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 …
Money Mindset
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 …
Episode 39: Attributes of Wealthy People with Sarah Boston and Karen CoyneRead More
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 …
Episode 37: Refine Your Networking Prowess with Laura WebbRead More
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 …
Episode 31: Financial Things We Wish We Knew in Our 20sRead More
Episode 27: Owning Your Money Story with Eugenie George
In this episode Melissa Joy, CFP® speaks with Eugenie George on the topic of owning your money story and how to incorporate that story into your financial wellness plan. Eugenie is a financial coach, Certified Financial Educator, and author of the book Our Money Stories. She has and unique approach of viewing money patterns and …
Episode 27: Owning Your Money Story with Eugenie GeorgeRead More