In this episode, Melissa Joy, CFP®, and Melissa Fradenburg, Financial Advisor RJFS discuss some of their own money mistakes as well as the evolution of their money mindsets. Where did we learn basic financial skills? Learn from things we regret doing or not doing in our early adult years.
You will learn:
- Why you need to build credit but not debt.
- The evolution from a job to a career.
- When you start making money what do you do with it?
- How does your money mindset change over time?
- Listen to our previous episode on Student Loan Strategies.
- Pearl Planning is a wealth management firm located in Dexter and Grosse Pointe Farms, Michigan.
- Download a copy of our Guided Pearls: Your 2020 Financial Action Plan.
Melissa Joy, CFP®, CDFA® is the President of Pearl Planning and a Wealth Advisor for Raymond James Financial Services. Reach out for a call today at 734.274.6744. Address: 8031 Main St. Suite 302 Dexter, MI 48130