Melissa Joy, CFP® is joined by Marina Hernández, EA, CFP®, CEPA™, a US/Swiss Crossborder Wealth, Tax & Value Advisor and fee-only wealth and tax advisor for families with US and Swiss ties through Dynamic Wealth Advisors. Marina also runs The Crossborder Academy and The Crossborder Planner as public benefit initiatives providing educational tax planning resources …
Financial Planning 101
Episode 65: Human Rights and Investing with Perth Tolle
In this episode Melissa Joy, CFP® and Perth Tolle discuss freedom-centric investing and why looking at investing through a humanitarian lens can impact returns. Perth is the founder of The Life + Liberty Freedom 100 Emerging Markets Index, which is a freedom-weighted EM equity strategy that uses personal and economic freedom metrics as primary factors …
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Episode 62: What to Look for in a Financial Advisor (Guest Podcast)
If you are seeking financial planning advice this episode is for you! There are many financial advisors to choose from, but they do not all deliver advice or do business the same way. And if you have never worked with an advisor before, it might be even more challenging to know what to look for. …
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Episode 61: Financial Life Planning with Dan Boyce
Melissa Joy, CFP® is joined by retired financial Advisor and long-time mentor, Dan Boyce to discuss financial life planning. Have you ever thought about if you had all the money you needed to live a satisfying life, how would you spend it? Dan is a retired CFP®, with over 35 years of industry experience, who …
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 55: ESG Investing with Kalita Blessing
In this episode Melissa Joy, CFP®, and Kalita Blessing, CFP® discuss environmental, social, and governance (ESG) investing. Kalita is a Wealth Manager with Quest Capital Management and a Chartered SRI Counselor, which is an investment advisor focusing on sustainable, responsible, and impact investing strategies. You will learn: What is ESG Investing? Common myths surrounded ESG …