226 episodios
Women's Money Wisdom Melissa Joy, CFP®
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- Economía y empresa
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 229: Tightwads and Spendthrifts with Author Scott Rick
The way you or your partner spends money can have real impact on your relationship. In this episode, Melissa Joy interviews Scott Rick, author of the book 'Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships.' They discuss the different approaches people have towards spending money and how it can impact relationships. Scott defines tightwads as individuals who experience distress and anxiety when thinking about optional purchases, while spendthrifts are more prese...
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Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-Podvin
Have you ever wondered how financial stress impacts mental health and what can be done to address it? In this episode, Melissa Joy and Lindsay Bryan-Podvin discuss the Financial Empowerment Initiative at the University of Michigan, focusing on the intersection of money and mental health. Lindsay shares insights from her work and the impact of the workshops on participants. They also explore the challenges and misconceptions around seeking financial advice and therapy.Listen and Learn:How the ...
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Episode 227: Mortgages in a High-Rate Environment with Erica Powers
The rates are high in the mortgage world. There’s no denying it! In this chat, Melissa Joy dives into the ever-changing landscape of mortgages with guest Erica Powers, CMPS®, CDLP®, NMLS#739673. First Merchants Bank is an Equal Housing Lender and a Member FDIC. We’ll spill the beans on today’s mortgage scene, chat about savvy refinancing moves, and talk about some little-known home buying hacks. Plus, we’ll bust some mortgage myths wide open! It all starts with being well-informed.Listen and ...
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Episode 226: Finding Financial Pearls & Jimmy C. Shoes
This episode, originally aired on "is that cashmere?" hosted by Becca Hoeft and Anna Kincannon, explores the connection between fashion choices and financial decisions, especially during the pandemic. Melissa Joy, CFP® joined Becca and Anna to discuss saving money, planning for the future, and teaching children about finance.This lively conversation covers how money impacts relationships, the importance of diverse financial advice, and managing finances during major life events like divo...
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Episode 225: Create Your Dream Home with Melissa Kennedy and Jen Hinesman
Looking to build your dream home? In this episode, Melissa Kennedy, President of Meadowlark Design+Build, and Design Director, Jen Hinesman discuss the process of building a custom home designed specifically for you. Using their 20 years of experience, Melissa and Jen explain all the important steps like planning, budgeting, choosing a location, and making sustainable choices.Listen and Learn:The importance of financial planning and budgeting for your dream homeHow to select the right propert...
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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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