Women Own Wealth

Interview with Gauri Jadhav, Portfolio Manager and CFA Part II: Economic and Market Insight

Gauri takes it away and gives us insight on the economy and markets looking back at 2020 and into the rest of 2021.

 

Investment advisory services offered through Pine Grove Financial Group. An SEC registered investment advisory.

Interview with Gauri Jadhav, Portfolio Manager and CFA Part I: Personal Journey

Please join me and Gauri Jadhav to learn more about her personal journey in the professional/financial world, what financial planning means to her, and what it what personal obstacles and triumphs she has experienced along the way.

 

Investment advisory services offered through Pine Grove Financial Group. An SEC registered investment advisory.

Pay off Mortgage or Invest - 4 Considerations

Many of the question - Do I pay down mortgage or invest? Four considerations and a good example found in this episode!

Budgeting - The Why, How, and Implemenation

As women, we know that we are the spenders. We do the Target runs, online purchasing for necessities, Costco trips, and Amazon buying. We know what it costs to run a household. We also need to a way to stay on track, which is why a budget is so crucial. 

Spending Your Stimulus Check Money

Have you received the latest stimulus check? If so, here are 7 ways to spend your check!

Investing Part IV

You may be asking - How do I get started with investing? Tune in to learn key factors to consider before investing, and how to actually start!

Investing Part III

Learn what Asset Allocation is, why we use it in portfolio management, and factors to consider when choosing your asset allocation. 

Investing Part II

Learn about the five main investment types, how they earn money, and where you can purchase them.

Investing Part I

Investing can be intimidating. We are kicking off a Four Part series on investing to learn the basics! This episode will focus on what type of investment accounts are out there, why we invest in them, and what are the tax ramifications now and down the road?

Welcome to WOW

Welcome to Women Own Wealth, hosted by Terra Johnson, Certified Financial Planner. Learn why Terra started this podcast and what to look forward to in future episodes.