In A Smarter Way to Give, Julina and her colleague, Theresa Donatelli discuss  more efficient ways to give. They highlight the advantages of utilizing a Donor Advised Fund and Qualified Charitable Donation.  If you enjoy this podcast, please consider leav

In Destitute to COO, Julina interviews Kaile Zagger, Aspira Women's Health Chief Operating Officer, and Chief Executive Officer of the non-profit, MAT Designation. Kaile is an accomplished healthcare industry executive involved in the transformation

In this episode, Julina has a conversation with Laurie Pensiero, Business Development Manager at Osborn Home Care.   There are many options today for senior living.  As an advocate for the growing aging community, Laurie will share how families prepare fo

In this episode, Julina has a conversation with her mother, Linda Lee Henderson on the recent publication of her book, "Wake Up Mom."  Listen to her story as a mother with a son struggling with addiction.  They discuss the family circumstances a

Our special guest for this episode is Nicole Camporeale, Partner at Wiley Etter Doyon, LLC.  She will guide us through this conversation starting with the cost of long-term care, how individuals pay for it, and the differences with Medicare.  She then add

Patrina Dixon is an advocate for financial literacy; a personal finance expert, an international speaker, and an award-winning author of the book series, "It's My Money."  She discusses the importance of money management for all ages.  Some

What does the "power of control" mean to you?  My special guest, Lyly Ha is a successful woman, both personally and professionally.  Listen to her story as she describes the fall of Saigon at the age of ten, which resulted in financial devastati

Three key facts:  deferrals, flexibility and contributions.  How do these key facts affect you?In this episode, Julina addresses one of the more common questions around financial planning, what you need to know around Individual Retirement Accounts (IRA&a

In this episode, Julina interviews Linda Duessel, a senior equity strategist at Federated Hermes.  This discussion includes;  what is bitcoin, how it works, how to invest, and considerations on why to own it.  Linda compares the growth of bitcoin to the i

This episode, Navigating Social Security is an interview with Julina and her colleague Megan Maruzo.  This discussion includes three components: the essentials that we need to know, our options of benefits, and some key strategies to consider.  They will