Pearl Planning

When only one person in a household manages the finances, the family can be more exposed than they realize. Tasks pile up, risks go unnoticed, and as retirement approaches, the stakes of that knowledge gap get much higher.

Melissa Joy, CFP®, of Pearl Planning walks through the questions every household should be asking: Where are the gaps in our financial knowledge? Are we taking on risks we haven't talked about? And what happens if the person holding all of this is no longer here?

🎧 Listen here: https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433?i=1000774836602

Inflation is persistent, it is difficult to get rid of, and it is not a friend. That is the reality facing the American consumer and investor right now.

This week, pMelissa Joy, CFP®, breaks down why inflation remains so sticky, pointing to factors like the resolution of the war in Iran, interrupted supply chains, and global energy challenges that cannot be fixed overnight.

Understanding what is actually driving inflation is the first step to planning around it.

https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433

The data is clear: women leaders consistently rate themselves lower than others rate them.

Molly Rosen, co-founder and co-CEO of Project Next Leadership, shares what her 360 assessment research reveals about how women leaders see themselves versus how they are actually seen. The gap has real consequences: not raising your hand, not speaking up, running harder instead of smarter, and assuming recognition will come from effort alone when advancement at the executive level requires something different entirely.

Working harder is what got many women to leadership. It is not always what gets them further. Listen to the full episode to hear Molly and Melissa Joy, CFP®, discuss what actually moves the needle.

https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433?i=1000772952101