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Wealthy After Divorce

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Wealthy After Divorce

  • star
1
0+ APD
Global Rank TOP 1%
Creator:
Melissa Fradenburg, CDFA® and Jacki Roessler, CDFA®
  • Business
  • Investing
  • Human Resources
  • Performance Management
About Episodes Reviews Similar

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    Podcast data

    Created By Melissa Fradenburg, CDFA® and Jacki Roessler, CDFA®
    Podcast Status active
    Started 01/06/2022
    Latest Episode 27/04/2023
    Release Period Episodic
    Episodes 24
    Partner Reviews 0
    Language English
    Frequency 335
    Average Length 24 minutes and 14 seconds
    Country United States
    Global Rank TOP 1%

    Description

    Welcome to the Wealthy After Divorce Podcast! Hosts and Certified Divorce Financial Analysts® at Pearl Planning, Jacki Roessler 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, 600 South Adams, Birmingham, Michigan and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our offices at 248.795.1133 ext. 407 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.

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  • Episodes

    • #626277 - Episode 24: Uncovering Hidden Assets During Divorce with Tracy Coenen

      2 years ago

    • #626278 - Episode 23: Grey Divorce and Reverse Mortgages with Brian Cohen

      2 years ago

    • #626279 - Episode 22: Surviving Divorce for Stay-At-Home Moms with Leah Hadley, CDFA

      2 years ago

    • #626280 - Episode 21: The Dangerous "DIY" Divorce with Jacki Roessler, CDFA

      2 years ago

    • #626281 - Episode 20: What's Mine is Mine and What's Yours is Ours: Separate Property in Divorce with Attorney Alisa Peskin-Shepherd

      2 years ago

  • Reviews

    • There are no reviews yet

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