Women's Money Wisdom
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/
Women's Money Wisdom
Episode 156: What You Need to Know About Insurance with Kelly Aitken- Gwinnell and Renee Mason-Sherry
Today we are joined by Renee Mason-Sherry and Kelly Aitken-Gwinnell with Aitken & Ormond Insurance Agency. In this episode, Melissa Fradenburg, CDFA ®, AIF® asks Renee and Kelly about all things insurance. Learn about common mistakes people make as well as tips for adding teen drivers to your auto policy. Car insurance can be expensive, but there are ways to save money and still get the coverage you need. By understanding the types of coverage, discounts available, and other factors that affect premiums, you can make an informed decision when choosing insurance coverage.
In this episode:
- Why is auto insurance more expensive for teenage drivers?
- What are the types of coverage for auto insurance?
- What is an umbrella policy and who needs one?
- Is jewelry covered by homeowners insurance?
- What are some of the biggest mistakes you see when it comes to insurance?
- Good student discount: maintain a certain GPA to qualify for a discount
Resources:
- Learn more about Aitken & Ormond Insurance Agency.
- Start a quote HERE.
- Learn more about Melissa Fradenburg, AIF ®, CDFA ® and Pearl Planning.
- Reach out to Kelly Aitken-Gwinnell at kgwinnell@aoinsure.com
- Reach out to Renee Mason-Sherry at rmason@aoinsure.com
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. C
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:...
