Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
Asset allocation and diversification are common investment terms, yet many investors struggle with the concepts. In this episode, Financial Advisor Melissa Fradenburg, CDFA®️, will break down the concept of diversification. What does it mean to be diversified among asset classes and how can that help in times of market volatility? Resources: Learn more about Pearl Planning. Read blog 5 …
Episode 110: Asset Allocation and Diversification with Melissa FradenburgRead More
If you feel as though you are giving pieces of yourself in your career and at home, but not quite present in either, this episode is a must listen. Cathy Harber, realtor at Coldwell Banker-Weir Manual and mom of four boys, shares how by being intentional with her schedule she can avoid mom guilt and be present …
Episode 109: Being Present in Motherhood and Career with Cathy HarberRead More
If you struggle with how to allocate your investments or feel the urge to pull money out of the market in times of volatility, you need to listen to Melissa Fradenburg, Financial Advisor, explain the concept of risk tolerance. In this episode, she will explain how she determines risk tolerance for her clients, as well …
Episode 108: Risk Tolerance with Melissa FradenburgRead More
Have you been feeling the pressure of inflation or rising gas prices as of late? Maybe you are concerned about where your money is going as you worry you are spending more money than you probably should? You are definitely not alone. The number of people who have no idea how much they are spending …
Episode 107: Lifestyle Creep with Melissa FradenburgRead More
In this episode, Melissa Fradenburg, Financial Advisor, shares tips to keep your holiday spending under control. Whether you put all your seasonal shopping on credit cards or save up months in advance, you should have an overall budget number in mind. The bonus to planning is you can lower financial anxiety and increase personal enjoyment …
Episode 93: Keeping Holiday Spending in Check with Melissa FradenburgRead More
In this special Thanksgiving week episode, Melissa Joy, CFP® and nutrition coach Liza Baker discuss the secrets to successfully transform habits when it comes to your health and wealth this holiday season (and throughout the year). As a health coach and employee wellness consultant, Liza focuses on employee wellness programs or 1:1 and group programs …
Episode 91: Holiday Health and Wealth with Nutrition Coach Liza BakerRead More
