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
Latest Episodes
Episode 332: Budgeting for Beauty: The Financial Side of Med Spa Investing with Stephanie Stewart
What would it look like if your financial plan actually included a line item for aesthetics? Melissa Joy, CFP®, sits down with Stephanie Stewart, PA-C, founder of The Aesthetic Method, an award-winning medical spa in Ferndale, Mic...
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Episode 331: Getting Out of Debt: What Nonprofit Credit Counseling Can Do for You with Bruce McClary
Debt is one of the most emotionally charged topics in personal finance -- and one of the most common. This week Melissa Joy, CFP®, sits down with Bruce McClary, lead spokesperson for the National Foundation for Credit Counseling (NFCC), to take...
Episode 330: Are You the Family CFO? Recognizing the Invisible Work of Managing Household Finances
In many households, one person quietly carries the full weight of the family's financial life: tracking premiums, coordinating with advisors, managing the budget, and planning for the future. Melissa Joy, CFP®, founder and president of Pearl Pl...
Episode 329: Mid-Year Markets and Investments Check-In with Melissa Joy, CFP®
As we move into the second half of the year, Melissa Joy, CFP®, takes a solo deep dive into five major themes shaping the current investment landscape. From artificial intelligence and IPO cycles to persistent inflation and the resilience of em...
Episode 328: Burnout, Sabbaticals, and the Power of Strategic Rest with Molly Rosen
High-achieving women often wear exhaustion as a badge of honor, pushing through until the warning signs become impossible to ignore. For Molly Rosen, co-founder and co-CEO of Project Next Leadership, that moment came while driving betwee...
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