In this episode Melissa Fradenburg, financial advisor, RJFS will be sharing some of her favorite clips from episodes in season 2.  Together with Pearl Planning founder and podcast co- host Melissa Joy, CFP® , this season has explored topics from budgeting and improving your net worth to work-life happiness and college savings. It is our mission to provide bite-sized tips and actionable advice on a weekly basis. 

You will learn:

• How often to evaluate your net worth and why it may fluctuate.
• An important element to work-life happiness and how it has evolved over time. 
• Why everyone should fill out the FAFSA form when applying to college and how various assets are considered in financial aid. 
• How to use budgeting apps and why friction on spending is important.
• What legal tools do attorneys have when it comes to maintaining financial status quo through the divorce process.

 Resources:

• Learn more about Tracy Brower PhD and order a copy of The Secrets to Happiness at Work as well as previous book, Bring Work to Life by Bringing Life to Work.
• Learn more about Alexa Kane CFP®
• Read about Anthony Urbani II HERE.
•  Follow Jill Carr’s Blog HERE.
• Find out more about budgeting apps like Quapital,

The previous presentation by PEARL PLANNING was intended for general information purposes only.  No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https...