Episode 135: Unclaimed Property with Jay Fradenburg

Did you know there may be a check, bank account, or inheritance out there that is owed to you? All you need to do is claim it!  Maybe you double paid a medical bill. Did a relative leave you money when they passed and you never knew about it? In this episode, Melissa Fradenburg and…

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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 132: Paying For College with Ann Garcia

In this episode Melissa Joy, CFP, ® and Ann Garcia, CFP®, a financial advisor and author of the popular College Financial Lady blog, discuss the FAFSA form and strategies to maximize financial aid and merit scholarships, find out how to qualify for tax credits and other benefits. If you have a student applying for college this…

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Episode 131: Student Loan Forgiveness with Alexa Kane

Are you wondering if your student loans are eligible for forgiveness?  In this episode Melissa Joy, CFP®, and Alexa Kane, CFP® discuss who is eligible, how much could be forgiven and next steps. Resources: The White House Fact Sheet on Student Loan Relief. FAQs about the Student Loan Forgiveness Plan. Information on requesting a refund if you…

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Episode 130: Back-to-School Tips with Melissa Fradenburg

Are you feeling stressed out with the logistics and expense of getting your kids back-to-school?  Do you feel prepared for the extra costs that inevitably come up this time of year?  In this episode, Melissa Fradenburg, CDFA®️ will share some tips on how to plan ahead, organize and prioritize your purchases for a smooth transition…

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