In this episode Melissa Joy, CFP® speaks with Hamsa Daher on the topic of leaning into values and purpose in a crisis. Hamsa is the executive director of the Small Giants Community, a designated L3C organization, a hybrid between a for-profit and a nonprofit entity that prioritizes mission and social purpose. You will learn: The …
Podcast
Episode 22: Financial Considerations for Women in Divorce
Melissa Fradenburg, Financial Advisor with Pearl Planning is joined by Heather Bendure, owner of Grosse Pointe Family Law Center. Heather is a divorce lawyer who thinks well-informed clients should decide what is best for them, their children and their families. She offers compassionate guidance to help clients make good decisions. In this episode Melissa and …
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Episode 21: Collaborative Divorce with Alisa Peskin-Shepherd
Melissa Joy CDFA® is joined by Alisa Peskin-Shepherd, an approved Michigan mediator with nearly 30 years of experience practicing law and specially trained as a family, divorce and custody mediator as well as a collaborative family law attorney. In this episode Melissa and Alisa will discuss the different options couples have when it comes to the divorce …
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Episode 20: Zingerman’s Visioning for Uncertain Times with Elnian Gilbert
Melissa Joy, CFP® is joined by Elnian Gilbert, trainer and keynote speaker for Zing-train, shares Zingerman’s approach to business in visioning. Visioning is a tool that can help clarify what is most important. What success looks like at a particular point in time in the future. Feeling off balance, knocked off course and disoriented? We …
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Episode 18: QDROs in Divorce with Sharee Burkel
Melissa Joy, CFP® is joined by Sharee Burkel, the owner of the QDRO Company, LLC, a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst (CDFA®), and Certified QDRO Specialist™. In this episode they discuss Qualified Domestic Relations Order (aka QDRO) in simple and easy to understand terms. If you need to divide retirement assets in …
Episode 17: Conquering Financial Shame with Christine Luken
Melissa Joy, CFP® sits down with Christine Luken a Certified Financial Counselor, The Financial Lifeguard and founder of The Financial Dignity Movement, to talk about the emotional side of money. In this conversation we discuss how to manage the emotional side of money and guide you to a place of certainty with your finances. We can’t take …
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Episode 16: Closing the Racial and Gender Wealth Gap with Renee Baker
Melissa Joy, CFP® sits down with Renée Baker, DBA. Renee is Head of Private Client Group Advisor Inclusion Networks at Raymond James. In her work, Renee leads the Womens Financial Advisor Network, Black Financial Advisor Network, and the new Pride Network for LGBTQUI+ advisors. In this conversation, we discuss the need for a more diverse …
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Episode 15: What is Financial Planning?
Welcome to the 52 Pearls Weekly Money Wisdom Podcast hosted by Melissa Joy, CFP and Melissa Fradenburg, financial planners at Pearl Planning. Pearl Planning is a wealth management firm located in Dexter and Grosse Pointe Farms, Michigan. Each week we post bite-size financial tips on social media and our website. We call that 52 Pearls. In addition to the podcast, …