Wealthy After Divorce
Welcome to the Wealthy After Divorce Podcast! Hosts and Certified Divorce Financial Analysts® at Pearl Planning, Melissa Joy and Melissa Fradenburg, will roll out a new episode every other Thursday, with advice to improve financial decisions during and after the divorce process. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan, and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our offices at (734)274-6744 or (313) 486-9634. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment adviser. 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 newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a reader 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 newsletter 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.
Indispensable guidance for anyone going through—or considering—divorce
12/29/2023
I’m a Pearl Planning client and started listening to this podcast once I began the process of divorce. I’ve found Melissa and Jacki’s advice indispensable, especially around health insurance, estate planning, and reaching a settlement. I also met with Jacki for a 1:1 session that was instrumental in avoiding a trial in my divorce. I highly recommend this compassionate, informative approach to a highly fraught and emotional experience!
Outstanding Advice
11/07/2023
I worked with Jacki during my divorce and she is just as warm and caring in person as she is on the podcast. Jacki was instrumental in helping me understand my financial situation and her input was invaluable in helping me to get a good settlement during mediation. Even though my divorce was finalized over a year ago, I still listen to every episode of the podcast because there are so many decisions that need to be made and actions to be carried out post divorce and it’s so helpful to go back and refer to a podcast that pertains to what I’m dealing with at the moment. Even though some of these pre and post divorces steps may be unpleasant, Jacki, Melissa and their guests offer sound advice on why you shouldn’t put them off and why it is so important to follow through. I highly recommend this podcast and I truly appreciate Jacki’s and Melissa’s willingness to share their expertise online.
Helped every step of the way
10/26/2023
Jacki has helped me every step of the way in my divorce financial planning. Her podcasts have been an added bonus. In the early phases of my divorce, I listened to her podcasts to help me know what to expect through the divorce process. Then when I was at a particular phase in my divorce I would go back and relisten to the applicable podcast. Post divorce I especially found the post divorce podcast outlining a checklist to be very helpful. I’d Highly recommend her services and her podcasts which provide a wealth of knowledge.
Great resource for pre and post divorce
10/26/2023
The hosts are so knowledgeable and listening to this podcast helped me plan financially. That was possibly the most overwhelming part of leaving as I wondered if I could do it on my own. These ladies and their guests showed me I could do it - and with what I have learned on this show, I have. Thank you from a dedicated listener.
About
Information
- CreatorMelissa Fradenburg, CDFA® and Melissa Joy, CDFA®
- Years Active2022 - 2024
- Episodes42
- RatingClean
- Copyright© 2024 Wealthy After Divorce
- Show Website