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Content provided by Melissa Joy, CFP® and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Joy, CFP® and Melissa Joy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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Episode 191: Scariest Financial Planning Moves

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Manage episode 381508749 series 3390556
Content provided by Melissa Joy, CFP® and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Joy, CFP® and Melissa Joy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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 securing your own financial future before extending help to others. This episode is brimming with real-life scenarios and practical advice to keep you safe from these frightening financial pitfalls. So muster your courage, tune in, and let's bravely confront these unnerving money behaviors together!
Resources:


Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

233 episoade

Artwork
iconDistribuie
 
Manage episode 381508749 series 3390556
Content provided by Melissa Joy, CFP® and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Joy, CFP® and Melissa Joy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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 securing your own financial future before extending help to others. This episode is brimming with real-life scenarios and practical advice to keep you safe from these frightening financial pitfalls. So muster your courage, tune in, and let's bravely confront these unnerving money behaviors together!
Resources:


Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

233 episoade

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