Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
In this episode Melissa Joy, CFP® and Melissa Fradenburg discuss the five things to consider with regards to your finances before year-end. While markets have been resilient, the current environment of a global pandemic, an economic recession and a divisive political environment may have you feeling paralyzed. In this episode we discuss some ideas to …
Episode 28: Five Financial Things to do Before Year EndRead More
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
In this episode Melissa Fradenburg, Pearl Planning Financial Advisor, and guest Megan Gunnell, LMSW discuss how to pivot your business as well as maintain an abundance mindset during the global pandemic. Megan is the founder of the Thriving Well Institute, Psychotherapist, Speaker, Writer, and International Retreat Leader who most recently launched a successful online coaching …
Episode 26: Pivoting your Business Mindset during COVID-19 with Megan GunnellRead More
In this episode Melissa Joy, CFP® speaks with Camille York, AAMS® CDFA® on the disparity that exists between what black women and non-Hispanic white men earn. Why does this gap exist and how can we create change through salary negotiation skills, knowledge, and advocacy? You will learn: How to adjust your lens when it comes …
Episode 25: Bridging Wealth and Income Equality with Camille YorkRead More
In this episode Melissa Joy, CFP® speaks with Asad Gorani, CFP®, founder and CEO of AG Wealth Management on the topic of HENRYS and what specific financial decisions they face. The term HENRY stands for High Earner Not Rich Yet and in this podcast, we will look at some of the key opportunities as well as …
Episode 24: Opportunities for Young High Earners with Asad GoraniRead More
In this episode Melissa Joy, CFP® speaks with Hamsa Daher on the topic of leaning into values and purpose in a crisis. Hamsa is the executive director of the Small Giants Community, a designated L3C organization, a hybrid between a for-profit and a nonprofit entity that prioritizes mission and social purpose. You will learn: The …
Melissa Fradenburg, Financial Advisor with Pearl Planning is joined by Heather Bendure, owner of Grosse Pointe Family Law Center. Heather is a divorce lawyer who thinks well-informed clients should decide what is best for them, their children and their families. She offers compassionate guidance to help clients make good decisions. In this episode Melissa and …
Episode 22: Financial Considerations for Women in DivorceRead More
Melissa Joy CDFA® is joined by Alisa Peskin-Shepherd, an approved Michigan mediator with nearly 30 years of experience practicing law and specially trained as a family, divorce and custody mediator as well as a collaborative family law attorney. In this episode Melissa and Alisa will discuss the different options couples have when it comes to the divorce …
Episode 21: Collaborative Divorce with Alisa Peskin-ShepherdRead More
