Episode 12: Year End Financial Planning with Melissa Joy, CFP®

Wealthy After Divorce

Are you recently or soon-to-be divorced? As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst®, Melissa Joy specializes in post-divorce financial planning and wealth management. She is the founder of Pearl Planning, podcast host of 52 Pearls: Weekly Money Wisdom and has over 20 years industry experience. In this episode, Melissa Joy and host Melissa Fradenburg CDFA® discuss important year end financial planning for recently divorced individuals. Learn what to review when it comes to taxes, investments, and cash reserves and how to organize your financial "to-do's" and set intentions going into the new year.
Resources:

• Find out more about Melissa Joy, CFP®
• Listen to Episode 140: Making the Most of Your Employee Benefits with Melissa Joy.
• Listen to Episode 11: Keeping Halloween Sweet for Divorced Families with Brett Sherman.
• Watch the REPLAY of Pearl Planning Year End Planning Webinar for 2022.
• Find out how Pearl Planning assists post-divorce clients transition to a successful and purposeful post-divorce life.

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.