In this episode Melissa Joy, CFP®, and Nate Astle, M.S., discuss how financial therapy offers a way to better understand how people think, feel, and behave differently with money. Financial therapy is a process informed by both therapeutic and financial competencies that helps people think, feel, and behave differently with money to improve overall well-being …
Podcast
Episode 47: Comparison is the Thief of Joy with Cherisa Allen
In this episode Melissa Joy, CFP® and Cherisa Allen, discuss why we often look to what others have, as a way to benchmark our own success. Cherisa is a social worker, transformational life coach, and empowerment speaker who believes this tendency of comparison is causing many people to fail. The idea of focusing on your …
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Episode 46: Equity Compensation with Rachel Elson
In this episode Melissa Joy, CFP® and Rachel Elson, Wealth Advisor at Perigon Wealth Management, discuss equity compensation. Rachel was a longtime personal finance journalist and former Editor-in-chief for Financial Planning Magazine before entering private practice. Rachel and Melissa talk about ways you can be compensated outside of your salary and what that means for …
Episode 45: Legal Documents for Families with Kids with Ashley Waddell Tingstand
In this episode Melissa Joy, CFP® and Ashley Waddell Tingstand, the founder of Treetown Law, PLLC, discuss important legal documents every family should have. As a seasoned attorney, mother, and someone who has experienced sudden loss, Ashley brings a human approach to estate planning for families. You will learn: Why do you need to have …
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Episode 44: Making Big Financial Decisions with Casey Snyder
In this episode Melissa Joy, CFP® and Casey Snyder, CFP® discuss how you can develop your lifestyle in a safe and healthy way. Casey, a Wealth Manager with the Sedoric Group, believes people should focus on the components of financial success that can be managed, rather than the variables beyond our control. You will learn: …
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Episode 43: Emotions and Money with Kathy Longo
In this episode Melissa Joy, CFP® speaks with Kathy Longo, CFP®, CAP®, CDFA®, founder of Flourish Wealth Management on the topic of understanding emotions in financial decisions. Many of the decisions we make surrounding money come from a place of emotion, so it is important to acknowledge those emotions and know your money story. You …
Episode 42: Year-End Tax and Financial Planning with Alexa Kane
In this episode Melissa Fradenburg is joined by Alexa Kane, CFP®, to discuss year-end tax and financial planning steps, specifically for 2020. It has been a crazy year for many, but you still have time to get organized and stay-on-track for your financial goals. We will discuss: Have your goals or circumstances changed & does …
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Episode 41: Understanding Spousal Support in Divorce with Peter Bissett
In this episode, Melissa Joy CDFA® is joined by attorney Peter Bissett, PLC to discuss spousal support. Peter works both in litigation and collaborative law practice, and focuses solely on divorce, custody, and parenting time proceedings. In this episode, Melissa and Peter address the many variables that go into determining spousal support in the divorce …
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