In this episode, Melissa Fradenburg, Financial Advisor, RJFS, and Karen Dybis discuss holiday spending. Karen is a published author, journalist, and self-proclaimed finance nerd. Her passion for budgeting and experience as a retail reporter makes her the perfect guest to discuss holiday spending. You will learn: How to use Quapital to create individual sinking funds. …
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Episode 36: Gen X Finances with Stephanie Vaught
In this episode Melissa Joy, CFP® speaks with Stephanie Vaught, Financial Coach and founder of Social Money Finance. Melissa and Stephanie discuss experiences working with and specific financial challenges the generation born between 1965-1982 face. We will Discuss: Handling the ‘What ifs’ and being prepared for a plan B. The importance of having vulnerability with …
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
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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Episode 31: Financial Things We Wish We Knew in Our 20s
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 …
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Five Financial Things To Do Before Year-End
While markets have been resilient, 2020 has been an interesting year, to say the least. With an economic recession, global pandemic, and rather divisive election season underway, it may be tempting to sit back and wait for the new year to make any moves. As the end of the year approaches, here are five financial …