Money Is A Conversation, Women Belong In It Artwork

Women on Wealth, By Women For Women

Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!

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Women on Wealth, By Women For Women

Money Is A Conversation, Women Belong In It

May 24, 2026 • Julina Ogilvie

0:00 | 42:44

In this episode of Women on Wealth, Julina Ogilvie sits down with communication expert, author, and educator Peggy Bud to discuss her article, “Money is a Conversation; Women Belong in It.” Together, they explore why so many women still step back from financial conversations, how that impacts confidence and long-term planning, and why financial transparency is essential in relationships. Peggy shares practical ways couples can create healthier money conversations, how advisors can better engage women in the planning process, and why being part of the conversation leads to greater independence and confidence.

Timestamps

2:01 – “If you’re not part of the conversation, you’re not part of the plan”
4:03 – Financial delegation in relationships and the risks of stepping back
7:37 – What “money is a conversation” really means for couples and families
12:04 – Why even successful women sometimes avoid financial discussions
16:03 – How women engage differently with financial planning versus investing
19:05 – The subtle ways women can be excluded from financial conversations
22:00 – Practical ways women can build confidence before financial meetings
25:06 – How advisors can simplify conversations and encourage engagement
29:02 – Important financial questions women should be asking
34:07 – Does financial confidence come from knowledge or mindset?
36:13 – How financial conversations strengthen trust and relationships

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Email- jogilvie@principlewealthpartners.com

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180