Hosted by Melissa Joy, CFP®, CDFA®
Kathy Longo recently sat down with Melissa Joy, CFP®, president of Pearl Planning and host of the Pearl Planning Podcast to discuss the role emotions can play in financial decisions.
This episode covers:
When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.
Aging is part of life, but the financial side of aging often catches families off guard. While many people plan for retirement income, travel, or...
Retirement opens the door to a new chapter, one that offers the freedom to design your days, spend more time with family, and pursue long-delayed...
When it comes to personal finances, building wealth over time isn’t about one big decision or a single turning point. Instead, it’s about creating a...
When people talk about building long-term wealth, compound interest is often one of the first concepts that comes up, and for good reason. It has...
It’s easy to see retirement as an ending, but it also marks the start of a whole new season of life, one where you can...
We all start the year with the best intentions: fresh goals, renewed focus, and maybe even a spreadsheet or two. But as the months roll...
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