In this episode, Melissa Fradenburg and her daughter Jackie discuss ways to talk with your kids about money. Jackie will share how she learned about money and why she is a good saver. Melissa will ask Jackie a series of questions that can help parents have meaningful conversations about money as well as instill good…
Episode 85: Qualified Domestic Relation Orders with Sharee Burkel
Melissa Joy, CFP® is joined by Sharee Burkel, the owner of the QDRO Company, LLC, a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst (CDFA®), and Certified QDRO Specialist™. In this episode they discuss Qualified Domestic Relation Order (aka QDRO) in simple and easy to understand terms. If you need to divide retirement assets in…
Category: Navigating Divorce , Podcast
How to Talk to your Kids About Money: Webinar Recap
Our July webinar focused on how to talk to your kids about money. The presentation covered topics including money by stages, learn to earn, making saving and investing fun, and net worth doesn’t define personal worth. Melissa Joy CFP® founder of Pearl Planning presented this 15- minute informative webinar. If you missed our webinar, no…
Category: Financial Planning