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. …
Podcast
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 38: Getting Top Dollar for your Listing with Jennifer Adlhoch
Melissa Fradenburg, Financial Advisor, RJFS, is joined by Realtor, Jennifer Adlhoch to discuss how to get your home ready to sell. In this episode, Melissa and Jennifer will discuss the things home buyers are looking for in the current COVID market as well as the things you can do to increase the value of your …
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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 36: Gen X Finances with Stephanie Vaught
In this episode Melissa Joy, CFP® speaks with Stephanie Vaught, Financial Coach and founder of Social Money Finance. Melissa and Stephanie discuss experiences working with and specific financial challenges the generation born between 1965-1982 face. We will Discuss: Handling the ‘What ifs’ and being prepared for a plan B. The importance of having vulnerability with …
Episode 35: Women Investors with Tommi Johnsen & Elisabetta Basilico
Melissa Joy sits down with two academic investment researchers, Dr. Tommi Johnsen and Dr. Elisabetta Basilico to discuss academic research for women investors. Drs. Johnsen and Basilico are the authors of Smart(er) Investing which sorts through investing research to find trends and translations for investors. One of their chapters focuses on the dearth of women investors. In …
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Episode 34: Money Talk for College Students with Stacy Miller
In this episode Melissa Joy, CFP® speaks with Stacy Miller, CFP®, Vice President, and Wealth Advisor of Bright Investments LLC. Stacy shares her tips on talking with young adults about money concepts as well as shares her personal experiences with her two college-aged sons. You will Learn: How to send your college freshman off to …
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Episode 33: Charitable Giving with Laura Brownfield
Melissa Fradenburg, Financial Advisor, RJFS, is joined by estate planning attorney Laura Brownfield. Laura works in the structuring of giving vehicles and gifting policies and procedures in her role at the community foundation for Southeast Michigan. In this episode, Melissa and Laura will discuss the different options for charitable giving with a special focus on …
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