Women's Money Wisdom

Melissa Joy, CFP®
  • 5.0 (22)
  • INVESTING
  • UPDATED WEEKLY

You’re working hard, caring for everyone else, and managing a thousand details a day - but when was the last time you focused on your finances?As a woman, you might carry the emotional and logistical weight of caregiving, parenting, career-building, and household management. It’s no wonder financial planning tends to fall to the bottom of your list -yet it’s one of the most important tools you have for protecting your future, your family, and your peace of mind.Women’s Money Wisdom is here to change that.Hosted by Melissa Joy, CFP®, founder of Pearl Planning in Dexter, Michigan, this weekly podcast is your space for practical insights and relatable advice to help you take control of your financial life. From investing and retirement to navigating life transitions and shifting your money mindset, you'll gain the clarity and confidence you need to make empowered decisions.Maybe you’re preparing for retirement, juggling the needs of both kids and aging parents, or growing a business you’ve built from the ground up. You want to build wealth in a way that reflects your values. You want guidance that honors your full life, not just your portfolio. And most of all, you want a trusted partner who sees the whole picture, not just the numbers.If you’re ready to stop putting yourself last - at least financially -this podcast is your starting point.Subscribe to Women’s Money Wisdom and make your financial future a priority. The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://pearlplanning.com/

  1. Episode 310: Six Habits of Financially Secure Women with Michelle Taylor

    3D AGO

    Episode 310: Six Habits of Financially Secure Women with Michelle Taylor

    On this episode of the Women's Money Wisdom podcast, Melissa Joy is joined by Michelle Taylor, founder of Women in Wealth, for a practical, honest conversation about what actually creates long-term financial stability for women. Rather than focusing on fear or restriction, this discussion centers on habits — the everyday behaviors that help women build confidence, resilience, and freedom with money over time. Together, Melissa and Michelle break down the six core habits they see consistently among women who feel financially secure and in control, regardless of income level. You’ll hear why tracking your money builds confidence (not stress), how “paying yourself first” creates momentum, and why investing — even in small amounts — is non-negotiable. The conversation also reframes budgeting as a flexible spending plan, explores how to set financial goals that actually align with your values, and explains why regular “money dates” can transform how you relate to your finances. This episode is especially helpful if you’ve ever felt successful in life but uncertain about money, struggled with confidence around financial decisions, or wanted a healthier, more empowering approach to building wealth. In this conversation, you’ll learn: Why awareness is the foundation of financial confidenceHow paying yourself first prevents burnout and financial guiltThe difference between restrictive budgets and flexible spending plansWhy investing early matters more than investing perfectlyHow to set financial goals that reflect your version of successSimple ways to build accountability through regular money check-insWhether you’re just getting started or refining your financial habits, this episode offers practical guidance you can use immediately — without shame, overwhelm, or unrealistic expectations. Follow Michelle: https://www.instagram.com/women_in_wealth/ The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

    37 min
  2. Episode 309: Listening to the Whispers: Redefining Success, Security, and Midlife Transitions with Regina Sih-Meynier

    FEB 3

    Episode 309: Listening to the Whispers: Redefining Success, Security, and Midlife Transitions with Regina Sih-Meynier

    What happens when you do everything “right” and still feel unfulfilled? Melissa Joy, CFP®, sits down with Regina Sih-Meynier, PharmD, a former clinical and pharmaceutical industry leader who followed a quiet inner nudge toward a completely different kind of success. Regina shares how growing up in an immigrant family shaped her drive for security and achievement, why the traditional “success checklist” did not deliver the fulfillment she expected, and what ultimately helped her pivot into entrepreneurship, intuitive work, and a more flexible life. They talk about the midlife moments that can throw everything off course, from career disruption to caregiving responsibilities, and why financial planning can be a stabilizing force during big transitions. Regina also explains what she means by “whispers” from within, how intuition can show up through the body, and why having a practical runway and support system can make all the difference when you are building your next chapter. What you’ll learn Why hitting major milestones can still leave you feeling disconnectedHow Gen X and older millennial women were conditioned to overachieve and overdeliverWhat it looks like to pivot without burning down your entire life overnightHow intuition can show up as body intelligence and internal guidanceWhy financial stability can create the space needed to hear what you actually wantThe mindset shift from “income only comes from a paycheck” to multiple streams and possibilitiesHow to approach midlife change with flexibility, resilience, and intentional tradeoffsAuthor of "A Thousand Whispers from Within" Coming Feb 2026, Manuscripts Press - available Feb 16th on Amazon. 📧 regina@reginasihmeynier.com 🌐 www.reginasihmeynier.com 📸 IG: @reginasihmeynier 💼 LinkedIn: Regina Sih-Meynier, PharmD The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

    32 min
  3. Episode 308: Nailing Your 2026 Retirement Benefits: The New Rules, Higher Limits, and the "Power Couple" Strategy

    JAN 27

    Episode 308: Nailing Your 2026 Retirement Benefits: The New Rules, Higher Limits, and the "Power Couple" Strategy

    Employer retirement plans can be one of the most powerful wealth-building tools available, yet they are also among the most confusing. In this episode of the Women's Money Wisdom podcast, Melissa Joy, CFP®, breaks down how to make the most of your workplace retirement benefits in 2026. Melissa walks through the key retirement plans many employees have access to, including 401(k), 403(b), and 457 plans, and explains why 2026 is a pivotal year for retirement planning. With multiple legislative changes now in effect, including SECURE Act 1 and 2 and new tax rules impacting catch-up contributions, understanding your options has never been more important, especially for high earners. This episode covers updated contribution limits, new catch-up contribution rules for those over age 50, and the temporary super catch-up opportunity for individuals ages 60 to 63. Melissa also explains the new Roth mandate for high earners, what it means for your tax strategy, and how it may change the way you approach retirement savings going forward. Beyond contribution limits, Melissa explores advanced planning opportunities such as after-tax contributions, mega backdoor Roth strategies, and how different employer plan designs can dramatically affect how much you are able to save. She also highlights commonly overlooked strategies for dual-income households, spousal IRAs, and the growing role of Health Savings Accounts as an extension of retirement planning. If retirement planning feels overwhelming, this episode offers clarity, structure, and actionable guidance to help you confidently use your employer benefits to support your long-term goals. Key topics discussed include: 2026 retirement contribution limits and what’s changedCatch-up and super catch-up contribution rulesThe new Roth requirement for high earners over age 50Coordinating retirement savings for couplesUsing HSAs as a long-term retirement strategyMega backdoor Roth opportunities and plan design considerationsCommon mistakes that can reduce employer matchingFor personalized guidance, Melissa encourages listeners to review their options with a financial planner to ensure their retirement strategy aligns with both current tax laws and long-term goals. The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

    23 min
  4. Episode 307: Long-Term Care Planning: Why Waiting Too Long Can Cost You

    JAN 20

    Episode 307: Long-Term Care Planning: Why Waiting Too Long Can Cost You

    Long-term care is one of the most personal topics in financial planning, and also one of the most frequently avoided. Melissa Joy, CFP®, is joined by Pearl Planning colleague Alexa Kane, CFP®, to unpack how families can think about care earlier and more realistically. This conversation goes beyond nursing homes to explore in-home care, assisted living, and memory care, along with the emotional and financial realities families face when care is needed. Melissa and Alexa explain why long-term care planning often affects women more heavily, why waiting until later in life can limit options, and how today’s long-term care solutions differ from the policies many people remember from past generations. Rather than assuming insurance is the answer for everyone, they walk through how Pearl Planning approaches long-term care thoughtfully, weighing costs, health considerations, family dynamics, and alternatives. The discussion also highlights what modern hybrid policies are designed to do, how underwriting works, and what options exist for those who cannot or choose not to pursue insurance. Key takeaways include: Why long-term care planning is often a bigger issue for womenHow rising care costs can impact retirement plans and family decisionsThe importance of starting the conversation earlier than most people expectThe difference between traditional long-term care insurance and newer hybrid optionsPractical alternatives to insurance, including self-funding and housing-based strategiesThis episode offers a calm, realistic framework for approaching a difficult topic and encourages listeners to plan ahead before long-term care becomes an urgent decision. The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

    40 min
  5. Episode 306: Beyond the Highlight Reel: The Real Stories of Women Founders with Veronica McGibney

    JAN 13

    Episode 306: Beyond the Highlight Reel: The Real Stories of Women Founders with Veronica McGibney

    If you’ve ever looked at a successful woman and wondered how she really built it — you’re not alone. Behind every thriving business is a story that doesn’t always show up on social media. In this episode, Melissa Joy, CFP®, talks with Veronica McGibney, creator of LeadHer Magazine, a new print and digital publication dedicated to sharing the real, behind-the-scenes journeys of female founders. Veronica shares how a moment of clarity at a business retreat sparked the creation of Lead Her, and how that idea quickly grew into a platform spotlighting women’s honest experiences — from uncertainty and burnout to growth, resilience, and long-term vision. Together, Melissa and Veronica discuss why branding is more than marketing, how visibility impacts opportunity and funding, and why telling the full story matters for women building businesses today. You’ll learn: Why branding plays a critical role in both business growth and personal clarityHow moments of uncertainty can signal it’s time to pivot or reassessWhat inspired the creation of Lead Her Magazine and its missionThe realities women founders face that often stay behind the scenesWhy visibility remains a challenge for women-led businessesPractical ways founders manage time, priorities, and competing responsibilitiesIf you’re building something, considering a pivot, or looking for a more honest picture of what success really takes, this conversation offers insight and perspective. Resources: Learn more about Lead Her Magazine: leadhermagazine.com Connect with Veronica McGibney on LinkedIn: https://www.linkedin.com/in/veronicamcgibneyFollow Lead Her Magazine on Instagram:  https://www.instagram.com/leadhermagazine/The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

    31 min
  6. Episode 305: Seven Financial Planning Themes to Guide Your Money in 2026

    JAN 6

    Episode 305: Seven Financial Planning Themes to Guide Your Money in 2026

    As the new year begins, Melissa Joy, CFP®, helps listeners slow down and reset before diving into financial to-do lists. In this solo episode, Melissa lays out seven financial planning themes to help guide decisions in 2026. After an intense year of headlines, market shifts, and economic noise, this conversation offers perspective and grounding for those navigating what she calls the “messy money middle.” Rather than reacting to the news cycle or trying to predict the future, Melissa focuses on practical planning themes — from diversification and human capital to tax changes, estate planning, and lifestyle pressures — all designed to help listeners approach the year ahead with clarity and flexibility. This episode is meant to level-set expectations and provide a thoughtful framework for anticipating a successful year with your money. In this episode, Melissa explores: Why diversification and rebalancing matter after a strong year for marketsHow international stocks, alternatives, and AI are shaping investment conversationsProtecting your human capital and preparing for potential job disruptionsEvaluating the return on investment when spending on skills and career developmentKey tax law changes and what they may mean for planning in the year aheadUpdates to retirement catch-up contributions and charitable giving rulesWhy estate planning still matters, even when estate taxes may not applyHow declining interest rates affect cash, savings, and investment decisionsDetermining how much cash to keep versus investNavigating lifestyle inflation and the financial realities of the sandwich generation The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

    21 min
  7. Episode 304: The Financial Exhale: A Gentle Year-End Money Reset

    12/30/2025

    Episode 304: The Financial Exhale: A Gentle Year-End Money Reset

    As the year comes to a close, Melissa Joy, CFP® invites you to slow down. This short, reflective solo episode is a pause button — a chance to step off the financial treadmill, release guilt, and reset how you think about money before jumping into goals, resolutions, or to-do lists. Rather than focusing on what still needs to get done, Melissa encourages listeners to notice what worked, acknowledge invisible financial wins, and reconnect with a definition of wealth that goes beyond account balances. This episode is designed as a mindset reset — an “exhale” — to help you enter the new year with more clarity, intention, and self-trust. In this episode, Melissa explores: Why year-end reflection matters more than year-end hustleHow to identify and celebrate your financial wins, including the quiet onesReleasing guilt and shame tied to past money decisionsReframing wealth around values, time, and relationships — not just numbersHow aligning spending with personal values can simplify decision-makingThe power of “set it and forget it” systems to reduce financial stressChoosing a money word or theme for the year aheadSimple challenges (like no-spend periods or intentional splurges) to reset habitsUsing a “stop, start, continue” framework to carry clarity into the new yearKey takeaway You don’t need a perfect plan to move forward — you need a lighter mindset, clearer values, and permission to acknowledge progress. Before diving into goals and action steps, this episode offers space to breathe, reflect, and reset your relationship with money. The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

    17 min
  8. Episode 303: Top 10 Money Trends and Stories that Shaped 2025 & What They Mean for 2026

    12/23/2025

    Episode 303: Top 10 Money Trends and Stories that Shaped 2025 & What They Mean for 2026

    As we close out the year, Melissa Joy, CFP® steps back from the day-to-day headlines to examine the biggest money trends and economic stories that shaped 2025. Instead of reacting to weekly market noise, this episode offers a thoughtful top-10 look at the forces influencing markets, households, and financial planning — and what they may signal for the year ahead. From the rise of artificial intelligence and shifting government policy to persistent affordability challenges and changing investment landscapes, Melissa breaks down complex topics with clarity and context. She explores how these trends showed up in real life for investors, savers, borrowers, and families — and why discipline and planning mattered more than prediction this year. Throughout the conversation, Melissa connects the dots between policy, markets, and personal finance, reminding listeners that while we can’t control outcomes, we can control preparation. Highlights include: Why artificial intelligence became the dominant market and cultural story — and what it means for jobs, productivity, and energy demandHow tariffs evolved throughout the year and the real economic costs for consumers, businesses, and farmersKey changes in the new tax law and why tax planning is becoming more complex, not lessThe ripple effects of the prolonged government shutdown on workers, small businesses, and economic dataWhy interest rates didn’t fall as much as expected — and how that impacted borrowers and savers differentlyPersistent affordability concerns and the growing divide between householdsThe growing influence of private equity and private debt across the economyWhy markets delivered strong returns despite overwhelming negative headlinesHow higher education and student loans are undergoing structural changeThe broader financial implications of GLP-1 drugs and rising healthcare costsAs we head into 2026, this episode offers a grounded perspective on what really mattered in 2025 — and why staying focused on what you can control remains one of the most powerful financial strategies available. The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

    30 min
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Ratings & Reviews

5
out of 5
22 Ratings

About

You’re working hard, caring for everyone else, and managing a thousand details a day - but when was the last time you focused on your finances?As a woman, you might carry the emotional and logistical weight of caregiving, parenting, career-building, and household management. It’s no wonder financial planning tends to fall to the bottom of your list -yet it’s one of the most important tools you have for protecting your future, your family, and your peace of mind.Women’s Money Wisdom is here to change that.Hosted by Melissa Joy, CFP®, founder of Pearl Planning in Dexter, Michigan, this weekly podcast is your space for practical insights and relatable advice to help you take control of your financial life. From investing and retirement to navigating life transitions and shifting your money mindset, you'll gain the clarity and confidence you need to make empowered decisions.Maybe you’re preparing for retirement, juggling the needs of both kids and aging parents, or growing a business you’ve built from the ground up. You want to build wealth in a way that reflects your values. You want guidance that honors your full life, not just your portfolio. And most of all, you want a trusted partner who sees the whole picture, not just the numbers.If you’re ready to stop putting yourself last - at least financially -this podcast is your starting point.Subscribe to Women’s Money Wisdom and make your financial future a priority. The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://pearlplanning.com/

Information

  • Creator
    Melissa Joy, CFP®
  • Years Active
    2021 - 2026
  • Episodes
    307
  • Rating
    Clean
  • Copyright
    © 2026 Women's Money Wisdom
  • Show Website
    Women's Money Wisdom

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