Women's Money Wisdom

By Melissa Joy, CFP®Society & Culture Business Education Relationships Investing How To

Women's Money Wisdom episodes

April 22, 2020 Episode 5: Technology Adaptations in the Age of Covid-19 with Bill McManus
Americans are radically changing their habits as stay at home orders replace business as usual. What technology can help people cope in a time of social distancing and what will stick around in the aftermath of coronavirus?
Bill McManus is part of the Applied Insights Team for Hartford Funds. In his current position, Bill is responsible for engaging and educating both financial advisors and their clients about current and emerging opportunities in the financial services marketplace.
Resources
5 Ways Technology Can Make Social Distancing Easier Use this resource guide with links to technology applications to increase your technology assistance in areas including staying connected, getting stuff you need, staying healthy, entertainment, and increasing your knowledge.

Raymond James is not affiliated with and does not endorse the opinions or services of Bill McManus or Hartford Funds. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
--- Send in a voice message: https://anchor.fm/52pearls/message
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...
20 min
April 18, 2020Episode 4: Cares Act Relief for Individuals
Welcome to the 52 Pearls Weekly Money Wisdom Podcast! This new podcast is hosted by Melissa Joy, CFP and Melissa Fradenburg, financial planners at Pearl Planning.
Episode Notes
Pearl Planning is a wealth management firm located in Dexter and Grosse Pointe Farms, Michigan.
In addition to the podcast, you can follow along on our company Facebook pages. Here's the Dexter page and here's Grosse Pointe Farms.
This week we're talking about how the CARES Act can offer you some relief from the financial stress you might be feeling during these unprecedented times of COVID-19. Melissa and Melissa talk about recovery rebates, coronavirus-related distributions from IRAs and retirement plans, and the enhancements to unemployment benefits.
FREE:CARES Act Resource Guide: https://pearlplan.com/2020/04/03/cares-act-resource-guide/
FREE:Rebate Calculator: https://www.omnicalculator.com/finance/stimulus-payment
--- Send in a voice message: https://anchor.fm/52pearls/message
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...
12 min
April 10, 2020 Episode 3: CARES Act Relief for Small Business Owners
Welcome to the 52 Pearls Weekly Money Wisdom Podcast! This new podcast is hosted by Melissa Joy, CFP and Melissa Fradenburg, financial planners at Pearl Planning.
Episode Notes
Pearl Planning is a wealth management firm located in Dexter and Grosse Pointe Farms, Michigan. Each week we post bite-size financial tips on social media and our website. We call that 52 Pearls. We'll be posting our companion podcasts weekly with a brief discussion (typically 5-10 minutes) about our weekly financial tips. In addition to the podcast, you can follow along on our company Facebook pages. Here's the Dexter page and here's Grosse Pointe Farms. This week we're breaking down the CARES Act specifically regarding loans and unemployment relief for small business owners. If you're a small business owner considering your options during this unprecedented time of COVID-19 please listen to this episode and reach out with additional questions. Here are some ADDITIONAL RESOURCES: https://pearlplan.com/2020/04/03/cares-act-resource-guide/.--- Send in a voice message: https://anchor.fm/52pearls/message
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...
16 min
April 02, 2020 Episode 2: Focus on What You Can Control
The COVID-19 outbreak has turned our personal and financial lives upside down. This week, we discuss a go-to strategy for uncertain times: "focus on what you can control." --- Send in a voice message: https://anchor.fm/52pearls/message
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...
9 min
February 25, 2020Intro & Week 1: Map your financial goals
Welcome to the 52 Pearls Weekly Money Wisdom Podcast! This new podcast is hosted by Melissa Joy, CFP and Melissa Fradenburg, financial planners at Pearl Planning.
Episode Notes
Pearl Planning is a wealth management firm located in Dexter and Grosse Pointe Farms, Michigan.
Each week we post bite-size financial tips on social media and our website. We call that 52 Pearls.
We'll be posting our companion podcasts weekly with a brief discussion (typically 5-10 minutes) about our weekly financial tips.
In addition to the podcast, you can follow along on our company Facebook pages. Here's the Dexter page and here's Grosse Pointe Farms.
This week we're talking about mapping out your financial goals. If you're like most people, you carry around money baggage or at least some things you'd like to improve. We encourage you to map out your goals throughout the calendar year. Melissa and Melissa talk about their personal goals for 2020.
FREE RESOURCE: Download your 2020 Guided Financial Calendar today to work on your goals and follow along at home.
--- Send in a voice message: https://anchor.fm/52pearls/message
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...
6 min

About Women's Money Wisdom

From the publisher's feed

You’re working hard, caring for everyone else, and managing a thousand details a day - but when was the last time you focused on your finances?

As a woman, you might…

carry the emotional and logistical weight of caregiving, parenting, career-building, and household management. It’s no wonder financial planning tends to fall to the bottom of your list -yet it’s one of the most important tools you have for protecting your future, your family, and your peace of mind.

Women’s Money Wisdom is here to change that.

Hosted by Melissa Joy, CFP®, founder of Pearl Planning in Dexter, Michigan, this weekly podcast is your space for practical insights and relatable advice to help you take control of your financial life. From investing and retirement to navigating life transitions and shifting your money mindset, you'll gain the clarity and confidence you need to make empowered decisions.

Maybe you’re preparing for retirement, juggling the needs of both kids and aging parents, or growing a business you’ve built from the ground up. You want to build wealth in a way that reflects your values. You want guidance that honors your full life, not just your portfolio. And most of all, you want a trusted partner who sees the whole picture, not just the numbers.

If you’re ready to stop putting yourself last - at least financially -this podcast is your starting point.

Subscribe to Women’s Money Wisdom and make your financial future a priority.

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://pearlplanning.com/