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Women's Money Wisdom

Melissa Joy, CFP®

Women face a unique set of challenges - from caring for aging parents to raising children - all while trying to maintain a career and a semblance of work-life balance. It can be overwhelming, and it's all too easy to put your own needs and finances on the back burner. We believe that every woman deserves to feel financially empowered and secure. Our podcast is designed specifically for women like you - women who are ready to take charge of their finances and their future. Host and financial planner at Pearl Planning, Melissa Joy, CFP ®, will roll out a new episode each week to help you improve financial literacy and gain the confidence you need to navigate your financial life. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan. You can reach our office at (734)274-6744. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this podcast serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a listener has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Pearl Planning is neither a law firm, nor a certified public accounting firm, and no portion of the Podcast content should be construed as legal or accounting advice. A copy of Pearl Planning’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pearlplan.com. Content represents the opinion of the speaker and not necessarily that of Pearl Planning. 

Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-PodvinJuly 16, 2024
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Episode 227: Mortgages in a High-Rate Environment with Erica PowersJuly 09, 2024
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Episode 226: Finding Financial Pearls & Jimmy C. ShoesJuly 02, 2024
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Episode 225: Create Your Dream Home with Melissa Kennedy and Jen HinesmanJune 25, 2024
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Episode 224: Do You Need a Travel Advisor? Custom Trips and Money-Saving Tips with Vinal Desai BurbeckJune 18, 2024
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Episode 223: The Invisible Costs of Child Care with Heather BoneparthJune 11, 2024
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Episode 222: Student Loans: Understanding Loan Forgiveness and Income-Based Repayment Plans with David Gourley, CSLP®June 04, 2024
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Episode 221: Scholarships and Financial Planning for College with Ann Garcia, CFP®May 28, 2024
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Episode 220: Should You Count On Social Security In Retirement?May 21, 2024
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Episode 219: Simple Steps To Protect Seniors From Financial Fraud with Cathy Curtis, CFP®May 14, 2024
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Episode 218: Preparing for an Early Retirement May 07, 2024
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Episode 217: Teaching Kids Money Basics with Melissa GordonApril 30, 2024
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Episode 216: Finding Hope in Difficult Times with Dr. William SchulzApril 23, 2024
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Episode 215: You Filed Your Taxes. What Comes Next?April 16, 2024
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Episode 214: How to Navigate Money Differences With A Partner with Ashley QuammeApril 09, 2024
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Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling April 02, 2024
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Episode 212: Even Out The Power Scales of Marriage and MoneyMarch 26, 2024
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Episode 211: When Should I Get Serious About Saving For Retirement?March 19, 2024
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Episode 210: Navigating Motherhood, Mindset, and Money with Dr. Sue McCreadieMarch 12, 2024
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Episode 209: What Should I Do With Excess Cash?March 05, 2024
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Episode 208: How To Stop Financially Supporting Your Adult ChildrenFebruary 27, 2024
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Episode 207: You Inherited A Lot of Money Or Assets. Now What?February 20, 2024
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Episode 206: Dividing Up Finances: Yours, Mine, and OursFebruary 13, 2024
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Episode 205: How To Get Organized And Reduce Tax Season StressFebruary 06, 2024
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Episode 204: Investing in an Election Year: Why Long-Term Perspective Matters.January 30, 2024
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