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In this episode Melissa Joy, CFP®, and Adam Wadie, HR consultant with Advanced Insurance discuss what you need to know about open enrollment and what various benefit options mean for you as far as coverage and cost. Adam specializes in complex enrollments and is always looking to simplify the enrollment process. You will learn: What …
Episode 82: Benefit Options for Open Enrollment with Adam WadieRead More
In this episode, Melissa Fradenburg, Financial Advisor, RJFS, and Kelli Anderson discuss the importance of work-life integration for working mothers and how to move from an unhappy work situation to a fulfilled career. Kelli Anderson is a career coach for working moms and the founder of Mindset Mamasand Get The Job Shop. Kelli specializes in …
Episode 81: Building a Work Life You Love as a Mom with Kelli AndersonRead More
In this episode Melissa Fradenburg, financial advisor, RJFS, and Chiara Mattieson discuss the common mistakes made in estate planning. As an estate planning attorney with extensive experience in litigating probate and related civil matters, Chiara understands what can happen when estate planning goes wrong. You will learn: A full estate plan does a lot more …
Episode 80: Common Mistakes In Estate Planning with Chiara MattiesonRead More
In this episode, Melissa Joy, CFP® and Brooke Kent discuss the secrets to a successful career move. We discuss everything from writing a resume that stands out, updating your LinkedIn profile to attract recruiters, to mastering the interview process. Brooke has spent two decades helping executives and professionals craft personalized, achievement-focused, persuasive, and visually appealing …
In this episode Melissa Fradenburg, financial advisor, RJFS will be sharing some of her favorite clips from episodes in season 2. Together with Pearl Planning founder and podcast co- host Melissa Joy, CFP® , this season has explored topics from budgeting and improving your net worth to work-life happiness and college savings. It is our mission to provide …
In this episode Melissa Joy, CFP® and Danika Waddell, CFP®, CSLP® discuss employee planning when your company goes public. Danika focuses on working with women who are in the tech industry, receive equity compensation or are small business owners, typically in the early to mid-career stages. In this episode Danika uses her experience specific to …
Episode 77: Preparing an Employee for a Company IPO with Danika WaddellRead More
