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

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Manage episode 406042952 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.

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's life, and financial empowerment.

Listen and Learn:

  1. How mastering mindset and emotions can transform your financial well-being
  2. The importance of understanding and honoring your own money personality
  3. How to normalize conversations about money with your partner and kids

Resources:

  1. Learn more about Dr. Sue McCreadie, MD
  2. Take the SoulFULL Medicine Quiz
  3. Learn more about Pearl Planning

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.

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://stephenPearl Planning.com/

  continue reading

Capitole

1. Episode 210: Navigating Motherhood, Mindset, and Money with Dr. Sue McCreadie (00:00:00)

2. Empowering Women Through Money Mindset (00:00:01)

3. Money Personality Types and Financial Planning (00:07:47)

4. Creating Community Through Group Coaching (00:18:16)

5. The Power of Authentic Communication (00:22:57)

240 episoade

Artwork
iconDistribuie
 
Manage episode 406042952 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.

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's life, and financial empowerment.

Listen and Learn:

  1. How mastering mindset and emotions can transform your financial well-being
  2. The importance of understanding and honoring your own money personality
  3. How to normalize conversations about money with your partner and kids

Resources:

  1. Learn more about Dr. Sue McCreadie, MD
  2. Take the SoulFULL Medicine Quiz
  3. Learn more about Pearl Planning

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.

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://stephenPearl Planning.com/

  continue reading

Capitole

1. Episode 210: Navigating Motherhood, Mindset, and Money with Dr. Sue McCreadie (00:00:00)

2. Empowering Women Through Money Mindset (00:00:01)

3. Money Personality Types and Financial Planning (00:07:47)

4. Creating Community Through Group Coaching (00:18:16)

5. The Power of Authentic Communication (00:22:57)

240 episoade

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