In this episode Melissa Joy, CFP®, and Nate Astle, M.S., discuss how financial therapy offers a way to better understand how people think, feel, and behave differently with money. Financial therapy is a process informed by both therapeutic and financial competencies that helps people think, feel, and behave differently with money to improve overall well-being …
Money Mindset
Episode 47: Comparison is the Thief of Joy with Cherisa Allen
In this episode Melissa Joy, CFP® and Cherisa Allen, discuss why we often look to what others have, as a way to benchmark our own success. Cherisa is a social worker, transformational life coach, and empowerment speaker who believes this tendency of comparison is causing many people to fail. The idea of focusing on your …
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Episode 44: Making Big Financial Decisions with Casey Snyder
In this episode Melissa Joy, CFP® and Casey Snyder, CFP® discuss how you can develop your lifestyle in a safe and healthy way. Casey, a Wealth Manager with the Sedoric Group, believes people should focus on the components of financial success that can be managed, rather than the variables beyond our control. You will learn: …
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Episode 43: Emotions and Money with Kathy Longo
In this episode Melissa Joy, CFP® speaks with Kathy Longo, CFP®, CAP®, CDFA®, founder of Flourish Wealth Management on the topic of understanding emotions in financial decisions. Many of the decisions we make surrounding money come from a place of emotion, so it is important to acknowledge those emotions and know your money story. You …
Episode 40: Holiday Spending with Karen Dybis
In this episode, Melissa Fradenburg, Financial Advisor, RJFS, and Karen Dybis discuss holiday spending. Karen is a published author, journalist, and self-proclaimed finance nerd. Her passion for budgeting and experience as a retail reporter makes her the perfect guest to discuss holiday spending. You will learn: How to use Quapital to create individual sinking funds. …
Episode 39: Attributes of Wealthy People with Sarah Boston and Karen Coyne
In this episode Melissa Joy, CFP® is joined by Sarah Boston, CFP®, and Karen Coyne, CFP® to discuss the common attributes of their wealthy clients. With over 50 years of combined experience helping clients build wealth, these three advisors have noted what actions or behaviors have helped their most successful clients. We will discuss: What …
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Episode 37: Refine Your Networking Prowess with Laura Webb
In this episode Melissa Joy, CFP® is joined by Laura Webb, CFP®, and President of Webb Investment Services, to discuss the ins and outs of networking. We are so pleased to have the networking expertise Laura brings with 36 years in the financial services industry and as the creator of WomanUp, an initiative supporting women …
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Episode 31: Financial Things We Wish We Knew in Our 20s
In this episode, Melissa Joy, CFP®, and Melissa Fradenburg, Financial Advisor RJFS discuss some of their own money mistakes as well as the evolution of their money mindsets. Where did we learn basic financial skills? Learn from things we regret doing or not doing in our early adult years. You will learn: Why you need …
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