Well Lived Wealth, LLC

06/22/2026

Sarah Ogle recently stopped by to present Molly with the Equitable Advisors' Gary Ferguson award -- a recognition of her continued dedication to philanthropy and giving back.

Molly's passion for making a difference goes far beyond business, and this award is a testament to the impact she creates in the community every day.

We’re so proud to be part of her journey and inspired by the leadership she brings to Well Lived Wealth

As part of her recognition, Equitable has made a donation in her name to Saint Luke's Methodist Gethsemane Campus afterschool program.

06/18/2026

This recognition speaks volumes 📣
Congratulations to Molly on being named to the AdvisorHub Top 400 Advisors for the third year in a row—an honor that reflects an unwavering commitment to serving clients with excellence.

06/16/2026

Thank you to everyone who joined us for our Medicare informational event! Whether you're approaching eligibility or just starting to explore your options, we're glad you were there.

A big shoutout to Eileen Westbrook for being an incredible speaker and resource—we’re so grateful for you!

👀Be on the lookout for more Medicare events coming soon!

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/02/2026

Last week we took our strategy off the spreadsheets and onto the track 🏎️💨

It turns out our team knows how to handle more than just portfolios -- we can handle hairpin turns too.

Just like racing, smart financial planning is all about timing, precision, and knowing when to accelerate.

BIG THANKS to Steve Ledner for a fun afternoon!

Safe to say.... we're built for both speed and long-term performance! 📈

05/13/2026

🏆 Grateful to share that WLW was recognized by Forbes among Best In State Wealth Advisors (2026) – Texas, Houston (High Net Worth). 🏆

This recognition belongs to the incredible team behind the scenes—the smart, hardworking, big hearted people who show up every day for our clients and each other.

Shout out to Tate Lowe, Leah Ragiel, Ross Selvaggi, Jose Salgado and Sadie Morelli.

I may steer the ship, but they make it seaworthy. 🚢

Recognition is nice—but impact is everything.

Now… back to doing the work. 💼❤️



Forbes Best In State Wealth Advisors (2026) ranking was developed by SHOOK Research. Third party rankings are not indicative of future performance or client experience and do not constitute an endorsement. No compensation was provided for this ranking.

05/11/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

05/01/2026

Athena Study Group sisters Jody Dagostini and Cindy Price 💫

Celebrating our accomplishments in Amsterdam reminded me how rare and powerful this group truly is.

As women leaders in this industry, we support, encourage, and sharpen one another—iron sharpening iron. So grateful for these relationships.

Catherine Abbruscato, Wendy Baum, Gretchen Zommermand—let’s get ALL the Athena Sisters to Pinnacle 2027!

04/28/2026

🌷✨ Life’s most beautiful gifts are not just accomplishments, but the moments shared with family and loved ones.



I’m deeply honored to share that I qualified to attend Equitable’s Pinnacle Conference and Award’s Dinner. To qualify, you must rank in the top 50 among the 4,000+ Equitable Advisors. I ranked #33 of 4,000+ and proudly stood as the #2 female advisor in the country.

Yet, as proud as I am of this recognition, the true highlight wasn’t the award itself—it was sharing this celebration with my daughter, Lily Ward, in the stunning beauty of Amsterdam. 🌎💐

Together, we explored acres of tulip fields in bloom, a breathtaking reminder of nature’s wonder. This trip reaffirmed what truly matters: family, shared experiences, and the joy of making memories that last a lifetime.

I want to express my heartfelt gratitude to Maureen Fleming and the team who made this trip amazing. And Jim Mellin, David Karr, and Nick Lane for your support and encouragement.

This experience confirms that success feels complete when celebrated with those closest to your heart. 💕

04/21/2026

Our day took a purr fect turn when a client stopped by the Well Lived Wealth office with the kittens she fosters and rehabilitates. 🐾

From tiny paws to curious whiskers, these little furballs absolutely stole the show—and our hearts. It was impossible not to smile (or stop working) with that much cuteness roaming the office.

Proof that sometimes the best meetings include kittens, cuddles, and a little extra joy. 🐱💛