Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
Melissa Joy, CFP® is joined by retired financial Advisor and long-time mentor, Dan Boyce to discuss investor lessons from past recessions. With over 35 years of industry experience, Dan has many words of wisdom for investors trying to navigate the uncharted markets of COVID-19. In this episode, we will discuss – Have a plan and …
Episode 14: Financial Perspective During Coronavirus with Dan BoyceRead More
Melissa Joy is joined by mortgage expert Erica Powers to talk about mortgage decisions during divorce. Erica is a mortgage banker at Level One Bank in southeast Michigan including Ann Arbor and Detroit and she works with clients around the country. We’re Discussing: How do you make a payment fit into your budget when going through a transition or …
Episode 13: Mortgage Decisions During Divorce with Erica PowersRead More
How do you adjust college decisions during a pandemic? In this 52 Pearls Weekly Money Wisdom podcast episode Melissa Joy talks with college selection consultant Amy McVeigh, founder of Smart College Selection. We’re discussing: How college consultants help students and families set expectations, narrow down their college decisions, and make the right selection for college. Options for …
Episode 12: College Decisions During COVID-19 with Amy McVeighRead More
Today’s episode is all about Medicare issues during COVID-19. Melissa Joy is joined by Medicare expert Cameron Giardini from Giardini Medicare. We cover: How to enroll in Medicare while offices may be closed. It turns out it depends on the rules of your local office. Decisions that should be made if you’re Medicare-eligible and suddenly …
Episode 11: All about Medicare issues during COVID-19Read More
Dawn Starks, CFP® is joining Melissa Joy to discuss an abundance mentality in the age of Covid-19. Dawn is the author of a new book, Simplify Your Financial Life and founder of Simple Money. Today we’re talking about: What does abundance mean for your financial life? How gratitude and helping can help you to embrace an abundance mindset …
Episode 10: Using Gratitude for an Abundant Money Mindset During Covid-19 with Dawn StarksRead More
This week we’re talking about what to do with your 401(K) in these times of COVID-19 and economic uncertainty. What are my options with my retirement plan if I recently lost my job? What if your job is intact? Consider accelerating contributions or doing more. What if you might need money from your retirement account? …
This week we’re talking about what to do with your 401(K) in these times of COVID-19 and economic uncertainty. What are my options with my retirement plan if I recently lost my job? What if your job is intact? Consider accelerating contributions or doing more. What if you might need money from your retirement account? …
Episode 8: Retirement Investing in Bear Markets with Ashby DanielsRead More
Melissa Fradenburg, Financial Advisor in Grosse Pointe with Pearl Planning is joined by special guest Charissa Potts of Freedom Law, PC and they’re talking all things Bankruptcy. Charissa formed her consumer bankruptcy-focused firm in 2014. www.freedomlawpc.com She was recently named to the prestigious American Bankruptcy Institute (ABI) 2019 “40 under 40” class of top bankruptcy practitioners nationwide. We’ll learn: What happens …
Episode 7:Understanding Bankruptcy with Charissa PottsRead More
