In this episode Julina interviews Deborah Pratt Johnson Burns, founder of Literacy to Legacy Mentors, who shares more than thirty years of experience as a business and personal finance mentor.  They discuss the following key topics: the importance of fami

What are the key issues affecting the markets today?  In this episode, Julina explains optimism for the U.S. economy and recovery efforts post pandemic.  She also discusses the rotation in the equity market returns, what "meme" stocks are and th

Jenine Garrelick is our special guest discussing "What Keeps You Up At Night".As women, we have a lot to think about financially.  Knowing to ask questions is the first step toward finding solutions.  Jenine explains how the role of women has ch

What is financial abuse, and why do abusers use this tactic? How does this cause mental health issues? Join guest expert Christine Cocchiola, tenured college educator in the field of social work where she explains how financial abuse is often part of a la

Many woman have admitted lately that they don’t have an estate plan, or even a will.  This compelled her to create this discussion about the benefits of having a well-thought-out estate plan. In this episode, Julina interviews Alessandra Long, Founder and

This episode is a recent interview with Julina and CEO & Portfolio Manager of Gilman Hill Asset Management, Jenny Harrington.  Using her twenty years of experience, she provides insight into the views of the market going forward including: the challen

In this episode, Julina addresses how to simplify investing by referencing baking concepts.  With help from her niece and daughter, she discusses how ingredients, measurements, time and temperature relate to investing fundamentals.  Despite how complex on

In this episode, Julina addresses one of the most important financial concepts that most choose to ignore, how to build a budget.  She uses a simple rule of thumb to create guidelines to make a budget work for you.  The concept is 50/30/20, she reviews th

In this episode, Julina interviews her first guest speaker, Dr. Patty Ann Tublin on the topics of money and emotions for women.  Dr. Patty Ann has authored two best-selling books and appears frequently as a subject matter expert on major media outlets.   

Emotions are not going away.  In this episode, Julina shares how emotions can impact investment decisions.   She begins with the correction of 2020 and compares to past periods of volatility.  She also addresses how investors have tried to time the market