Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
In this episode Melissa Joy, CFP® and Dr. Tracy Brower Ph.D. discuss the secrets to happiness at work. Dr. Tracy Brower is a Ph.D. sociologist studying work-life fulfillment and happiness. She is the author of a new book, The Secrets to Happiness at Work as well as her previous book, Bring Work to Life by Bringing Life …
Episode 69: The Secrets to Happiness at Work with Dr. Tracy BrowerRead More
Melissa Joy, CFP® is joined by Marina Hernández, EA, CFP®, CEPA™, a US/Swiss Crossborder Wealth, Tax & Value Advisor and fee-only wealth and tax advisor for families with US and Swiss ties through Dynamic Wealth Advisors. Marina also runs The Crossborder Academy and The Crossborder Planner as public benefit initiatives providing educational tax planning resources …
In this episode, Melissa Fradenburg is joined by Alexa Kane, CFP®, Financial Advisor with Pearl Planning, to discuss life insurance basics. Life insurance helps provide some financial protection while you are building wealth, but often people are underinsured and unsure how to protect themselves. We try to simplify the terms and answer some of the …
In this episode, Melissa Fradenburg, Financial Advisor, RJFS, and Jill Carr, CFP®, CPA, Financial Advisor at Stephens Wealth Management, discuss ways to save for your children’s college education. In addition to her experience as a financial advisor, Jill is a Certified Public Accountant, previously worked for the IRS, and is currently saving for her two …
In this episode Melissa Joy, CFP® and Perth Tolle discuss freedom-centric investing and why looking at investing through a humanitarian lens can impact returns. Perth is the founder of The Life + Liberty Freedom 100 Emerging Markets Index, which is a freedom-weighted EM equity strategy that uses personal and economic freedom metrics as primary factors …
Episode 65: Human Rights and Investing with Perth TolleRead More
In this episode, Melissa Fradenburg, Financial Advisor, RJFS, and Erica Galvan, LMSW, discuss the unique challenges mothers face when it comes to allocating time and financial resources. Erica has a bachelor’s degree in Psychology and a master’s degree in social work from the University of Michigan and is the owner of Bloom Wellness Counseling, LLC. …
Episode 64: Motherhood, Money, and Making Space for Selfcare with Erica GalvanRead More
