Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
In this episode we share a replay of A Word On Wealth Podcast, hosted by Sherri Stephens, President and CEO of Stephens Wealth Management Group, with guest Melissa Joy, founder and President of Pearl Planning. Together they discuss the “ins and outs” of purchasing a second home. Thinking about becoming a snowbird? Not sure where to start? Take a …
Episode 160: Considerations When Buying a Second Home with Sherri StephensRead More
Are you nervous about the recent bank failures? Bank failures are not a common occurrence, but they can have a significant impact on the economy and on individuals who have invested their money in those institutions. It’s important to understand the reasons behind bank failures and how they can affect you. In this episode Melissa …
Episode 159: Bank Failures: Understanding the Causes and Consequences with Melissa JoyRead More
As children turn 18 and become legal adults, it’s important for parents to be aware that they no longer have legal authority over their child’s finances, healthcare, or personal decisions. This means that parents should encourage their children to create certain estate planning documents to ensure their wishes are carried out in the event of …
Episode 158: Important Estate Planning Documents for Adult Children With Liz DerrickRead More
Kelly Aitken-Gwinnell with Aitken & Ormond Insurance Agency is back with us this week to discuss insurance for small business owners. In this episode, Melissa Fradenburg, CDFA ®, AIF® and Kelly discuss commercial insurance options and why it’s important for small business owners to manage risk when it comes to employees, customers, and their own ability to earn …
Episode 157: Insurance Considerations for Small Business Owners with Kelly Aitken-GwinnellRead More
Today we are joined by Renee Mason-Sherry and Kelly Aitken-Gwinnell with Aitken & Ormond Insurance Agency. In this episode, Melissa Fradenburg, CDFA ®, AIF® asks Renee and Kelly about all things insurance. Learn about common mistakes people make as well as tips for adding teen drivers to your auto policy. Car insurance can be expensive, but there …
Have you ever fought with your significant other about money? Achieving financial goals as a couple means having conversations and being transparent with each other. In this episode, Melissa Fradenburg, AIF®️, CDFA®️ and Jay Fradenburg, AIF®️ share their professional experience helping couples come together through financial planning as well as their own struggles around financial …
Episode 155: Love And Money: Financial Planning Considerations For CouplesRead More
