Episodes

Recent bank failures have prompted concerns from investors. Listen to Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, discuss what occurred, why these are unique, and how the government has stepped in....

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 retirement savings and distribution rules. Bob Paolucci, Founder and CEO of Principl...

Amy Polacko, Founder & CEO of Freedom Warrior Divorce Coaching and an award-winning journalist, and Julina discuss the importance of financial independence for women, especially in a divorce. Amy references her recent story f...

Karen Dolan, Head of Marketing at Dimensional Fund Advisors, discusses fundamental investing concepts with Julina. They address how uncertainty applies to investing and the importance of time, diversification, and rebalancing...

What’s going to happen to the markets in 2023? Listen in as Julina interviews Bob Paolucci, CFP®, Founder & CEO of Principle Wealth Partners, on the current state of the markets and the outlook for this year. To watch this …

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 Housing Finance 2020. In this final episode, she will discuss the …

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 Finance 2020. In this episode, she will discuss the value of spending …

This episode will address the ten life-changing events or transitions and their impact on health insurance coverage. Anne McGuire is the founder of Healthcare Pathfinder, LLC, a Health and Long-Term Care Advice, Advocacy, and...

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 Finance 2020. In this episode, she will discuss what to do as …

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 relationship with money. Our memories and influences impact how we feel about f...

Listen to how one university is charting a path of major reform for its future students. Higher Education Reform and Navigating Transition is a conversation with President Casey, Colgate University, discussing how the univer...

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 working in a male-dominated industry for several firms in the financial services in...

Tax Strategies For Effective Estate Planning is a conversation with CJ Griffith, Partner at Sullivan, Griffith & Beatty. CJ highlights the three tax strategies to consider for a more effective estate plan: defer wealth transf...

Steven Chiavarone, CFA, a Federated Hermes portfolio manager, is responsible for formulating the company's views on the economy and financial markets. In his research of secular bull and bear markets, he identifies why women ...

Maheen Asim, an Associate Director of Cyber Risk Management at K2 Integrity, shares insight into the daily risks of cybersecurity. She provides tips on our usage of bank accounts, phones, e-mail, online passwords, wifi conne...

Financial Fitness Unleashed is a conversation with the Founder, Raechelle Minney about her experience with women addressing the emotional side of investing. She and Julina will discuss why a lot of investment decisions are st...

Fuller & Thaler is an asset management firm that uses an innovative approach to incorporate behavioral finance with clients. In this episode, Ed Stubbins, CFA and Partner, discusses the background of this field, the emotions ...

Growing A Seven Figure Business, And Beyond is a discussion with Kim Kasparian, a business coach, and owner of Success Genie. Kim stresses the importance of simplifying a business plan and what every business owner needs. To ...

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®, Founder & CEO of Principle Wealth Partners, address what's going on in the...

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 Principle Wealth Partners. Bob addresses what's going on in the market, inflation ...

Women Serving on Boards is a discussion with Susan Certoma, an executive leader, board director, and strategic advisor. Susan addresses the most common questions when considering joining a board. Which board is the right fit ...

The topic is non-adversarial divorce. This is a conversation with Rosemarie Ferrante, a family attorney, regarding the topic of non-adversarial divorce through mediation and collaborative divorce. We will discuss what non-adv...

In this episode, Julina shares a recent interview with Bob Paolucci, CFP®, CEO and Founder of Principle Wealth Partners around the market volatility in 2022. Bob addresses what's going on in the market, some reasons for opti...

Planning for College is a conversation with Jodi Okun, Founder of College Financial Aid Advisors. Jodi addresses the different types of financial aid, common terms to know, and the resources available. She includes recent l...