Episode 134: Inflation Expectations and Market Volatility with Jay Fradenburg

Are you worried about the recent volatility in the equity markets? Do you understand the relationship between inflation data, potential Federal Reserve rate hikes, and the stock market?  In this episode, Melissa Fradenburg and Jay Fradenburg will review the current market environment as well as discuss what additional indicators we should look at when it…

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Episode 133: Money Secrets in Your Net Worth with Rachael Camp

In this episode Melissa Joy, CFP® and Rachael Camp, CFP®, co-owner of Camp Wealth Management discuss net worth and the secret signals within your net worth that can lead you to financial freedom. If you would like to get to a place where you own your own time, then this episode is a must listen….

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Episode 128: Roth Conversion in a Down Market

Roth Conversion Podcast Episode 52 Pearls

Have you thought about converting your traditional retirement assets to a Roth IRA? Has the value of your traditional IRA gone down due to market volatility? In this episode, Melissa Fradenburg, CDFA®️ will discuss the conversion process as well as some considerations for those thinking about converting traditional retirement assets to Roth IRA assets.  You…

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Episode 122: Investing Outlook With Jay Fradenburg

Do you know why both the equity and bond markets are down this year? Do you wonder if we are in or heading into a recession? In this episode, Melissa Fradenburg and Jay Fradenburg will explain the current market environment as well as discuss what might happen going forward. Meet the newest member of the…

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Episode 117: Interest Rates, Inflation, And The Federal Reserve

Do you know why the Fed raises rates to fight inflation? Have you ever wondered what the term “hawkish” or “dovish” mean when in reference to Federal Reserve policy? In this episode, Melissa Fradenburg will explain the reasoning behind increasing rates to control inflation as well as define some of the common terminology you are…

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Episode 49: Visualizing Retirement with Stuart Ritter

Episode 49: Visualizing Retirement with Stuart Ritter

In this episode, Melissa Joy, CFP®, and Stuart Ritter, CFP®, discuss why it’s important to take a holistic approach to retirement planning and the need to look beyond just the financial aspect. Stuart shares insights drawn from actual retiree behaviors through his research and shares tips on how to visualize retirement. Melissa and Stuart agree…

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