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Women's Money Wisdom
Balancing careers, caregiving, and personal well-being is no small feat—especially for women who often carry the weight of multiple roles. From supporting aging parents to raising children and managing demanding careers, financial planning can easily take a back seat. But your financial future deserves attention, and we’re here to help you take charge.
Welcome to Women's Money Wisdom, the podcast designed to empower women with the knowledge and confidence to build financial security and achieve their dreams. Hosted by Melissa Joy, CFP®, founder of Pearl Planning, each weekly episode offers practical financial insights, expert guidance, and real conversations about money.
Join us to enhance your financial literacy, make informed decisions, and take the next step toward financial freedom. At Pearl Planning, located in Dexter, Michigan, we’re committed to helping you navigate every stage of your financial journey.
Subscribe now and start your path to financial empowerment with Women's Money Wisdom.
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.
Episodes
Episode 259: Family Vision and Values with Business Coach Kelly O'Donnell
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Episode 258: Let's Talk About Tariffs
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Episode 257: Addiction & Your Money with Karen Coyne, CFP®
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Episode 256: Who Needs a Trust with Ashley Waddell-Tingstad
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Episode 255: Downsize Your Stuff to Upgrade Your Finances with Sharon McRill
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Episode 254: Money Matters in Trump's Second Term
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Episode 253: Celebrity Estate Planning Lessons with Jennifer Rozelle
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Episode 252: Planning for Financial Success in 2025
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Episode 251: Seeking Contentment in the Holidays & Life
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Episode 250: How to Retire with Author Christine Benz
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Episode 249: Year-End Financial and Tax Moves
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Episode 248 : The Extraordinary Power of Charitable Giving
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Episode 247: The Soul of Wealth with Author Dr. Daniel Crosby
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Episode 246: Overcoming Imposter Syndrome with Coach LJ Gamble
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Episode 245: Coping as a Caregiver with Danielle Miura, CFP®, MSFP, EA
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Episode 244: How to React to Any Election Outcomes as an Investor
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Episode 243: Personal Care and Your Money with Hair Stylist Jessica Hawkins
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Episode 242: Investor Lessons from 2024 Detroit Tigers Playoff Run
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Episode 241: Sustainable Fashion with Marcie Greene
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Episode 240: What You Need to Know About Menopause and Your Money with Julia Carreon
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Episode 239: Reducing Overwhelm by Doing Less With Michelle Gauthier
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Episode 238: Investing with Human Rights in Mind with William F. Schulz
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Episode 237: Getting Ready to Pay for College with Lucy Valandra, CFP® & Alexa Kane, CFP®, CDFA®, AIF®
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Episode 236: Financial Planning for People without Kids with Dr. Jay Zigmont CFP®
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Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods
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