Episode 77: Preparing an Employee for a Company IPO with Danika Waddell

Episode 77: Preparing An Employee For a Company IPO

In this episode Melissa Joy, CFP® and Danika Waddell, CFP®, CSLP® discuss employee planning when your company goes public. Danika focuses on working with women who are in the tech industry, receive equity compensation or are small business owners, typically in the early to mid-career stages. In this episode Danika uses her experience specific to…

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Episode 74: Financial Planning for Emerging Entrepreneurs with Anna N’Jie-Konte

Episode 74: Financial Planning for Emerging Entrepreneurs with Anna N'Jie-Konte

In this episode Melissa Joy, CFP® and Anna N’Jie-Konte, MBA, CFP® talk about the importance of financial planning for entrepreneurs. Anna is the founder of Dare to Dream Financial Planning , and specializes in working with high-earning women and entrepreneurs of color, who want to build generational wealth. You will learn: How to give yourself permission to…

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Episode 54: Business Ownership with Chris Cooper

Episode 54: Business Ownership with Chris Cooper

In this episode, Melissa Fradenburg, Financial Advisor, RJFS, and Chris Cooper, owner of Zeppelin Cleaning Services, discuss what it takes to be a business owner. Chris started his commercial cleaning business 13 years ago, out of the trunk of his car, and now it is the fastest-growing commercial cleaning company in Southeast Michigan. He shares…

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