Herb Nass and Katherine Brennan, two attorneys from Davis & Gilbert in New York City, discuss the importance of digital assets in an estate plan. They review what digital assets are, their challenges, and potential remedies. They also provide solution

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.To view the slides referenced, please click on the YouTube link below.If you enjoy

"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 childre

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 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. To watch this video which inc

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

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 for the British online news

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

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 video which includes the slid

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. Th