Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
In this episode, Melissa Fradenburg, CDFA®️, AIF® shares 5 essential tips to help you make the most of your financial situation after filing your taxes. Tune in to discover smart money moves, investment strategies, and retirement planning advice to consider while your tax situation is fresh in your mind. We will discuss: Understand the importance of adjusting …
Episode 165: Five Financial Tips to Implement After Filing Your TaxesRead More
Why do people try to time the market? One reason is that they want to avoid losses during a recession. But the reality is that it’s very difficult to time the market effectively. In this episode, Melissa Fradenburg, CDFA®️, AIF® discusses whether it’s a wise investment strategy to time the market during a recession. We’ll look at …
Episode 164: Why Timing the Market During a Recession Can Hurt Your Investment ReturnsRead More
Are you looking to purchase a home but worried about the housing market and higher mortgage rates? In this episode, we welcome back Nathan Steiner, NMLS #771054, Senior Vice President of lending with Guaranteed Rate. Nathan has over 20 years of lending experience and understands the unique challenges buyers and agents are facing in the current rate environment. Melissa …
Episode 163: Mortgage Rates and the Unlikelihood of a 2008 Repeat with Nathan SteinerRead More
In this episode Melissa Joy, CFP®, is a guest on the All About Your Benjamins podcast, hosted by Justin Castelli, CERTIFIED FINANCIAL PLANNER™ practitioner, and founder of RLS Wealth. Melissa is one of the contributors to the new book, More than Money, curated by Justin which explores the practical aspects of financial planning. During their conversation, Melissa shares a powerful story from …
Teaching kids about the value of money is an important life lesson that can help them develop good financial habits in the long run. It’s never too early to start teaching your kids about money and its value. In this episode, Melissa Fradenburg, AIF, ® shares three tips to help you get started. By helping …
In this episode we share a replay of A Word On Wealth Podcast, hosted by Sherri Stephens, President and CEO of Stephens Wealth Management Group, with guest Melissa Joy, founder and President of Pearl Planning. Together they discuss the “ins and outs” of purchasing a second home. Thinking about becoming a snowbird? Not sure where to start? Take a …
Episode 160: Considerations When Buying a Second Home with Sherri StephensRead More
