Have you thought about converting your traditional retirement assets to a Roth IRA? Has the value of your traditional IRA gone down due to market volatility? In this episode, Melissa Fradenburg, CDFA®️ will discuss the conversion process as well as some considerations for those thinking about converting traditional retirement assets to Roth IRA assets. You …
Podcast
Episode 127: First Generation Wealth with Valerie Rivera
This week, Melissa Joy is joined by guest Valerie Rivera, CFP to discuss first generation wealth. Valerie founder and owner of FirstGen Wealth, a virtual fee-only practice serving early to mid-career professionals who are the first gen to build wealth in their family. She is part of the 1.5% of Latinas who holds the CFP designation …
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Episode 126: Financial Tips for Buying a Car
Melissa Joy and Melissa Fadenburg discuss buying a car in this episode. This is one of the biggest financial decisions you will make and you will likely do it several times in your lifetime. We cover how to think about the car buying process and consider all financial angles so you can feel confident in …
Episode 125: Financial Planning Considerations for LGBTQ People with Laura LaTourette
Melissa Joy is joined by guest, Laura LaTourette, CFP, to discuss financial planning for LGBTQ clients. Laura is a gay financial planner who founded Family Wealth Management Group, located in Georgia, and co-launched Rainbow Network for LGBTQ financial advisors in 2022. Additional Resources: Find Laura LaTourette on Twitter @LauraLaTourette and LinkedIn SAGE Advocacy & Services for LGBTQ+ …
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Episode 124: Teaching Children Financial Responsibility Through Chores
Do your kids think money grows on trees? Are they helping with chores around the house? If you’re tired of handing out money and want to set up a system for your kids to earn money and become a more responsible member of the household this episode is a must listen. Melissa Fradenburg and Jay …
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Episode 123: Simple Budgeting Tips with Melissa Fradenburg
Are you spending your whole paycheck every month? Have your monthly expenses increased with inflation to a point you need to start budgeting but don’t know where or how to begin? In this episode, Melissa Fradenburg, CDFA®️ will share some tips on how much should go to needs, wants and savings each month to get …
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