30 episodes

Helping to create financial legacies for ladies (oh... and men too)

Proactive Women's Podcast Joyce Palmer

    • Education
    • 5.0 • 1 Rating

Helping to create financial legacies for ladies (oh... and men too)

    Breaking Barriers: Women Making Waves in Finance

    Breaking Barriers: Women Making Waves in Finance

    Join host Joyce Palmer in this special Women's History Month episode of the Proactive Woman podcast as we shine a spotlight on the remarkable achievements of women in finance. From pioneering CEOs to visionary leaders, we explore the stories of Melanie Hopson, Abigail Johnson, and Janet Yellen, uncovering their journey to success and the lessons they impart.
    Delve into the lives of these trailblazing figures as we unveil lesser-known facts and anecdotes that illuminate their resilience and determination. From breaking glass ceilings to advocating for diversity and empowerment, their contributions have reshaped the financial landscape and inspired generations.
    Beyond celebrating the past, this episode challenges stereotypes and confronts societal narratives, empowering listeners to embrace financial literacy and take charge of their financial futures. Through personal anecdotes and insightful commentary, Joyce Palmer invites listeners to challenge the myth that "boys are good in math and girls are not," encouraging a shift towards financial empowerment and independence.
    As we honor Women's History Month, let's not only celebrate the achievements of remarkable women but also commit to making history in our own lives. Whether it's planning for retirement, investing in the stock market, or securing financial independence, let's empower ourselves to make informed and impactful financial decisions.
    Plus, don't miss out on a special opportunity for a 20-minute strategy call with Joyce Palmer. Whether you're seeking a second opinion, guidance on financial decisions, or a complete financial overhaul, Joyce is here to help. Reach out to schedule your session today!
    Tune in to the Proactive Woman podcast and discover how women are breaking barriers and making waves in finance, one empowering story at a time.

    • 15 min
    Health & Wealth: The Heart-Finances Connection

    Health & Wealth: The Heart-Finances Connection

    Welcome to the Proactive Woman podcast, where Joyce Palmer from JP Financial Group provides wisdom on wealth, empowering women to make safe, smart, and simple financial decisions. In this episode, Joyce explores the connection between a healthy heart and your finances, shedding light on how they correlate and what actions you can take to promote both.
     
    Episode Highlights:
    Heart Disease Statistics: Joyce shares alarming statistics about heart disease among women in the United States, emphasizing the significance of recognizing and addressing this issue. Health & Finances Connection: Joyce discusses four key areas where a healthy heart intersects with financial stability: Mental Clarity & Decision Making Longer, More Fulfilling Careers Nutritious Diet & Financial Planning Exercise & Increased Energy Promoting Health & Wealth: Joyce emphasizes the importance of prioritizing both physical and financial health, encouraging listeners to adopt healthy habits for a prosperous future. Heart-to-Heart Event: Joyce announces a special event, the "Healthy Heart Heart-to-Heart Event," scheduled for February 17th. This event aims to promote heart health through informative sessions and a relaxing sip and paint activity. Joyce Palmer welcomes your questions and thoughts. If you're a proactive women listener without a trusted financial resource, schedule a 20-minute "Ask Me Anything" call. Reach out at 804-811-354 or find the direct link below. No obligation, no cost, and no judgment. Health and wealth are intertwined, and by understanding the connection between a healthy heart and financial stability, listeners can take proactive steps toward a prosperous future.

    • 14 min
    Proactive Women: Financial Empowerment for a Wealthy New Year

    Proactive Women: Financial Empowerment for a Wealthy New Year

    Welcome to the Proactive Women podcast, where financial wisdom meets empowerment. I'm your host, Joyce Palmer, from JP Financial Group, guiding you through smart, safe, and simple financial decisions. In today's episode, we're putting a pause on the holiday hustle and diving into proactive strategies for year-end financial planning and retirement readiness.

    Episode Highlights:
    Year-End Financial Checkup: Just like an annual physical or a car tune-up, it's time for a financial checkup. Join us as we review and organize financial goals, assess spending habits, and consider last-minute tax planning tips. A strong financial start in the new year begins with a thorough year-end review. Holiday Spending Without Breaking the Bank: Learn the art of setting a budget, prioritizing spending, and finding thoughtful, budget-friendly gifts. It's not about how much you spend; it's about the thought. Avoid financial stress during the joyous season with practical tips. Retirement Planning for Women: Ladies, never pull from your retirement accounts for holiday spending. Explore unique financial challenges women face in retirement planning, and discover the importance of maximizing saving opportunities and early planning for a secure financial future. Investment Strategies for Next Year: Tune in to our upcoming season featuring Chaz, our registered investment advisor. Chaz will share valuable investment tips, including why most people are allocating their 401(k) plans all wrong. Get ready to maximize market ups and downs. Financial Resilience and Setting Goals: Smart goal setting is the key to financial success. Learn about building financial resilience, having an emergency fund, and setting realistic goals. It's about creating a financial blueprint for a financially empowered future. Joyce Palmer welcomes your questions and thoughts. If you're a proactive women listener without a trusted financial resource, schedule a 20-minute "Ask Me Anything" call. Reach out at 804-811-354 or find the direct link below. No obligation, no cost, and no judgment.

    As we wrap up this episode, I'm Joyce Palmer, signing off. Happy holidays, and here's to a financially empowered New Year. Subscribe, share, and leave a review if you found these insights valuable.

    • 8 min
    How to Retire Without Promised Pensions: Part Two

    How to Retire Without Promised Pensions: Part Two

    With women living longer and pensions lacking luster, creating and funding a
    retirement plan has become more complicated and challenging than ever. In this
    episode, you will begin to navigate the retirement system and the tools you need to
    get started on building a retirement plan that lets you feel confident and at-ease.

    • 13 min
    How to Retire Without Promised Pensions: Part One

    How to Retire Without Promised Pensions: Part One

    With women living longer and pensions lacking luster, creating and funding a retirement plan has become more complicated and challenging than ever. In this episode, you will begin to navigate the retirement system and the tools you need to get started on building a retirement plan that lets you feel confident and at-ease.
    Contact Joyce Palmer at (704) 543-6269 and visit the website at jpfinancialgroupllc.com.

    • 10 min
    The Impact of Inflation: Part Two

    The Impact of Inflation: Part Two

    Without considering the impact of inflation on your financial plan, you decrease the
    probability of meeting your financial goals. In this episode, you’ll understand how the JPFG
    team integrates inflation into your financial plan to ensure your needs are met in retirement and beyond.

    • 8 min

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