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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.
Episode 135: Unclaimed Property with Jay FradenburgSeptember 27, 2022 Episode artwork Episode 134:Inflation Expectations and Market Volatility with Jay FradenburgSeptember 20, 2022 Episode artwork Episode 133: Money Secrets in Your Net Worth with Rachael CampSeptember 13, 2022 Episode artwork Episode 132: Paying for College with Ann GarciaSeptember 06, 2022 Episode artwork Episode 131:Student Loan Forgiveness with Alexa KaneAugust 30, 2022 Episode artwork Episode 130: Back-to-School Tips with Melissa FradenburgAugust 23, 2022 Episode artwork Episode 129: Understanding the Racial Wealth Gap with Renee BakerAugust 16, 2022 Episode artwork Episode 128: Roth Conversion in a Down MarketAugust 09, 2022 Episode artwork Episode 127: First Generation Wealth with Valerie RiveraAugust 02, 2022 Episode artwork Episode 126: Financial Tips for Buying a CarJuly 26, 2022 Episode artwork Episode 125: Financial Planning Considerations for LGBTQ People with Laura LaTouretteJuly 19, 2022 Episode artwork Episode 124: Teaching Children Financial Responsibility Through ChoresJuly 12, 2022 Episode artwork Episode 123: Simple Budgeting Tips with Melissa FradenburgJuly 05, 2022 Episode artwork Episode 122: Investing Outlook with Jay FradenburgJune 28, 2022 Episode artwork Episode 121: Summer Before College Financial ChecklistJune 21, 2022 Episode artwork Episode 120: Financial Wellness Through Community Work with Diana YanezJune 14, 2022 Episode artwork Episode 119: Things You Can do If You're Feeling the Pinch of InflationJune 07, 2022 Episode artwork Episode 118: House Decisions For Aging Parents with Caroline GaynorMay 31, 2022 Episode artwork Episode 117: Interest Rates, Inflation and The Federal ReserveMay 24, 2022 Episode artwork Episode 116: Breaking Away From Financial Abuse With Stacy Francis, CFP ®, CDFA®, CES®May 17, 2022 Episode artwork Episode 115: Spring Clean Your FinancesMay 10, 2022 Episode artwork Episode 114: Plan For Next Year's Taxes Now with Melissa Joy, CFP ® May 03, 2022 Episode artwork Episode 113: How Much House Can I Afford?April 26, 2022 Episode artwork Episode 112: Teaching Teens Good Money Habits with Melissa FradenburgApril 19, 2022 Episode artwork Episode 111: ESG InvestingApril 12, 2022 Episode artwork