In this episode, Melissa Joy, CFP®, and Dr. David Rhoiney discuss how to overcome barriers to building wealth and get financial advice to those who need it the most. David is a General Surgeon, a graduate of the United States Naval Academy, and a former two-sport NCAA athlete. He is also a person who has…
In this episode Melissa Joy, CFP® and Casey Snyder, CFP® discuss how you can develop your lifestyle in a safe and healthy way. Casey, a Wealth Manager with the Sedoric Group, believes people should focus on the components of financial success that can be managed, rather than the variables beyond our control. You will learn:…
In this episode, Melissa Joy, CFP®, and Melissa Fradenburg, Financial Advisor RJFS, discuss some key options available during open enrollment. We will discuss why a high deductible healthcare option might make sense as well as explain benefits like disability and deferred compensation options that might be available through your employer. You will learn: How HSA’s…
In this episode, Melissa Joy, CFP®, and Melissa Fradenburg, Financial Advisor RJFS discuss some of their own money mistakes as well as the evolution of their money mindsets. Where did we learn basic financial skills? Learn from things we regret doing or not doing in our early adult years. You will learn: Why you need…