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Pearl Planning You work hard for your money. We help you make the most out of it.

10/22/2026

Writing or video can say what feels too hard to say out loud.

Melissa Joy, CFP®, host of Women’s Money Wisdom, suggests using either one to say the things that would be problematic if left unsaid, without sharing them immediately.

Her guest, Tiffany Charles, wealth advisor at Traction Financial Partners, agrees and shares what she asked of her own parents: have the conversation so she is set up for success with her siblings. They got it, she says, and navigated it beautifully.

🎙️ Hear the full episode: https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433?i=1000797248774

10/22/2026

Google can feel overwhelming when you don’t know where to begin.

Tiffany Charles, wealth advisor at Traction Financial Partners and a board member of bQuest, explains how bQuest, an aging care platform for advisors, helps their clients whether they are planning proactively or are in crisis.

She describes it as a way for advisors to connect clients with the resources they need on the aging journey, and says bQuest has done the heavy lifting of vetting them. She joins Melissa Joy, CFP®, founder and president of Pearl Planning, on Women’s Money Wisdom.

🎙️ Hear the full episode: https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433?i=1000797248774

It's Financial Planning Month, so we're playing a different kind of game.See how many squares apply to you. If you got a...
10/21/2026

It's Financial Planning Month, so we're playing a different kind of game.

See how many squares apply to you. If you got a BINGO (or came close), that's not a coincidence, it's a sign. Putting off a financial plan doesn't make the to-do list any shorter.

Let's turn your bingo card into an action list. pearlplanning.com/contact

The great wealth transfer is about much more than accounts changing hands.On Women’s Money Wisdom, host Melissa Joy, CFP...
10/20/2026

The great wealth transfer is about much more than accounts changing hands.

On Women’s Money Wisdom, host Melissa Joy, CFP®, founder and president of Pearl Planning, talks with Tiffany Charles, wealth advisor at Traction Financial Partners, about what surrounds that headline: aging parents, shifting care needs, and the decisions that fall to the next generation.

They cover a now, soon, and later list for caregivers, what to look for in an advisor who can serve more than one generation, items that often get missed such as required minimum distributions and tax filings, and ways to start the conversation with parents, from a family sit-down to a letter or a video.

Tiffany also shares how a family conversation held before her father passed gave her family a foundation to return to. Caregivers need support too, and these conversations are part of that.

🎙️ Listen to the full episode:

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

10/19/2026

Meat grown from cells. Protein made through microbes. Plant-based ice cream and meat. Algae used for protein and omega-3. Claire Smith, CEO of Beyond Investing and founder and Chief Investment Officer of Beyond Impact, describes the kinds of companies her venture capital firm backs.

For Claire, it is not only about making money. When one of these companies is doing well, she says, its impact is scaling as well.

Hear the full conversation on the Women's Money Wisdom Podcast with host Melissa Joy, CFP®, founder of Pearl Planning.

University of Michigan open enrollment started October 12th. Let's talk about the 3 mistakes that cost employees thousan...
10/16/2026

University of Michigan open enrollment started October 12th. Let's talk about the 3 mistakes that cost employees thousands every year.

These aren't complicated decisions, they just need a second set of eyes on the full picture before the window closes. That's exactly what we do at Pearl Planning.

Want to talk it through? Connect with us at pearlplanning.com/contact

10/15/2026

Beyond Investing sold Apple from its portfolio, then bought it again. Claire Smith, CEO of Beyond Investing and founder and Chief Investment Officer of Beyond Impact, explains why.

The company was selling Apple Watches with leather straps, so her team held a call with Apple's investor relations manager and sent material on the environmental costs of the leather industry, along with some alternatives.

A couple of years later, after an internal sustainability review, Apple decided to remove leather from its supply chain, including its wearables and phone covers. With no conflicting exposure left, the portfolio was able to buy the stock again.
Hear how shareholder engagement works in the full Women's Money Wisdom Podcast episode with host Melissa Joy, CFP®, founder of Pearl Planning.

https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433?i=1000796121269

10/14/2026

Meet Alec Waldman! 👋

Alec is an Associate Financial Advisor at Pearl Planning and he's the go to guy when you have a quick question about your plan. He graduated from the University of Michigan and is a member of the men's rowing alumni team, as well as an associate volunteer coach!

What gets financed gets done.Claire Smith, CEO of Beyond Investing and founder and Chief Investment Officer of Beyond Im...
10/13/2026

What gets financed gets done.

Claire Smith, CEO of Beyond Investing and founder and Chief Investment Officer of Beyond Impact, joins Melissa Joy, CFP®, founder of Pearl Planning, on the Women’s Money Wisdom Podcast to talk about building a portfolio that reflects personal values.

Claire explains how rules-based screens decide which companies make it into a fund and which are left out. She also covers how proxy voting and direct engagement can influence the companies a fund holds, and how venture capital differs from publicly traded funds, including who can access it.

For anyone who has wondered whether the way they invest can match the way they live, this conversation offers a clear look at how these strategies are built. Melissa also raises a common question about values-based investing and reminds listeners that past performance does not predict future returns.

🎙️ Listen to the full episode: https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433

10/12/2026

Bias that has been normalized is hard to see, and even harder to respond to while it is happening.

Shannon Nutter, global executive, board director, and co-author of Walking on Broken Glass: Navigating the Aftermath of the Glass Ceiling, tells Melissa Joy, CFP®, that the book was written to help women recognize double standards and patterns like the Goldilocks syndrome in real time, so they can say, "I understand what I'm hearing right now."

Recognition is only the first step. Shannon and co-author Julia C. Carreon offer possible statements and encourage readers to find words that feel comfortable to them, so they can take action in the moment, not just for themselves, but for each other.

🎙️ Listen to the full conversation: https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433?i=1000793431357

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8031 Main Street , Suite 201
Dexter, MI
48130

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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