Women's Money Wisdom

By Melissa Joy, CFP®

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Episodes: 284

Description

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.


 Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this podcast serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a listener has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Pearl Planning is neither a law firm, nor a certified public accounting firm, and no portion of the Podcast content should be construed as legal or accounting advice. A copy of Pearl Planning’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pearlplan.com. Content represents the opinion of the speaker and not necessarily that of Pearl Planning. 


Episode Date
Episode 287: Gen X High Achievers & Redefining Retirement with Joy Levin
Sep 02, 2025
Episode 286: Planning for an Early Retirement
Aug 26, 2025
Episode 285: Your Money Questions, Answered: Roths, Dave Ramsey, Emergency Funds & More
Aug 19, 2025
Episode 284: Roth IRAs & 401(k)s: The Tax-Free Growth Strategy You Might Be Overlooking
Aug 12, 2025
Episode 283: Rethinking Retirement: The Emotional, Purpose-Driven Side of Life After Work with Dan Haylett
Aug 05, 2025
Episode 282: How to Face Your Finances and Build a Life That Works with Michelle Campbell
Jul 29, 2025
Episode 281: Slow Summer for Great Vibes and Money Outcomes
Jul 22, 2025
Episode 280: One Big, Beautiful Bill: What the OB3 Tax Law Means for Your Money
Jul 15, 2025
Episode 279: Less Pressure, More Purpose: Building a Life That Feels as Good as It Looks with Brandi Hudson
Jul 08, 2025
Episode 278: CEO Money Mindset: Think Like a Leader in Business and Life with Megan Schwan
Jul 01, 2025
Episode 277: Money Hot Takes: Financial Controversies & Unpopular Opinions
Jun 24, 2025
Episode 276: Beyond the 9-to-5: How Franchising Can Redefine Your Career Path with Alex & Julie Roberts
Jun 17, 2025
Episode 275: Women, Wealth and Future of Financial Planning with Cary Carbonaro, CFP®
Jun 10, 2025
Episode 274: Reinventing Life on Your Own Terms with Digital Nomad Sherita Janielle
Jun 03, 2025
Episode 273: Leadership is Leverage: How Strong Leaders Create Bigger Paychecks and Bigger Impact with Jackie Simon
May 27, 2025
Episode 272: First-Class Travel on an Economy Budget with Points Pro Bry Keith
May 20, 2025
Episode 271: Estate Planning Made Manageable with Rachel Donnelly
May 13, 2025
Episode 270: Spring Clean Your Finances: 20 Ways to Refresh Your Financial Life Right Now
May 06, 2025
Episode 269: RSU's Demystified: How Smart Women Manage Equity Compensation
Apr 29, 2025
Episode 268: Mortgage Rates, Market Myths & Smart Home Buying with Erica Powers
Apr 22, 2025
Episode of 267: Rethinking Retirement: Spending Surprises, Confidence Gaps & Evolving Timelines
Apr 15, 2025
Episode 266: Tariffs, Crashes, and Bear Markets
Apr 08, 2025
Episode 265: Navigating Trump's Proposed College Funding Changes With Ann Garcia, CFP®
Apr 01, 2025
Episode 264: What’s Up With Women and Money with Author Alison Kosik
Mar 25, 2025
Episode 263: Talking About Money and Overcoming Financial Stigma with Author Kathleen Burns Kingsbury
Mar 18, 2025
Episode 262: Making Space for Moms and Families with Founder Ariel Wan
Mar 11, 2025
Episode 261: Shifting Identities for Women Including Career and Motherhood with Hannah Moore, CFP®
Mar 04, 2025
Episode 260: 5 Year Anniversary and Finding Your Authentic Style with Morgan Wider
Feb 25, 2025
Episode 259: Family Vision and Values with Business Coach Kelly O'Donnell
Feb 18, 2025
Episode 258: Let's Talk About Tariffs
Feb 11, 2025
Episode 257: Addiction & Your Money with Karen Coyne, CFP®
Feb 04, 2025
Episode 256: Who Needs a Trust with Ashley Waddell-Tingstad
Jan 28, 2025
Episode 255: Downsize Your Stuff to Upgrade Your Finances with Sharon McRill
Jan 21, 2025
Episode 254: Money Matters in Trump's Second Term
Jan 14, 2025
Episode 253: Celebrity Estate Planning Lessons with Jennifer Rozelle
Jan 07, 2025
Episode 252: Planning for Financial Success in 2025
Dec 31, 2024
Episode 251: Seeking Contentment in the Holidays & Life
Dec 24, 2024
Episode 250: How to Retire with Author Christine Benz
Dec 17, 2024
Episode 249: Year-End Financial and Tax Moves
Dec 10, 2024
Episode 248 : The Extraordinary Power of Charitable Giving
Dec 03, 2024
Episode 247: The Soul of Wealth with Author Dr. Daniel Crosby
Nov 26, 2024
Episode 246: Overcoming Imposter Syndrome with Coach LJ Gamble
Nov 19, 2024
Episode 245: Coping as a Caregiver with Danielle Miura, CFP®, MSFP, EA
Nov 12, 2024
Episode 244: How to React to Any Election Outcomes as an Investor
Nov 05, 2024
Episode 243: Personal Care and Your Money with Hair Stylist Jessica Hawkins
Oct 29, 2024
Episode 242: Investor Lessons from 2024 Detroit Tigers Playoff Run
Oct 22, 2024
Episode 241: Sustainable Fashion with Marcie Greene
Oct 15, 2024
Episode 240: What You Need to Know About Menopause and Your Money with Julia Carreon
Oct 08, 2024
Episode 239: Reducing Overwhelm by Doing Less With Michelle Gauthier
Oct 01, 2024
Episode 238: Investing with Human Rights in Mind with William F. Schulz
Sep 24, 2024
Episode 237: Getting Ready to Pay for College with Lucy Valandra, CFP® & Alexa Kane, CFP®, CDFA®, AIF®
Sep 17, 2024
Episode 236: Financial Planning for People without Kids with Dr. Jay Zigmont CFP®
Sep 10, 2024
Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods
Sep 03, 2024
Episode 234: All About HSAs with Bill Stuart
Aug 27, 2024
Episode 233: Olympic Lessons for Investors
Aug 20, 2024
Episode 232: Bookkeeping and Tax Planning for Business Owners with Ronisa Clark
Aug 13, 2024
Episode 231: All About Medicare with Joanne Giardini-Russell
Aug 06, 2024
Episode 230: How to Communicate About Money with Counselor Sara Silvennoinen
Jul 30, 2024
Episode 229: Tightwads and Spendthrifts with Author Scott Rick
Jul 23, 2024
Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-Podvin
Jul 16, 2024
Episode 227: Mortgages in a High-Rate Environment with Erica Powers
Jul 09, 2024
Episode 226: Finding Financial Pearls & Jimmy C. Shoes
Jul 02, 2024
Episode 225: Create Your Dream Home with Melissa Kennedy and Jen Hinesman
Jun 25, 2024
Episode 224: Do You Need a Travel Advisor? Custom Trips and Money-Saving Tips with Vinal Desai Burbeck
Jun 18, 2024
Episode 223: The Invisible Costs of Child Care with Heather Boneparth
Jun 11, 2024
Episode 222: Student Loans: Understanding Loan Forgiveness and Income-Based Repayment Plans with David Gourley, CSLP®
Jun 04, 2024
Episode 221: Scholarships and Financial Planning for College with Ann Garcia, CFP®
May 28, 2024
Episode 220: Should You Count On Social Security In Retirement?
May 21, 2024
Episode 219: Simple Steps To Protect Seniors From Financial Fraud with Cathy Curtis, CFP®
May 14, 2024
Episode 218: Preparing for an Early Retirement
May 07, 2024
Episode 217: Teaching Kids Money Basics with Melissa Gordon
Apr 30, 2024
Episode 216: Finding Hope in Difficult Times with Dr. William Schulz
Apr 23, 2024
Episode 215: You Filed Your Taxes. What Comes Next?
Apr 16, 2024
Episode 214: How to Navigate Money Differences With A Partner with Ashley Quamme
Apr 09, 2024
Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling
Apr 02, 2024
Episode 212: Even Out The Power Scales of Marriage and Money
Mar 26, 2024
Episode 211: When Should I Get Serious About Saving For Retirement?
Mar 19, 2024
Episode 210: Navigating Motherhood, Mindset, and Money with Dr. Sue McCreadie
Mar 12, 2024
Episode 209: What Should I Do With Excess Cash?
Mar 05, 2024
Episode 208: How To Stop Financially Supporting Your Adult Children
Feb 27, 2024
Episode 207: You Inherited A Lot of Money Or Assets. Now What?
Feb 20, 2024
Episode 206: Dividing Up Finances: Yours, Mine, and Ours
Feb 13, 2024
Episode 205: How To Get Organized And Reduce Tax Season Stress
Feb 06, 2024
Episode 204: Investing in an Election Year: Why Long-Term Perspective Matters.
Jan 30, 2024
Episode 203: What Lions Playoff Tickets Teach Us About Financial Planning
Jan 23, 2024
Episode 202: Resume and Job Hunting Tips for Women with Linda Olejniczak
Jan 16, 2024
Episode 201: Skin Deep: Navigating Dermatological Costs and Skincare Essentials with Dr. Meredith Price
Jan 09, 2024
Episode 200: Setting Financial Resolutions and Goals for 2024
Jan 02, 2024
Episode 199: Turning Thrift Store Finds into Profit with Ruth Fradenburg
Dec 26, 2023
Episode 198:Gifts That Grow: Sparkling Ideas for Financial Wellness This Holiday Season
Dec 19, 2023
Episode 197: Understanding and Overcoming the Emotional Triggers of Overspending with Paige Pritchard
Dec 12, 2023
Episode 196: Slaying the Holiday Budget Beast: Tips and Tactics
Dec 05, 2023
Episode 195: Maximizing the Impact of Charitable Giving with Melissa Joy
Nov 28, 2023
Episode 194: Boosting Your Holiday Fashion with Kelley Muzingo
Nov 21, 2023
Episode 193: Year-End Financial Planning with Alexa Kane
Nov 14, 2023
Episode 192: Resisting the Spending to Impress Trap: Financial Planning Tips Inspired by Travis and Taylor
Nov 07, 2023
Episode 191: Scariest Financial Planning Moves
Oct 31, 2023
Episode 190:Breathing, Energy, and the Science of Well-being with Cass Ghiorse
Oct 24, 2023
Episode 189: Finding Personal Success and Wellness: A Conversation with Melissa Coulier
Oct 17, 2023
Episode 188: Understanding Health Savings Accounts with Melissa Joy
Oct 10, 2023
Episode 187: Navigating the Costs of Weight Loss: A Personal Journey
Sep 26, 2023
Episode 186: Financial Independence: A Midlife Woman's Guide with Nancy McKenna
Sep 19, 2023
Episode 185:Building a Short-Term Rental Portfolio with Natalie Bruno
Sep 12, 2023
Episode 184: The Role of 'Girl Money' in Financial Literacy for Women
Sep 05, 2023
Episode 183: Financial Self-Control and Budget Management
Aug 29, 2023
Episode 182: Turning the Back-to-School Season into a Financial Reset
Aug 22, 2023
Episode 181:Common Money Conflicts for Couples and How to Resolve Them
Aug 15, 2023
Episode 180: Budgeting for College Life: A Parent's Guide to College Send Off
Aug 08, 2023
Episode 179: Top 5 Financial Planning Take-aways from the Barbie Movie
Aug 01, 2023
Episode 178: Tipping: Navigating the Gratuity Landscape in a Changing World
Jul 25, 2023
Episode 177: Long Term Care Considerations for Women
Jul 18, 2023
Episode 176: An Insight into Divorce Forensic Accounting with Tracy Coenen
Jul 11, 2023
Episode 175:Financial Planning Discussions for Couples
Jul 04, 2023
Episode 174: Exploring Investment Assumptions: Real Estate vs. Stock & Bond Investing
Jun 27, 2023
Episode 173: Rediscovering Yourself and Finding Balance in Motherhood with Carmie Buhalis
Jun 20, 2023
Episode 172: Financial Lessons from Taylor Swift's Eras Tour
Jun 13, 2023
Episode 171: Money Mindset to Fight Negative News with Melissa Joy
Jun 06, 2023
Episode 170: The Case for 529 Plans for College Savings with Ann Garcia
May 30, 2023
Episode 169: Understanding the Debt Ceiling and its Impact on the Economy
May 23, 2023
Episode 168: Financial Planning for Midwives and Caregiving Professionals with Aravind Sithamparapillai
May 16, 2023
Episode 167: Demystifying Credit Scores with Melissa Fradenburg
May 09, 2023
Episode 166: Late-Stage College Planning with Brad Baldridge
May 02, 2023
Episode 165: Five Financial Tips to Implement After Filing Your Taxes
Apr 25, 2023
Episode 164:Why Timing the Market During a Recession Can Hurt Your Investment Returns
Apr 18, 2023
Episode 163: Mortgage Rates and the Unlikelihood of a 2008 Repeat with Nathan Steiner
Apr 11, 2023
Episode 162: More Than Money with Melissa Joy, CFP®
Apr 04, 2023
Episode 161:Teaching Teens the Value of Money
Mar 28, 2023
Episode 160: Considerations When Buying a Second Home with Sherri Stephens.
Mar 21, 2023
Episode 159: Bank Failures: Understanding the Causes and Consequences with Melissa Joy.
Mar 14, 2023
Episode 158: Important Estate Planning Documents for Adult Children With Liz Derrick
Mar 07, 2023
Episode 157: Insurance Considerations for Small Business Owners with Kelly Aitken-Gwinnell
Feb 28, 2023
Episode 156: What You Need to Know About Insurance with Kelly Aitken- Gwinnell and Renee Mason-Sherry
Feb 21, 2023
Episode 155: Love And Money: Financial Planning Considerations For Couples
Feb 14, 2023
Episode 154: Retirement Readiness with Melissa Joy
Feb 07, 2023
Episode 153: Surviving a Layoff: Your Financial Checklist for Moving Forward
Jan 31, 2023
Episode 152: Budget Friendly Style with Kendra Bissig
Jan 24, 2023
Episode 151: Saving for the Future: A Guide to Opening a Roth IRA for Children
Jan 17, 2023
Episode 150: What the Secure Act 2.0 Means for Your Retirement
Jan 10, 2023
Episode 149: Investment Mindset for 2023 with Charlotte Geletka
Jan 03, 2023
Episode 148: Career Pivots for Financial Success with Laura Khalil
Dec 27, 2022
Episode 147: Protecting Wealth for Women with Irena Politano
Dec 20, 2022
Episode 146: Financial Considerations When Moving
Dec 13, 2022
Episode 145: Social Security Basics with Vonda VanTil
Dec 06, 2022
Episode 144: Opportunities to Give back on Giving Tuesday
Nov 29, 2022
Episode 143: Control Holiday Spending in Times of Inflation
Nov 22, 2022
Episode 142: Less Stress Over the Holidays with Carmie Buhalis
Nov 15, 2022
Episode 141: Year End Planning with Melissa Joy
Nov 08, 2022
Episode 140: Making the Most of Your Employee Benefits with Melissa Joy
Nov 01, 2022
Episode 139: Cost of Living Adjustments for 2023
Oct 25, 2022
Episode 138: How to Deal with Grief and Financial Decisions with Kathi Balasek
Oct 18, 2022
Episode 137: Paying Down Debt
Oct 11, 2022
Episode 136: Lending and the Housing Market in a Rising Rate Environment with Nathan Steiner
Oct 04, 2022
Episode 135: Unclaimed Property with Jay Fradenburg
Sep 27, 2022
Episode 134:Inflation Expectations and Market Volatility with Jay Fradenburg
Sep 20, 2022
Episode 133: Money Secrets in Your Net Worth with Rachael Camp
Sep 13, 2022
Episode 132: Paying for College with Ann Garcia
Sep 06, 2022
Episode 131:Student Loan Forgiveness with Alexa Kane
Aug 30, 2022
Episode 130: Back-to-School Tips with Melissa Fradenburg
Aug 23, 2022
Episode 129: Understanding the Racial Wealth Gap with Renee Baker
Aug 16, 2022
Episode 128: Roth Conversion in a Down Market
Aug 09, 2022
Episode 127: First Generation Wealth with Valerie Rivera
Aug 02, 2022
Episode 126: Financial Tips for Buying a Car
Jul 26, 2022
Episode 125: Financial Planning Considerations for LGBTQ People with Laura LaTourette
Jul 19, 2022
Episode 124: Teaching Children Financial Responsibility Through Chores
Jul 12, 2022
Episode 123: Simple Budgeting Tips with Melissa Fradenburg
Jul 05, 2022
Episode 122: Investing Outlook with Jay Fradenburg
Jun 28, 2022
Episode 121: Summer Before College Financial Checklist
Jun 21, 2022
Episode 120: Financial Wellness Through Community Work with Diana Yanez
Jun 14, 2022
Episode 119: Things You Can do If You're Feeling the Pinch of Inflation
Jun 07, 2022
Episode 118: House Decisions For Aging Parents with Caroline Gaynor
May 31, 2022
Episode 117: Interest Rates, Inflation and The Federal Reserve
May 24, 2022
Episode 116: Breaking Away From Financial Abuse With Stacy Francis, CFP ®, CDFA®, CES®
May 17, 2022
Episode 115: Spring Clean Your Finances
May 10, 2022
Episode 114: Plan For Next Year's Taxes Now with Melissa Joy, CFP ®
May 03, 2022
Episode 113: How Much House Can I Afford?
Apr 26, 2022
Episode 112: Teaching Teens Good Money Habits with Melissa Fradenburg
Apr 19, 2022
Episode 111: ESG Investing
Apr 12, 2022
Episode 110: Asset Allocation and Diversification with Melissa Fradenburg
Apr 05, 2022
Episode 109: Being Present in Motherhood and Career with Cathy Harber
Mar 29, 2022
Episode 108: Risk Tolerance with Melissa Fradenburg
Mar 22, 2022
Episode 107: Lifestyle Creep with Melissa Fradenburg
Mar 15, 2022
Episode106: Buying the Dips with Melissa Fradenburg
Mar 08, 2022
Episode 105: Asking for a Raise with Melissa Fradenburg
Mar 01, 2022
Episode 104: Asset Protection Trusts with Ameena Sheikh and Jasmine Rippy
Feb 22, 2022
Episode 103: How Aspiring Physicians Can Manage Student Loans
Feb 15, 2022
Episode 102: All About Emergency Reserves
Feb 08, 2022
Episode 101: Simplifying the Mortgage Process with Jill Byrne and Laura Peters
Feb 01, 2022
Episode 100: How to Stay Calm In times of Market Volatility
Jan 25, 2022
Episode 99: Passive vs. Active Investing with Amanda Piper, CFA
Jan 18, 2022
Episode 98: Financial Procrastination with Melissa Fradenburg
Jan 11, 2022
Episode 97: Start Your New Year Right with Melissa Joy
Jan 04, 2022
Episode 96: Three Action Items to wrap up the Year with Melissa Joy
Dec 28, 2021
Episode 95:Get Your House in Order for Aging with Kristie Kindstrom
Dec 21, 2021
Episode 94: Tips for the Next Generation From a Financially Responsible Millennial with Ashley Mont
Dec 14, 2021
Episode 93: Keeping Holiday Spending in Check with Melissa Fradenburg
Dec 07, 2021
Episode 92:Smart Financial Moves on #GivingTuesday with Alexa Kane
Nov 30, 2021
Episode 91:Holiday Health and Wealth with Nutrition Coach Liza Baker
Nov 23, 2021
Episode 90:Year-End Financial Planning Moves with Hannah Near
Nov 16, 2021
Episode 89: Money Issues in Relationships with Lynn Walsh
Nov 09, 2021
Episode 88: Mortgage Options in Retirement with Nathan Steiner
Nov 02, 2021
Episode 87: How to Talk to Your Kids About Money with Jackie Fradenburg
Oct 26, 2021
Episode 86: Demystifying the FAFSA Form with Ann Garcia
Oct 19, 2021
Episode 85: Qualified Domestic Relation Orders with Sharee Burkel
Oct 12, 2021
Episode 84: Understanding Spousal Support with Peter Bissett
Oct 05, 2021
Episode 83: What Proposed Tax Changes Could Mean for You with Hannah Near
Sep 28, 2021
Episode 82: Benefit Options for Open Enrollment with Adam Wadie
Sep 21, 2021
Episode 81: Building a Work Life You Love as a Mom with Kelli Anderson
Sep 14, 2021
Episode 80: Common Mistakes In Estate Planning with Chiara Mattieson
Aug 31, 2021
Episode 79: Winning Resumes with Brooke Kent
Aug 24, 2021
Episode 78: Top 5 Financial Tips
Aug 17, 2021
Episode 77: Preparing an Employee for a Company IPO with Danika Waddell
Aug 10, 2021
Episode 76: Improving Your Net Worth with Alexa Kane
Aug 03, 2021
Episode 75: Financial Issues in Divorce with Anthony Urbani II J.D. and Jennifer Adlhoch
Jul 23, 2021
Episode 74: Financial Planning for Emerging Entrepreneurs with Anna N'Jie-Konte
Jul 20, 2021
Episode 73: Budgeting with Karen Dybis
Jul 13, 2021
Episode 72: Buying a Home in a Sellers-Market with Shana Sine Cameron
Jul 06, 2021
Episode 71: Claims and Coverage Options for Water Damage with Joe Tiberi
Jun 30, 2021
Episode 70: Social Justice Investments with Maya Philipson
Jun 22, 2021
Episode 69: The Secrets to Happiness at Work with Dr. Tracy Brower
Jun 15, 2021
Episode 68: Financial Planning Considerations for Americans Working Abroad with Marina Hernández
Jun 08, 2021
Episode 67: Life Insurance with Alexa Kane
Jun 01, 2021
Episode 66: College Planning with Jill Carr
May 25, 2021
Episode 65: Human Rights and Investing with Perth Tolle
May 18, 2021
Episode 64: Motherhood, Money, and Making Space for Selfcare with Erica Galvan
May 11, 2021
Episode 63: Finding Your Worth with Amalia Miralrio
May 04, 2021
Episode 62: What to Look for in a Financial Advisor (Guest Podcast)
Apr 27, 2021
Episode 61: Financial Life Planning with Dan Boyce
Apr 20, 2021
Episode 60: Understanding Prenuptial Agreements with Jennifer Lawrence
Apr 13, 2021
Episode 59: Inheritance Mistakes with Cathy Curtis
Apr 06, 2021
Episode 58: Fitness and Financial Habits with Sarah Jelinek
Mar 30, 2021
Episode 57: Getting Over Fears of Talking About Money by Lindsay Bryan-Podvin
Mar 23, 2021
Episode 56: Mortgage Options in Divorce with Nathan Steiner
Mar 16, 2021
Episode 55: ESG Investing with Kalita Blessing
Mar 09, 2021
Episode 54: Business Ownership with Chris Cooper
Mar 02, 2021
Episode 53: BEST OF 52 Pearls with Melissa Joy and Melissa Fradenburg
Feb 23, 2021
Episode 52: Tax Considerations in Divorce with Jamie Wilkerson Majni
Feb 16, 2021
Episode 51: Humble Beginnings to Financial Success Dr. David Rhoiney
Feb 09, 2021
Episode 50: Gen Z Disruption with Julia Carreon
Feb 02, 2021
Episode 49: Visualizing Retirement with Stuart Ritter
Jan 26, 2021
Episode 48: Financial Therapy with Nate Astle
Jan 19, 2021
Episode 47: Comparison is the Thief of Joy with Cherisa Allen
Jan 12, 2021
Episode 46: Equity Compensation with Rachel Elson
Jan 05, 2021
Episode 45: Legal Documents for Families with Kids with Ashley Waddel-Tingstad
Dec 29, 2020
Episode 44: Making Big Financial Decisions with Casey Snyder
Dec 22, 2020
Episode 43: Emotions and Money with Kathy Longo
Dec 15, 2020
Episode 42: Year-End Tax and Financial Planning with Alexa Kane
Dec 08, 2020
Episode 40: Holiday Spending with Karen Dybis
Nov 24, 2020
Episode 39: Attributes of Wealthy People with Sarah Boston and Karen Coyne
Nov 17, 2020
Episode 38: Getting Top Dollar for your Listing with Jennifer Adlhoch
Nov 10, 2020
Episode 37: Refine Your Networking Prowess with Laura Webb
Nov 03, 2020
Episode 36: Gen X Finances with Stephanie Vaught
Oct 27, 2020
Episode 35: Women Investors with Tommi Johnsen & Elisabetta Basilico
Oct 20, 2020
Episode 34: Money Talk for College Students with Stacy Miller
Oct 13, 2020
Episode 33: Charitable Giving with Laura Brownfield
Oct 06, 2020
Episode 32: How to Tackle Open Enrollment
Sep 29, 2020
Episode 31: Financial Things We Wish We Knew in Our 20s
Sep 22, 2020
Episode 30: Medicare with Joanne Giardini-Russell
Sep 15, 2020
Episode 29: Student Loan Strategies with Catalina Kaiyoorawongs
Sep 08, 2020
Episode 28: Five Financial Things to do Before Year End
Sep 01, 2020
Episode 27: Owning Your Money Story with Eugenie George
Aug 28, 2020
Episode 26: Pivoting your Business Mindset during COVID-19 with Megan Gunnell
Aug 21, 2020
Episode 25: Bridging Wealth and Income Equality with Camille York
Aug 13, 2020
Episode 24: Opportunities for Young High Earners with Asad Gorani
Aug 07, 2020
Episode 23: Small Giants Values with Hamsa Daher.
Jul 31, 2020
Episode 22: Financial Considerations for Women in Divorce with Heather Bendure
Jul 22, 2020
Episode 21: Collaborative Divorce with Alisa Peskin-Shepherd
Jul 07, 2020
Episode 20: Zingerman's Visioning for Uncertain Times with Elnian Gilbert
Jun 30, 2020
Episode 17: Conquering Financial Shame with Christine Luken
Jun 19, 2020
Episode 16: Closing the Racial and Gender Wealth Gap with Renee Baker
Jun 16, 2020
Episode 15: What is Financial Planning?
Jun 12, 2020
Episode 14: Financial Perspective During Coronavirus with Dan Boyce
Jun 09, 2020
Episode 13: Mortgage Decisions During Divorce with Erica Powers
May 29, 2020
Episode 12: College Decisions During COVID-19 with Amy McVeigh
May 26, 2020
Episode 11: All about Medicare issues during COVID-19
May 22, 2020
Episode 10: Using Gratitude for an Abundant Money Mindset During Covid-19 with Dawn Starks
May 15, 2020
Episode 9: What do I do with my 401K?
May 08, 2020
Episode 8: Retirement Investing in Bear Markets with Ashby Daniels
May 04, 2020
Episode 7:Understanding Bankruptcy with Charissa Potts
Apr 30, 2020
Episode 6: COVID-19 and Estate Planning with Joan Skrzyniarz
Apr 24, 2020
Episode 5: Technology Adaptations in the Age of Covid-19 with Bill McManus
Apr 22, 2020
Episode 4: Cares Act Relief for Individuals
Apr 18, 2020
Episode 3: CARES Act Relief for Small Business Owners
Apr 10, 2020
Episode 2: Focus on What You Can Control
Apr 02, 2020
Intro & Week 1: Map your financial goals
Feb 25, 2020