Women's Money Wisdom
231 episodes - English - Latest episode: 5 days ago - ★★★★★ - 11 ratingsWomen face a unique set of challenges - from caring for aging parents to raising children - all while trying to maintain a career and a semblance of work-life balance. It can be overwhelming, and it's all too easy to put your own needs and finances on the back burner. We believe that every woman deserves to feel financially empowered and secure. Our podcast is designed specifically for women like you - women who are ready to take charge of their finances and their future. Host and financial planner at Pearl Planning, Melissa Joy, CFP ®, will roll out a new episode each week to help you improve financial literacy and gain the confidence you need to navigate your financial life. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan. You can reach our office at (734)274-6744. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this podcast serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a listener has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Pearl Planning is neither a law firm, nor a certified public accounting firm, and no portion of the Podcast content should be construed as legal or accounting advice. A copy of Pearl Planning’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pearlplan.com. Content represents the opinion of the speaker and not necessarily that of Pearl Planning.
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Episodes
Episode 120: Financial Wellness Through Community Work with Diana Yanez
June 14, 2022 10:00 - 26 minutes - 18.1 MBIn this episode Melissa Joy sits down with Diana Yanez to discuss financial wellness work, especially for the Latina community. Diana is a financial educator and empowerment coach. Her firm, All the Colors, combines her love of numbers and her desire to see others flourish dance to the same beat. While Diana's technical skills will help clients quickly navigate financial questions, it’s her ability to empower them that transforms their relationship with money. Melissa and Diana discuss: - T...
Episode 119: Things You Can do If You're Feeling the Pinch of Inflation
June 07, 2022 10:00 - 14 minutes - 10.2 MBAre you feeling the pinch of inflation? Does filling up your car at the pump have your budget feeling tight? Maybe you have considered stopping your automatic investments to increase cash flow? In this episode, Melissa Fradenburg, CDFA®️ will share some tips on what you can do to ease the pressure as well as what NOT to do in the current inflationary environment. Resources: Learn more about Pearl Planning. Read blog 5 Questions to Ask When Stocks Are Down. Read blog Tax Loss Harvesting...
Episode 118: House Decisions For Aging Parents with Caroline Gaynor
May 31, 2022 10:00 - 28 minutes - 19.4 MBDealing with the challenges of safe and appropriate housing for aging parents with a diminished capacity can be extraordinarily challenging. Our guest today is Caroline Gaynor, an investment professional at Avantis. Caroline has personally experienced the need to help her mom change her home, first to Caroline’s house and then to an assisted living facility. Caroline shares her personal story of how, as she prepared to have her first child, she needed to move her mom into her house. And how...
Episode 117: Interest Rates, Inflation and The Federal Reserve
May 24, 2022 10:00 - 20 minutes - 14.2 MBDo you know why the Fed raises rates to fight inflation? Have you ever wondered what the term "hawkish" or "dovish" mean when in reference to Federal Reserve policy? In this episode, Melissa Fradenburg will explain the reasoning behind increasing rates to control inflation as well as define some of the common terminology you are likely hearing about in relation to the current inflationary environment. Resources: Learn more about Pearl Planning. Read blog 5 Questions to Ask When Stocks Ar...
Episode 116: Breaking Away From Financial Abuse With Stacy Francis, CFP ®, CDFA®, CES®
May 17, 2022 10:00 - 29 minutes - 20.5 MBIf you feel as though you are experiencing financial abuse or you have a friend who might benefit from this topic discussion, this episode is a must listen. Stacy Francis, CFP ®, CDFA®, CES®, and founder of Savvy Ladies shares how anyone suffering from financial, emotional and physical abuse can take the necessary steps to get out of this type of situation. Learn what fuels Stacy’s passion for this topic and why it’s so important to take action and break free from feeling “trapped” as soon a...
Episode 115: Spring Clean Your Finances
May 10, 2022 10:00 - 13 minutes - 9.63 MBIn this episode Melissa Joy, CFP, ® and Melissa Fradenburg, CDFA, ® discuss ways to clean up your finances. Do you have a the financial equivalent to a junk drawer? Do you have a bunch of tasks related to your financial life that keep coming up but never get completed? Spring is the perfect time to refresh your finances and get organized. Listen to this episode to get some ideas on how to get started. Resources: Learn more about Melissa Joy, CFP ®. Read The Brick Magazine article by Melis...
Episode 114: Plan For Next Year's Taxes Now with Melissa Joy, CFP ®
May 03, 2022 10:00 - 14 minutes - 9.91 MBIn this episode Melissa Joy, CFP, ® shares what you should do to prepare for next year, now that 2021 Tax filing deadline has come and gone. Are your taxable investment accounts tax efficient? Did you have some surprises this year as far as what you owed or what you got back? Listen to this episode for some tips on how to avoid surprises for next year and learn when you might need to consult a professional. Resources: Learn more about Melissa Joy, CFP ® Read Pearl Planning blog by Hannah ...
Episode 114: Plan For Next Year's Taxes Now with Melissa Joy, CFP ®
May 03, 2022 10:00 - 14 minutes - 9.91 MBIn this episode Melissa Joy, CFP, ® shares what you should do to prepare for next year, now that 2021 Tax filing deadline has come and gone. Are your taxable investment accounts tax efficient? Did you have some surprises this year as far as what you owed or what you got back? Listen to this episode for some tips on how to avoid surprises for next year and learn when you might need to consult a professional. Resources: Learn more about Melissa Joy, CFP ® Read Pearl Planning blog by Hannah ...
Episode 113: How Much House Can I Afford?
April 26, 2022 10:00 - 12 minutes - 8.76 MBHave you been looking to purchase a home? With mortgage rates increasing, you may need to reconsider your home budget. You might get approved for a loan amount higher than what you can comfortably purchase. In this episode, Melissa Fradenburg will share some common calculations to determine the appropriate amount as well as some other considerations when determining how much home to purchase. Resources: Learn more about Pearl Planning. Use this Calculator to figure out your monthly paym...
Episode 112: Teaching Teens Good Money Habits with Melissa Fradenburg
April 19, 2022 10:00 - 20 minutes - 14.2 MBIn this episode, Melissa Fradenburg shares stories of both money habit success as well as recent failures with her own teenagers. Learn how allowing her daughter to spend money on short shorts and platform sandals turned into one of the best money lessons and how letting her son place items in the online cart for a week can instill good spending habits. This episode will help you prepare your teens for a world where many adults struggle to spend within their means and save for what they want...
Episode 111: ESG Investing
April 12, 2022 10:00 - 12 minutes - 8.52 MBIn this episode Melissa Fradenburg, CDFA®, talks about environmental, social, and governance (ESG) investing and shares clips from previous episodes featuring Kalita Blessing, CFP® and a Chartered SRI Counselor, as well as Perth Tolle, founder of The Life + Liberty Freedom 100 Emerging Markets Index. In this episode you will learn more about sustainable, responsible, and impact investing strategies and ways to implement ESG investing into your portfolio. Find out more about Perth Tolle Fin...
Episode 110: Asset Allocation and Diversification with Melissa Fradenburg
April 05, 2022 10:00 - 10 minutes - 7.52 MBAsset allocation and diversification are common investment terms, yet many investors struggle with the concepts. In this episode, Melissa Fradenburg, CDFA®️ , Financial Advisor, will break down the concept of diversification. What does it mean to be diversified among asset classes and how can that help in times of market volatility? Resources: Learn more about Pearl Planning. Read blog 5 Questions to Ask When Stocks Are Down. Read about Beyond Investment Illusions. Listen to Episode 9...
Episode 109: Being Present in Motherhood and Career with Cathy Harber
March 29, 2022 10:00 - 27 minutes - 18.9 MBIf you feel as though you are giving pieces of yourself in your career and at home, but not quite present in either, this episode is a must listen. Cathy Harber, Realtor at Coldwell Banker- Weir Manual, and mom of 4 boys shares how by being intentional with her schedule she can avoid mom guilt and be present in the moment. Learn what two things Cathy vowed never to argue with her children about and why giving herself grace on those topics is a form of self-care. Learn tips on getting to "a...
Episode 108: Risk Tolerance with Melissa Fradenburg
March 22, 2022 10:00 - 12 minutes - 8.94 MBIf you struggle with how to allocate your investments or feel the urge to pull money out of the market in times of volatility, you need to listen to Melissa Fradenburg, Financial Advisor, explain the concept of Risk Tolerance. In this episode, she will explain how she determines risk tolerance for her clients, as well as why it’s important to consider your opinion of risk in both up and down markets. When we only focus on the risk of downside losses, it is possible to increase exposure to i...
Episode 107: Lifestyle Creep with Melissa Fradenburg
March 15, 2022 10:00 - 14 minutes - 10.3 MBHave you been feeling the pressure of inflation or rising gas prices as of late? Maybe you are concerned about where your money is going as you worry you are spending more money than you probably should? You are definitely not alone. The number of people who have no idea how much they are spending is alarming. So, in this episode, Melissa Fradenburg will be sharing how to avoid the dreaded lifestyle creep so that you can have a better understanding of your overall finances and spending. Res...
Episode 107: Lifestyle Creep with Melissa Fradenburg
March 15, 2022 10:00 - 14 minutes - 10.3 MBHave you been feeling the pressure of inflation or rising gas prices as of late? Maybe you are concerned about where your money is going as you worry you are spending more money than you probably should? You are definitely not alone. The number of people who have no idea how much they are spending is alarming. So, in this episode, Melissa Fradenburg will be sharing how to avoid the dreaded lifestyle creep so that you can have a better understanding of your overall finances and spending. Res...
Episode106: Buying the Dips with Melissa Fradenburg
March 08, 2022 11:00 - 14 minutes - 10.2 MBIf you feel the urge to pull money out of the market in times of short term volatility, you need to listen to Melissa Fradenburg, Financial Advisor, explain the concept of buying the dips. In this episode, she will explain how the concept works, as well as why buying the dip does not guarantee getting in at market lows. When company valuations are substantially lower than they were just weeks ago, investors have an opportunity to buy at a relative lower price. Learn why in a volatile market,...
Episode 105: Asking for a Raise with Melissa Fradenburg
March 01, 2022 11:00 - 12 minutes - 8.34 MBIf you feel as though you should be paid more for your work (and want to do something about it), you have only two choices: ask for a raise or find another job that offers higher pay. Of course, if you enjoy the work you’re currently doing, the easier option would be to ask for a raise. But how can you ensure you are asking in the right way? In this episode, Melissa will be sharing everything you need to know before setting up that meeting to ask for more pay. Resources: Learn more about P...
Episode 104: Asset Protection Trusts with Ameena Sheikh and Jasmine Rippy
February 22, 2022 11:00 - 27 minutes - 19 MBIn this episode, Melissa Fradenburg is joined by the Ladies in Law®, founders of a boutique law firm in downtown Detroit. They specialize in legacy planning – the process of arranging for the preservation, management and distribution of assets in the event of an individual’s incapacitation or death. Ladies in Law® make quality legacy planning accessible. These two women are from diverse and unique backgrounds but have come together with one unified goal: to provide the highest level of legal...
Episode 103: How Aspiring Physicians Can Manage Student Loans
February 15, 2022 11:00 - 28 minutes - 19.6 MBTyler Olson is a Financial Planner for Medical Professionals and their families as they transition out of their training, as well as a business and investment educator. He is the host of the Money Mediator Podcast and the owner of Olson Consulting LLC. Tyler joins the show today to discuss how to evaluate a decision to take on debt, whether this is student loans or another important but overwhelming amount of debt. Listen in as he explains how to ensure you don’t get stuck in debt for the re...
Episode 102: All About Emergency Reserves
February 08, 2022 11:00 - 14 minutes - 10 MBUnexpected things happen all the time in life. Sickness, major home repairs, other unforeseen circumstances—any of these can be costly if not prepared for properly. The purpose of an emergency reserve is to improve financial security by creating a safety net that can be used to meet this kind of unanticipated expense. So, in this episode, get ready to dive deep into this topic and learn what there is to know about emergency reserves. Resources: · Learn more about Pearl Plann...
Episode 101: Simplifying the Mortgage Process with Jill Byrne and Laura Peters
February 01, 2022 11:00 - 15 minutes - 10.8 MBPurchasing a home can be stressful and intimidating—especially if you are applying for a mortgage. When you understand the process and industry terminology, you can make better home buying decisions. In this episode, Jill Byrne NMLS 1422390 and Laura Peters NMLS 1540447, with Hill Mortgage, explain some of the common mistakes buyers make and break down the process in this must listen episode. You will learn: Why it’s better to have a pre-approval letter vs a pre-qualification letter from...
Episode 100: How to Stay Calm In times of Market Volatility
January 25, 2022 11:00 - 14 minutes - 10 MBMelissa Joy, CFP ® and Melissa Fradenburg celebrate 100 episodes and reflect on their podcasting journey together. Learn about exciting changes to the podcast and what they hope to share with their growing audience in season 3. In this episode, both Melissa(s) share their knowledge on the topic of investing, specifically how to stay calm in times of market volatility. Resources: · Learn more about Pearl Planning. · Read blog 5 Questions to Ask When Stocks...
Episode 100: How to Stay Calm In times of Market Volatility
January 25, 2022 11:00 - 14 minutes - 10 MBMelissa Joy, CFP ® and Melissa Fradenburg celebrate 100 episodes and reflect on their podcasting journey together. Learn about exciting changes to the podcast and what they hope to share with their growing audience in season 3. In this episode, both Melissa(s) share their knowledge on the topic of investing, specifically how to stay calm in times of market volatility. Resources: · Learn more about Pearl Planning. · Read blog 5 Questions to Ask When Stocks...
Episode 99: Passive vs. Active Investing with Amanda Piper, CFA
January 18, 2022 11:00 - 34 minutes - 24 MBOur guest today is always willing to roll up her sleeves and dive into the numbers as a seasoned investment professional. Amanda Piper, CFA® Charterholder and CEP®, is a partner at Wagener-Lee, LLC, where she helps people make investment decisions. In this episode, she joins the show to share her knowledge on the topic of investing, specifically active and passive investing. Resources: · Learn more about Melissa Joy and Pearl Planning. · Calculate how to pay down your credit card debt HE...
Episode 98: Financial Procrastination with Melissa Fradenburg
January 11, 2022 11:00 - 9 minutes - 6.52 MBIn this episode, Melissa Fradenburg discusses one of the most common things holding people back in their financial lives: procrastination. Do you have credit card debt you have been ignoring? Have you been meaning to start or increase your contributions to a company retirement plan? Do you have an account somewhere but not sure how it is currently invested or how to access statements? Melissa shares a twitter post she found interesting and hopes it will inspire you to act now and stop lettin...
Episode 97: Start Your New Year Right with Melissa Joy
January 04, 2022 11:00 - 13 minutes - 9.6 MBIn this episode Melissa Joy, CFP ® discusses what you should do to start the year off financially strong. Need to kick-start your financial New Year’s resolutions? This episode can help you get moving on the important things you may have been putting off. Melissa will help you break it down into manageable steps. You will learn: · Have your goals or circumstances changed & does this change your investment strategy? · Does it make sense to do a Roth conversion or back-door Ro...
Episode 96: Three Action Items to wrap up the Year with Melissa Joy
December 28, 2021 11:00 - 9 minutes - 6.84 MBIn this episode Melissa Joy, CFP, ® discusses what you should do in these last few days of 2021 to get your financial year wrapped up. She shares valuable insight on things we should review in retirement planning, money mindset, and investing before we ring in the new year. You will learn: · What contributions need to be in for 2021 by December 31st? · What are some things to consider with charitable gifting? · Why you should make a financial to-do list for this week a...
Episode 95:Get Your House in Order for Aging with Kristie Kindstrom
December 21, 2021 11:00 - 25 minutes - 17.6 MBIn this episode Melissa Joy, CFP, ® and Kristie Kindstrom, founder of Your Honeycomb Inc., discuss ways to plan for aging and leaving a legacy. As a longevity planning expert with more than 30 years of experience in the financial services industry, Kristie Kindstrom helps families create a longevity plan by categorizing all facets of a person’s life, from assets, digital estate, daily life, health, and legacy. If you or your family members need help organizing and creating a plan, this episo...
Episode 94: Tips for the Next Generation From a Financially Responsible Millennial with Ashley Mont
December 14, 2021 11:00 - 25 minutes - 17.5 MBIn this episode, Melissa Fradenburg, Financial Advisor, and Ashley Mont, discuss smart financial moves that can help millennials (and future generations) build wealth. Ashley, a biomedical engineer, is the founder & CIO of a technology start up and a financially savvy millennial. Ashley shares some tips that helped her to lay a solid financial groundwork as well as mistakes she has witnessed others in her generation make. You will learn: · How budgeting can set you up for future s...
Episode 93: Keeping Holiday Spending in Check with Melissa Fradenburg
December 07, 2021 11:00 - 14 minutes - 9.82 MBIn this episode, Melissa Fradenburg, Financial Advisor, shares tips to keep your holiday spending under control. Whether you put all your seasonal shopping on credit cards or save up months in advance, you should have an overall budget number in mind. The bonus to planning is you can lower financial anxiety and increase personal enjoyment in this hectic season. You will learn: · Why making a list and checking it twice is so important this year? · How to avoid the ‘One for you...
Episode 92:Smart Financial Moves on #GivingTuesday with Alexa Kane
November 30, 2021 11:00 - 15 minutes - 10.7 MBIn this special #GIVINGTUESDAY episode, Melissa Joy, CFP® and Alexa Kane, CFP® discuss ways to give back this holiday season (and throughout the year). They will address how a Donor Advised Fund can assist with appreciated stock or bundled gift strategies as well as how to take advantage of your charitable deduction and bundle gifts to get itemized deductions in periodic years. We will learn: · What is #GivingTuesday · How to teach children the power of money through charity....
Episode 91:Holiday Health and Wealth with Nutrition Coach Liza Baker
November 23, 2021 11:00 - 25 minutes - 17.8 MBIn this special Thanksgiving week episode, Melissa Joy, CFP® and nutrition coach Liza Baker discuss the secrets to successfully transform habits when it comes to your health and wealth this holiday season (and throughout the year). As a health coach and employee wellness consultant, Liza focuses on employee wellness programs or 1:1 and group programs for individuals. Liza and Melissa discuss the similarities between taking small sustainable steps to change habits and how to reclaim your agen...
Episode 91:Holiday Health and Wealth with Nutrition Coach Liza Baker
November 23, 2021 11:00 - 25 minutes - 17.8 MBIn this special Thanksgiving week episode, Melissa Joy, CFP® and nutrition coach Liza Baker discuss the secrets to successfully transform habits when it comes to your health and wealth this holiday season (and throughout the year). As a health coach and employee wellness consultant, Liza focuses on employee wellness programs or 1:1 and group programs for individuals. Liza and Melissa discuss the similarities between taking small sustainable steps to change habits and how to reclaim your agen...
Episode 90:Year-End Financial Planning Moves with Hannah Near
November 16, 2021 11:00 - 15 minutes - 10.9 MBIn this episode Melissa Fradenburg, and Hannah Near, CFP, ® CPA discuss what you can do in the last 5 weeks of the year to get your finances in order. We all know how chaotic this time of year can become with the holiday season approaching. Hannah shares valuable insight on things we should review in retirement planning, employee benefits, gifting and taxation before we ring in the new year. You will learn: · What can you do with unspent FSA money? · Why it’s important to rev...
Episode 89: Money Issues in Relationships with Lynn Walsh
November 09, 2021 11:00 - 22 minutes - 15.5 MBIn this episode, Melissa Fradenburg and Lynn Walsh, discuss ways to communicate better on money differences as well as touch on what could be controlling behavior around money or constitute financial abuse. Lynn Walsh, MS, LLP, holds a Master of Science in clinical psychology and has a private practice in Grosse Pointe, Michigan. With her focus in supportive self-esteem and assertiveness, building and strengthening bonds, and communication in relationships, Lynn is a great resource for those...
Episode 88: Mortgage Options in Retirement with Nathan Steiner
November 02, 2021 10:00 - 14 minutes - 10.2 MBEpisode 88: Mortgage Options in Retirement with Nathan Steiner In this episode, Melissa Fradenburg and Nathan Steiner, NMLS #771054, discuss what mortgage options you may have available in retirement. Whether you are looking to downsize or purchase a vacation home, mortgage options may be available even if you do not have employment income. Nathan has over 20 years lending experience and understands the unique challenges retirees are facing in the current rate environment. You will learn:...
Episode 87: How to Talk to Your Kids About Money with Jackie Fradenburg
October 26, 2021 10:00 - 16 minutes - 11.7 MBIn this episode Melissa Fradenburg and her daughter Jackie discuss ways to talk with your kids about money. Jackie will share how she learned about money and why she is a good saver. Melissa will ask Jackie a series of questions that can help parents have meaningful conversations about money as well as instill good money behavior at a young age. You will learn: Why asking your kids about their first memory of money is a good conversation starter? What are some of the things your children...
Episode 86: Demystifying the FAFSA Form with Ann Garcia
October 19, 2021 10:00 - 37 minutes - 25.9 MBIn this episode Melissa Joy, CFP, ® and Ann Garcia, CFP®, a financial advisor and author of the popular College Financial Lady blog, discuss the FAFSA form and strategies to maximize financial aid and merit scholarships, find out how to qualify for tax credits and other benefits. If you have a student applying for college this is a must listen episode to help plan financially. You will learn: What is considered a parent asset on the FAFSA? How is the EFC formula calculated? Why...
Episode 85: Qualified Domestic Relation Orders with Sharee Burkel
October 12, 2021 10:00 - 30 minutes - 21.1 MBMelissa Joy, CFP® is joined by Sharee Burkel, the owner of the QDRO Company, LLC, a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst (CDFA®), and Certified QDRO Specialist™. In this episode they discuss Qualified Domestic Relation Order (aka QDRO) in simple and easy to understand terms. If you need to divide retirement assets in divorce, you may need a QDRO. We explain the ins and outs. You will learn: A QDRO is a legal document that divides a financial asset...
Episode 84: Understanding Spousal Support with Peter Bissett
October 05, 2021 10:00 - 30 minutes - 21.1 MBIn this episode, Melissa Joy CDFA® is joined by attorney Peter Bissett, PLC to discuss spousal support. Peter works both in litigation and collaborative law practice, and focuses solely on divorce, custody, and parenting time proceedings. In this episode, Melissa and Peter address the many variables that go into determining spousal support in the divorce process. You will learn: · Even in a “no-fault” divorce state, fault can play a role in spousal support. · What are the 14...
Episode 83: What Proposed Tax Changes Could Mean for You with Hannah Near
September 28, 2021 10:00 - 20 minutes - 13.9 MBIn this episode Melissa Fradenburg and Hannah Near, CFP, ® CPA, discuss the recently proposed tax legislation. With her master’s in accounting and experience in financial planning, Hannah offers valuable insight on how the proposed tax changes may affect various aspects of your financial picture. We will discuss potential changes to estate planning, retirement planning and business tax filing status that you might want to consider before this legislation is signed into law. You will learn:...
Episode 82: Benefit Options for Open Enrollment with Adam Wadie
September 21, 2021 10:00 - 29 minutes - 20.5 MBIn this episode Melissa Joy, CFP® and Adam Wadie, HR consultant with Advanced Insurance discuss what you need to know about open enrollment and what various benefit options mean for you as far as coverage and cost. Adam specializes in complex enrollments and is always looking to simplify the enrollment process. You will learn: · What are the differences between an HMO and a PPO? · How do high deductible plans work vs. traditional plans. · What is the minimum dedu...
Episode 81: Building a Work Life You Love as a Mom with Kelli Anderson
September 14, 2021 10:00 - 32 minutes - 22.6 MBIn this episode, Melissa Fradenburg, Financial Advisor, RJFS, and Kelli Anderson discuss the importance of work-life integration for working mothers and how to move from an unhappy work situation to a fulfilled career. Kelli Anderson is a career coach for working moms and the founder of Mindset Mamas and Get The Job Shop. Kelli specializes in helping women gain clarity and take action when considering a pivotal career change or starting a businesses. If you no longer feel like you belong in ...
Episode 80: Common Mistakes In Estate Planning with Chiara Mattieson
August 31, 2021 10:00 - 33 minutes - 23.3 MBIn this episode Melissa Fradenburg, financial advisor, RJFS and Chiara Mattieson discuss the common mistakes made in estate planning. As an estate planning attorney with extensive experience in litigating probate and related civil matters, Chiara understands what can happen when estate planning goes wrong. You will learn: · A full estate plan does a lot more than "say who gets what when you die." · A will is not a plan. It is "here's who gets what when I die." · Why ...
Episode 80: Common Mistakes In Estate Planning with Chiara Mattieson
August 31, 2021 10:00 - 33 minutes - 23.3 MBIn this episode Melissa Fradenburg, financial advisor, RJFS and Chiara Mattieson discuss the common mistakes made in estate planning. As an estate planning attorney with extensive experience in litigating probate and related civil matters, Chiara understands what can happen when estate planning goes wrong. You will learn: · A full estate plan does a lot more than "say who gets what when you die." · A will is not a plan. It is "here's who gets what when I die." · Why ...
Episode 79: Winning Resumes with Brooke Kent
August 24, 2021 10:00 - 39 minutes - 27.3 MBIn this episode Melissa Joy, CFP® and Brooke Kent discuss the secrets to a successful career move. They cover everything from writing a resume that stands out, updating your LinkedIn profile to attract recruiters, to mastering the interview process. Brooke has spent two decades helping executives and professionals craft personalized, achievement focused, persuasive and visually appealing resumes and LinkedIn profiles. You will learn: · How to tell a story and share quantifying deta...
Episode 78: Top 5 Financial Tips
August 17, 2021 12:00 - 13 minutes - 9.2 MBIn this episode Melissa Fradenburg, financial advisor, RJFS will be sharing some of her favorite clips from episodes in season 2. Together with Pearl Planning founder and podcast co- host Melissa Joy, CFP® , this season has explored topics from budgeting and improving your net worth to work-life happiness and college savings. It is our mission to provide bite-sized tips and actionable advice on a weekly basis. You will learn: How often to evaluate your net worth and why it may fluctuate....
Episode 78: Top 5 Financial Tips
August 17, 2021 12:00 - 13 minutes - 9.2 MBIn this episode Melissa Fradenburg, financial advisor, RJFS will be sharing some of her favorite clips from episodes in season 2. Together with Pearl Planning founder and podcast co- host Melissa Joy, CFP® , this season has explored topics from budgeting and improving your net worth to work-life happiness and college savings. It is our mission to provide bite-sized tips and actionable advice on a weekly basis. You will learn: How often to evaluate your net worth and why it may fluctuate....
Episode 77: Preparing an Employee for a Company IPO with Danika Waddell
August 10, 2021 10:00 - 23 minutes - 16 MBIn this episode Melissa Joy, CFP® and Danika Waddell, CFP®, CSLP® discuss employee planning when your company goes public. Danika focuses on working with women who are in the tech industry, receive equity compensation or are small business owners, typically in the early to mid-career stages. In this episode Danika uses her experience specific to equity compensation to cover the ways in which an employee can financially prepare for their company to go public. You will learn: · What i...