Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
If you feel as though you are experiencing financial abuse or you have a friend who might benefit from this topic discussion, this episode is a must listen. Stacy Francis, CFP ®, CDFA®, CES®, and founder of Savvy Ladies shares how anyone suffering from financial, emotional and physical abuse can take the necessary steps to …
Episode 116: Breaking Away From Financial Abuse With Stacy FrancisRead More
In this episode Melissa Joy, CFP®, and Melissa Fradenburg, CDFA®, discuss ways to clean up your finances. Do you have a the financial equivalent to a junk drawer? Do you have a bunch of tasks related to your financial life that keep coming up but never get completed? Spring is the perfect time to refresh …
In this episode Melissa Joy, CFP, ® shares what you should do to prepare for next year, now that 2021 Tax filing deadline has come and gone. Are your taxable investment accounts tax efficient? Did you have some surprises this year as far as what you owed or what you got back? Listen to this …
Have you been looking to purchase a home? With mortgage rates increasing, you may need to reconsider your home budget. You might get approved for a loan amount higher than what you can comfortably purchase. In this episode, Melissa Fradenburg will share some common calculations to determine the appropriate amount as well as some other …
In this episode, Melissa Fradenburg, CDFA®, shares stories of both money habit success as well as recent failures with her own teenagers. Learn how allowing her daughter to spend money on short shorts and platform sandals turned into one of the best money lessons and how letting her son place items in the online cart for …
Episode 112: Teaching Teens Good Money Habits with Melissa FradenburgRead More
In this episode Melissa Fradenburg, CDFA®, talks about Environmental, Social and Governance (ESG) investing and shares clips from previous episodes featuring Chartered SRI Counselor Kalita Blessing, CFP® and Perth Tolle, founder of The Life + Liberty Freedom 100 Emerging Markets Index. In this episode you will learn more about sustainable, responsible and impact investing strategies and ways to implement …
