Bob Paolucci, Founder and CEO of Principle Wealth Partners, returns to the podcast to discuss the debt ceiling, potential outcomes, and the economic and market implications. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as…

"Teach Savings To Young Kids" is a podcast episode that features a conversation between Julina and Sam Renick, the creator of Sammy Rabbit and the Money School. The podcast focuses on the importance of developing good financial habits in children early on, and Renick's efforts to improve children's financial literacy.…

Stephanie Larosiliere is a Senior Client Portfolio Manager and the Head of Municipal Business Strategies and Development for Invesco. In The Importance of Municipal Bonds, she first explains what municipal bonds are and the tax benefit of investing in them. She further describes why to own municipal bonds over the…

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 Principle Wealth Partners, and Julina discuss some of the law's key provisions and potential implications for retirees…

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.

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. Karen and Julina also review the fundamentals of what makes the stock market move and reasons to remain optimistic about…

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 three life stages of home ownership. This includes the criteria…

The second part of the Lending Landscape Series reviews Mortgage Rates Today. Anna DeSimone, author of Live In A Home That Pays You Back, discusses the value of spending money on your home for energy-efficient improvements. Anna addresses the new tax credits from the Inflation Reduction Act recently passed by…

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 Management Firm. She will address the key questions and points for significant illness, retiring, turning 65,…

Welcome to the Lending Landscape Series. The first part of this series will review Mortgage Rates. Anna DeSimone is the author of Live In A Home That Pays You Back. In this episode, she will discuss what to do if you want to purchase or refinance your home. Anna also…

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 still new to women and the danger of deferring to a spouse to make these important…

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 finance and the decisions that we make when it comes to how…

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 of investors as it pertains to investing, and common investment mistakes as a result. Learn…

Higher Education Reform is a conversation with President Casey, Colgate University. Listen to how one university is charting a path of major reform for its future students. He discusses how the university has transitioned during his tenure. In particular, how they handled the COVID Pandemic and the funding needed from…

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 do this she uses a dashboard with four critical sections for success: mindset,…

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 industry, she went off on her own and conceived SPEAR Alpha ETF…

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 are a driving force of future economic growth. He analyzes why the millennial's story is about…

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 transfers with appreciating assets, manage tax liability using trusts, and reduce estate planning by skipping the…