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52 Pearls: Weekly Money Wisdom

Melissa Joy, CFP

Welcome to the 52 Pearl Weekly Money Wisdom Podcast! Hosts and financial planners at Pearl Planning, Melissa Joy, CFP , Melissa Fradenburg, and Alexa Kane, CFP will roll out a new episode each week with wisdom and actionable advice to improve financial decisions. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our office at (734)274-6744 or the Grosse Pointe office at (313) 486-9634. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment adviser. 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 newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a reader 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 newsletter 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.
Episodes
Episode 99: Passive vs. Active Investing with Amanda Piper, CFAJanuary 18, 2022 Episode artwork Episode 98: Financial Procrastination with Melissa FradenburgJanuary 11, 2022 Episode artwork Episode 97: Start Your New Year Right with Melissa JoyJanuary 04, 2022 Episode artwork Episode 96: Three Action Items to wrap up the Year with Melissa JoyDecember 28, 2021 Episode artwork Episode 95:Get Your House in Order for Aging with Kristie KindstromDecember 21, 2021 Episode artwork Episode 94: Tips for the Next Generation From a Financially Responsible Millennial with Ashley MontDecember 14, 2021 Episode artwork Episode 93: Keeping Holiday Spending in Check with Melissa FradenburgDecember 07, 2021 Episode artwork Episode 92:Smart Financial Moves on #GivingTuesday with Alexa KaneNovember 30, 2021 Episode artwork Episode 91:Holiday Health and Wealth with Nutrition Coach Liza Baker November 23, 2021 Episode artwork Episode 90:Year-End Financial Planning Moves with Hannah NearNovember 16, 2021 Episode artwork Episode 89: Money Issues in Relationships with Lynn WalshNovember 09, 2021 Episode artwork Episode 88: Mortgage Options in Retirement with Nathan SteinerNovember 02, 2021 Episode artwork Episode 87: How to Talk to Your Kids About Money with Jackie FradenburgOctober 26, 2021 Episode artwork Episode 86: Demystifying the FAFSA Form with Ann GarciaOctober 19, 2021 Episode artwork Episode 85: Qualified Domestic Relation Orders with Sharee BurkelOctober 12, 2021 Episode artwork Episode 84: Understanding Spousal Support with Peter BissettOctober 05, 2021 Episode artwork Episode 83: What Proposed Tax Changes Could Mean for You with Hannah NearSeptember 28, 2021 Episode artwork Episode 82: Benefit Options for Open Enrollment with Adam WadieSeptember 21, 2021 Episode artwork Episode 81: Building a Work Life You Love as a Mom with Kelli AndersonSeptember 14, 2021 Episode artwork Episode 80: Common Mistakes In Estate Planning with Chiara Mattieson August 31, 2021 Episode artwork Episode 79: Winning Resumes with Brooke KentAugust 24, 2021 Episode artwork Episode 78: Top 5 Financial Tips August 17, 2021 Episode artwork Episode 77: Preparing an Employee for a Company IPO with Danika WaddellAugust 10, 2021 Episode artwork Episode 76: Improving Your Net Worth with Alexa KaneAugust 03, 2021 Episode artwork Episode 75: Financial Issues in Divorce with Anthony Urbani II J.D. and Jennifer AdlhochJuly 23, 2021 Episode artwork