julina Ogilvie speaks with leadership communications coach and author Dia Bondi about how to ask like an auctionee...

Cybersecurity For Business Owners: The Hidden Risks

24 Feb 2026

Contributed by Lukas

 Cyber threats don’t just target large corporations, small and mid-sized businesses are often the most vulnerable. In this episode, Julina and cybe...

Cybersecurity at Home: Protecting Your Family in a Digital World

31 Jan 2026

Contributed by Lukas

Cybersecurity isn’t just a technology issue, it’s a family and financial issue. In this episode, Julina is joined by cybersecurity expert Sam Disr...

Keep Talking: Raising Confident Teens Through Better Conversations

16 Jan 2026

Contributed by Lukas

In this episode of Women on Wealth, Julina Ogilvie sits down with author Jen Shoemaker-Davidson to explore why staying connected with teens starts by ...

Legal Essentials For Women Entrepreneurs

18 Dec 2025

Contributed by Lukas

Starting or scaling a business is exciting—but the legal side can feel overwhelming. In this episode of Women on Wealth, Julina Ogilvie sits down wi...

Supercharge Your Business With AI Confidence

16 Nov 2025

Contributed by Lukas

In this episode of Women on Wealth, host Julina Ogilvie sits down with Gail Zona, a former tech exec turned entrepreneur and the founder of Learn AI f...

Conversations That Build Wealth and Connection

11 Oct 2025

Contributed by Lukas

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 fam...

Turning Idle Cash Into Opportunity

04 Oct 2025

Contributed by Lukas

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...

The Psychology of Money: 7 Biases to Watch Out For

13 Sep 2025

Contributed by Lukas

 Why do smart people still make money mistakes? Julina Ogilvie and guest Ben Rizzuto, Director and Wealth Strategist at Janus Henderson Investors, un...

Summer Recess: Why the Fed Matters and Markets Keep Moving

04 Sep 2025

Contributed by Lukas

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 e...

Caring Smarter – How Tech Is Empowering Family Caregivers

23 Aug 2025

Contributed by Lukas

 In this powerful episode, Julina Ogilvie is joined by Shauna Sweeney, a former Meta executive turned mission-driven entrepreneur, who founded Tender...

The Power of Access: Supporting Bold Women Entrepreneurs

01 Aug 2025

Contributed by Lukas

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 Da...

Mind Over Market

29 Jun 2025

Contributed by Lukas

Emotions—not markets—are often the biggest threat to your investment plan. Julina talks with Adam Sarhan, author of Psychological Analysis, about ...

Storytelling as Strategy: Communicate Clearly, Connect Deeply

19 Jun 2025

Contributed by Lukas

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 do...

DementiaWise: Supporting Families with Compassion and Care

31 May 2025

Contributed by Lukas

 In this episode of Women on Wealth, Julina Ogilvie sits down with Neil Anand, owner of ComForCare Home Care in Fairfield, CT, to discuss DementiaWis...

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

20 May 2025

Contributed by Lukas

In this episode, Julina Ogilvie sits down with Kyle Farrell, Senior Investment Specialist at Principle Wealth, to break down the often-overlooked topi...

Annuities Unwrapped

03 May 2025

Contributed by Lukas

Annuities can sound like the perfect solution for retirement income—but are they really? In this episode of Women on Wealth, Julina Ogilvie sits dow...

Wonder Over Worry: Tariffs and Volatility in 2025

08 Apr 2025

Contributed by Lukas

In this episode, “Wonder Over Worry: Tariffs and Volatility in 2025,” we’re diving into a timely and important conversation about what’s drivi...

Legal Essential in Real Estate

23 Mar 2025

Contributed by Lukas

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...

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

01 Mar 2025

Contributed by Lukas

 In this episode of Women on Wealth, host Julina Ogilvie welcomes Michelle Fuller, a Certified Exit Planning Advisor, to discuss the key strategies b...

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

12 Feb 2025

Contributed by Lukas

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 seri...

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

20 Jan 2025

Contributed by Lukas

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 seri...

Having the Talk: Navigating Health and Finances with Aging Parents

31 Dec 2024

Contributed by Lukas

 In this episode of Women on Wealth, Julina Ogilvie interviews Anne McGuire, founder of Healthcare Pathfinder, about how adult children can navigate ...

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

14 Dec 2024

Contributed by Lukas

Discover the key to maximizing your financial future as Julina Ogilvie interviews Maria Quinn, Senior Advice Strategist at Vanguard. From behavioral c...

End-of-Life Planning for Peace of Mind

01 Dec 2024

Contributed by Lukas

 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 ...

Financial Intimacy

07 Nov 2024

Contributed by Lukas

 In this episode Julina Ogilvie interviews Adam Kol, a Couples Financial Coach, on the topic of financial intimacy. They explore why money conversati...

Doubtful to Decisive

26 Oct 2024

Contributed by Lukas

In this episode of Women on Wealth, business coach, speaker, and author Monica Leggett shares actionable strategies to help you move from feeling stuc...

Framed: Women in the Family Court Underworld

04 Oct 2024

Contributed by Lukas

Join host Julina Ogilvie as she interviews Dr. Christine Cocchiola and Amy Polacko, authors of Framed: Women in the Family Court Underworld. They disc...

Key Concepts for Retirement Planning

27 Sep 2024

Contributed by Lukas

In this episode, Devin Ekberg from PIMCO joins me to dive into Key Concepts for Retirement Planning. We’ll tackle four crucial topics: longevity ris...

Understanding and Protecting Yourself From Financial Exploitation

14 Sep 2024

Contributed by Lukas

 In this episode of Women on Wealth, we're joined by Ben Rizzuto from Janus Henderson Investors to discuss the critical topic of financial explo...

From Victim to Advocate

23 Aug 2024

Contributed by Lukas

In this powerful episode, we sit down with Karen Robbins, an advocate for financial abuse victims. Karen shares her personal journey from being a vict...

Unmasking Recent Market Volatility

15 Aug 2024

Contributed by Lukas

In this episode, Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, delve into the recent market volatility, exploring its causes ...

Tick Tock

01 Aug 2024

Contributed by Lukas

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 ...

Unpacking the Role of Financial Advisors: A Barron's Editor's Perspective

18 Jun 2024

Contributed by Lukas

Join us as Amey Stone, writer and editor for Barron's Advisor, delves into the pivotal role of financial advisors. Discover the importance of fin...

What Do You Really Want

23 May 2024

Contributed by Lukas

Welcome to "What Do You Really Want," the episode where we dive deep into the journeys, challenges, and triumphs of individuals who have dar...

Legal Essentials for College-Bound Families

14 May 2024

Contributed by Lukas

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...

Protecting Your Assets With An Umbrella Policy

28 Apr 2024

Contributed by Lukas

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, sh...

Retirement Plan Strategies for Businesses

09 Apr 2024

Contributed by Lukas

Tune in for a high-level conversation on securing your business' future with Alison Smith from Principal, as we explore the latest trends and str...

From Money Chaos to Confidence: A Journey to Financial Clarity

22 Mar 2024

Contributed by Lukas

Tune in to Women on Wealth for an enlightening episode on Financial Therapy with Wendy Wright, a seasoned Financial Therapist. Explore the essence of ...

Career Safari

13 Mar 2024

Contributed by Lukas

Seeking inspiration or actionable insights to nurture a rewarding career journey? Tune in as we delve into Wamite Muthara's Career Safari and its...

Estate Planning Essentials: Steering Clear of Common Mistakes

01 Mar 2024

Contributed by Lukas

In this episode, Julina is joined by Stephen Napier, a member of Berkowitz, Trager and Trager. Together, they dive into the crucial components of esta...

Fight For Financial Literacy

14 Feb 2024

Contributed by Lukas

In this episode of Women on Wealth, Julina is joined by Nan Morrison, President and CEO of the Council for Economic Education (CEE), as they discuss C...

Money Confident Girls

01 Feb 2024

Contributed by Lukas

In this episode, Jenn Grace, Founder of Publish Your Purpose, assumes the hosting duties, engaging in a dynamic interview with Julina on launching her...

Closer to Normal: Outlook for 2024

24 Jan 2024

Contributed by Lukas

Join Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, as they reflect on the critical events of 2023, laying the groundwork for ...

College Admissions Unveiled: Then and Now

18 Jan 2024

Contributed by Lukas

Join us on College Admission Unveiled: Then and Now, where we delve into the dynamic evolution of college admissions with a special guest, Nicole Kelm...

Publish Your Purpose

26 Dec 2023

Contributed by Lukas

Join founder Jenn Grace on "Publish Your Purpose" as we dissect authorship's core challenges: common hesitations, prevalent mistakes, a...

Women and Philanthropy

06 Dec 2023

Contributed by Lukas

In this episode, we delve into the world of philanthropy with Stefanie Borsari, founder of Stefanie Borsari Consulting. We explore the role of a phila...

Financial Infidelity And It's Impact On Marriage And Divorce

22 Nov 2023

Contributed by Lukas

In this episode, Julina is joined by Tracy Coenen, a forensic accountant, whose expertise sheds light on the hidden corners of financial deception.  ...

Is Cash King?

07 Nov 2023

Contributed by Lukas

In this episode, we dive into the world of interest rates with Kyle Farrell, analyst at Principle Wealth Partners. We explore where interest rates hav...

Fair Play With Eve Rodsky

17 Oct 2023

Contributed by Lukas

In this episode, we delve into a thought-provoking conversation with Eve Rodsky, renowned New York Times bestselling author of "Fair Play." ...

Winning Strategies For Tax Planning

03 Oct 2023

Contributed by Lukas

In this episode, we're joined by Julie Gillespie, CPA at Simione, Macca, and Larrow. Julie will be sharing a variety of strategies to consider to...

Navigating A Career Transition

14 Sep 2023

Contributed by Lukas

In this episode, we're joined by Dorothy Enriquez, Founder of The Ellevate Collective and a seasoned 15-year veteran of Corporate America. Doroth...

Make-A-Wish

30 Aug 2023

Contributed by Lukas

In this episode, Pam Keough, President & CEO of Make-A-Wish Foundation of Connecticut, shares her inspiring journey in philanthropy and leadership...

Downgrade of US Debt

24 Aug 2023

Contributed by Lukas

Bob Paolucci, Founder & CEO of Principle Wealth Partners, returns to the podcast to provide insights on the recent downgrade of the US debt. In th...

Why Bonds Now

14 Aug 2023

Contributed by Lukas

In this episode, Priscilla Hancock draws upon her extensive forty years of fixed income experience to provide a comprehensive and insightful discussio...

Personal Insurance- Managing Risk In A Changing Landscape

31 Jul 2023

Contributed by Lukas

In this episode, David Thomas, Private Risk Advisor at Hub International, shares his insights on the changing landscape of personal insurance. He will...

Tips For Female Entrepreneurs

24 Jun 2023

Contributed by Lukas

In this episode, Rachel Thebault, Co-Founder of Woodley & Lowe, shares her valuable insights and experiences as a seasoned entrepreneur. With her ...

Market Outlook for 2023, Bull Market or Recession?

18 Jun 2023

Contributed by Lukas

Bob Paolucci, Founder & CEO of Principle Wealth Partners, returns to the podcast to provide insights on the market outlook for 2023. In this episo...

The Most Important Takeaways for Women's Long Term Care

07 Jun 2023

Contributed by Lukas

Natalie Karp and Rona Loshak, the founders of Karp Loshak Long Term Care Insurance Solutions Brokerage, engage in a detailed conversation about the si...

Digital Assets In An Estate Plan

31 May 2023

Contributed by Lukas

Herb Nass and Katherine Brennan, two attorneys from Davis & Gilbert in New York City, discuss the importance of digital assets in an estate plan. ...

The Debt Ceiling, What You Need to Know

03 May 2023

Contributed by Lukas

Bob Paolucci, Founder and CEO of Principle Wealth Partners, returns to the podcast to discuss the debt ceiling, potential outcomes, and the economic a...

Teach Savings To Young Kids

25 Apr 2023

Contributed by Lukas

"Teach Savings To Young Kids" is a podcast episode that features a conversation between Julina and Sam Renick, the creator of Sammy Rabbit a...

The Importance of Municipal Bonds

09 Apr 2023

Contributed by Lukas

Stephanie Larosiliere is a Senior Client Portfolio Manager and the Head of Municipal Business Strategies and Development for Invesco. In The Importanc...

The Bank Blowup: What Happened and the Implications

15 Mar 2023

Contributed by Lukas

Recent bank failures have prompted concerns from investors. Listen to Julina and  Bob Paolucci, Founder and CEO of Principle Wealth Partners, discuss...

Secure Act 2.0- Implications for Retirees and Retirement Savers

07 Mar 2023

Contributed by Lukas

In the final days of 2022, Congress passed a massive 4,155-page spending package that included SECURE Act 2.0, providing numerous changes to retiremen...

Safeguarding Your Financial Independence

16 Feb 2023

Contributed by Lukas

Amy Polacko, Founder & CEO of Freedom Warrior Divorce Coaching and an award-winning journalist, and Julina discuss the importance of financial ind...

The Fundamental Concepts of Investing

26 Jan 2023

Contributed by Lukas

Karen Dolan, Head of Marketing at Dimensional Fund Advisors, discusses fundamental investing concepts with Julina. They address how uncertainty applie...

Market Update for 2023

19 Jan 2023

Contributed by Lukas

What’s going to happen to the markets in 2023? Listen in as Julina interviews Bob Paolucci, CFP®, Founder & CEO of Principle Wealth Partners, o...

Lending Landscape Series: Life Stages of Home Ownership

11 Jan 2023

Contributed by Lukas

The third part of the Lending Landscape Series is Life Stages of Home Ownership. Anna DeSimone is the author of Live In A Home That Pays You Back and ...

Lending Landscape Series: Property Values and Benefits of Energy Efficient Improvements

19 Nov 2022

Contributed by Lukas

The second part of the Lending Landscape Series is Mortgage Rates Today. Anna DeSimone is the author of Live In A Home That Pays You Back and Housing ...

Impact of Lifechanging Events On Insurance

03 Nov 2022

Contributed by Lukas

This episode will address the ten life-changing events or transitions and their impact on health insurance coverage. Anne McGuire is the founder of He...

Lending Landscape Series: Mortgage Rates

19 Oct 2022

Contributed by Lukas

The first part of the Lending Landscape Series is Mortgage Rates Today. Anna DeSimone is the author of Live In A Home That Pays You Back and Housing F...

Your Money Story with Julie Genjac from Hartford Funds

07 Oct 2022

Contributed by Lukas

Julie Genjac is a Managing Director of Applied Insights at the Hartford Funds. In Your Money Story, she shares what our past can reveal about our rela...

Higher Education Reform and Navigating Transition with President Casey, Colgate University

23 Sep 2022

Contributed by Lukas

Listen to how one university is charting a path of major reform for its future students. Higher Education Reform and Navigating Transition is a conver...

Active ETFs

07 Sep 2022

Contributed by Lukas

Ivana Delevska, Founder & CIO of Spear Invest, walks us through why she wanted to create her own investment firm and how she got there. After work...

Tax Strategies For Effective Estate Planning

19 Aug 2022

Contributed by Lukas

Tax Strategies For Effective Estate Planning is a conversation with CJ Griffith, Partner at Sullivan, Griffith & Beatty. CJ highlights the three t...

Future of Finance Is More Female

04 Aug 2022

Contributed by Lukas

Steven Chiavarone, CFA, a Federated Hermes portfolio manager, is responsible for formulating the company's views on the economy and financial mar...

Tips on Cybersecurity

15 Jul 2022

Contributed by Lukas

Maheen Asim, an Associate Director of Cyber Risk Management at K2 Integrity, shares insight into the daily risks of cybersecurity.  She provides tips...

Financial Fitness Unleashed

30 Jun 2022

Contributed by Lukas

Financial Fitness Unleashed is a conversation with the Founder, Raechelle Minney about her experience with women addressing the emotional side of inve...

Behavioral Finance

15 Jun 2022

Contributed by Lukas

Fuller & Thaler is an asset management firm that uses an innovative approach to incorporate behavioral finance with clients. In this episode, Ed S...

Growing A Seven Figure Business, And Beyond

06 Jun 2022

Contributed by Lukas

Growing A Seven Figure Business, And Beyond is a discussion with Kim Kasparian, a business coach, and owner of Success Genie. Kim stresses the importa...

Reasons for Optimism in Today's Market

17 May 2022

Contributed by Lukas

The markets have been volatile this year. Both stocks and bonds are down double digits as of May 2022. In this podcast, Julina and Bob Paolucci, CFP®...

Insight on Volatility, Inflation, and Fed

05 May 2022

Contributed by Lukas

In this podcast, Julina shares a timely update on the markets as of April 2020 through an interview with Bob Paolucci, CFP®, Founder & CEO of Pri...

Women Serving on Boards

11 Apr 2022

Contributed by Lukas

Women Serving on Boards is a discussion with Susan Certoma, an executive leader, board director, and strategic advisor. Susan addresses the most commo...

Non-Adversarial Divorce

06 Apr 2022

Contributed by Lukas

The topic is non-adversarial divorce. This is a conversation with Rosemarie Ferrante, a family attorney, regarding the topic of non-adversarial divorc...

Market Volatility This Year,

07 Mar 2022

Contributed by Lukas

In this episode, Julina shares a recent interview with Bob Paolucci, Founder & CEO of Principle Wealth Partners around the market volatility in 20...

Understanding College Financial Aid

15 Feb 2022

Contributed by Lukas

Planning for College is a conversation with Jodi Okun, Founder of College Financial Aid Advisors.  Jodi addresses the different types of financial ai...

Ladies, Just Do It!

03 Feb 2022

Contributed by Lukas

Ladies, Just Do It! is a candid discussion with the Co-Founder and Former Editor-In-Chief of Bella Magazine, Courtenay Hall.  Her story of being an e...

The Impact of a Non-Profit

02 Feb 2022

Contributed by Lukas

The Impact of a Non-Profit,  is an interview with Martha Wells Hoffman, President of Call to Care Uganda.   She shares how she followed her heart to...

A Smarter Way to Give

21 Jan 2022

Contributed by Lukas

In A Smarter Way to Give, Julina and her colleague, Theresa Donatelli discuss  more efficient ways to give. They highlight the advantages of utiliz...

From Destitute to COO

18 Nov 2021

Contributed by Lukas

In Destitute to COO, Julina interviews Kaile Zagger, Aspira Women's Health Chief Operating Officer, and Chief Executive Officer of the non-profit...

Preparing A Loved One for Senior Care

17 Nov 2021

Contributed by Lukas

In this episode, Julina has a conversation with Laurie Pensiero, Business Development Manager at Osborn Home Care.   There are many options today for...

Wake Up Mom

15 Nov 2021

Contributed by Lukas

In this episode, Julina has a conversation with her mother, Linda Lee Henderson on the recent publication of her book, "Wake Up Mom."  List...

Medicaid & Asset Protection

10 Nov 2021

Contributed by Lukas

Our special guest for this episode is Nicole Camporeale, Partner at Wiley Etter Doyon, LLC.  She will guide us through this conversation starting wit...

It's My Money

27 Oct 2021

Contributed by Lukas

Patrina Dixon is an advocate for financial literacy; a personal finance expert, an international speaker, and an award-winning author of the book seri...

Power of Control

13 Oct 2021

Contributed by Lukas

What does the "power of control" mean to you?  My special guest, Lyly Ha is a successful woman, both personally and professionally.  Liste...

Understanding IRAs

16 Sep 2021

Contributed by Lukas

Three key facts:  deferrals, flexibility and contributions.  How do these key facts affect you?In this episode, Julina addresses one of the more com...