If you are seeking financial planning advice this episode is for you! There are many financial advisors to choose from, but they do not all deliver advice or do business the same way. And if you have never worked with an advisor before, it might be even more challenging to know what to look for….
Melissa Joy, CFP® is joined by retired financial Advisor and long-time mentor, Dan Boyce to discuss financial life planning. Have you ever thought about if you had all the money you needed to live a satisfying life, how would you spend it? Dan is a retired CFP®, with over 35 years of industry experience, who…
In this episode, Melissa Fradenburg, Financial Advisor, RJFS, and Chris Cooper, owner of Zeppelin Cleaning Services, discuss what it takes to be a business owner. Chris started his commercial cleaning business 13 years ago, out of the trunk of his car, and now it is the fastest-growing commercial cleaning company in Southeast Michigan. He shares…
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…
In this episode Melissa Joy, CFP® and Ashley Waddell Tingstand, the founder of Treetown Law, PLLC, discuss important legal documents every family should have. As a seasoned attorney, mother, and someone who has experienced sudden loss, Ashley brings a human approach to estate planning for families. You will learn: Why do you need to have…
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:…