Wealthy After Divorce
by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®
January 12, 2024 12:00 am
Welcome to the Wealthy After Divorce Podcast! Hosts and Certified Divorce Financial Analysts® at Pearl Planning, Melissa Joy and Melissa Fradenburg, will roll out a new episode every other Thursday, with advice to improve financial decisions during and after the divorce process. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan, and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our offices at (734)274-6744 or (313) 486-9634. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment adviser. 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 newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a reader 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 newsletter 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.
Recent Episodes
S2EP17:Navigating Co-Parenting After Divorce with Jordana Wolfson
11 months agoS2EP16: Wealthy after Divorce 2023 Backtrack
11 months agoS2EP15: Best Apps for Divorced Clients in 2024
12 months agoS2EP14:To Keep or Not to Keep, That is the HOUSE Question with Jacki Roessler
12 months agoS2EP13: Transforming Finances: The Role of Roth Conversions After Divorce with Melissa Joy
1 year agoReDiscovering U Through Divorce with Author Barb Greenberg
1 year agoS2EP11: #BreakTheSilence for Domestic Violence Awareness Month
1 year agoS2EP10: Divorce Mediation Options with attorney/mediator Lisa Taylor
1 year agoS2E9: Post-Divorce "Mini Bite" Part 3-Things to Do LATER
1 year agoS2E8: Post-Divorce "Mini Bite" Part 2 -Things to Do SOON with Melissa Fradenburg
1 year ago