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.
9 Jul 2021
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.
19 May 2021
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!
1 Apr 2021
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.
19 Mar 2021
Spending Your Stimulus Check Money
Have you received the latest stimulus check? If so, here are 7 ways to spend your check!
19 Mar 2021
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!
23 Feb 2021
Investing Part III
Learn what Asset Allocation is, why we use it in portfolio management, and factors to consider when choosing your asset allocation.
11 Feb 2021
Investing Part II
Learn about the five main investment types, how they earn money, and where you can purchase them.
5 Feb 2021
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?
3 Feb 2021
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.
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