Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
It’s that time of year to reset and focus on your investment mindset for 2023 and how to be successful next year and over the long term. Today we are joined by Charlotte Geletka, CFP, ®, Financial Literacy Advocate and managing partner at Silver Penny Financial Planning in Atlanta, Georgia. Melissa Joy, CFP, ® and …
Episode 149: Investment Mindset for 2023 with Charlotte GeletkaRead More
Are you worried about the recent volatility in the equity markets? Do you understand the relationship between inflation data, potential Federal Reserve rate hikes, and the stock market? In this episode, Melissa Fradenburg and Jay Fradenburg will review the current market environment as well as discuss what additional indicators we should look at when it …
Episode 134: Inflation Expectations and Market Volatility with Jay FradenburgRead More
In this episode Melissa Joy, CFP® and Rachael Camp, CFP®, co-owner of Camp Wealth Management discuss net worth and the secret signals within your net worth that can lead you to financial freedom. If you would like to get to a place where you own your own time, then this episode is a must listen. …
Episode 133: Money Secrets in Your Net Worth with Rachael CampRead More
In this episode Melissa Joy, CFP, ® discusses what you should do in these last few days of 2021 to get your financial year wrapped up. She shares valuable insight on things we should review in retirement planning, money mindset, and investing before we ring in the new year. You will learn: What contributions need …
Episode 96: Three Action Items to wrap up the Year with Melissa JoyRead More
In this episode, Melissa Fradenburg and her daughter Jackie discuss ways to talk with your kids about money. Jackie will share how she learned about money and why she is a good saver. Melissa will ask Jackie a series of questions that can help parents have meaningful conversations about money as well as instill good …
Episode 87: How to Talk to Your Kids About Money with Jackie FradenburgRead More
In this episode Melissa Fradenburg, Financial Advisor, RJFS and Karen Dybis discuss creating a budget. Karen is a published author, journalist, and self-proclaimed finance nerd. Her passion for budgeting and experience as a retail reporter make Karen the perfect guest to discuss how to create a budget. She has found ways to celebrate success along …
