Are You a “Middle of the Road” Saver?

2024 Summer Economic Update (Webinar)

Are You a “Starting Late” Saver?

When Should You Get Serious About Saving For Retirement?

How to Retire Comfortably In Your 50’s: Everything You Need to Know (Webinar)

2024 Spring Economic Update (Webinar)

Under the Radar: Overlooked Tips & Tricks For Your Investment Portfolio (Webinar)

Celebrating Melissa Joy’s Recognition as Top Women Wealth Advisor by Forbes

Important Information for Filing Your 2023 Tax Return

2024 Winter Economic Update and Investment Outlook Webinar

2023 Year-End Planning Webinar

2023 Fall Economic Update and Investment Outlook Webinar

Taking Care of Long-Term Care

Is Social Security a Good Investment?

Episode 183: Financial Self-Control and Budget Management

Episode 182: Turning the Back-to-School Season into a Financial Reset

Episode 181:Common Money Conflicts for Couples and How to Resolve Them

Episode 180: Budgeting for College Life: A Parent’s Guide to College Send Off

Episode 179: Top 5 Financial Planning Take-aways from the Barbie Movie

Episode 178: Tipping: Navigating the Gratuity Landscape in a Changing World

2023 Summer Economic Update and Investment Outlook Webinar

Episode 177: Long Term Care Considerations for Women

Episode 176: An Insight into Divorce Forensic Accounting with Tracy Coenen

Episode 175: Financial Planning Discussions for Couples

Episode 174: Exploring Investment Assumptions: Real Estate vs. Stock & Bond Investing

Episode 173: Rediscovering Yourself and Finding Balance in Motherhood with Carmie Buhalis

Episode 172: Financial Lessons from Taylor Swift Era’s Tour

The Great Divide: Making Splitting Stuff in Divorce a Piece of Cake

Episode 171: Money Mindset to Fight Negative News with Melissa Joy

Episode 170: The Case for 529 Plans for College Savings w Ann Garcia

Not My First Debt-Ceiling Rodeo

Episode 169: Understanding the Debt Ceiling and Impact on the Economy

Episode 168: Financial Planning for Midwives and Caregiving Professionals with Aravind Sithamparapillai

Episode 167: Demystifying Credit Scores with Melissa Fradenburg

Episode 166: Late-Stage College Planning with Brad Baldridge

Episode 165: Five Financial Tips to Implement After Filing Your Taxes

Spring 2023 Economic Update & Investment Outlook Webinar

Episode 164: Why Timing the Market During a Recession Can Hurt Your Investment Returns

Episode 163: Mortgage Rates and the Unlikelihood of a 2008 Repeat

Episode 162: More Than Money with Melissa Joy

Protected: Avoiding QDRO Traps for Divorce Attorneys

Episode 161: Teaching Teens the Value of Money

Episode 160: Considerations When Buying a Second Home

When Banks Fail: Understanding the Causes and Consequences of Bank Failures

Episode 159: Bank Failures: Understanding the Causes & Consequences

Celebrating International Women’s Day 2023

How is Spousal Support Decided in Michigan? 

Episode 158: Important Estate Planning Documents for Adult Children With Liz Derrick

Episode 157: Insurance Considerations for Small Business Owners with Kelly Aitken-Gwinnell

Episode 156: What You Need to Know About Insurance with Kelly Aitken-Gwinnell and Renee Mason-Sherry

Episode 155: Love And Money: Financial Planning Considerations For Couples

2023 Retirement Readiness Webinar

Episode 154: Retirement Readiness with Melissa Joy

Episode 153: Surviving a Layoff: Your Financial Checklist for Moving Forward

Winter 2023 Economic Update & Investment Outlook Webinar

Episode 152: Budget Friendly Style with Kendra Bissig

Important Information for Filing Your 2022 Tax Return

Episode 151: Saving for the Future: A Guide to Opening a Roth IRA for Children

Episode 150: What the Secure Act 2.0 Means for Your Retirement

Take Control of Your Finances in 2023: 10 Actionable Tips for a Secure and Prosperous New Year

Episode 149: Investment Mindset for 2023 with Charlotte Geletka

Episode 148: Career Pivots for Financial Success with Laura Khalil

Episode 147: Protecting Wealth for Women with Irena Politano

Episode 146: Financial Considerations When Moving

Episode 145: Social Security Basics with Vonda VanTil

2022 Year End Financial Planning Webinar

Episode 144: Opportunities to Give back on Giving Tuesday

Episode 143: Control Holiday Spending in Times of Inflation

Year-End Tax Planning Tips for Divorcing and Divorced Clients to Help Avoid the “Coulda, Shoulda, Wouldas”

Episode 142: Less Stress Over the Holidays with Carmie Buhalis

Michigan MESP 529 Savings Plan – Everything You Need To Know – Webinar Replay

Episode 141: Year End Planning with Melissa Joy

Episode 140: Making the Most of Your Employee Benefits with Melissa Joy

Episode 139: Cost-of-Living-Adjustment for 2023 with Melissa Fradenburg

Episode 138: How to Deal with Grief and Financial Decisions with Kathi Balasek

How to Pay for College with Ann Garcia – Book Club Replay

Episode 137: Paying Down Debt

Fall 2022 Economic Update and Investment Outlook Webinar Replay

Episode 136: Lending and the Housing Market in a Rising Rate Environment with Nathan Steiner

Episode 135: Unclaimed Property with Jay Fradenburg

Inflation Reduction Act

Episode 134: Inflation Expectations and Market Volatility with Jay Fradenburg

Episode 133: Money Secrets in Your Net Worth with Rachael Camp

Episode 132: Paying For College with Ann Garcia

Episode 131: Student Loan Forgiveness with Alexa Kane

Episode 130: Back-to-School Tips with Melissa Fradenburg

Episode 129: Understanding the Racial Wealth Gap with Renee Baker

What Issues Should I Consider When Dealing With High Inflation?

Episode 128: Roth Conversion in a Down Market

Episode 127: First Generation Wealth with Valerie Rivera

Melissa Joy, CFP®, CDFA®, Named Investopedia Top Financial Advisors of 2022

Episode 126: Financial Tips for Buying a Car

Summer 2022 Economic Update and Investment Outlook Webinar Replay

Episode 125: Financial Planning Considerations for LGBTQ People with Laura LaTourette

Episode 124: Teaching Children Financial Responsibility Through Chores

Is Time Running out on Getting Your Qualified Domestic Relations Order?

Episode 123: Simple Budgeting Tips with Melissa Fradenburg

Episode 122: Investing Outlook With Jay Fradenburg

Episode 121: Summer Before College Financial Checklist

Episode 120: Financial Wellness Through Community Work with Diana Yanez

Episode 119: Things You Can Do If You’re Feeling The Pinch Of Inflation

Episode 118: House Decisions For Aging Parents With Caroline Gaynor

Opening Multiple 529s per Beneficiary: A Guide to Help You Get Started

Episode 117: Interest Rates, Inflation, And The Federal Reserve

Episode 116: Breaking Away From Financial Abuse With Stacy Francis

Episode 115: Spring Clean Your Finances

Hacks for Your Health Savings Account

Episode 114: Plan For Next Year’s Taxes Now

Spring 2022 Economic Update and Investment Outlook Webinar Replay

Episode 113: How Much House Can I Afford?

Episode 112: Teaching Teens Good Money Habits with Melissa Fradenburg

Understanding your Restricted Stock Units (RSUs)

Episode 110: Asset Allocation and Diversification with Melissa Fradenburg

Episode 109: Being Present in Motherhood and Career with Cathy Harber

A Checklist for Preparing to File Your Taxes

Episode 108: Risk Tolerance with Melissa Fradenburg

Tax Loss Harvesting – A Guide for Making the Most of a Down Market

Episode 107: Lifestyle Creep with Melissa Fradenburg

Episode106: Buying the Dips with Melissa Fradenburg

Episode 105: Asking for a Raise with Melissa Fradenburg

Important Information for Filing Your 2021 Tax Return

Episode 104: Asset Protection Trusts with Ameena Sheikh and Jasmine Rippy

Episode 103: How Aspiring Physicians Can Manage Student Loans

Winter 2022 Economic Update and Investment Outlook

Four Things To Do Now if You Got Divorced in 2021

Episode 101: Simplifying the Mortgage Process with Jill Byrne and Laura Peters

Episode 102: All About Emergency Reserves

Episode 100: How to Stay Calm In times of Market Volatility

Five Questions To Ask When Stocks Are Down

Episode 99: Passive vs. Active Investing with Amanda Piper, CFA

Episode 98: Financial Procrastination with Melissa Fradenburg

Breakdown of New Michigan Tax Law Impacting Pass-Through Businesses

Episode 97: Start Your New Year Right with Melissa Joy

Making the Most of Charitable Giving with a Donor Advised Fund

Episode 96: Three Action Items to wrap up the Year with Melissa Joy

Episode 95:Get Your House in Order for Aging with Kristie Kindstrom

Episode 94: Tips for the Next Generation From a Financially Responsible Millennial with Ashley Mont

5 Smart Holiday Spending Tips

Episode 93: Keeping Holiday Spending in Check with Melissa Fradenburg

Am I Eligible for a Mega Backdoor Roth IRA Contribution?

Episode 92: Smart Financial Moves on #GivingTuesday with Alexa Kane

2021 Year-End Tax and Financial Planning [WEBINAR REPLAY]

Episode 91: Holiday Health and Wealth with Nutrition Coach Liza Baker

Should I Buy I Bonds Now?

Episode 90:Year-End Financial Planning Moves with Hannah Near

7 Year-End Financial Planning Moves

Episode 89: Money Issues in Relationships with Lynn Walsh

Episode 88: Mortgage Options in Retirement with Nathan Steiner

Utilizing your NQSOs to Help you Meet Your Goals

Episode 87: How to Talk to Your Kids About Money

Maximizing the Benefits of your Incentive Stock Options (ISOs)

Episode 86: Demystifying the FAFSA Form with Ann Garcia

2021 Fall Economic Update and Investment Outlook [WEBINAR REPLAY]

How Will My Qualified Employee Stock Purchase Plan Impact My Taxes?

Episode 85: Qualified Domestic Relation Orders with Sharee Burkel

Medicare: What You Need to Know [WEBINAR REPLAY]

Episode 84: Understanding Spousal Support with Peter Bissett

Episode 83: What Proposed Tax Changes Could Mean for You with Hannah Near

Episode 82: Benefit Options for Open Enrollment with Adam Wadie

House Democrat Tax Proposal: What You Need to Know

Episode 81: Building a Work Life You Love as a Mom with Kelli Anderson

Episode 80: Common Mistakes In Estate Planning with Chiara Mattieson

Episode 79: Winning Resumes with Brooke Kent

Episode 78: Top 5 Financial Tips

Episode 77: Preparing an Employee for a Company IPO with Danika Waddell

2021 Summer Economic Update and Investment Outlook [WEBINAR REPLAY]

Episode 76: Improving Your Net Worth with Alexa Kane

Episode 75: Financial Issues in Divorce with Anthony Urbani II J.D. and Jennifer Adlhoch

Episode 74: Financial Planning for Emerging Entrepreneurs with Anna N’Jie-Konte

Episode 73: Budgeting with Karen Dybis

Episode 72: Buying a Home in a Seller’s Market with Shana Sine Cameron

Episode 71: Claims and Coverage Options for Water Damage with Joe Tiberi

Episode 70: Social Justice Investments with Maya Philipson

The Money Smart Charitable Giving Webinar REPLAY

Women We Love Wednesday- Episode 20 Guest Melissa Fradenburg

Episode 69: The Secrets to Happiness at Work with Dr. Tracy Brower

Episode 68: Financial Planning Considerations for Americans Working Abroad with Marina Hernández

Episode 67: Life Insurance with Alexa Kane

Episode 66: College Planning with Jill Carr

You’ve Inherited, Now What?

Episode 65: Human Rights and Investing with Perth Tolle

How to Do a Backdoor Roth IRA Contribution

Episode 64: Motherhood, Money, and Making Space for Selfcare with Erica Galvan

Episode 63: Finding Your Worth with Amalia Miralrio

Episode 62: What to Look for in a Financial Advisor (Guest Podcast)

How to Talk to Your Kids About Money

Episode 61: Financial Life Planning with Dan Boyce

Episode 60: Understanding Prenuptial Agreements with Jennifer Lawrence

Episode 59: Inheritance Mistakes with Cathy Curtis

Episode 58: Fitness and Financial Habits with Sarah Jelinek

The 3 Money Conversations to Have With Your Kids

Episode 57: Getting Over Fears of Talking About Money by Lindsay Bryan-Podvin

Episode 56: Mortgage Options in Divorce with Nathan Steiner

The American Rescue Plan of 2021 [VIDEO]

Episode 55: ESG Investing with Kalita Blessing

Selecting the Right Retirement Plan for Your Business

Episode 54: Business Ownership with Chris Cooper

Episode 53: BEST OF 52 Pearls with Melissa Joy and Melissa Fradenburg

Episode 52: Tax Considerations in Divorce with Jamie Wilkerson Majni

Episode 51: Humble Beginnings to Financial Success Dr. David Rhoiney

Important Information for the 2020 Tax Season

Episode 50: Gen Z Disruption with Julia Carreon

What You Should Do If You Think Taxes Are Going Up

Episode 49: Visualizing Retirement with Stuart Ritter

2021 Economic Update and Investment Outlook – Webinar Replay

Alexa Kane – Pearl Planning Bio

Episode 48: Financial Therapy with Nate Astle

Episode 47: Comparison is the Thief of Joy with Cherisa Allen

Episode 46: Equity Compensation with Rachel Elson

Setting and Achieving Financial Goals

Episode 45: Legal Documents for Families with Kids with Ashley Waddell Tingstand

Episode 44: Making Big Financial Decisions with Casey Snyder

Episode 43: Emotions and Money with Kathy Longo

Episode 42: Year-End Tax and Financial Planning with Alexa Kane

Episode 41: Understanding Spousal Support in Divorce with Peter Bissett

Year End Financial Planning: Your Resource Guide

2020 Year-End Tax and Financial Planning Webinar Replay

10 Ideas for Giving

Important Financial Numbers for 2021

Episode 40: Holiday Spending with Karen Dybis

Episode 39: Attributes of Wealthy People with Sarah Boston and Karen Coyne

Episode 38: Getting Top Dollar for your Listing with Jennifer Adlhoch

Social Security Decisions for Retirement Success

Episode 37: Refine Your Networking Prowess with Laura Webb

Fairy Tales and Finance

Episode 36: Gen X Finances with Stephanie Vaught

[WEBINAR] Medicare 2021: What you need to know

Episode 35: Women Investors with Tommi Johnsen & Elisabetta Basilico

Episode 34: Money Talk for College Students with Stacy Miller

Episode 33: Charitable Giving with Laura Brownfield

Episode 32: How to Tackle Open Enrollment

Is It the Right Time to Refinance?

Episode 31: Financial Things We Wish We Knew in Our 20s

Episode 30: Medicare with Joanne Giardini-Russell

Episode 29: Student Loan Strategies with Catalina Kaiyoorawongs

Five Financial Things To Do Before Year-End

Episode 28: Five Financial Things to do Before Year End

Episode 27: Owning Your Money Story with Eugenie George

Episode 26: Pivoting your Business Mindset during COVID-19 with Megan Gunnell

Episode 25: Bridging Wealth and Income Equality with Camille York

Retirement Readiness in Times of Uncertainty

Episode 24: Opportunities for Young High Earners with Asad Gorani

Episode 23: Small Giants Values with Hamsa Daher

Episode 22: Financial Considerations for Women in Divorce

Summer Investment Update

Episode 21: Collaborative Divorce with Alisa Peskin-Shepherd

Episode 20: Zingerman’s Visioning for Uncertain Times with Elnian Gilbert

Episode 18: QDROs in Divorce with Sharee Burkel

Episode 17: Conquering Financial Shame with Christine Luken

Episode 16: Closing the Racial and Gender Wealth Gap with Renee Baker

Episode 15: What is Financial Planning?

Episode 14: Financial Perspective During Coronavirus with Dan Boyce

Episode 13: Mortgage Decisions During Divorce with Erica Powers

Important Financial Considerations for Michigan No-Fault Insurance Reform

Episode 12: College Decisions During COVID-19 with Amy McVeigh

Episode 11: All about Medicare issues during COVID-19

Episode 10: Using Gratitude for an Abundant Money Mindset During Covid-19 with Dawn Starks

Melissa Joy Guest on “Financial Finesse” Podcast

Episode 9: What should I do with my 401k?

Episode 8: Retirement Investing in Bear Markets with Ashby Daniels

Episode 7: Understanding Bankruptcy

Economic Update & Investment Outlook Webinar

Episode 6: COVID-19 and Estate Planning with Joan Skrzyniarz

Episode 5: Technology Adaptations in the Age of Covid-19 with Bill McManus

Episode 4: Cares Act Relief for Individuals

Brave-by-Design Episode 22: Empowering Women’s Financial Future

Episode 3: CARES Act Relief for Small Business Owners

Episode 2: Focus on What You Can Control

5 Predictions for Our Post-Coronavirus Future

Intro & Week 1: Map your financial goals

Remembering Uncle Jack: Living in the Moment While Taking Care of Your Future

What Should I Do with My 401k Right Now?

Melissa Fradenburg Joins Pearl Planning

Economic Outlook & CARES ACT

Webinar Recap: Virtual Meditation Transforming Fear into Freedom

Now is the right time for a financial plan

Financial Wellness in a Bear Market

CARES Act Resource Guide

Managing Your Money Through Uncertainty

What Bear Markets Have Taught Me

Coronavirus Correction: What Investors Need to Know

2020 Travel Planning

Important Information for the 2020 Tax Season

Overcoming Financial Anxiety: Webinar Recap

Why the New Little Women Offers Great Financial Lessons for Your Daughters

New Year, New You— Maybe Not?

4 Tips on Holiday Budgeting for a Less Stressful New Year

Make Good Decisions With Your Inheritance: Webinar Recap

2019 Year-End Financial Planning & Tax Strategies: Webinar Recap

Health & Wealth

Will My Michigan Pension be Taxed?

The ABC’s Of Social Security & Medicare: Webinar Recap

Our Favorite Dexter Fall Traditions

2020 Medicare: What you need to know

Webinar Recap: When Tragedy Strikes: A Widows Guide To Financial Decisions

August 2019 Investment Update: Muddling Through a Temperamental Market

Anticipating the SECURE Act: What Should You Know?

How to Talk to your Kids About Money: Webinar Recap

US Women’s World Cup: Investing and Life Lessons

Tax Aware Investment Strategies Webinar Recap

Money Savage Podcast

5 Thoughts On Markets & Money Today

College Savings Webinar Recap

Podcast Alert: Melissa’s Guest appearance on “Fresh Off the Vine Podcast”

Actionable Steps for Taxes

ESG Webinar Recap

Living the Next Phase of Life on purpose Webinar Recap

My Annual Winter Capitulation and a Lesson for Investing

Why I Don’t Predict Market Returns

Health Care and Longevity Webinar Recap

Retirement Readiness Webinar Recap

Important Information for Tax Season 2019

Tax-Smart Charitable Giving Webinar Recap

5 Questions to Ask When Stocks Are Down

5 Thoughts on the Market Today

Our 10 Perspectives on Giving

Fresh Investment News from Pearl Planning

2018’s Most Actionable Financial Checklist from Pearl Planning

Top Open Enrollment Mistakes & How to Avoid Them!

Current Investment Reflections: 4th Quarter Market Jitter

Summer Memories & Why They Matter to Your Financial Plan

GET STARTED