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Women's Money Wisdom
Women face a unique set of challenges - from caring for aging parents to raising children - all while trying to maintain a career and a semblance of work-life balance. It can be overwhelming, and it's all too easy to put your own needs and finances on the back burner. We believe that every woman deserves to feel financially empowered and secure. Our podcast is designed specifically for women like you - women who are ready to take charge of their finances and their future. Host and financial planner at Pearl Planning, Melissa Joy, CFP ®, will roll out a new episode each week to help you improve financial literacy and gain the confidence you need to navigate your financial life. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan. You can reach our office at (734)274-6744. 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.
Women's Money Wisdom
Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods
Description:
Have you ever felt the frustration of miscommunication straining your personal or professional relationships?
In this compelling episode of the Women's Money Wisdom Podcast, relationship and communication coach Joni Woods of Journey Coaching shares how she transformed her own communication struggles into powerful personal growth. Together with Melissa Joy, CFP®, CDFA®, they explore the vital roles of self-awareness and accountability, offering listeners practical strategies to elevate their communication skills and enhance their lives.
From navigating family caregiving challenges to tackling tough workplace scenarios, this episode reveals how letting go of assumptions can lead to better outcomes.
Additionally, we delve into the concept of personal money origin stories, uncovering how our early financial experiences shape our current behaviors and decisions. Tune in for this enlightening discussion and embark on your journey toward stronger relationships and greater financial wisdom today.
Listen and Learn:
- Discover why healthy communication is the foundation of strong relationships.
- Understand the importance of active listening and empathy in extending an olive branch and resetting communication lines.
- Learn how third-party mediators can play a crucial role in opening up dialogue and finding effective solutions.
- Explore how communication challenges can surface in diverse settings, from co-parenting to workplace interactions and family dynamics.
Resources:
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
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://pearlplan.com/
