In this episode Melissa Joy, CFP®, and Cathy Curtis, CFP® discuss the common mistakes they see clients make when it comes to receiving an inheritance. Cathy is the founder of Curtis Financial Planning, a fee-only financial advisory firm dedicated to addressing the financial planning and wealth management needs of independent women. Through their combined experience, …
Podcast
Episode 58: Fitness and Financial Habits with Sarah Jelinek
In this episode, Melissa Fradenburg and Sarah Jelinek share tips to reach your fitness and financial goals. They discuss the similarities of the best practices to break habits that are not serving you. Sarah is a Certified Personal Trainer and fitness nutrition specialist, with a Master of Science in Kinesiology and concentration in sports conditioning. …
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Episode 57: Getting Over Fears of Talking About Money by Lindsay Bryan-Podvin
In this episode, Melissa Joy, CFP®, and Lindsay Bryan-Podvin discuss the societal and cultural stigma surrounding money conversations and how to change that mindset. Lindsay Bryan-Podvin is a social worker-turned-financial therapist, author, and speaker. Her financial therapy practice helps people get their minds and money in balance to reach their financial goals. You will learn: …
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