212 episodios

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. 

Women's Money Wisdom Melissa Joy, CFP®

    • 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. 

    Episode 215: You Filed Your Taxes. What Comes Next?

    Episode 215: You Filed Your Taxes. What Comes Next?

    Whether you’ve already filed your taxes or still need to request an extension, Melissa Joy shares her post-tax season tips and tricks. Discover how you can pave the way for a smoother tax season experience and take control of your money in the year ahead. 
    Listen and Learn: 
    Why it’s important to discuss taxes with your financial advisor Which resources you should use during tax season and afterWhen to consider reviewing and adjusting your tax withholdingsResources:
    How to Extend Your Federal Taxes State of Michigan Tax ExtensionTax Aware Investment Strategies Webinar Tax Withholding Calculator (IRS)Tax Withholding – How to Get it Right Restricted Stock Taxation Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
    Data Sources: Capital Group, RIMES, Standard & Poor's.

    • 20 min
    Episode 214: How to Navigate Money Differences With A Partner with Ashley Quamme

    Episode 214: How to Navigate Money Differences With A Partner with Ashley Quamme

    Melissa Joy is joined by Financial Behavior Specialist®, Speaker, and Therapist Ashley Quamme LMFT, to discuss the intricate intersection of relationships and finances. 
    How do we talk about money with a partner when our perspectives differ? What are practical ways to navigate when one partner is a spender, and the other is a saver? Ashley dives into the complexities of love and money and how to navigate the money differences that happen in many relationships. 

    Listen and Learn: 
    Common challenges couples face when discussing finances and tips to overcome themHow to use communication to navigate differences in spending habitsThe significance of listening, empathy, and vulnerability in client-advisor relationshipsResources:
    Visit Beyond the PlanFollow Ashley on LinkedInFollow Ashley on TwitterListen: Episode 48: Financial Therapy with Nate AstleListen: Episode 212: Even Out The Power Scales of Marriage and MoneyLinks are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.


    Data Sources: Capital Group, RIMES, Standard & Poor's.

    • 21 min
    Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling

    Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling

    Melissa Joy is joined by philanthropist Aly Sterling, President and Founder of Aly Sterling Philanthropy, to discuss the transformative power of philanthropic giving. 
    Aly shares powerful insights from her experience in facilitating major gifts while offering guidance on how to make your charitable donations more strategic. In this thought-provoking conversation, you’ll discover how to maximize your philanthropic impact, whether you’re giving millions or just starting your charitable journey. 
    Listen and Learn: 
    How to make your charitable donations more strategic and impactfulThe benefits of giving during your lifetime vs. leaving a philanthropic legacyTips for maximizing tax advantages when making charitable contributionsResources:
    Visit Aly Sterling Philanthropy WebsiteLearn more about Aly SterlingFollow Aly Sterling on LinkedInPurchase Aly Sterling’s Book: 37: The Year I Stopped Making Excuses, Embraced My Power, and Launched My Million-Dollar BusinessRead: $1 Billion Dollar Donation Will Provide Free Tuition at a Bronx Medical SchoolWatch: NYC Medical School Eliminates Tuition After $1 Billion GiftRead: Why A $1 Billion Gift to Medical School Moved So Many PeopleRead: Will a $1 Billion Medical School Donation Help Make the Bronx Healthier?Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
    Data Sources: Capital Group, RIMES, Standard & Poor's.

    • 27 min
    Episode 212: Even Out The Power Scales of Marriage and Money

    Episode 212: Even Out The Power Scales of Marriage and Money

    Struggling with financial dynamics in your relationship? You’re not alone. Melissa Joy delves into the power balance in marriage and money and explores how this affects all partnerships, offering valuable tips for combining finances, open communication, and shared planning. No matter the stage of your relationship, this conversation is for you. 
    Listen and Learn:
    Simple steps for couples looking to combine their financesHow to have transparent communication and shared financial planningStrategies for managing finances together in a relationshipResources:
    Read: In a Growing Share of U.S. Marriages, Husbands and Wives Earn About the SameRead: When Couples Fight About Money, What Do They Fight About?Read: Married Couples Who Merge Finances May Be Happier, Stay Together LongerListen: Episode 133: Money Secrets in Your Net Worth with Rachael CampLinks are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.


    Data Sources: Capital Group, RIMES, Standard & Poor's.

    • 23 min
    Episode 211: When Should I Get Serious About Saving For Retirement?

    Episode 211: When Should I Get Serious About Saving For Retirement?

    When should you get serious about saving for the future (older) you? It’s never too late to start or reassess your retirement strategy. Whether you’re a super saver, an average saver, or doing well but unsure if you’re on track to retire comfortably—this episode has something for everyone. Melissa Joy discusses options for multiple stages of retirement planning and what you can do if you’re traditionally employed, a business owner, or have experienced career setbacks along the way.
    Listen and Learn:
    When it's time to get serious about retirement planningThe key steps to take to understand your retirement outlookHow to improve your trajectory no matter which group you fall intoResources:
    Watch our 2023 Retirement Readiness WebinarDiscover how the average American feels about retirement readinessLearn more about the XYPN NetworkFind out how to get started with Pearl Planning’s retirement planning and analysis servicesLinks are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.


    Data Sources: Capital Group, RIMES, Standard & Poor's.

    • 18 min
    Episode 210: Navigating Motherhood, Mindset, and Money ft. Dr. Sue McCreadie

    Episode 210: Navigating Motherhood, Mindset, and Money ft. Dr. Sue McCreadie

    Dr. Sue McCreadie, a pediatrician and women's coach, joins Melissa Joy to discuss how mindset and emotions impact financial well-being. Drawing from her experience in pediatric care, Dr. Sue shares insights on promoting mothers' health and mindsets. This transformative conversation covers the connection between women's roles, taking control of one's life, and financial empowerment. 
    Listen and Learn:
    How mastering mindset and emotions can transform your financial well-beingThe importance of understanding and honoring your own money personalityHow to normalize conversations about money with your partner and kidsResources:
    Learn more about Dr. Sue McCreadie, MDTake the SoulFULL Medicine QuizLearn more about Pearl PlanningLinks are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
    Data Sources: Capital Group, RIMES, Standard & Poor's.

    • 32 min

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