Cele mai bune Melissa Joy Cfp podcast-uri (2024)

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Episode 233: Olympic Lessons for Investors 23:31

6d ago23:31

23:31

Summer is winding down, and there is a lot to unpack from the past few months. All the medals have been awarded and as we step off the podium and look towards fall we can’t forget some key takeaways. In the episode, Melissa Joy, CFP®, CDFA® reflects on the summer of 2024, discussing the stock market volatility and the lessons she learned from the O…

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Episode 232: Bookkeeping and Tax Planning for Business Owners with Ronisa Clark 32:59

13d ago32:59

32:59

If you’re a business owner, you know that the numbers matter. Accurate tracking of cash flow, expenses, and income help you keep tabs on the financial health of your company. In this conversation, Melissa Joy speaks with Ronisa Clark, an expert in bookkeeping for business owners and founder of her own company, Dream Joy Consulting. You’ll hear abou…

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Episode 231: All About Medicare with Joanne Giardini-Russell 45:27

20d ago45:27

45:27

Medicare can seem like a mystery. Whether you are nearing the age to sign up or your parents have questions you’re trying to help them answer, this episode is dedicated to demystifying all the options. Melissa Joy and Joanne Giardini-Russell, Owner of Giardini Medicare, talk about what your healthcare can look like in retirement. Understanding Medi…

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Episode 230: How to Communicate About Money with Counselor Sara Silvennoinen 24:15

27d ago24:15

24:15

In this conversation, Melissa Joy and Sarah Silvennoinen of My Motivation Counseling, discuss the importance of effective communication, especially when it comes to talking about money. They highlight the need to understand different perspectives and backgrounds in order to avoid miscommunication. They emphasize the importance of identifying and co…

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Episode 229: Tightwads and Spendthrifts with Author Scott Rick 32:43

1M ago32:43

32:43

The way you or your partner spends money can have real impact on your relationship. In this episode, Melissa Joy interviews Scott Rick, author of the book 'Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships.' They discuss the different approaches people have towards spending money and how it can impact relationships. S…

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Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-Podvin 29:41

1M ago29:41

29:41

Have you ever wondered how financial stress impacts mental health and what can be done to address it? In this episode, Melissa Joy and Lindsay Bryan-Podvin discuss the Financial Empowerment Initiative at the University of Michigan, focusing on the intersection of money and mental health. Lindsay shares insights from her work and the impact of the w…

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Episode 227: Mortgages in a High-Rate Environment with Erica Powers 38:53

2M ago38:53

38:53

The rates are high in the mortgage world. There’s no denying it! In this chat, Melissa Joy dives into the ever-changing landscape of mortgages with guest Erica Powers, CMPS®, CDLP®, NMLS#739673. First Merchants Bank is an Equal Housing Lender and a Member FDIC. We’ll spill the beans on today’s mortgage scene, chat about savvy refinancing moves, and…

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Episode 226: Finding Financial Pearls & Jimmy C. Shoes 39:45

2M ago39:45

39:45

This episode, originally aired on "is that cashmere?" hosted by Becca Hoeft and Anna Kincannon, explores the connection between fashion choices and financial decisions, especially during the pandemic. Melissa Joy, CFP® joined Becca and Anna to discuss saving money, planning for the future, and teaching children about finance. This lively conversati…

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Episode 225: Create Your Dream Home with Melissa Kennedy and Jen Hinesman 33:12

2M ago33:12

33:12

Looking to build your dream home? In this episode, Melissa Kennedy, President of Meadowlark Design+Build, and Design Director, Jen Hinesman discuss the process of building a custom home designed specifically for you. Using their 20 years of experience, Melissa and Jen explain all the important steps like planning, budgeting, choosing a location, an…

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Episode 224: Do You Need a Travel Advisor? Custom Trips and Money-Saving Tips with Vinal Desai Burbeck 32:29

2M ago32:29

32:29

Planning a vacation can be overwhelming. But working with a travel expert can make it much easier to create amazing trips tailored for you. Vinal Desai Burbeck, Travel Consultant and Founder of Wanderlark, dives into the changing world of travel planning and how travel advisors create personalized experiences to fit your interests and budget. This …

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Episode 223: The Invisible Costs of Child Care with Heather Boneparth 35:27

3M ago35:27

35:27

Struggling to balance work and childcare responsibilities? Heather Boneparth, Director of Business and Legal Affairs at Bone Fide Wealth, sheds light on the challenges parents face in today’s world. Learn helpful tips on dealing with changes in taking care of children, finding new ways to contribute besides earning money, and juggling family duties…

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Episode 222: Student Loans: Understanding Loan Forgiveness and Income-Based Repayment Plans with David Gourley, CSLP® 33:21

3M ago33:21

33:21

Stressed about student loans? We’ve got you covered. In this episode, David Gourley, CSLP® explains loan forgiveness programs and special payment plans based on your income in simple terms. Whether the loans are yours or your child's, you'll learn who qualifies, important deadlines, and easy tips to manage the debt better. Don’t miss out on key ins…

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Episode 221: Scholarships and Financial Planning for College with Ann Garcia, CFP® 36:51

3M ago36:51

36:51

Want to make college more affordable? Listen to this episode with Ann Garcia, CFP® as she explores scholarship funding for college. Discover different scholarship types, application strategies, and the importance of early planning to minimize debt. Make sure you catch these tips to help set up your child's financial future. Listen and Learn: Explor…

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Episode 220: Should You Count On Social Security In Retirement? 20:56

3M ago20:56

20:56

Social Security has been a staple of retirement planning for past generations. But will it be there for you when you decide to stop working? The cost of a comfortable retirement is rising so understanding how Social Security works is more important now than ever. Join Melissa Joy, CFP®, to learn how Social Security works and how it could impact you…

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Episode 219: Simple Steps To Protect Seniors From Financial Fraud with Cathy Curtis, CFP® 22:41

3M ago22:41

22:41

Melissa Joy, CFP® and Cathy Curtis, CFP®, dive into a serious topic: financial fraud against elders. Cathy explains that while scammers try to trick seniors into giving them money illegally, there are many ways to spot these scams and keep your elderly loved ones safe. Listen to gain the know-how and tools to avoid fraud smoothly as you or your lov…

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Episode 218: Preparing for an Early Retirement 24:11

4M ago24:11

24:11

Do you dream of retiring early? Planning carefully is an important part of ending full-time work ahead of schedule. The path to early retirement is different for everyone - you have to look at your unique situation and decide your own goals. Alternatively, some people need to retire earlier than they intended to, so it's smart to have a strong reti…

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Episode 217: Teaching Kids Money Basics with Melissa Gordon 32:36

4M ago32:36

32:36

Melissa Joy is joined by teacher Melissa Gordon to explore why it's crucial for kids to learn about money management early on. Melissa Gordon shares why it’s never too early to start developing budgeting, investing, and retirement planning skills. This episode discusses how having open money conversations at home and school can prevent future finan…

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Episode 216: Finding Hope in Difficult Times with Dr. William Schulz 33:49

4M ago33:49

33:49

Melissa Joy is joined by Dr. William Schulz, former Executive Director of Amnesty International USA to discuss the importance of staying hopeful during turbulent times. How can we stay positive during times of uncertainty? Dr. Schulz explores how hope can be a driving force for change - leading to improvements in our own communities as well as a mo…

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Episode 215: You Filed Your Taxes. What Comes Next? 20:33

4M ago20:33

20:33

Whether you’ve already filed your taxes or still need to request an extension, Melissa Joy shares her post-tax season tips and tricks. Discover how you can pave the way for a smoother tax season experience and take control of your money in the year ahead. Listen and Learn: Why it’s important to discuss taxes with your financial advisor Which resour…

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Episode 214: How to Navigate Money Differences With A Partner with Ashley Quamme 21:28

5M ago21:28

21:28

Melissa Joy is joined by Financial Behavior Specialist®, Speaker, and Therapist Ashley Quamme LMFT, to discuss the intricate intersection of relationships and finances. How do we talk about money with a partner when our perspectives differ? What are practical ways to navigate when one partner is a spender, and the other is a saver? Ashley dives int…

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Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling 27:49

5M ago27:49

27:49

Melissa Joy is joined by philanthropist Aly Sterling, President and Founder of Aly Sterling Philanthropy, to discuss the transformative power of philanthropic giving. Aly shares powerful insights from her experience in facilitating major gifts while offering guidance on how to make your charitable donations more strategic. In this thought-provoking…

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Episode 212: Even Out The Power Scales of Marriage and Money 23:01

5M ago23:01

23:01

Struggling with financial dynamics in your relationship? You’re not alone. Melissa Joy delves into the power balance in marriage and money and explores how this affects all partnerships, offering valuable tips for combining finances, open communication, and shared planning. No matter the stage of your relationship, this conversation is for you. Lis…

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Episode 211: When Should I Get Serious About Saving For Retirement? 18:43

5M ago18:43

18:43

When should you get serious about saving for the future (older) you? It’s never too late to start or reassess your retirement strategy. Whether you’re a super saver, an average saver, or doing well but unsure if you’re on track to retire comfortably—this episode has something for everyone. Melissa Joy discusses options for multiple stages of retire…

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Episode 210: Navigating Motherhood, Mindset, and Money with Dr. Sue McCreadie 32:19

6M ago32:19

32:19

Dr. Sue McCreadie, a pediatrician and women's coach, joins Melissa Joy to discuss how mindset and emotions impact financial well-being. Drawing from her experience in pediatric care, Dr. Sue shares insights on promoting mothers' health and mindsets. This transformative conversation covers the connection between women's roles, taking control of one'…

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Episode 209: What Should I Do With Excess Cash? 16:14

6M ago16:14

16:14

Join Melissa Joy as she discusses the nitty-gritty of handling extra cash and creating emergency funds. Melissa shares practical tips and personalized advice to help you navigate your financial journey - from stressing the importance of yearly check-ins to offering tailored recommendations to specific situations. Don’t miss out on this enriching ep…

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Episode 208: How To Stop Financially Supporting Your Adult Children 21:18

6M ago21:18

21:18

Melissa Joy explores a significant yet often overlooked trend: the increasing dependence of adult children on their parents for financial support. Drawing from a recent Credit Karma survey, which reveals that one-third of American adults rely on parental financial assistance, Melissa delves into the problems this trend can cause for parents while a…

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Episode 207: You Inherited A Lot of Money Or Assets. Now What? 18:50

6M ago18:50

18:50

Melissa Fradenburg explores the complicated nature of receiving an inheritance, especially as a woman. You'll get practical guidance on managing inherited assets, honoring the wishes of passed loved ones, and making informed decisions during this sensitive time. Listen and Learn: How to make what you inherit last & honor a loved one An easy way to …

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Episode 206: Dividing Up Finances: Yours, Mine, and Ours 21:04

7M ago21:04

21:04

In this episode of Women’s Money Wisdom, Melissa Fradenburg explores the intricate dynamics of managing finances within relationships. With a focus on the importance of financial transparency and communication, Fradenburg draws from her own experiences to shed light on the complexities couples face when merging their financial lives. Tune in to gai…

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Episode 205: How To Get Organized And Reduce Tax Season Stress 17:25

7M ago17:25

17:25

Join Melissa Joy as she simplifies the often-overwhelming world of filing your taxes. In this episode, Melissa dives into strategies for managing taxes effectively while providing tools to enter tax season with confidence and organization. Listen and learn: How to get organized and reduce your tax season stress Key points to start collecting import…

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Episode 204: Investing in an Election Year: Why Long-Term Perspective Matters. 11:31

7M ago11:31

11:31

Ever feel like your financial confidence takes a hit every election year? You're not alone, and that's exactly why we've dedicated this episode to discussing the current economic enviroment as well as looking at historical election year markets. We all know that political cycles can bring uncertainty, but today, we present compelling reasons backed…

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Episode 203: What Lions Playoff Tickets Teach Us About Financial Planning 11:29

7M ago11:29

11:29

Are you guilty of comparing your financial decisions to others? In this episode of Women's Money Wisdom, Melissa Fradenburg, delves into the pitfalls of financial comparison. It all started with the outrageous ticket prices for a Detroit Lions home playoff game, reminiscent of those Taylor Swift tickets at Ford Field. Melissa shares her personal in…

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Episode 202: Resume and Job Hunting Tips for Women with Linda Olejniczak 42:19

7M ago42:19

42:19

Have you updated your resume recently? If you're thinking of making a career change or change employers this episode is a must listen. Linda Olejniczak, owner of Phases Career Services brings over 25 years of experience in human resources, coupled with a deep understanding of marketing. Linda is committed to helping women stand out by crafting resu…

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Episode 201: Skin Deep: Navigating Dermatological Costs and Skincare Essentials with Dr. Meredith Price 35:20

8M ago35:20

35:20

In this episode, we explore whether those pricey skincare products and dermatological treatments are worth the investment. Did you know that on average, women spend over $250,000 on beauty products in their lifetime, with a shocking 90% of these products going unused? Our host, Melissa Fradenburg, is joined by Dr. Meredith Price, MD, FAAD, a board-…

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Episode 200: Setting Financial Resolutions and Goals for 2024 18:13

8M ago18:13

18:13

In this episode, Co hosts Melissa Joy and Melissa Fradenburg kick off the new year with a lively discussion on how to set and achieve your financial resolutions for 2024. They emphasize the importance of taking a strategic approach to your financial planning and share practical tips to help you get organized and stay on track throughout the year. T…

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Episode 199: Turning Thrift Store Finds into Profit with Ruth Fradenburg 23:25

8M ago23:25

23:25

Have you considered starting a side hustle thrifting and reselling items? In this episode special guest and life long thrifter, Ruth Fradenburg, we discuss the nitty-gritty of making sales on sites like Poshmark, Ebay and Facebook marketplace. Ruth shares tips on what to look for as well as how to post and price items for resale. Her tales of trial…

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Episode 198:Gifts That Grow: Sparkling Ideas for Financial Wellness This Holiday Season 16:54

8M ago16:54

16:54

In this festive episode, host Melissa Joy, CFP®️, dives into the world of holiday giving with a twist. The focus is on gifts that aren't just thoughtful but also contribute to financial wellness. Melissa Joy opens the discussion by sharing her excitement for the holiday season and the importance of meaningful gift-giving. She emphasizes how charita…

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Episode 197: Understanding and Overcoming the Emotional Triggers of Overspending with Paige Pritchard 53:08

9M ago53:08

53:08

In this episode, hosted by Melissa Fradenburg, we explore Paige Pritchard's remarkable transformation from an impulsive shopper to a financially savvy individual. By age 29, Paige had achieved notable financial milestones: she paid off $40,000 in student loan debt, cash-flowed her MBA, became a homeowner, and built a substantial six-figure investme…

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Episode 196: Slaying the Holiday Budget Beast: Tips and Tactics 24:55

9M ago24:55

24:55

Do you feel like you're hemorrhaging money every holiday season? I've been there, and want to share some things that help to navigate holiday spending without breaking your budget. Join Co-host Melissa Fradenburg as she unpacks five effective strategies drawn from her own experiences and missteps. Melissa breaks down how to set clear gift-giving ex…

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Episode 195: Maximizing the Impact of Charitable Giving with Melissa Joy 19:53

9M ago19:53

19:53

Ever thought about the power of your generosity? We celebrate Giving Tuesday with a deep dive into making your charitable contributions more impactful. Co-Host Melissa Joy, CFP®️ discusses building a solid donation strategy, pinpointing the organizations that tug at your heartstrings, and involving your family in this profound process. She also sha…

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Episode 194: Boosting Your Holiday Fashion with Kelley Muzingo 37:21

9M ago37:21

37:21

Ready to step up your fashion game this holiday season? Our recent discussion with personal stylist and wardrobe consultant, Kelley Muzingo might just be the inspiration you need. Kelley's passion for fashion is contagious, as she shares her journey into the industry and how she helps clients feel their best. In this episode, we give you the lowdow…

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Episode 193: Year-End Financial Planning with Alexa Kane 15:33

10M ago15:33

15:33

Are you ready to wrap up your financial year and set yourself up for success in the next? In this episode of the Women's Money Wisdom Podcast, with Co-Host Melissa Joy, CFP® and guest Alexa Kane, CFP ® we discuss what you can do in the last few weeks of the year to get your finances in order. We all know how chaotic this time of year can become wit…

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Episode 192: Resisting the Spending to Impress Trap: Financial Planning Tips Inspired by Travis and Taylor 16:33

10M ago16:33

16:33

Ever find yourself caught in the spending to impress trap, also known as 'Keeping up with the Joneses'? Listen in as we draw examples from celebrities like Taylor Swift and Travis Kelce to discuss this age-old phenomenon. We delve into the allure of maintaining a lifestyle akin to those around us, even when it's not financially prudent. From the lu…

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Episode 191: Scariest Financial Planning Moves 13:17

10M ago13:17

13:17

This Halloween special episode uncovers scary financial blunders people commit, especially in relation to retirement planning and emergency savings. Melissa Fradenburg will walk you through the chilling implications of being too conservative with long-term investments and the terror of having your cash sit idle. We underline the importance of secur…

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Episode 190:Breathing, Energy, and the Science of Well-being with Cass Ghiorse 32:00

10M ago32:00

32:00

Do you ever stop to marvel at the incredible intricacies of the human body and the wisdom it possesses? This episode of Women's Money Wisdom Podcast welcomes Cass Ghiorse, a brilliant mind at the confluence of science and spirituality, who teaches us to do just that. Cass unravels the often confusing web of the wellness industry, highlighting how s…

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Episode 189: Finding Personal Success and Wellness: A Conversation with Melissa Coulier 40:05

10M ago40:05

40:05

Join Co-Host Melissa Fradenburg, CDFA®️, AIF® for an enlightening conversation with Melissa Coulier, author, entrepreneur, and co-founder of Living Well with Mel. We dive into her journey navigating through her partner's fame, and how she defined her own success while building a thriving career. Melissa bares her soul, discussing her struggles and …

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Episode 188: Understanding Health Savings Accounts with Melissa Joy 19:55

11M ago19:55

19:55

Ever wondered why a Health Savings Account (HSA) is often described as the holy grail in personal finance? Co-hosts Melissa Joy and Melissa Fradenburg discuss the nuts and bolts of HSAs and high deductible health plans in this episode of Women's Money Wisdom Podcast. We're delving into the potential savings from lower premiums and employer contribu…

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Episode 187: Navigating the Costs of Weight Loss: A Personal Journey 19:55

11M ago19:55

19:55

Have you ever wondered about the cost of the popular injectable weight loss drugs? In this candid episode, Co-Host Melissa Fradenburg, CDFA®️, AIF® is pulling back the curtain on her personal journey, navigating the costs and side effects of weight loss medication. With an overwhelming response on social media to her weight loss story, it's clear t…

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Episode 186: Financial Independence: A Midlife Woman's Guide with Nancy McKenna 15:44

11M ago15:44

15:44

Get ready to be empowered! Our guest on this episode, Nancy McKenna, is here to help single midlife women take control of their financial futures. With over 35 years of experience in corporate accounting and a successful 17-year stint in real estate investing, Nancy is brimming with practical insights to help you navigate your financial picture. In…

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Episode 185:Building a Short-Term Rental Portfolio with Natalie Bruno 30:14

12M ago30:14

30:14

Ready to unravel the reel of real estate investment? Join us as we share a promising discussion with Natalie Bruno, a savvy entrepreneur and enthusiastic real estate investor. Natalie opens up to Melissa Joy, CFP®, CDFA® about her journey into the realm of real estate. We talk about the importance of guest feedback and how Natalie successfully used…

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Episode 184: The Role of 'Girl Money' in Financial Literacy for Women 21:44

12M ago21:44

21:44

Welcome to season 4! Co-hosts Melissa Joy and Melissa Fradenburg discuss the significance of ‘girl money’ and ‘girl math’ in shaping budgeting and making financial decisions. The concept of 'girl money' and 'girl math' is currently trending on Tik Tok. Can these ideas really play a role in financial decisions and budgeting? Can they change the way …

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