In this episode, Melissa Joy, CFP, ® and Aravind Sithamparapillai, explore the intersection of finance and caregiving professions. Aravind Sithamparapillai is an associate with Ironwood Wealth Management Group in Ontario, Canada. Aravind has a focus on assisting midwives in their unique financial journeys. Midwives often work for many years with intense schedules, and it’s crucial to …
Financial Planning
Spring 2023 Economic Update & Investment Outlook Webinar
Click here to watch our Spring 2023 Economic Update & Investment Outlook Webinar replay. Melissa Joy, CFP®, Jay Fradenburg, AIF® and Hannah Near, CPA, CFP®, Pearl Planning financial advisors, update you on the economy and how to invest in 2023. This webinar features: – A look at the US Economy – Stock Market – Fed …
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Episode 156: What You Need to Know About Insurance with Kelly Aitken-Gwinnell and Renee Mason-Sherry
Today we are joined by Renee Mason-Sherry and Kelly Aitken-Gwinnell with Aitken & Ormond Insurance Agency. In this episode, Melissa Fradenburg, CDFA ®, AIF® asks Renee and Kelly about all things insurance. Learn about common mistakes people make as well as tips for adding teen drivers to your auto policy. Car insurance can be expensive, but there …
Episode 155: Love And Money: Financial Planning Considerations For Couples
Have you ever fought with your significant other about money? Achieving financial goals as a couple means having conversations and being transparent with each other. In this episode, Melissa Fradenburg, AIF®️, CDFA®️ and Jay Fradenburg, AIF®️ share their professional experience helping couples come together through financial planning as well as their own struggles around financial …
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2023 Retirement Readiness Webinar
Click here to watch our 2023 Retirement Readiness Webinar replay. In this informative presentation, Melissa Joy CFP founder of Pearl Planning, Jay Fradenburg, AIF and Alexa Kane, CFP cover these important retirement readiness topics: The knowledge gap A Financial Planning perspective on retirement Retirement spending strategies Benefits of working with a financial planner Need to …
Episode 154: Retirement Readiness with Melissa Joy
Do you know how much you need to save for retirement? What considerations go into creating a financial plan? In this episode Melissa Joy, CFP, ® and Melissa Fradenburg, AIF, ® break down many factors that go into retirement planning and your specific financial plan. Resources: Learn more about Pearl Planning. Read Take Control of Your Finances …