Episode 58: Fitness and Financial Habits with Sarah Jelinek

Episode 58: Fitness and Financial Habits with Sarah Jelinek

In this episode, Melissa Fradenburg and Sarah Jelinek share tips to reach your fitness and financial goals. They discuss the similarities of the best practices to break habits that are not serving you.  Sarah is a Certified Personal Trainer and fitness nutrition specialist, with a Master of Science in Kinesiology and concentration in sports conditioning….

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Episode 47: Comparison is the Thief of Joy with Cherisa Allen

Episode 47: Comparison is the Thief of Joy with Cherisa Allen

In this episode Melissa Joy, CFP® and Cherisa Allen, discuss why we often look to what others have, as a way to benchmark our own success.  Cherisa is a social worker, transformational life coach, and empowerment speaker who believes this tendency of comparison is causing many people to fail. The idea of focusing on your…

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Episode 46: Equity Compensation with Rachel Elson

Episode 46: Equity Compensation with Rachel Elson

In this episode Melissa Joy, CFP® and Rachel Elson, Wealth Advisor at Perigon Wealth Management, discuss equity compensation. Rachel was a longtime personal finance journalist and former Editor-in-chief for Financial Planning Magazine before entering private practice. Rachel and Melissa talk about ways you can be compensated outside of your salary and what that means for…

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Episode 35: Women Investors with Tommi Johnsen & Elisabetta Basilico

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

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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