In this episode Melissa Joy, CFP ® delves deep into the powerful concept of managing your money mindset amidst a constant barrage of negative news. In a world filled with sensational headlines and endless market fluctuations, it’s easy to succumb to fear and make impulsive investment decisions. Listen to this episode to learn why controlling the things we can control is essential in achieving financial success.
Resources:
- Learn more about Melissa Joy, CFP. ® and Pearl Planning .
- Read Take Control of Your Finances in 2023: 10 Actionable Tips for a Secure and Prosperous New Year.
- Listen to Episode 162: More Than Money with Melissa Joy, CFP®.
- Register for our Summer Economic Update and Investment Outlook Webinar.
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.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.
Episode 170: The Case for 529 Plans for College Savings w Ann Garcia