In this episode, Melissa Joy, CFP®, and Julia Carreon, CFP®, discuss why the generation after millennials is set for an imminent demographic transformation. Julia is a managing director at Wells Fargo, with twenty-five years of financial service professional experience and a long track record of ideating and implementing technological innovation. We will discuss: Why the next 10…
Episode 28: Five Financial Things to do Before Year End
In this episode Melissa Joy, CFP® and Melissa Fradenburg discuss the five things to consider with regards to your finances before year-end. While markets have been resilient, the current environment of a global pandemic, an economic recession and a divisive political environment may have you feeling paralyzed. In this episode we discuss some ideas to…
Episode 26: Pivoting your Business Mindset during COVID-19 with Megan Gunnell
In this episode Melissa Fradenburg, Pearl Planning Financial Advisor, and guest Megan Gunnell, LMSW discuss how to pivot your business as well as maintain an abundance mindset during the global pandemic. Megan is the founder of the Thriving Well Institute, Psychotherapist, Speaker, Writer, and International Retreat Leader who most recently launched a successful online coaching…
Episode 23: Small Giants Values with Hamsa Daher
In this episode Melissa Joy, CFP® speaks with Hamsa Daher on the topic of leaning into values and purpose in a crisis. Hamsa is the executive director of the Small Giants Community, a designated L3C organization, a hybrid between a for-profit and a nonprofit entity that prioritizes mission and social purpose. You will learn: The…
Episode 20: Zingerman’s Visioning for Uncertain Times with Elnian Gilbert
Melissa Joy, CFP® is joined by Elnian Gilbert, trainer and keynote speaker for Zing-train, shares Zingerman’s approach to business in visioning. Visioning is a tool that can help clarify what is most important. What success looks like at a particular point in time in the future. Feeling off balance, knocked off course and disoriented? We…
Episode 14: Financial Perspective During Coronavirus with Dan Boyce
Melissa Joy, CFP® is joined by retired financial Advisor and long-time mentor, Dan Boyce to discuss investor lessons from past recessions. With over 35 years of industry experience, Dan has many words of wisdom for investors trying to navigate the uncharted markets of COVID-19. In this episode, we will discuss – Have a plan and…