221 episodes
Women's Money Wisdom Melissa Joy, CFP®
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- Business
Women 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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Episode 224: Do You Need a Travel Advisor? Custom Trips and Money-Saving Tips with Vinal Desai Burbeck
Planning a vacation can be overwhelming. But working with a travel expert can make it much easier to create amazing trips tailored for you. Vinal Desai Burbeck, Travel Consultant and Founder of Wanderlark, dives into the changing world of travel planning and how travel advisors create personalized experiences to fit your interests and budget.This episode also explores money strategies for affordable vacations - like tips on finding good deals and underrated, more cost-effective destinations. ...
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Episode 223: The Invisible Costs of Child Care with Heather Boneparth
Struggling to balance work and childcare responsibilities? Heather Boneparth, Director of Business and Legal Affairs at Bone Fide Wealth, sheds light on the challenges parents face in today’s world. Learn helpful tips on dealing with changes in taking care of children, finding new ways to contribute besides earning money, and juggling family duties well.Listen and Learn:Tips for juggling work and childcareStrategies to deal with changing childcare needs over timeIdeas for balancing career goa...
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Episode 222: Student Loans: Understanding Loan Forgiveness and Income-Based Repayment Plans with David Gourley, CSLP®
Stressed about student loans? We’ve got you covered. In this episode, David Gourley, CSLP® explains loan forgiveness programs and special payment plans based on your income in simple terms. Whether the loans are yours or your child's, you'll learn who qualifies, important deadlines, and easy tips to manage the debt better. Don’t miss out on key insights to tackle student debt. Listen and Learn: Secrets for understanding confusing student loan programsImportant dates and chang...
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Episode 221: Scholarships and Financial Planning for College with Ann Garcia, CFP®
Want to make college more affordable? Listen to this episode with Ann Garcia, CFP® as she explores scholarship funding for college. Discover different scholarship types, application strategies, and the importance of early planning to minimize debt. Make sure you catch these tips to help set up your child's financial future. Listen and Learn:Explore three main scholarship types to help reduce college costsHelpful tips to research colleges and find scholarship opportunitiesHow to look for ...
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Episode 220: Should You Count On Social Security In Retirement?
Social Security has been a staple of retirement planning for past generations. But will it be there for you when you decide to stop working? The cost of a comfortable retirement is rising so understanding how Social Security works is more important now than ever. Join Melissa Joy, CFP®, to learn how Social Security works and how it could impact your retirement.Listen and Learn:How Social Security works & how it supports retirement costsMajor misconceptions about Social SecurityCurrent pre...
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Episode 219: Simple Steps To Protect Seniors From Financial Fraud with Cathy Curtis, CFP®
Melissa Joy, CFP® and Cathy Curtis, CFP®, dive into a serious topic: financial fraud against elders. Cathy explains that while scammers try to trick seniors into giving them money illegally, there are many ways to spot these scams and keep your elderly loved ones safe. Listen to gain the know-how and tools to avoid fraud smoothly as you or your loved ones get older. Listen and Learn:The common scams being used today to steal from eldersWarning signs that may indicate an elder ...
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